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Home > Institutional Investor > New Capital Management Lp > Profile

Instuitional Investor - New Capital Management Lp

Fund Profile
Filing Period:
Fund Name: New Capital Management Lp
Portfolio Value $358,307,416
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,645,303 $94,807,656 26.46%
2.
Dimensional Etf Trust
 2,331,006 $68,461,648 19.11%
3.
Berkshire Hathaway Inc
 BRK.A 112,108 $54,458,703 15.2%
4.
Apple Inc.
 AAPL 78,408 $16,086,958 4.49%
5.
Rbb Fund Trust
 213,409 $10,858,250 3.03%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)