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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 $422,045,620
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,557,586 $99,387,781 24.5%
2.
Dimensional Etf Trust
 2,387,805 $81,113,731 20%
3.
Berkshire Hathaway Inc
 BRK.A 107,172 $51,356,822 12.66%
4.
Apple Inc.
 AAPL 77,393 $19,641,443 4.84%
5.
Rbb Fund Trust
 213,409 $12,348,058 3.04%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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