Passive Capital Management, LLC.

13F Portfolio Filings

Latest 13F report
Q1 2023 - Jul 28, 2023
Value $
$229M
Signature - Title
Jeffrey Fountain - CCO
Location
2650 Quarry Lake Drive, Suite 100, Baltimore, MD
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2023 52 $229M +$4.03M -$957K +$3.07M VNQ, VTEB, SCHO, MUB, DFAC 13F-HR 7/28/2023, 04:25 PM
Q4 2022 51 $219M +$37.8M -$15.9M +$21.9M VNQ, VTEB, SCHO, MUB, DFAC 13F-HR 7/28/2023, 04:25 PM
Q3 2022 47 $189M +$23.9M -$16.9M +$6.98M VNQ, VTEB, SCHO, AVUS, DFAC 13F-HR 7/28/2023, 04:25 PM
Q2 2022 49 $196M +$31.9M -$2.17M +$29.8M VNQ, VTEB, SCHO, DFAC, SCHB 13F-HR 7/28/2023, 04:25 PM
Q1 2022 47 $187M +$31M -$115K +$30.9M VNQ, VTEB, SCHO, SCHB, AVDE 13F-HR 7/28/2023, 04:25 PM
Q4 2021 48 $177M VNQ, VTEB, SCHO, SCHB, MUB 13F-HR 7/28/2023, 04:25 PM