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Showing Q1 2024 data
Benedetti & Gucer, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Benedetti & Gucer, Inc.
•CIK: 1859474•Filing: Q1 2024
Benedetti & Gucer, Inc. manages $201M across a diversified portfolio of 143 positions. The fund exhibits a notable allocation to core fixed income and broad market exposure, highlighted by significant holdings in IVV ($37.3M) and SHY ($13.2M). Further concentration is visible in technology and dividend-focused equities, with NVDA ($10.4M) and RAAX ($9.7M) anchoring the equity side. This structure suggests a disciplined, income-oriented approach balancing market beta with defensive asset classes.
Total AUM
$201.3M
QoQ Performance
+5.5%
Positions
129
Top 10 Concentration
52.1%
Latest Filing
Q1 2024
Top Holdings Allocation
IVV
SHY
NVDA
IVV18.5%
SHY6.5%
NVDA5.2%
RAAX4.8%
TLH4.0%
HDV3.7%
VO3.0%
EMXC2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.7%
ETF18.6%
Technology11.3%
Consumer4.4%
Healthcare2.3%
Financial1.7%
Communication1.4%
Energy0.8%
🚪 Exited Positionssold since Q4 2023
+5 more exited positions
Changes from Q4 2023
NEW12 new positions
↑33 increased
↓86 decreased
Historical Filings
Q1 2024Q4 2023