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Showing Q1 2024 data
Coulter & Justus Financial Services, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Coulter & Justus Financial Services, LLC
•CIK: 1841767•Filing: Q1 2024
**Coulter & Justus Financial Services, LLC** manages $450M across a diversified portfolio of 93 positions. The fund exhibits significant concentration in large-cap financial and technology names, notably holding JPM at $25.1M and GOOG at $24.5M. Further top allocations include AXP ($22.6M), SYK ($21.3M), and APH ($19.2M). This structure suggests a tactical, large-cap growth and value orientation within its current mandate.
Total AUM
$450.3M
QoQ Performance
+205.2%
Positions
93
Top 10 Concentration
42.4%
Latest Filing
Q1 2024
Top Holdings Allocation
JPM
GOOG
AXP
JPM5.6%
GOOG5.4%
AXP5.0%
SYK4.7%
APH4.3%
QCOM4.1%
AG83.5%
LOW3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.0%
Technology13.3%
Financial12.7%
Consumer10.4%
Healthcare7.1%
Materials5.5%
Industrial5.2%
Consumer Staples3.0%
🚪 Exited Positionssold since Q4 2023
+29 more exited positions
Changes from Q4 2023
NEW85 new positions
↑4 increased
↓4 decreased
Historical Filings
Q1 2024Q4 2023