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Showing Q2 2024 data
GIRARD PARTNERS LTD.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
GIRARD PARTNERS LTD.
•CIK: 1000490•Filing: Q2 2024
**GIRARD PARTNERS LTD.** manages $1.1B across a diversified portfolio of 259 positions. The fund exhibits a clear tilt toward large-cap technology and growth equities, evidenced by top holdings including SPYM at $78.2M and VXUS at $74.3M. Significant allocations are maintained in mega-cap names such as AAPL ($70.1M), MSFT ($44.0M), and AMZN ($28.0M). This concentration suggests a strategic focus on established market leaders within the technology and global equity sectors.
Total AUM
$1.1B
QoQ Performance
-0.5%
Positions
259
Top 10 Concentration
41.2%
Latest Filing
Q2 2024
Top Holdings Allocation
SPYM
VXUS
AAPL
SPYM7.4%
VXUS7.0%
AAPL6.6%
MSFT4.2%
SPAB3.9%
AMZN2.7%
GOOGL2.6%
META2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.0%
Technology20.2%
Consumer6.6%
Healthcare4.7%
Financial4.3%
Industrial2.4%
Utilities1.7%
Real Estate1.5%
🚪 Exited Positionssold since Q1 2024
+59 more exited positions
Changes from Q1 2024
NEW2 new positions
↑62 increased
↓122 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023