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Showing Q4 2024 data
HART & PATTERSON FINANCIAL GROUP LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
HART & PATTERSON FINANCIAL GROUP LLC
•CIK: 2015835•Filing: Q4 2024
HART & PATTERSON FINANCIAL GROUP LLC manages $206M across a diversified portfolio of 72 positions. The fund exhibits notable international and sector exposure, with top holdings including VEA at $20.4M and SCHX at $14.7M. Significant allocations are also directed toward fixed income and global equities, evidenced by positions in BNDX ($9.4M) and VTIP ($8.6M). This structure suggests a tactical approach balancing developed international markets with targeted global asset class exposure.
Total AUM
$205.8M
QoQ Performance
-2.6%
Positions
37
Top 10 Concentration
47.9%
Latest Filing
Q4 2024
Top Holdings Allocation
VEA
SCHX
VEA9.9%
SCHX7.2%
BNDX4.6%
VTIP4.2%
SEIM4.0%
VWO4.0%
SEIV3.9%
SPHY3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other97.0%
Technology1.6%
Healthcare0.5%
Consumer0.3%
Energy0.3%
Financial0.1%
Industrial0.1%
🚪 Exited Positionssold since Q3 2024
Changes from Q3 2024
NEW1 new position
↑32 increased
↓35 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024