โณ
Showing Q3 2024 data
M&R CAPITAL MANAGEMENT INC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
M&R CAPITAL MANAGEMENT INC
โขCIK: 1057395โขFiling: Q3 2024
**M&R CAPITAL MANAGEMENT INC** manages $454M across a diversified portfolio of 580 positions. The fund exhibits significant concentration in mega-cap technology and industrials, with top holdings including AAPL ($37.8M) and AVGO ($33.2M). Further notable allocations include BRK/B ($28.8M), GOOGL ($21.0M), and AMZN ($14.7M). This structure suggests a conviction-driven, large-cap growth and value tilt across established market leaders.
Total AUM
$453.8M
QoQ Performance
+8.3%
Positions
580
Top 10 Concentration
46.9%
Latest Filing
Q3 2024
Top Holdings Allocation
AAPL
AVGO
BRK/B
AAPL8.3%
AVGO7.3%
BRK/B6.4%
GOOGL4.6%
LOW4.2%
AMZN3.2%
V3.2%
VST3.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other29.3%
Technology28.9%
Financial14.0%
Consumer10.0%
Healthcare7.0%
Industrial4.9%
Consumer Staples3.6%
Energy1.0%
๐ช Exited Positionssold since Q2 2024
+343 more exited positions
Changes from Q2 2024
NEW1 new position
โ93 increased
โ56 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023