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Showing Q4 2023 data
Moreno Evelyn V's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Moreno Evelyn V
•CIK: 1598011•Filing: Q4 2023
**Moreno Evelyn V** manages $212M across a diversified portfolio of 140 positions. The fund exhibits significant concentration in mega-cap technology names, with top holdings including AAPL ($14.3M) and MSFT ($13.9M). Notable allocations also include MDY ($9.0M), GOOG ($8.6M), and AMZN ($8.0M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$211.9M
QoQ Performance
N/A
Positions
140
Top 10 Concentration
36.2%
Latest Filing
Q4 2023
Top Holdings Allocation
AAPL
MSFT
AAPL6.8%
MSFT6.5%
MDY4.3%
GOOG4.0%
AMZN3.8%
NVDA2.8%
AVLV2.4%
CRM1.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other41.2%
Technology24.9%
Consumer9.8%
Healthcare7.2%
Financial6.8%
Consumer Staples2.4%
Materials1.6%
Communication1.6%