FUNDAMENTUM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WFC | 51K | $4.24M |
 | PG | 45K | $6.86M |
 | BRK-B | 42K | $21.06M |
 | RTX | 41K | $6.94M |
 | CSCO | 40K | $2.74M |
 | AXP | 40K | $13.27M |
 | MBCN | 39K | $1.18M |
 | BMY | 34K | $1.55M |
 | MDT | 34K | $3.26M |
 | CMCSA | 34K | $1.07M |
 | XOM | 34K | $3.80M |
 | KO | 32K | $2.15M |
 | PSX | 32K | $4.39M |
 | CRM | 31K | $7.34M |
 | ABBV | 27K | $6.29M |
 | GOOG | 26K | $6.42M |
 | NEE | 26K | $1.98M |
 | META | 26K | $19.20M |
 | CEG | 26K | $8.54M |
 | DLR | 24K | $4.21M |
Wells Fargo & Company
WFC
Shares Held
51K
Value
$4.24M
The Procter & Gamble Company
PG
Shares Held
45K
Value
$6.86M
Berkshire Hathaway Inc.
BRK-B
Shares Held
42K
Value
$21.06M
RTX Corporation
RTX
Shares Held
41K
Value
$6.94M
Cisco Systems, Inc.
CSCO
Shares Held
40K
Value
$2.74M
American Express Company
AXP
Shares Held
40K
Value
$13.27M
Middlefield Banc Corp.
MBCN
Shares Held
39K
Value
$1.18M
Bristol-Myers Squibb Company
BMY
Shares Held
34K
Value
$1.55M
Medtronic plc
MDT
Shares Held
34K
Value
$3.26M
Comcast Corporation
CMCSA
Shares Held
34K
Value
$1.07M
Exxon Mobil Corporation
XOM
Shares Held
34K
Value
$3.80M
The Coca-Cola Company
KO
Shares Held
32K
Value
$2.15M
Phillips 66
PSX
Shares Held
32K
Value
$4.39M
Salesforce, Inc.
CRM
Shares Held
31K
Value
$7.34M
AbbVie Inc.
ABBV
Shares Held
27K
Value
$6.29M
Alphabet Inc.
GOOG
Shares Held
26K
Value
$6.42M
NextEra Energy, Inc.
NEE
Shares Held
26K
Value
$1.98M
Meta Platforms, Inc.
META
Shares Held
26K
Value
$19.20M
Constellation Energy Corporation
CEG
Shares Held
26K
Value
$8.54M
Digital Realty Trust, Inc.
DLR
Shares Held
24K
Value
$4.21M