Portfolio Holdings & Fund Performance - COULTER JAMES G

List of top 200 securities held by COULTER JAMES G:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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#HoldingReport
Quarter
Shares
Held
Value
(Price)
Portfolio
(%)
Shares Vs.
Prev Report
Money
Flow
Holding
History
#
Holding
Report
Quarter
Shares
Held
Value
(Price)
Portfolio
(%)
Shares Vs.
Prev Report
Money
Flow
Holding
History
1LPL FINANCIAL HLDGS INC
LPLA
2015-12-148,794,282$2.963B
($336.89)
18.96%Form4
2ZSCALER INC
ZS
2018-03-229,146,477$1.895B
($207.14)
12.13%Form4
3MR COOPER GROUP INC
COOP
2008-07-0213,606,627$1.422B
($104.49)
9.10%Form4
4LIFESTANCE HEALTH GROUP INC CO
LFST
2024-05-29160,711,618$1.077B
($6.70)
6.89%Form4
5LIFE TIME GROUP HLDGS INC
LTH
2025-03-0529,748,906$907.342M
($30.50)
5.81%Form4
6TPG OPER GROUP II LP JR 6.950%
TPGXL
2025-02-1935,219,514$883.658M
($25.09)
5.66%Form4
7ZIMMER BIOMET HOLDINGS INC
ZBH
2016-02-117,572,261$850.062M
($112.26)
5.44%Form4
8CAESARS HOLDINGS INC.
CZR
2018-05-2129,280,680$751.635M
($25.67)
4.81%Form4
9GRAPHIC PACKING HOLDING COMPAN
GPK
2014-02-2026,507,330$692.371M
($26.12)
4.43%Form4
10SERVICETITAN INC
TTAN
2024-12-175,107,469$487.253M
($95.40)
3.12%Form4
Showing 1 to 10 of 41 entries
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