Lpf Advisors 13F annual report
Lpf Advisors is an investment fund managing more than $96.5 billion ran by Debbie Bectal. There are currently 25 companies in Mrs. Bectal’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Bd Index Fds, together worth $49.3 billion.
$96.5 billion Assets Under Management (AUM)
As of 5th July 2024, Lpf Advisors’s top holding is 143,533 shares of Vanguard Index Fds currently worth over $35.1 billion and making up 36.4% of the portfolio value.
In addition, the fund holds 196,432 shares of Vanguard Bd Index Fds worth $14.2 billion.
The third-largest holding is Vanguard Scottsdale Fds worth $10.9 billion and the next is Fidelity Merrimack Str Tr worth $10.2 billion, with 226,812 shares owned.
Currently, Lpf Advisors's portfolio is worth at least $96.5 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Lpf Advisors
The Lpf Advisors office and employees reside in Sarasota, Florida. According to the last 13-F report filed with the SEC, Debbie Bectal serves as the CCO at Lpf Advisors.
Recent trades
In the most recent 13F filing, Lpf Advisors revealed that it had opened a new position in
Vanguard Mun Bd Fds and bought 14,531 shares worth $728 million.
The investment fund also strengthened its position in Vanguard Index Fds by buying
9,465 additional shares.
This makes their stake in Vanguard Index Fds total 143,533 shares worth $35.1 billion.
On the other hand, there are companies that Lpf Advisors is getting rid of from its portfolio.
Lpf Advisors closed its position in Healthcare Rlty Tr on 12th July 2024.
It sold the previously owned 13,736 shares for $237 million.
Debbie Bectal also disclosed a decreased stake in VanEck ETF Trust by approximately 0.1%.
This leaves the value of the investment at $2.71 billion and 90,598 shares.
One of the smallest hedge funds
The two most similar investment funds to Lpf Advisors are Fingerlakes Wealth Management and Jones Road Capital Management, L.P.. They manage $96.5 billion and $96.5 billion respectively.
Debbie Bectal investment strategy
Lpf Advisors’s portfolio is diversified across 7 sectors.
Currently, their heaviest sector is Miscellaneous — making up 2.8% of
the total portfolio value.
The fund focuses on investments in the United States as
36.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
28% of the total holdings value.
On the other hand, small-cap stocks make up only 4.0% of the portfolio.
The average market cap of the portfolio companies is close to $496 billion.
The complete list of Lpf Advisors trades based on 13F SEC filings
These positions were updated on July 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
7.06%
143,533
|
$35,099,093,000 | 36.39% |
| Vanguard Bd Index Fds |
3.72%
196,432
|
$14,152,910,000 | 14.67% |
| Vanguard Scottsdale Fds |
5.77%
136,310
|
$10,895,248,000 | 11.30% |
| Fidelity Merrimack Str Tr |
5.92%
226,812
|
$10,190,680,000 | 10.56% |
| Ishares Tr |
30.26%
92,704
|
$8,698,292,000 | 9.02% |
| Schwab Strategic Tr |
2.47%
146,585
|
$6,941,657,000 | 7.20% |
| VanEck ETF Trust |
0.31%
90,598
|
$2,711,447,000 | 2.81% |
| Vanguard Mun Bd Fds |
Opened
14,531
|
$728,148,000 | 0.75% |
| SouthState Corporation |
No change
9,348
|
$714,374,000 | 0.74% |
| Mainstay Mackay Definedterm |
0.09%
32,130
|
$532,719,000 | 0.55% |
| Apple Inc |
26.04%
2,355
|
$496,010,000 | 0.51% |
| Invesco Exch Traded Fd Tr Ii |
6.46%
11,742
|
$470,502,000 | 0.49% |
| Moderna Inc |
Opened
3,883
|
$461,106,000 | 0.48% |
| Ishares Tr |
Opened
16,225
|
$1,465,559,000 | 1.52% |
| Conagra Brands Inc |
No change
14,563
|
$413,880,000 | 0.43% |
| Lamb Weston Holdings Inc |
No change
4,670
|
$392,654,000 | 0.41% |
| Ssga Active Etf Tr |
10.01%
9,121
|
$381,257,000 | 0.40% |
| Vanguard Index Fds |
Opened
1,124
|
$272,120,000 | 0.28% |
| Microsoft Corporation |
12.20%
576
|
$257,369,000 | 0.27% |
| Berkshire Hathaway Inc. |
3.32%
611
|
$248,555,000 | 0.26% |
| Healthcare Rlty Tr |
Closed
13,736
|
$236,671,000 | |
| Home Depot, Inc. |
1.22%
649
|
$223,412,000 | 0.23% |
| Mcdonalds Corp |
Closed
746
|
$221,196,000 | |
| Ssga Active Tr |
12.64%
7,298
|
$206,241,000 | 0.21% |
| Invesco Exchange Traded Fd T |
Opened
1,249
|
$205,186,000 | 0.21% |
| Ishares Inc |
Opened
3,814
|
$204,164,000 | 0.21% |
| Hanesbrands Inc |
No change
19,850
|
$97,861,000 | 0.10% |
| No transactions found | |||
| Showing first 500 out of 27 holdings | |||
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