13F Filings History of Catamount Wealth Management
- Latest 13F filing
- Q1 2019 - 03 May 2019
- Latest reported 13F value
- $175,694,000
- Largest 13F holdings
-
META SPY V AMZN BRKB JPM QQQ BAC PANW LULU WDAY EW
+8 more
TWLO RTN PYPL VZ CVX UL TSLA CRM - Form 13F summary
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- Catamount Wealth Management Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Catamount Wealth Management reported 187 equity holdings with a total reported market value of $175,694,000 for Q1 2019. Top reported holdings included META, SPY, V, AMZN, and BRKB.
- Manager signature
- Laurie Stefanowicz - VP, Managing Partner
- Manager location
- Westport, CT
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2019
Latest value
$175,694,000
Quarter delta
+$64,814,000
Accepted
03 May 2019, 13:07
Rows shown
1-18 of 18
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2019 | 187 | $175,694,000 | +$23,997,050 | -$3,307,703 | +$20,689,347 | META, SPY, V, AMZN, BRKB | 13F-HR | 03 May 2019, 13:07 |
| Q4 2018 | 197 | $110,880,000 | +$12,900,919 | -$60,740,751 | -$47,839,832 | SPY, V, BRKB, JPM, QQQ | 13F-HR | 13 Feb 2019, 13:31 |
| Q3 2018 | 184 | $208,815,000 | +$14,563,563 | -$13,525,973 | +$1,037,590 | META, SPY, AMZN, V, BRKB | 13F-HR | 13 Nov 2018, 11:17 |
| Q2 2018 | 181 | $206,334,000 | +$27,629,012 | -$21,762,224 | +$5,866,788 | META, SPY, AMZN, V, JPM | 13F-HR | 13 Aug 2018, 15:53 |
| Q1 2018 | 181 | $187,550,000 | +$18,300,771 | -$7,596,395 | +$10,704,376 | META, SPY, V, AMZN, BRKB | 13F-HR | 14 May 2018, 13:06 |
| Q4 2017 | 185 | $179,097,000 | +$18,286,235 | -$16,877,836 | +$1,408,399 | META, SPY, V, BRKB, BABA | 13F-HR | 13 Feb 2018, 08:11 |
| Q3 2017 | 186 | $171,880,000 | +$8,746,902 | -$13,466,867 | -$4,719,965 | META, SPY, V, AMZN, BRKB | 13F-HR | 13 Nov 2017, 08:10 |
| Q2 2017 | 174 | $164,289,000 | +$24,923,969 | -$12,488,358 | +$12,435,611 | META, SPY, AMZN, V, BRKB | 13F-HR | 04 Aug 2017, 09:51 |
| Q1 2017 | 170 | $145,994,000 | +$23,419,543 | -$10,105,375 | +$13,314,168 | META, SPY, AMZN, V, BRKB | 13F-HR | 12 May 2017, 15:32 |
| Q4 2016 | 164 | $123,173,000 | +$17,759,254 | -$12,080,018 | +$5,679,236 | META, SPY, BRKB, V, AMZN | 13F-HR | 14 Feb 2017, 09:17 |
| Q3 2016 | 159 | $116,631,000 | +$27,165,850 | -$5,710,876 | +$21,454,974 | META, SPY, BRKB, V, QQQ | 13F-HR | 02 Nov 2016, 14:06 |
| Q2 2016 | 138 | $86,607,000 | +$13,547,104 | -$13,690,976 | -$143,872 | META, SPY, BRKB, V, VZ | 13F-HR | 19 Aug 2016, 12:25 |
| Q1 2016 | 132 | $86,419,000 | +$10,036,000 | -$35,924,723 | -$25,888,723 | META, SPY, V, BRKB, VZ | 13F-HR | 22 Jun 2016, 10:47 |
| Q4 2015 | 127 | $110,478,000 | +$9,519,673 | -$9,582,569 | -$62,896 | META, SPY, QQQ, V, AMZN | 13F-HR | 22 Jun 2016, 10:44 |
| Q3 2015 | 135 | $99,970,000 | +$7,566,364 | -$35,566,466 | -$28,000,102 | META, SPY, QQQ, V, AMZN | 13F-HR | 22 Jun 2016, 10:52 |
| Q2 2015 | 196 | $129,136,000 | +$23,368,173 | -$15,173,503 | +$8,194,670 | META, SPY, QQQ, AGN, V | 13F-HR | 22 Jun 2016, 10:49 |
| Q1 2015 | 166 | $121,442,000 | +$27,730,997 | -$11,370,659 | +$16,360,338 | META, SPY, AGN, BRKB, QQQ | 13F-HR | 22 Jun 2016, 10:41 |
| Q4 2014 | 128 | $104,888,000 | $0 | $0 | $0 | META, SPY, BRKB, VZ, QQQ | 13F-HR | 22 Jun 2016, 10:38 |