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Value $
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$342M
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Signature - Title
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Jaycee Smalley - Vice President
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Location
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Houston, TX
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Summary
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This page shows a list of all the recent 13F filings made by New Capital Management LP. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. New Capital Management LP reported 51 stock holdings with total value $342M as of Q4 2024. Top holdings included DFAC, DFAX, BRKB, AAPL, and DFSU.