GRATUS CAPITAL, LLC

PrivateCIK: 1652103

Location

ATLANTA, GA

376

Positions

$2.50B

Total AUM (reported)

32.78M

Total Shares

Allocation by class

COM$1.40B56.2%

GROWTH ETF$133.52M5.3%

CL A$114.42M4.6%

CORE MSCI EAFE$85.77M3.4%

OAK ULTRASHORT$56.67M2.3%

INF TECH ETF$53.47M2.1%

VNG RUS3000IDX$46.62M1.9%

Portfolio Concentration

Top 3$513.53M20.6%

4–10$368.21M14.7%

11–25$421.48M16.9%

Rest$1.19B47.8%

Top 3 weight

20.6%

Top 10 weight

35.3%

Voting Authority Distribution

Total shares with voting rights: 32.78M

Sole

Full voting authority

32.74M

% of voting shares99.9%

Shared

Joint voting authority

9.07K

% of voting shares0.0%

None

No voting authority

34.38K

% of voting shares0.1%

Investment Discretion (by position count)

Sole376

Shared0

Other0

Dominant voting typeSole · 99.9% of voting shares

Institutional Holdings376

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares1.60M

TypeSH

Market value$197.53M

7.91%

Sole

1.60M

Shared

120.00

None

620.00

APPLE INC

SOLE

COM

Shares866.44K

TypeSH

Market value$182.49M

7.31%

Sole

866.44K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares356.98K

TypeSH

Market value$133.52M

5.35%

Sole

356.46K

Shared

401.00

None

124.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.18M

TypeSH

Market value$85.77M

3.43%

Sole

1.18M

Shared

975.00

None

3.38K

ANGEL OAK FUNDS TRUST

SOLE

OAK ULTRASHORT

Shares1.11M

TypeSH

Market value$56.67M

2.27%

Sole

1.11M

Shared

519.00

None

272.00

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares92.73K

TypeSH

Market value$53.47M

2.14%

Sole

92.73K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares115.91K

TypeSH

Market value$51.80M

2.07%

Sole

115.76K

Shared

17.00

None

130.00

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS3000IDX

Shares194.59K

TypeSH

Market value$46.62M

1.87%

Sole

194.30K

Shared

170.00

None

120.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares91.60K

TypeSH

Market value$37.26M

1.49%

Sole

91.54K

Shared

11.00

None

54.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares67.28K

TypeSH

Market value$36.61M

1.47%

Sole

67.28K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO.

SOLE

COM

Shares173.12K

TypeSH

Market value$35.01M

1.40%

Sole

172.83K

Shared

51.00

None

238.00

ALPHABET INC

SOLE

CAP STK CL A

Shares189.39K

TypeSH

Market value$34.50M

1.38%

Sole

188.30K

Shared

29.00

None

1.06K

TESLA INC

SOLE

COM

Shares163.74K

TypeSH

Market value$32.40M

1.30%

Sole

163.74K

Shared

0.00

None

0.00

WALMART INC

SOLE

COM

Shares467.52K

TypeSH

Market value$31.66M

1.27%

Sole

466.72K

Shared

141.00

None

654.00

COCA COLA CO

SOLE

COM

Shares484.48K

TypeSH

Market value$30.84M

1.23%

Sole

484.48K

Shared

0.00

None

0.00

COSTCO WHSL CORP NEW

SOLE

COM

Shares33.37K

TypeSH

Market value$28.36M

1.14%

Sole

33.31K

Shared

10.00

None

46.00

NETFLIX INC

SOLE

COM

Shares41.88K

TypeSH

Market value$28.27M

1.13%

Sole

41.85K

Shared

6.00

None

28.00

ISHARES TR

SOLE

BLACKROCK ULTRA

Shares550.61K

TypeSH

Market value$27.82M

1.11%

Sole

550.61K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares139.34K

TypeSH

Market value$26.93M

1.08%

Sole

139.34K

Shared

0.00

None

0.00

WILLIAMS COS INC

SOLE

COM

Shares622.23K

TypeSH

Market value$26.44M

1.06%

Sole

621.02K

Shared

211.00

None

991.00

PHILLIPS 66

SOLE

COM

Shares181.41K

TypeSH

Market value$25.61M

1.03%

Sole

181.04K

Shared

65.00

None

300.00

ISHARES TR

SOLE

CORE DIV GRWTH

Shares419.64K

TypeSH

Market value$24.18M

0.97%

Sole

419.10K

Shared

0.00

None

538.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P MDCP QUALITY

Shares244.96K

TypeSH

Market value$23.77M

0.95%

Sole

244.59K

Shared

256.00

None

116.00

RTX CORPORATION

SOLE

COM

Shares232.68K

TypeSH

Market value$23.36M

0.94%

Sole

232.25K

Shared

75.00

None

357.00

META PLATFORMS INC

SOLE

CL A

Shares44.31K

TypeSH

Market value$22.34M

0.89%

Sole

44.31K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
NVIDIA CORPORATIONSOLE	COM	1.60M	SH	$197.53M 7.91%	1.60M	120.00	620.00
APPLE INCSOLE	COM	866.44K	SH	$182.49M 7.31%	866.44K	0.00	0.00
VANGUARD INDEX FDSSOLE	GROWTH ETF	356.98K	SH	$133.52M 5.35%	356.46K	401.00	124.00
ISHARES TRSOLE	CORE MSCI EAFE	1.18M	SH	$85.77M 3.43%	1.18M	975.00	3.38K
ANGEL OAK FUNDS TRUSTSOLE	OAK ULTRASHORT	1.11M	SH	$56.67M 2.27%	1.11M	519.00	272.00
VANGUARD WORLD FDSOLE	INF TECH ETF	92.73K	SH	$53.47M 2.14%	92.73K	0.00	0.00
MICROSOFT CORPSOLE	COM	115.91K	SH	$51.80M 2.07%	115.76K	17.00	130.00
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS3000IDX	194.59K	SH	$46.62M 1.87%	194.30K	170.00	120.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	91.60K	SH	$37.26M 1.49%	91.54K	11.00	54.00
SPDR S&P 500 ETF TRSOLE	TR UNIT	67.28K	SH	$36.61M 1.47%	67.28K	0.00	0.00
JPMORGAN CHASE & CO.SOLE	COM	173.12K	SH	$35.01M 1.40%	172.83K	51.00	238.00
ALPHABET INCSOLE	CAP STK CL A	189.39K	SH	$34.50M 1.38%	188.30K	29.00	1.06K
TESLA INCSOLE	COM	163.74K	SH	$32.40M 1.30%	163.74K	0.00	0.00
WALMART INCSOLE	COM	467.52K	SH	$31.66M 1.27%	466.72K	141.00	654.00
COCA COLA COSOLE	COM	484.48K	SH	$30.84M 1.23%	484.48K	0.00	0.00
COSTCO WHSL CORP NEWSOLE	COM	33.37K	SH	$28.36M 1.14%	33.31K	10.00	46.00
NETFLIX INCSOLE	COM	41.88K	SH	$28.27M 1.13%	41.85K	6.00	28.00
ISHARES TRSOLE	BLACKROCK ULTRA	550.61K	SH	$27.82M 1.11%	550.61K	0.00	0.00
AMAZON COM INCSOLE	COM	139.34K	SH	$26.93M 1.08%	139.34K	0.00	0.00
WILLIAMS COS INCSOLE	COM	622.23K	SH	$26.44M 1.06%	621.02K	211.00	991.00
PHILLIPS 66SOLE	COM	181.41K	SH	$25.61M 1.03%	181.04K	65.00	300.00
ISHARES TRSOLE	CORE DIV GRWTH	419.64K	SH	$24.18M 0.97%	419.10K	0.00	538.00
INVESCO EXCHANGE TRADED FD TSOLE	S&P MDCP QUALITY	244.96K	SH	$23.77M 0.95%	244.59K	256.00	116.00
RTX CORPORATIONSOLE	COM	232.68K	SH	$23.36M 0.94%	232.25K	75.00	357.00
META PLATFORMS INCSOLE	CL A	44.31K	SH	$22.34M 0.89%	44.31K	0.00	0.00

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