VAN DIEST CAPITAL, LLC

PrivateCIK: 2111825
Location

POLY CITY, IA

190
Positions
$127.04M
Total AUM (reported)
1.60M
Total Shares

Allocation by class

TOTAL AUM$127.04M190 positions
COM$69.18M54.5%
COM NEW$5.39M4.2%
SPONSORED ADS$4.94M3.9%
CL A$4.79M3.8%
MRGSTR SM CP GR$3.20M2.5%
SPONSORED ADR$2.92M2.3%
CAP STK CL A$2.46M1.9%

Portfolio Concentration

Top 311.3%4–1017.4%11–2517.9%Rest53.4%TOP 1028.7%0%100%
Top 3$14.38M11.3%
4–10$22.11M17.4%
11–25$22.76M17.9%
Rest$67.79M53.4%

Top 3 weight

11.3%

Top 10 weight

28.7%

Voting Authority Distribution

Total shares with voting rights: 1.60M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.60M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole190
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings190
Rows:

MICROSOFT CORP

SOLE
COM
Shares13.45K
TypeSH
Market value$4.98M
3.92%
Sole
0.00
Shared
0.00
None
13.45K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares14.62K
TypeSH
Market value$4.94M
3.89%
Sole
0.00
Shared
0.00
None
14.62K

APPLE INC

SOLE
COM
Shares17.59K
TypeSH
Market value$4.46M
3.51%
Sole
0.00
Shared
0.00
None
17.59K

AMAZON COM INC

SOLE
COM
Shares20.08K
TypeSH
Market value$4.18M
3.29%
Sole
0.00
Shared
0.00
None
20.08K

APPLIED MATLS INC

SOLE
COM
Shares11.33K
TypeSH
Market value$3.87M
3.05%
Sole
0.00
Shared
0.00
None
11.33K

NVIDIA CORPORATION

SOLE
COM
Shares19.43K
TypeSH
Market value$3.39M
2.67%
Sole
0.00
Shared
0.00
None
19.43K

ISHARES TR

SOLE
MRGSTR SM CP GR
Shares58.41K
TypeSH
Market value$3.20M
2.52%
Sole
0.00
Shared
0.00
None
58.41K

SCHWAB CHARLES CORP

SOLE
COM
Shares27.30K
TypeSH
Market value$2.57M
2.02%
Sole
0.00
Shared
0.00
None
27.30K

ALPHABET INC

SOLE
CAP STK CL A
Shares8.56K
TypeSH
Market value$2.46M
1.94%
Sole
0.00
Shared
0.00
None
8.56K

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares29.37K
TypeSH
Market value$2.43M
1.91%
Sole
0.00
Shared
0.00
None
29.37K

ISHARES TR

SOLE
CORE S&P US GWT
Shares14.96K
TypeSH
Market value$2.32M
1.83%
Sole
0.00
Shared
0.00
None
14.96K

ISHARES TR

SOLE
MORNINGSTAR VALU
Shares21K
TypeSH
Market value$1.96M
1.54%
Sole
0.00
Shared
0.00
None
21K

META PLATFORMS INC

SOLE
CL A
Shares3K
TypeSH
Market value$1.72M
1.35%
Sole
0.00
Shared
0.00
None
3K

ALPHABET INC

SOLE
CAP STK CL C
Shares5.85K
TypeSH
Market value$1.68M
1.32%
Sole
0.00
Shared
0.00
None
5.85K

WELLS FARGO & CO

SOLE
COM
Shares19.91K
TypeSH
Market value$1.59M
1.25%
Sole
0.00
Shared
0.00
None
19.91K

PHILIP MORRIS INTL INC

SOLE
COM
Shares9.30K
TypeSH
Market value$1.54M
1.21%
Sole
0.00
Shared
0.00
None
9.30K

JPMORGAN CHASE & CO

SOLE
COM
Shares5K
TypeSH
Market value$1.47M
1.16%
Sole
0.00
Shared
0.00
None
5K

FIRST TR EXCHNG TRADED FD VI

SOLE
MULTI STRATEGY
Shares59.97K
TypeSH
Market value$1.46M
1.15%
Sole
0.00
Shared
0.00
None
59.97K

QUALCOMM INC

SOLE
COM
Shares11.24K
TypeSH
Market value$1.45M
1.14%
Sole
0.00
Shared
0.00
None
11.24K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares11.46K
TypeSH
Market value$1.41M
1.11%
Sole
0.00
Shared
0.00
None
11.46K

ELEVANCE HEALTH INC FORMERLY

SOLE
COM
Shares4.39K
TypeSH
Market value$1.28M
1.01%
Sole
0.00
Shared
0.00
None
4.39K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares1.97K
TypeSH
Market value$1.28M
1.01%
Sole
0.00
Shared
0.00
None
1.97K

LAM RESEARCH CORP

SOLE
COM NEW
Shares5.88K
TypeSH
Market value$1.26M
0.99%
Sole
0.00
Shared
0.00
None
5.88K

BOOKING HOLDINGS INC

SOLE
COM
Shares281.00
TypeSH
Market value$1.19M
0.93%
Sole
0.00
Shared
0.00
None
281.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares1.96K
TypeSH
Market value$1.17M
0.92%
Sole
0.00
Shared
0.00
None
1.96K
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