NORTHCAPE WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
NORTHCAPE WEALTH MANAGEMENT, LLC disclosed 147 stock positions in a recent SEC 13F filing. $375,634,312 of stock holdings were filed, with the largest holdings including GLD, JAAA, and BINC. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $706,082,554 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
147Est. Stock Holding Value:
$375,634,312Top Stock Holdings By Sector
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Portfolio Stock Holdings - NORTHCAPE WEALTH MANAGEMENT, LLC
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% of Portfolio
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