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WARBURTON CAPITAL MANAGEMENT, LLC 13F portfolio summary

WARBURTON CAPITAL MANAGEMENT, LLC of WARBURTON CAPITAL MANAGEMENT, LLC has 68 current stock holdings with a reported portfolio value of $205.1M. The portfolio 1 year return is +20.14%. Top holdings include SPY (0.00%), QQQ (0.00%), DFAC (40.67%), DFAX (21.82%), DFUS (8.08%).

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WARBURTON CAPITAL MANAGEMENT, LLC

WARBURTON CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31

WARBURTON CAPITAL MANAGEMENT, LLC runs WARBURTON CAPITAL MANAGEMENT, LLC and currently holds 68 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $205.05M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WARBURTON CAPITAL MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WARBURTON CAPITAL MANAGEMENT, LLC's portfolio at WARBURTON CAPITAL MANAGEMENT, LLC has delivered returns of +20.14%. Their 3-year annualized return is +17.82%. Looking at the 5-year horizon, WARBURTON CAPITAL MANAGEMENT, LLC has achieved +17.82% annualized returns at WARBURTON CAPITAL MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.14%
#0/1000
3 Year
+17.82%
#0/1000
5 Year
+17.82%
#0/1000

Portfolio Value

$205.05M

Alpha Score

16.4

#0 of 1000

Holdings

68

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change