account_balance
Investment manager · 13F filer · SEC CIK 2053350
Fjell Capital, LLC
Reported value$178Mas of Sep 30, 2026
Positions84 20 new, 2 sold out
Top 10 weight41.2%DWLD alone is 7%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DWLDDavis Fundamental ETF Tr
7.2%Added +5%
UITBVictory Portfolios II
4.7%Added +3%
NVDANVIDIA Corp
4.6%
FLMIFranklin Templeton ETF Tr
3.9%New
AAPLApple Inc.
3.8%Added +7%
MSFTMicrosoft Corp
3.6%Added +3%
VUGVanguard Index FDS
3.6%Added +145%
GOOGLAlphabet Inc.
3.4%Added +2%
AVGOBroadcom Inc.
3.2%Added +5%
USIGiShares Tr
3.1%Added +4%
AMZNAmazon.com Inc
2.9%Added +6%
BINV2023 ETF Series Trust
2.6%+6%
DWLDDavis Fundamental ETF Tr
7.2%Added +5%
UITBVictory Portfolios II
4.7%
NVDANVIDIA Corp
4.6%
FLMIFranklin Templeton ETF Tr
3.9%New
AAPLApple Inc.
3.8%+7%
MSFTMicrosoft Corp
3.6%+3%
VUGVanguard Index FDS
3.6%
GOOGLAlphabet Inc.
3.4%
AVGOBroadcom Inc.
3.2%
USIGiShares Tr
3.1%
AMZNAmazon.com Inc
2.9%
BINV2023 ETF Series Trust
2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DWLD Davis Fundamental ETF Tr 7.2% Added +5%
UITB Victory Portfolios II 4.7% Added +3%
NVDA NVIDIA Corp 4.6% HeldFLMI Franklin Templeton ETF Tr 3.9% New
AAPL Apple Inc. 3.8% Added +7%MSFT Microsoft Corp 3.6% Added +3%VUG Vanguard Index FDS 3.6% Added +145%
GOOGL Alphabet Inc. 3.4% Added +2%AVGO Broadcom Inc. 3.2% Added +5%USIG iShares Tr 3.1% Added +4%
AMZN Amazon.com Inc 2.9% Added +6%BINV 2023 ETF Series Trust 2.6% Added +6%
What changed
Biggest moves since Jun 30, 2026
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