Institutional Manager · CIK 0002110678
Vines Capital Management, LLC
MONROE, LA · File #028-26486
Latest AUM
$102.6M
Positions
83
Top-10 Concentration
65.1%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 29,619 | $14.9M | 15.35% |
| 2 | NVIDIA CORPORATION | NVDA | 64,236 | $12.0M | 12.35% |
| 3 | APPLE INC | AAPL | 34,381 | $9.3M | 9.64% |
| 4 | JPMORGAN CHASE & CO | VYLD | 13,510 | $4.4M | 4.49% |
| 5 | WISDOMTREE TR | WT | 44,176 | $4.0M | 4.07% |
| 6 | MICROSOFT CORP | MSFT | 8,139 | $3.9M | 4.06% |
| 7 | VANGUARD INDEX FDS | 922908736 | 8,011 | $3.9M | 4.03% |
| 8 | INVESCO QQQ TR | IVZ | 6,170 | $3.8M | 3.91% |
| 9 | VANGUARD INDEX FDS | 922908363 | 5,926 | $3.7M | 3.83% |
| 10 | AMAZON COM INC | AMZN | 13,980 | $3.2M | 3.33% |
| 11 | ISHARES TR | 46432F396 | 10,087 | $2.5M | 2.60% |
| 12 | SPDR S&P 500 ETF TR | SPY | 3,191 | $2.2M | 2.24% |
| 13 | ALPHABET INC | GOOG | 6,610 | $2.1M | 2.13% |
| 14 | BLACKROCK ETF TRUST II | BLK | 35,591 | $1.9M | 1.94% |
| 15 | ISHARES TR | 464289867 | 24,721 | $1.6M | 1.66% |
| 16 | VANGUARD INDEX FDS | 922908629 | 4,945 | $1.4M | 1.48% |
| 17 | META PLATFORMS INC | META | 2,111 | $1.4M | 1.44% |
| 18 | ISHARES TR | 464288687 | 40,837 | $1.3M | 1.30% |
| 19 | BROADCOM INC | AVGO | 3,638 | $1.3M | 1.30% |
| 20 | SHOPIFY INC | SHOP | 7,780 | $1.3M | 1.29% |