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| Outfitters Financial LLC
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| CRD # | 291413 |
| SEC # | 801-112316 |
| CIK # | 0001846505 |
| AUM | 157.7 M (2026-03-24) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 978-865-3787 |
| Address | 14 Maine St Brunswick, ME 04011 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001846505 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Enterprise Products Partners L P | 7.6 | ||
| Applied Materials Inc /DE | 5.0 | ||
| J P Morgan Chase & Co | 4.6 | ||
| Apple Inc | 4.5 | ||
| Alphabet Inc | 4.1 | ||
| Nvent Electric PLC | 4.1 | ||
| Amazon Com Inc | 3.8 | ||
| Johnson & Johnson | 3.8 | ||
| Facebook Inc | 3.6 | ||
| Wal Mart Stores Inc | 3.6 | ||
| Chevron Corp | 3.0 | ||
| Gladstone Investment Corporationde | 2.9 | ||
| Energy Transfer Equity LP | 2.7 | ||
| Cisco Systems Inc | 2.6 | ||
| Waste Management Inc | 2.3 | ||
| PepsiCo Inc | 1.9 | ||
| Oneok Inc /New/ | 1.8 | ||
| Boston Scientific Corp | 1.8 | ||
| United Technologies Corp /DE/ | 1.8 | ||
| McDonalds Corp | 1.8 | ||
| Deere & Co | 1.7 | ||
| General Dynamics Corp | 1.7 | ||
| Pentair Inc | 1.7 | ||
| CSX Corp | 1.6 | ||
| MPLX LP | 1.6 | ||
| Toll Brothers Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 10.5 |
| (b) Individuals (high net worth individuals) | 23 | 125.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 16.7 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 157.7 |
| By Discretionary | ||
| Discretionary | 64 | 157.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 64 | 157.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.7 | |
| Total | 64 | 157.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846505] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|
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