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Spring Capital Management LLC
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CRD # | 282842 |
SEC # | 801-119676 |
CIK # | 0001899146 |
AUM | $157.0 MM (2024-01-30) |
Employees | 2 (100% Investors, 100% Brokers) |
Phone | 806-322-5000 |
Address | 600 S Tyler Amarillo, TX 79101 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 12.7 | |
DE | 94,490.3 | 7.6 | |
ORCL | 182,760.6 | 7.5 | |
ETN | 51,598.7 | 6.9 | |
BRO | 16,290.0 | 6.9 | |
GWW | 23,029.0 | 6.7 | |
JNJ | 465,600.2 | 6.6 | |
QCOM | 147,392.0 | 6.3 | |
V | 419,260.5 | 5.2 | |
APD | 53,782.2 | 5.2 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 33 | 7.4 |
(b) Individuals (high net worth individuals) | 93 | 139.9 |
(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 | 0 | 3.5 |
(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 | 7 | 6.2 |
(n) Other | 0 | 0.0 |
Total | 261 | 157.0 |
By Discretionary | ||
Discretionary | 261 | 157.0 |
Non-Discretionary | 0 | 0.0 |
Total | 261 | 157.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 157.0 | |
Total | 261 | 157.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001899146] |
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Weis Advisory LLC
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|
IA | 0.2 |
Genter Advisors LLC
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CA | 0.2 |
Southern Capital Services Inc
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AL | 0.2 |
MCS Financial Advisors LLC
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OR | 0.2 |
Oregon Pacific Financial Advisors Inc
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OR | 0.2 |
Napatree Capital LLC
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RI | 0.2 |
Revere Asset Management Inc
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TX | 0.2 |
Delarme Wealth Management Inc
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|
CA | 0.2 |
Octant Quantitative Investment Management LLC
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|
UT | 0.2 |
Catalyst Financial NW Corporation
✚
|
OR | 0.2 |