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| van Diest Capital LLC
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|
|---|---|
| CRD # | 334743 |
| SEC # | 801-135478 |
| CIK # | 0002111825 |
| AUM | $144.1 M (2026-05-11) |
| Employees | 8 (88% Investors, 12% Brokers) |
| Phone | 515-620-2085 |
| Address | 302 West Broadway Polk City, IA 50226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002111825 | |
| 0002111825/2026-03-31 | |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.9 | ||
| Apple Inc | 4.5 | ||
| Amazon Com Inc | 4.2 | ||
| Applied Materials Inc /DE | 3.9 | ||
| Nvidia Corp | 3.4 | ||
| Schwab Charles Corp | 2.6 | ||
| Alphabet Inc | 2.5 | ||
| Facebook Inc | 1.7 | ||
| Alphabet Inc | 1.7 | ||
| Wells Fargo & Co/MN | 1.6 | ||
| Philip Morris International Inc | 1.5 | ||
| J P Morgan Chase & Co | 1.5 | ||
| Qualcomm Inc/DE | 1.4 | ||
| Arista Networks Inc | 1.4 | ||
| Wellpoint Inc | 1.3 | ||
| Lam Research Corp | 1.3 | ||
| Priceline Com Inc | 1.2 | ||
| Tesla Motors Inc | 1.1 | ||
| Visa Inc | 1.1 | ||
| Walt Disney Co | 1.1 | ||
| Coca Cola Co | 1.0 | ||
| Starbucks Corp | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 359 | 49.6 |
| (b) Individuals (high net worth individuals) | 70 | 90.6 |
| (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 | 35 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 985 | 144.1 |
| By Discretionary | ||
| Discretionary | 985 | 144.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 985 | 144.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.1 | |
| Total | 985 | 144.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111825] |
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|---|---|---|
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