CIK 2054679
Drum Hill Capital, LLC
Institutional 13F holdings & portfolio
Holdings
49
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–49 of 49
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 235K | $1M+ | SH |
| NEM | NEWMONT CORP | 78K | $1M+ | SH |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | 678K | $1M+ | SH |
| PFIX | SIMPLIFY EXCHANGE TRADED FUN | 114K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 58K | $1M+ | SH |
| BWA | BORGWARNER INC | 102K | $1M+ | SH |
| SHEL | SHELL PLC | 59K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 100K | $1M+ | SH |
| EQNR | EQUINOR ASA | 170K | $1M+ | SH |
| TTE | TOTALENERGIES SE | 61K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8K | $1M+ | SH |
| QCOM | QUALCOMM INC | 15K | $1M+ | SH |
| TEX | TEREX CORP NEW | 48K | $1M+ | SH |
| ALB-PA | ALBEMARLE CORP | 42K | $1M+ | SH |
| VET | VERMILION ENERGY INC | 262K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| NXPI | NXP SEMICONDUCTORS N V | 9K | $1M+ | SH |
| TELFY | TELEFONICA S A | 471K | $1M+ | SH |
| PBR | PETROLEO BRASILEIRO SA PETRO | 132K | $1M+ | SH |
| CLFD | CLEARFIELD INC | 50K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 11K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 18K | $1M+ | SH |
| AAPL | APPLE INC | 3K | $500K+ | SH |
| IEUS | ISHARES TR | 12K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| UNP | UNION PAC CORP | 3K | $500K+ | SH |
| GWW | WW GRAINGER INC | 625 | $500K+ | SH |
| ALB | ALBEMARLE CORP | 4K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| CAT | CATERPILLAR INC | 755 | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 650 | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| GLW | CORNING INC | 4K | $100K–$500K | SH |
| STRL | STERLING INFRASTRUCTURE INC | 1K | $100K–$500K | SH |
| IJR | ISHARES TR | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| CBU | COMMUNITY FINANCIAL SYSTEM I | 5K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 377 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 300 | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 334 | $100K–$500K | SH |
| PFE | PFIZER INC | 9K | $100K–$500K | SH |
| SPXC | SPX TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |