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Runnymede Capital Advisors, Inc. 13F Filings, Portfolio & Analysis

CIK: 0002054540
Dublin 6719 Winemack Loop
Zip Code: 43016
Latest Portfolio Value
$167.86 M
+44.15%
Total Holdings
77
2
Latest Report Date
Q2 2026
Top 10 Concentration
66.83%

Runnymede Capital Advisors, Inc. — Portfolio Overview & Company Profile

Runnymede Capital Advisors, Inc. (CIK: 0002054540) is a financial institution headquartered at 6719 Winemack Loop, , Dublin, Ohio 43016. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $167.86 M, comprising 77 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 66.8%. Quarterly turnover: 2.4%. ▲ 6 new, +15 added, −27 reduced, ×4 exited.

Portfolio Summary (Q2 2026)

Asset Allocation

Stocks/ETFs
+44.15%
$167.86 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
20,477 $23.64 M 14.08% ▼ 1,107 Reduce -5.1%
151,874 $23.57 M 14.04% ▼ 858 Reduce -0.6%
13,549 $9.98 M 5.94%
22,750 $9.86 M 5.87%
23,311 $8.33 M 4.96%
39,862 $7.98 M 4.75% ▼ 515 Reduce -1.3%
32,235 $7.68 M 4.58% ▲ 173 Add 0.5%
28,930 $7.3 M 4.35% ▼ 20 Reduce -0.1%
24,672 $7.14 M 4.25%
19,662 $6.71 M 3.99%

Historical Portfolio Charts