Campbell Capital Management Inc.
Campbell Capital Management Inc is an independent registered investment adviser based in Miami, Florida. Founded in 1983, the firm serves predominantly high net worth individuals as well as some pension plans and corporations. With a small team of around 2–3 employees, Campbell Capital Management provides discretionary investment management services and operates as an investment adviser with a focus on direct client relationships.
Investment Strategy
Campbell Capital Management Inc builds concentrated portfolios mainly for high net worth individuals, using a strategy focused on US equities and ETF investments. Their approach relies on fundamental analysis and diversification across sectors and market capitalizations, with top holdings including Apple, Alphabet, Microsoft, and select ETFs. The firm primarily manages assets on a discretionary basis, emphasizing capital appreciation and long-term growth while tailoring each strategy to client needs.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 12.53% | $32.1M | 156,674 | $192.35 | $205.17 | -$3.7M |
G GOOG | ALPHABET INC | 11.31% | $29.0M | 163,551 | $141.14 | $177.39 | +$2.8M |
M MSFT | MICROSOFT CORP | 10.09% | $25.9M | 52,034 | $376.87 | $497.41 | +$6.0M |
M META | META PLATFORMS INC | 5.78% | $14.8M | 20,086 | $453.90 | $738.09 | +$3.2M |
K KKR | KKR & CO INC | 4.93% | $12.7M | 95,116 | $88.01 | $133.03 | +$1.4M |