Outfitter Financial LLC
Outfitter Financial LLC is an SEC-registered investment adviser headquartered in Brunswick, Maine. Founded in 2020, the firm manages portfolios for institutional and individual clients, focusing on equity and fixed income investments. As of June 2025, Outfitter Financial manages approximately $156.9 million in assets and employs a small team of advisors and staff. The firm’s approach centers on disciplined, diversified portfolio management and proactive client service.
Investment Strategy
Outfitter Financial LLC uses a flexible, research-driven investment strategy that includes both top-down and bottom-up analysis. The firm invests across a broad array of equities, including prominent companies such as EPD, JPM, AAPL, META, and AMZN, and adjusts sector exposure based on macroeconomic trends and client needs. Portfolio turnover indicates active management, with new positions and reductions aligned to risk preferences and market opportunities. The strategy emphasizes diversification, seeking to balance growth potential and downside risk for long-term capital appreciation.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EPD | ENTERPRISE PRODS PARTNERS L | 5.07% | $6.3M | 200,372 | $19.59 | $31.27 | +$52.1K |
J JPM | JPMORGAN CHASE & CO. | 4.14% | $5.1M | 16,212 | $128.17 | $315.43 | +$268.8K |
M META | META PLATFORMS INC | 3.76% | $4.7M | 6,335 | $276.96 | $734.38 | -$53.0K |
A AAPL | APPLE INC | 3.72% | $4.6M | 18,080 | $132.07 | $254.63 | +$841.9K |
G GOOGL | ALPHABET INC | 3.43% | $4.2M | 17,440 | $89.65 | $243.10 | +$1.0M |