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R.P. Boggs & Co.
R.P. Boggs & Co. provides wealth management services on a discretionary and non-discretionary basis, offering investment consulting and general personal financial planning services.
Investment Strategy
Conservative nature with consideration of multiple scenarios and evaluation of investment categories; uses fundamental analysis, economic, market, industry trends, and cycles.
Latest 13F Filing Activity
R.P. Boggs & Co. filed their most recent 13F report on Jun 30, 2025 disclosing 18 equity positions with a total 13F market value of $197M. The fund increased holdings in Qxo Inc. Com New, Fidelity Total Bond Etf, Regeneron Pharmaceuticals Com among other positions. R.P. Boggs & Co. reduced exposure to Waste Connections Inc., Tyler Technologies Inc., Custom Truck One Source Inc. among others.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R ROAD | CONSTRUCTION PARTNERS INC COM CL A | 12.34% | $24.3M | 228,347 | $29.30 | $106.28 | +$2.0M |
Q QXO | QXO INC COM NEW | 12.22% | $24.0M | 1,116,119 | $18.03 | $21.54 | +$17.4M |
G GLD | SPDR GOLD SHARES | 11.48% | $22.6M | 74,100 | $191.95 | $304.83 | +$1.7M |
R REGN | REGENERON PHARMACEUTICALS COM | 7.92% | $15.6M | 29,676 | $568.62 | $525.00 | +$9.4M |
C CDRE | CADRE HOLDINGS | 7.56% | $14.9M | 466,978 | $28.57 | $31.85 | +$1.4M |
Industry Allocation
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