Wittenberg Investment Management, Inc.
Wittenberg Investment Management, Inc. is an independent investment advisory firm headquartered in Carlisle, Massachusetts. Founded in 2016, the firm manages investment portfolios for its clients, offering personalized investment management services. With a small, focused team, Wittenberg Investment Management emphasizes a client-centric approach and manages assets for individuals, families, and institutions.
Investment Strategy
Wittenberg Investment Management, Inc. pursues a long-only, value-oriented investment strategy grounded in fundamental analysis. The firm primarily invests in large-cap U.S. equities across diverse sectors, seeking undervalued opportunities based on detailed research. As indicated by recent 13F filings, the portfolio typically concentrates holdings in well-established companies, including significant allocations to sectors such as technology, financial services, and consumer goods. Risk management, diversification, and disciplined portfolio rebalancing are core tenets of the firm's approach.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 23.00% | $52.7M | 108,448 | $165.48 | $485.77 | -$6.3M |
S SIRI | SIRIUSXM HOLDINGS INC | 11.07% | $25.3M | 1,103,310 | $23.65 | $22.97 | +$422.0K |
A AAPL | APPLE INC | 9.66% | $22.1M | 107,797 | $33.10 | $205.17 | -$1.9M |
G GOOG | ALPHABET INC | 7.16% | $16.4M | 92,486 | $38.82 | $177.39 | +$1.9M |
G GOOGL | ALPHABET INC | 6.07% | $13.9M | 78,872 | $43.73 | $176.23 | +$1.5M |