HOLDERNESS INVESTMENTS CO
RIA/Wealth
HOLDERNESS INVESTMENTS CO is a RIA/Wealth based in Greensboro, NC led by Kim Cummings Eder, reporting $621.0M in AUM as of Q3 2025 with 36% Technology concentration.
PresidentKim Cummings Eder
- Portfolio Value
- $489.9M
- Positions
- 252
- Top Holding
- MSFT at 7.23%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in HOLDERNESS INVESTMENTS CO's portfolio (37.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $35.4M | 7.23% | -$1.1M Sold | 0.00% 68.4K shares | |
Consumer Electronics Technology | $29.8M | 6.07% | -$1.5M Sold | 0.00% 116.8K shares | |
Semiconductors Technology | $29.6M | 6.05% | +$115.9K Bought | 0.00% 158.8K shares | |
Specialty Retail Consumer Cyclical | $16.6M | 3.38% | +$271.4K Bought | 0.00% 75.5K shares | |
Software - Infrastructure Technology | $13.7M | 2.79% | -$313.9K Sold | 0.00% 48.6K shares | |
ETF ETF | $13.5M | 2.75% | +$196.9K Bought | — 22.4K shares | |
Semiconductors Technology | $13.1M | 2.67% | +$261.6K Bought | 0.00% 39.6K shares | |
Semiconductors Technology | $13.0M | 2.65% | -$628.1K Sold | 0.01% 63.4K shares | |
Internet Content & Information Communication Services | $10.9M | 2.23% | +$229.0K Bought | 0.00% 44.9K shares | |
Banks - Diversified Financial Services | $8.7M | 1.78% | -$424.6K Sold | 0.00% 27.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in HOLDERNESS INVESTMENTS CO's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for HOLDERNESS INVESTMENTS CO
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