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CVSC

C.V. Starr & Co Portfolio holdings

AUM $192M
1-Year Est. Return 35.69%
This Fund
S&P 500
This Quarter Est. Return
-1.74%
1 Year Est. Return
+35.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$131M
Cap. Flow %
102.53%
Top 10 Hldgs %
100%
Holding
6
New
6
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$50.3M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$25.5M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$23.8M
5
AMZN icon
Amazon
AMZN
+$6.14M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 5.14%
2 Healthcare 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
1
SPDR Gold Trust
GLD
$131B
$49.5M 38.64%
+204,493
New +$50.3M
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$186B
$24.3M 18.96%
+345,704
New +$25.5M
VO icon
3
Vanguard Mid-Cap ETF
VO
$106B
$23.1M 18.03%
+349,860
New +$23.8M
IJR icon
4
iShares Core S&P Small-Cap ETF
IJR
$109B
$23.1M 17.99%
+200,120
New +$23.9M
AMZN icon
5
Amazon
AMZN
$2.5T
$6.58M 5.14%
+30,000
New +$6.14M
CELU icon
6
Celularity
CELU
$21.7M
$1.59M 1.24%
+764,069
New +$1.82M

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KWM
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SCGDR
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C.V. Starr & Co's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for C.V. Starr & Co, which disclosed 6 positions worth $128M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is SPDR Gold Trust: 204,493 shares worth $49.5M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 5.1% of assets, followed by Healthcare.

  • C.V. Starr & Co's largest Q4 2024 buy was SPDR Gold Trust: 204,493 shares worth $49.5M.
  • C.V. Starr & Co's ten largest holdings make up 100% of its $128M portfolio in Q4 2024.
  • C.V. Starr & Co disclosed 6 positions in Q4 2024, its first 13F filing on record.

Based on C.V. Starr & Co's 13F filing for Q4 2024, filed 12 Feb 2025.