SEC 13F Intelligence

Managers / Q4 2023 · view latest →

RPTC Inc.

CIK 0001714450 · P.O. BOX 3168, 115 W. SNOW KING AVE., SUITE 101A, JACKSON, WY, 83001 · (307) 733-3923

Reported Value
$466M
Q4 2023
Positions
6
Filings on Record
30
2019–present window
Filed
Feb 14, 2024
original filing

Summary

Rptc Inc. reported $466M in U.S.-listed holdings across 6 positions for Q4 2023.

The portfolio is heavily concentrated: SCHW alone accounts for 56.4% of reported value.

The book was largely unchanged from Q3 2023.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $399MQ4 ’18Q1 ’19: $421MQ2 ’19: $425MQ3 ’19: $407MQ4 ’19: $436MQ4 ’19Q1 ’20: $315MQ2 ’20: $341MQ3 ’20: $367MQ4 ’20: $488MQ4 ’20Q1 ’21: $503MQ2 ’21: $552MQ3 ’21: $550MQ4 ’21: $545MQ4 ’21Q1 ’22: $530MQ2 ’22: $406MQ3 ’22: $426MQ4 ’22: $486.5BQ4 ’22Q1 ’23: $380MQ2 ’23: $408MQ3 ’23: $393MQ4 ’23: $466MQ4 ’23Q1 ’24: $473MQ2 ’24: $487MQ3 ’24: $460MQ4 ’24: $491MQ4 ’24Q1 ’25: $498MQ2 ’25: $569MQ3 ’25: $573MQ4 ’25: $596MQ4 ’25Q1 ’26: $571Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$571M7May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$596M7Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$573M7Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$569M7Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$498M7May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$491M6Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$460M6Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$487M6Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$473M6May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$466M6Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$393M6Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$408M6Aug 15, 202313F-HRchanges · EDGAR ↗
Q1 2023$380M6May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$486.5B6Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$426M6Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$406M6Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$530M6May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$545M6Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$550M5Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$552M5Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$503M5May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$488M5Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$367M6Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$341M6Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$315M11May 1, 202013F-HRchanges · EDGAR ↗
Q4 2019$436M11Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$407M11Nov 8, 201913F-HRchanges · EDGAR ↗
Q2 2019$425M11Aug 6, 201913F-HRchanges · EDGAR ↗
Q1 2019$421M11May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$399M11Jan 22, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.