SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Vantage Consulting Group Inc

CIK 0001843547 · 3500 PACIFIC AVE, VIRGINIA BEACH, VA, 23451 · 757-491-1200

Reported Value
$256M
Q1 2022
Positions
215
Filings on Record
21
2019–present window
Filed
May 16, 2022
original filing

Summary

Vantage Consulting Group Inc reported $256M in U.S.-listed holdings across 215 positions for Q1 2022.

The portfolio is heavily concentrated: RPRX alone accounts for 41.5% of reported value.

Compared with Q4 2021, the fund opened 6 new positions and exited 22.

Portfolio Metrics

Turnover
+0.5%
vs prior filed quarter
Top-10 Concentration
+75.1%
share of reported value
Largest Position
+41.5%
Royalty Pharma
New / Exited
6 / 22
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $1.2BQ4 ’20Q1 ’21: $498MQ2 ’21: $575MQ3 ’21: $467MQ3 ’21Q4 ’21: $372MQ1 ’22: $256MQ2 ’22: $178MQ2 ’22Q3 ’22: $171MQ4 ’22: $169MQ1 ’23: $176MQ1 ’23Q2 ’23: $174MQ3 ’23: $149MQ4 ’23: $149MQ4 ’23Q1 ’24: $157MQ2 ’24: $135MQ3 ’24: $11MQ3 ’24Q4 ’24: $10MQ1 ’25: $5MQ2 ’25: $6MQ2 ’25Q3 ’25: $11MQ4 ’25: $20Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 69.8%Other: 29.9%REIT: 0.3%
  • Common Stock · 69.8% · $179M
  • Other · 29.9% · $77M
  • REIT · 0.3% · $771,000

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
CEGConstellation Energy Group IncNEW+7.4K7.4K+$417,000$417,000
MOHMolina Healthcare IncNEW+831831+$277,000$277,000
AALAmerican Airlines Group IncNEW+10.4K10.4K+$191,000$191,000
ZYXIQZynex IncNEW+11.0K11.0K+$69,000$69,000
Endo International plcNEW+18.8K18.8K+$43,000$43,000
Barnes & Noble Education IncNEW+11.8K11.8K+$42,000$42,000
Intra-Cellular Therapies, Inc.SOLD OUT226.7K0$12M$0
GAPGap IncSOLD OUT16.3K0$287,000$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2022

215 positions
#IssuerClass% PortfolioValueShares
1RPRXRoyalty Pharma Plc.history →SHS CLASS A41.47%$106M2.73M
2Syntax Stratified LargeCap ETFSTRATIFD LRG CAP17.03%$44M624.2K
3ADC Therapeutics SASHS9.63%$25M1.68M
4Fibrogen, IncCOM2.84%$7M605.2K
5Syntax Straified MidCap ETFSTRATIFIE MDCP1.98%$5M130.6K
6Syntax Straified SmallCap ETFSTRATIFIED SMCP0.98%$3M53.1K
7COSTCostco Wholesale CorporationCOM0.31%$799,0001.4K
8SYYSysco CorporationCOM0.30%$768,0009.4K
9WMTWalmart IncCOM0.30%$767,0005.1K
10KRKroger Co.COM0.29%$751,00013.1K
11MSFTMicrosoft CorporationCOM0.28%$716,0002.3K
12EXMOCExxon Mobil CorporationCOM0.28%$712,0008.6K
13CVXChevron CorporationCOM0.27%$697,0004.3K
14CVSCVS Health CorporationCOM0.25%$636,0006.3K
15WBAWalgreens Boots Alliance IncCOM0.24%$614,00013.7K
16AAPLApple IncCOM0.22%$551,0003.2K
17VLOValero Energy CorporationCOM0.21%$540,0005.3K
18SBUXStarbucks CorporationCOM0.21%$536,0005.9K
19MSIMotorola Solutions IncCOM NEW0.21%$533,0002.2K
20MPCMarathon Petroleum CorporationCOM0.21%$531,0006.2K
21MCDMcDonald's CorporationCOM0.21%$531,0002.1K
22ADMArcher-Daniels-Midland CompanyCOM0.21%$527,0005.8K
23GRMNGarmin Ltd.SHS0.21%$527,0004.4K
24BRK/BBerkshire Hathaway Inc Class BCL B NEW0.21%$527,0001.5K
25CMGChipotle Mexican Grill IncCOM0.21%$527,000333
26PSXPhillips 66COM0.20%$522,0006.0K
27CLXClorox CompanyCOM0.20%$521,0003.7K
28PGProcter & Gamble CompanyCOM0.20%$521,0003.4K
29LLoews CorporationCOM0.20%$519,0008.0K
30DPZDomino's Pizza IncCOM0.20%$513,0001.3K
31KMBKimberly-Clark CorporationCOM0.20%$511,0004.2K
32CHDChurch & Dwight Co. IncCOM0.20%$509,0005.1K
33ELEstee Lauder Companies Inc ClaCL A0.20%$503,0001.8K
34DRIDarden Restaurants IncCOM0.20%$503,0003.8K
35ROSTRoss Stores IncCOM0.20%$503,0005.6K
36CLColgate-Palmolive CompanyCOM0.20%$501,0006.6K
37TSNTyson Foods Inc Class ACL A0.19%$499,0005.6K
38HRLHormel Foods CorporationCOM0.19%$498,0009.7K
39YUMYum! Brands IncCOM0.19%$497,0004.2K
40HPQHP IncCOM0.19%$488,00013.4K
41TJXTJX Companies IncCOM0.19%$481,0007.9K
42AESAES CorporationCOM0.17%$424,00016.5K
43CEGConstellation Energy Group IncCOM0.16%$417,0007.4K
44Aptiv PLCSHS0.16%$413,0003.4K
45Jacobs Engineering Group IncCOM0.16%$403,0002.9K
46MTCHMatch Group IncCOM0.16%$400,0003.7K
47MNSTMonster Beverage CorporationCOM0.16%$399,0005.0K
48EXCExelon CorporationCOM0.16%$399,0008.4K
49FTNTFortinet IncCOM0.16%$398,0001.2K
50KOCoca-Cola CompanyCOM0.15%$392,0006.3K
51BWABorgWarner IncCOM0.15%$392,00010.1K
52PWRQuanta Services IncCOM0.15%$391,0003.0K
53PMPhilip Morris International InCOM0.15%$387,0004.1K
54METAFacebook Inc Class ACL A0.15%$385,0001.7K
55Twitter IncCOM0.15%$381,0009.9K
56MOAltria Group IncCOM0.15%$379,0007.2K
57CDNSCadence Design Systems IncCOM0.14%$369,0002.2K
58SNPSSynopsys IncCOM0.14%$368,0001.1K
59NRGNRG Energy IncCOM NEW0.14%$365,0009.5K
60NUENucor CorporationCOM0.14%$358,0002.4K
61AKAMAkamai Technologies IncCOM0.14%$358,0003.0K
62VRSNVeriSign IncCOM0.14%$355,0001.6K
63AWKAmerican Water Works Company ICOM0.14%$354,0002.1K
64EQIXEquinix IncCOM0.14%$349,000471
65CRMsalesforce.com IncCOM0.14%$349,0001.6K
66OKEONEOK IncCOM0.14%$348,0004.9K
67NINiSource IncCOM0.14%$347,00010.9K
68ORCLOracle CorporationCOM0.14%$346,0004.2K
69FCXFreeport-McMoRan IncCL B0.13%$345,0006.9K
70Discover Financial ServicesCOM0.13%$343,0003.1K
71RLRalph Lauren Corporation ClassCL A0.13%$343,0003.0K
72PVHPVH CorpCOM0.13%$343,0004.5K
73LUMNLumen Technologies IncCOM0.13%$343,00030.4K
74ATOAtmos Energy CorporationCOM0.13%$342,0002.9K
75WMBWilliams Companies IncCOM0.13%$341,00010.2K
76DLRDigital Realty Trust IncCOM0.13%$340,0002.4K
77KMIKinder Morgan Inc Class PCOM0.13%$340,00018.0K
78CMCSAComcast Corporation Class ACL A0.13%$338,0007.2K
79NEMNewmont Goldcorp CorporationCOM0.13%$336,0004.2K
80EAElectronic Arts IncCOM0.13%$336,0002.7K
81BBWIBath & Body Works IncCOM0.13%$332,0006.9K
82TSLATesla Motors Inc.COM0.13%$330,000306
83HALHalliburton CompanyCOM0.13%$329,0008.7K
84COFCapital One Financial CorporatCOM0.13%$328,0002.5K
85TTWOTake-Two Interactive SoftwareCOM0.13%$325,0002.1K
86Activision Blizzard IncCOM0.13%$324,0004.0K
87SYFSynchrony FinancialCOM0.13%$323,0009.3K
88MPWRMonolithic Power Systems IncCOM0.12%$319,000656
89CHTRCharter Communications Inc ClaCL A0.12%$316,000579
90BKRBaker Hughes Company Class ACL A0.12%$314,0008.6K
91UHSUniversal Health Services IncCL B0.12%$313,0002.2K
92SLBSchlumberger NVCOM STK0.12%$313,0007.6K
93GENNortonLifeLock IncCOM0.12%$312,00011.8K
94HCAHCA Healthcare IncCOM0.12%$306,0001.2K
95ADIAnalog Devices IncCOM0.11%$292,0001.8K
96ENPHEnphase Energy IncCOM0.11%$288,0001.4K
97MRNAModernaCOM0.11%$286,0001.7K
98TXNTexas Instruments IncorporatedCOM0.11%$281,0001.5K
99RJFRaymond James Financial IncCOM0.11%$279,0002.5K
100MOHMolina Healthcare IncCOM0.11%$277,000831

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2025$20M3Feb 11, 202613F-HRchanges · EDGAR ↗
Q3 2025$11M3Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$6M3Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$5M4May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$10M5Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$11M4Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$135M191Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$157M212May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$149M208Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$149M200Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$174M216Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$176M231May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$169M212Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$171M213Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$178M213Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$256M215May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$372M231Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$467M206Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$575M211Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$498M99May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.2B1,884Feb 12, 202113F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • SYNTAX ADVISORS, LLC028-22047

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 ↗.