Managers / Q4 2024 · view latest →
CVFG LLC
CIK 0002050974 · 2177 INTELLIPLEX DR, SUITE 201, SHELBYVILLE, IN, 46176 · 317-398-8200
Reported Value
$110M
Q4 2024
Positions
88
Filings on Record
6
2019–present window
Filed
Jan 15, 2025
original filing
Summary
Cvfg Llc reported $110M in U.S.-listed holdings across 88 positions for Q4 2024.
Its largest position, AAPL, represents 7.2% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $804M | 239 | Apr 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $146M | 104 | Feb 6, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $138M | 99 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $126M | 97 | Aug 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $110M | 91 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $110M | 88 | Jan 15, 2025 | 13F-HR | changes · 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 ↗.