SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Fjell Capital, LLC

CIK 0002053350 · 27 10TH STREET NORTH, FARGO, ND, 58102 · 701-491-7600

Reported Value
$97M
Q4 2024
Positions
54
Filings on Record
6
2019–present window
Filed
Feb 5, 2025
original filing

Summary

Fjell Capital, LLC reported $97M in U.S.-listed holdings across 54 positions for Q4 2024.

Its largest position, Davis Fundamental Etf Tr, represents 9.8% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+45.2%
share of reported value
Largest Position
+9.8%
Davis Fundamental Etf Tr

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. 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 ’24: $97MQ4 ’24Q1 ’25: $99MQ1 ’25Q2 ’25: $108MQ2 ’25Q3 ’25: $114MQ3 ’25Q4 ’25: $130MQ4 ’25Q1 ’26: $130MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 53.0%Common Stock: 46.8%Closed-End Fund: 0.3%
  • ETP · 53.0% · $51M
  • Common Stock · 46.8% · $45M
  • Closed-End Fund · 0.3% · $254,899

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
DAVIS FUNDAMENTAL ETF TRNEW+261.6K261.6K+$9M$9M
INVESCO ACTIVELY MANAGED EXCNEW+121.8K121.8K+$6M$6M
VICTORY PORTFOLIOS IINEW+92.4K92.4K+$4M$4M
VANGUARD INDEX FDSNEW+14.3K14.3K+$4M$4M
ISHARES TRNEW+73.8K73.8K+$4M$4M
MSFTMICROSOFT CORPNEW+8.4K8.4K+$4M$4M
AAPLAPPLE INCNEW+14.1K14.1K+$4M$4M
PGIM ETF TRNEW+97.6K97.6K+$3M$3M

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

Holdings — Q4 2024

46 positions
#IssuerClass% PortfolioValueShares
1DAVIS FUNDAMENTAL ETF TRSELECT WRLD WI9.81%$9M261.6K
2VUGVANGUARD INDEX FDSMID CAP ETF · GROWTH ETF · VALUE ETF8.70%$8M32.6K
3ISHARES TRUSD INV GRDE ETF · CORE S&P SCP ETF6.66%$6M97.5K
4INVESCO ACTIVELY MANAGED EXCTOTAL RETURN5.84%$6M121.8K
5VICTORY PORTFOLIOS IICORE INTERMEDIAT4.39%$4M92.4K
6MSFTMICROSOFT CORPhistory →COM3.65%$4M8.4K
7AAPLAPPLE INChistory →COM3.64%$4M14.1K
8PGIM ETF TRACTV HY BD ETF3.50%$3M97.6K
9AB ACTIVE ETFS INCHIGH YIELD ETF3.46%$3M90.8K
10AMZNAMAZON COM INChistory →COM3.16%$3M14.0K
11SPDR SER TRPORTFLI HIGH YLD3.09%$3M127.5K
12NVDANVIDIA CORPORATIONhistory →COM2.71%$3M19.5K
13CGGRUSDCAPITAL GROUP GROWTH ETFhistory →SHS CREATION UNI2.57%$2M66.9K
14GOOGLALPHABET INCCAP STK CL A · CAP STK CL C2.54%$2M13.0K
15AVGOBROADCOM INChistory →COM2.46%$2M10.3K
16SCHWAB STRATEGIC TRUS DIVIDEND EQ2.09%$2M74.0K
17METAMETA PLATFORMS INChistory →CL A1.90%$2M3.1K
18COSTCOSTCO WHSL CORP NEWhistory →COM1.79%$2M1.9K
19CRMSALESFORCE INChistory →COM1.63%$2M4.7K
20ADBEADOBE INChistory →COM1.59%$2M3.5K
21CAPITAL GRP FIXED INCM ETF TSHORT DURATION1.48%$1M55.8K
22JPMJPMORGAN CHASE & CO.history →COM1.43%$1M5.8K
23AMDADVANCED MICRO DEVICES INChistory →COM1.30%$1M10.4K
24BXBLACKSTONE INChistory →COM1.23%$1M6.9K
25KLACKLA CORPhistory →COM NEW1.19%$1M1.8K
26CMGCHIPOTLE MEXICAN GRILL INChistory →COM1.19%$1M19.0K
27WMWASTE MGMT INC DELhistory →COM1.16%$1M5.6K
28MRKMERCK & CO INChistory →COM1.13%$1M11.0K
29DEDEERE & COhistory →COM1.11%$1M2.5K
30ARESARES MANAGEMENT CORPORATIONhistory →CL A COM STK1.09%$1M6.0K
31HDHOME DEPOT INChistory →COM1.07%$1M2.7K
32MRSHMARSH & MCLENNAN COS INChistory →COM1.02%$989,2064.7K
33NEENEXTERA ENERGY INCCOM0.99%$953,87513.3K
34JNJJOHNSON & JOHNSONCOM0.93%$897,9866.2K
35CHVCHEVRON CORP NEWCOM0.92%$890,0056.1K
36ICEINTERCONTINENTAL EXCHANGE INCOM0.89%$864,0415.8K
37UNHUNITEDHEALTH GROUP INCCOM0.89%$857,0931.7K
38RTXRTX CORPORATIONCOM0.74%$719,6026.2K
39UNPUNION PAC CORPCOM0.71%$689,9683.0K
40PEPPEPSICO INCCOM0.70%$679,7264.5K
41KKRKKR & CO INCCOM0.58%$565,4783.8K
42LOWLOWES COS INCCOM0.51%$492,3702.0K
43VANGUARD WORLD FDINF TECH ETF0.48%$465,728749
44DHRDANAHER CORPORATIONCOM0.47%$454,0522.0K
45VANGUARD BD INDEX FDSTOTAL BND MRKT0.39%$380,6925.3K
46SELECT SECTOR SPDR TRSBI CONS DISCR0.27%$260,4701.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$130M68Apr 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$130M66Jan 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$114M58Oct 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$108M53Jul 9, 202513F-HRchanges · EDGAR ↗
Q1 2025$99M51Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$97M54Feb 5, 202513F-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 ↗.