SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Drum Hill Capital, LLC

CIK 0002054679 · 1221 POST ROAD EAST, SUITE 205, WESTPORT, CT, 06880 · 203-349-8182

Reported Value
$86M
Q1 2025
Positions
46
Filings on Record
6
2019–present window
Filed
Apr 28, 2025
original filing

Summary

Drum Hill Capital, LLC reported $86M in U.S.-listed holdings across 46 positions for Q1 2025.

Its largest position, VGSH, represents 15.3% of the portfolio.

Compared with Q4 2024, the fund opened 4 new positions and exited 2.

Portfolio Metrics

Turnover
+3.9%
vs prior filed quarter
Top-10 Concentration
+61.8%
share of reported value
Largest Position
+15.3%
Vanguard Scottsdale Fds
New / Exited
4 / 2
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. 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: $80MQ4 ’24Q1 ’25: $86MQ1 ’25Q2 ’25: $90MQ2 ’25Q3 ’25: $92MQ3 ’25Q4 ’25: $96MQ4 ’25Q1 ’26: $109MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 43.7%ADR: 26.4%ETP: 26.0%Other: 2.0%PUBLIC: 1.9%
  • Common Stock · 43.7% · $38M
  • ADR · 26.4% · $23M
  • ETP · 26.0% · $23M
  • Other · 2.0% · $2M
  • PUBLIC · 1.9% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ABBVABBVIE INCNEW+1.1K1.1K+$236,130$236,130
KOCOCA COLA CONEW+3.1K3.1K+$223,813$223,813
MOALTRIA GROUP INCNEW+3.5K3.5K+$211,331$211,331
ROPROPER TECHNOLOGIES INCNEW+346346+$203,995$203,995
VETVERMILION ENERGY INCADDED+175.6K310.1K+$1M$3M
UAOSTERLING INFRASTRUCTURE INCSOLD OUT1.6K0$266,151$0
REGNREGENERON PHARMACEUTICALSSOLD OUT3000$213,699$0
ALBEMARLE CORPADDED+18.6K45.7K+$524,826$2M

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

Holdings — Q1 2025

43 positions
#IssuerClass% PortfolioValueShares
1VGSHVANGUARD SCOTTSDALE FDShistory →SHORT TERM TREAS15.29%$13M225.3K
2TELEFONAKTIEBOLAGET LM ERICSADR B SEK 106.51%$6M725.4K
3SIMPLIFY EXCHANGE TRADED FUNSIMPLIFY INTERST6.15%$5M109.8K
4BACVERIZON COMMUNICATIONS INChistory →COM5.55%$5M105.7K
5EQNREQUINOR ASAhistory →SPONSORED ADR5.40%$5M176.5K
6SHELSHELL PLChistory →SPON ADS5.02%$4M59.3K
7BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW4.72%$4M7.7K
8TOTALENERGIES SESPONSORED ADS4.60%$4M61.5K
9NEMNEWMONT CORPhistory →COM4.50%$4M80.5K
10BWABORGWARNER INChistory →COM4.11%$4M124.0K
11ALBALBEMARLE CORP7.25% DEP SHS A · COM3.17%$3M61.1K
12VANECK ETF TRUSTGOLD MINERS ETF3.10%$3M58.2K
13VETVERMILION ENERGY INChistory →COM2.91%$3M310.1K
14QCOMQUALCOMM INChistory →COM2.68%$2M15.1K
15TELFYTELEFONICA S Ahistory →SPONSORED ADR2.65%$2M492.4K
16PBRPETROLEO BRASILEIRO SA PETROhistory →SPONSORED ADR2.21%$2M133.5K
17TEXTEREX CORP NEWhistory →COM2.09%$2M47.9K
18NXP SEMICONDUCTORS N VCOM2.01%$2M9.2K
19MSFTMICROSOFT CORPhistory →COM2.00%$2M4.6K
20CLFDCLEARFIELD INChistory →COM1.71%$1M49.6K
21AWMSKYWORKS SOLUTIONS INChistory →COM1.58%$1M21.2K
22EXMOCEXXON MOBIL CORPhistory →COM1.50%$1M10.9K
23ISHARES TRDEVSMCP EXNA ETF · CORE S&P MCP ETF · CORE S&P SCP ETF1.48%$1M20.3K
24IBMINTERNATIONAL BUSINESS MACHShistory →COM1.22%$1M4.2K
25AAPLAPPLE INChistory →COM1.05%$905,1804.1K
26UNPUNION PAC CORPCOM0.81%$699,2713.0K
27GWWGRAINGER W W INCCOM0.71%$617,394625
28JPMJPMORGAN CHASE & CO.COM0.65%$558,3032.3K
294I1PHILIP MORRIS INTL INCCOM0.43%$372,0642.3K
30GE AEROSPACECOM NEW0.40%$343,8581.7K
31TMOTHERMO FISHER SCIENTIFIC INCCOM0.38%$327,421658
32CLCOLGATE PALMOLIVE COCOM0.37%$317,5503.4K
33PEPPEPSICO INCCOM0.35%$301,3802.0K
34CBUCOMMUNITY FINANCIAL SYSTEM ICOM0.31%$268,2664.7K
35CATCATERPILLAR INCCOM0.29%$248,999755
36MMM3M COCOM0.29%$246,8721.7K
37LNTHLANTHEUS HLDGS INCCOM0.28%$239,1202.5K
38ABBVABBVIE INCCOM0.27%$236,1301.1K
39PFEPFIZER INCCOM0.27%$231,7859.1K
40KOCOCA COLA COCOM0.26%$223,8133.1K
41TXNTEXAS INSTRS INCCOM0.25%$215,6401.2K
42MOALTRIA GROUP INCCOM0.24%$211,3313.5K
43ROPROPER TECHNOLOGIES INCCOM0.24%$203,995346

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$109M46Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$96M49Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$92M47Oct 15, 202513F-HRchanges · EDGAR ↗
Q2 2025$90M49Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$86M46Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$80M44Feb 3, 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 ↗.