SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Drum Hill Capital, LLC

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

Reported Value
$92M
Q3 2025
Positions
47
Filings on Record
6
2019–present window
Filed
Oct 15, 2025
original filing

Summary

Drum Hill Capital, LLC reported $92M in U.S.-listed holdings across 47 positions for Q3 2025.

Its largest position, VGSH, represents 14.7% of the portfolio.

Compared with Q2 2025, the fund opened 1 new position and exited 3.

Portfolio Metrics

Turnover
+6.1%
vs prior filed quarter
Top-10 Concentration
+63.1%
share of reported value
Largest Position
+14.7%
Vanguard Scottsdale Fds
New / Exited
1 / 3
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: 48.7%ETP: 27.2%ADR: 20.0%Other: 2.3%PUBLIC: 1.9%
  • Common Stock · 48.7% · $45M
  • ETP · 27.2% · $25M
  • ADR · 20.0% · $18M
  • Other · 2.3% · $2M
  • PUBLIC · 1.9% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GLWCORNING INCNEW+3.7K3.7K+$300,805$300,805
TOTALENERGIES SESOLD OUT60.4K0$4M$0
GMS1EURGMS INCSOLD OUT2.1K0$231,094$0
LNTHLANTHEUS HLDGS INCSOLD OUT2.5K0$200,557$0
AAPLAPPLE INCTRIMMED4403.6K+$89,513$925,581
JPMJPMORGAN CHASE & CO.HELD522.2K+$41,681$701,517
SIMPLIFY EXCHANGE TRADED FUNHELD+1.8K112.1K$428,442$5M
TMOTHERMO FISHER SCIENTIFIC INCHELD8650+$48,470$315,263

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

Holdings — Q3 2025

44 positions
#IssuerClass% PortfolioValueShares
1VGSHVANGUARD SCOTTSDALE FDShistory →SHORT TERM TREAS14.73%$14M231.3K
2NEMNEWMONT CORPhistory →COM7.27%$7M79.6K
3TELEFONAKTIEBOLAGET LM ERICSADR B SEK 106.39%$6M713.6K
4SIMPLIFY EXCHANGE TRADED FUNSIMPLIFY INTERST5.85%$5M112.1K
5BWABORGWARNER INChistory →COM5.82%$5M122.4K
6BACVERIZON COMMUNICATIONS INChistory →COM4.96%$5M104.3K
7VANECK ETF TRUSTGOLD MINERS ETF4.80%$4M58.1K
8EQNREQUINOR ASAhistory →SPONSORED ADR4.63%$4M175.4K
9SHELSHELL PLChistory →SPON ADS4.53%$4M58.6K
10BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW4.14%$4M7.6K
11ALBALBEMARLE CORP7.25% DEP SHS A · COM3.22%$3M61.2K
12QCOMQUALCOMM INChistory →COM2.71%$3M15.0K
13TEXTEREX CORP NEWhistory →COM2.65%$2M47.8K
14TELFYTELEFONICA S Ahistory →SPONSORED ADR2.63%$2M478.0K
15VETVERMILION ENERGY INChistory →COM2.62%$2M310.0K
16MSFTMICROSOFT CORPhistory →COM2.56%$2M4.6K
17NXP SEMICONDUCTORS N VCOM2.25%$2M9.1K
18CLFDCLEARFIELD INChistory →COM1.83%$2M49.2K
19PBRPETROLEO BRASILEIRO SA PETROhistory →SPONSORED ADR1.82%$2M132.9K
20AWMSKYWORKS SOLUTIONS INChistory →COM1.75%$2M21.1K
21ISHARES TRDEVSMCP EXNA ETF · CORE S&P MCP ETF · CORE S&P SCP ETF1.54%$1M19.3K
22EXMOCEXXON MOBIL CORPhistory →COM1.33%$1M10.9K
23IBMINTERNATIONAL BUSINESS MACHShistory →COM1.29%$1M4.2K
24AAPLAPPLE INChistory →COM1.00%$925,5813.6K
25JPMJPMORGAN CHASE & CO.COM0.76%$701,5172.2K
26UNPUNION PAC CORPCOM0.76%$699,6563.0K
27GWWGRAINGER W W INCCOM0.64%$595,600625
28UAOSTERLING INFRASTRUCTURE INCCOM0.58%$536,6951.6K
29GE AEROSPACECOM NEW0.56%$516,8091.7K
304I1PHILIP MORRIS INTL INCCOM0.41%$380,1972.3K
31CATCATERPILLAR INCCOM0.39%$360,249755
32TMOTHERMO FISHER SCIENTIFIC INCCOM0.34%$315,263650
33GLWCORNING INCCOM0.33%$300,8053.7K
34PEPPEPSICO INCCOM0.31%$282,2852.0K
35CBUCOMMUNITY FINANCIAL SYSTEM ICOM0.30%$276,6644.7K
36CLCOLGATE PALMOLIVE COCOM0.29%$270,9173.4K
37GEVGE VERNOVA INCCOM0.29%$263,793429
38ABBVABBVIE INCCOM0.28%$260,9461.1K
39MOALTRIA GROUP INCCOM0.25%$233,3903.5K
40PFEPFIZER INCCOM0.25%$233,0669.1K
41SPDR S&P 500 ETF TRTR UNIT0.24%$222,505334
42TXNTEXAS INSTRS INCCOM0.24%$220,4761.2K
43CSCOCISCO SYS INCCOM0.23%$214,2243.1K
44KOCOCA COLA COCOM0.22%$207,2503.1K

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 ↗.