UNITEDHEALTH GROUP INC - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$411.09B	-	3,287	-
2024-09-30	$465.96B	+13.3%	3,348	+1.9%
2024-12-31	$399.28B	-14.3%	2,608	-22.1%

Institution	Value	Shares	% of Portfolio
THUNDERBIRD PARTNERS LLP	$34.5M	68K	55.7%
GARRISON BRADFORD & ASSOCIATES INC	$17.1M	33K	17.9%
8 KNOTS MANAGEMENT, LLC	$147.8M	292K	14.8%
MANCHESTER GLOBAL MANAGEMENT LTD	$92.4M	182K	12.2%
WEALTHCARE CAPITAL PARTNERS, LLC	$20.4M	40K	10.6%
ABRAMS BISON INVESTMENTS, LLC	$91.1M	180K	9.4%
CONSULTA LTD	$139.1M	275K	9.1%
DIAMETER CAPITAL PARTNERS LP	$60.7M	120K	9.0%
ROUTE ONE INVESTMENT COMPANY, L.P.	$220.4M	435K	8.6%
HEALTHINVEST PARTNERS AB	$17.9M	35K	8.5%
VERITAS ASSET MANAGEMENT LLP	$782.7M	1,547K	7.3%
RUANE, CUNNIFF & GOLDFARB L.P.	$423.9M	837K	7.2%
MARK SHEPTOFF FINANCIAL PLANNING, LLC	$13.1M	25K	7.0%
FOCUSED INVESTORS LLC	$215.8M	426K	6.8%
IRON TRIANGLE PARTNERS LP	$61.1M	120K	6.7%
HYPERION CAPITAL ADVISORS LP	$12.8M	25K	6.6%
JPL WEALTH MANAGEMENT, LLC	$21.9M	43K	6.3%
DAVIS-REA LTD.	$11.9M	23K	6.0%
GUARDCAP ASSET MANAGEMENT LTD	$366.6M	724K	5.9%
PETRUS TRUST COMPANY, LTA	$59.9M	118K	5.8%
ADVANCED PORTFOLIO MANAGEMENT, LLC	$5.1M	10K	5.8%
ALLEN INVESTMENT MANAGEMENT, LLC	$488.9M	966K	5.7%
BOWIE CAPITAL MANAGEMENT, LLC	$106.3M	210K	5.6%
IRON TRIANGLE PARTNERS LP	$50.6M	100K	5.6%
WEDGEWOOD PARTNERS INC	$28.0M	55K	5.5%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
SBGSY	US	SCHNEIDER ELECT SE-UNSP ADR	0.409	9	22
CNSWF	US	CONSTELLATION SOFTWARE INC	0.231	3	13
BBBS	US	BBLX BBB 1-5Y CORP BOND ETF	0.133	2	15
BLKCHF	XS	BLACKROCK INC	0.125	10	80
MSFT	US	MICROSOFT CORP	0.112	467	4177
MBS	US	ANGEL OAK MORTG-BCKED SE ETF	0.111	2	18
V	US	VISA INC-CLASS A SHARES	0.111	336	3025
XFIV	US	BONDBLOXX BBG 5 YR US TREAS	0.105	2	19
AAPL	US	APPLE INC	0.104	411	3956
JPM	US	JPMORGAN CHASE & CO	0.103	333	3229
GOOGL	US	ALPHABET INC-CL A	0.102	359	3527
AMZN	US	AMAZON.COM INC	0.102	404	3975
MA	US	MASTERCARD INC - A	0.097	240	2463
NSRGY	US	NESTLE SA-SPONS ADR	0.096	10	104
AVGO	US	BROADCOM INC	0.095	262	2753
NVDA	US	NVIDIA CORP	0.091	333	3653
HD	US	HOME DEPOT INC	0.087	247	2851
TMO	US	THERMO FISHER SCIENTIFIC INC	0.085	163	1919
META	US	META PLATFORMS INC-CLASS A	0.083	278	3331
DUBS	US	APTUS LG CAP ENH YIELD ETF	0.083	2	24
GOOG	US	ALPHABET INC-CL C	0.083	264	3169
COST	US	COSTCO WHOLESALE CORP	0.083	227	2728
XTRE	US	BONDBLOXX BBG 3Y US TSY ETF	0.077	2	26
SCJ	US	ISHARES MSCI JAPAN SMALL-CAP	0.077	3	39
LLY	US	ELI LILLY & CO	0.076	211	2794