Andrew Michael Lunt
Scratch Capital Llc
Assets Managed
$174.627M
Holdings
45
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
14.28%(2Q avg: 7.54%)
Sustained Growth
5 quarters
Portfolio positions
This chart displays the top 10 holdings in Scratch Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 45 positions.
Assets under management
The assets under management (AUM) of Scratch Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 174.627M in assets, with a quarterly growth rate of 14.28% and a 2-quarter average growth rate of 7.54%. The portfolio is managed by Andrew Michael Lunt, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
DFAC Dimensional Us Core Equity 2
| 16.05% | $28.016M 720,938 shares@ $38.87 avg price | Increased 11.36% |
DFIC Dimensional International Co
| 10.7% | $18.684M 525,870 shares@ $35.54 avg price | Increased 18.99% |
VGSH Vanguard Short-term Treasury
| 10.58% | $18.466M 315,443 shares@ $58.54 avg price | Increased 13.09% |
DUHP Dimensional Us High Profi Et
| 9.31% | $16.254M 442,179 shares@ $36.76 avg price | Increased 12.6% |
DFIP Dimensional Inflation-protec
| 8.34% | $14.561M 349,021 shares@ $41.73 avg price | Increased 9.59% |
DFSV Dimensional Us Small Cap Val
| 8.11% | $14.155M 403,955 shares@ $35.04 avg price | Increased 7.34% |
SGOV Ishares 0-3 Month Treasury B
| 7.17% | $12.506M 124,244 shares@ $100.66 avg price | Increased 239.66% |
DFEM Dimensional Emerging Markets
| 5.22% | $9.107M 263,589 shares@ $34.55 avg price | Increased 22.96% |
DFAT Dimensional Us Target Value
| 4.72% | $8.232M 131,820 shares@ $62.45 avg price | Decreased -0.18% |
VTI Vanguard Total Stock Mkt Etf
| 4.23% | $7.37M 22,974 shares@ $320.82 avg price | Increased 1.47% |
1-10 of 45