Mary McNutt

1015 Capital Partners, Llc

Assets Managed

$102.857M

Holdings

597

Last Quarter

2026 - Q1

Filed Date

5d ago

Growth Rate

1.02%(2Q avg: 0.51%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in 1015 Capital Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 597 positions.

Assets under management

The assets under management (AUM) of 1015 Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 102.857M in assets, with a quarterly growth rate of 1.02% and a 2-quarter average growth rate of 0.51%. The portfolio is managed by Mary McNutt, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 5.32%	9.12%	$9.37M 14,345 shares@ $653.22 avg price	Increased 5.32%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 0.97%	7.43%	$7.639M 113,115 shares@ $67.54 avg price	Increased 0.97%
VTI Vanguard Total Stock Mkt Etf Recent Activity	5.43%	$5.58M 17,393 shares@ $320.81 avg price
NVDA Nvidia Corp Recent Activity Decreased -0.01%	4.57%	$4.696M 26,925 shares@ $174.4 avg price	Decreased -0.01%
SUB Ishares Short-term National Recent Activity Increased 0.55%	3.62%	$3.717M 34,898 shares@ $106.5 avg price	Increased 0.55%
IJR Ishares Core S&p Small-cap E Recent Activity Decreased -0.25%	3.59%	$3.683M 29,628 shares@ $124.32 avg price	Decreased -0.25%
SHY Ishares 1-3 Year Treasury Bo Recent Activity	2.67%	$2.746M 33,252 shares@ $82.58 avg price
SPY Spdr S&p 500 Etf Trust Recent Activity	2.5%	$2.569M 3,950 shares@ $650.34 avg price
VYM Vanguard High Dvd Yield Etf Recent Activity Increased 7.16%	2.48%	$2.55M 17,220 shares@ $148.1 avg price	Increased 7.16%
EFA Ishares Msci Eafe Etf Recent Activity	2.13%	$2.185M 22,493 shares@ $97.13 avg price

1-10 of 597