Ferris Capital, LLC

Q1 2022 13F Holdings

  • Location
    marlborough, MA
  • Num holdings

    191

  • Value ($000)

    $436,969

  • Date Filed
    05/13/2022
  • Form type
    13F-HR
  • CIK
    0001714346
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
$35.07M
8 %

77,641

A
AAPL

APPLE INC

COM
$27.30M
6 %

156,323

M
MSFT

MICROSOFT CORP

COM
$22.67M
5 %

73,540

V
VEA

VANGUARD TAX-MANAGED INTL FD

FTSE DEV MKT ETF
$19.48M
5 %

405,622

A
AMZN

AMAZON COM INC

COM
$12.58M
3 %

3,860

I
IVV

ISHARES TR

CORE S&P500 ETF
$12.29M
3 %

27,097

G
GOOG

ALPHABET INC

CAP STK CL C
$11.35M
3 %

4,063

J
JPM

JPMORGAN CHASE & CO

COM
$10.94M
3 %

80,264

V
VNLA

JANUS DETROIT STR TR

HENDRSN SHRT ETF
$9.71M
2 %

197,802

M
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
$8.44M
2 %

113,041

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