Sevenoneseven Capital Management 13F annual report

Sevenoneseven Capital Management is an investment fund managing more than $2.17 billion ran by Mary Nolt. There are currently 7 companies in Mrs. Nolt’s portfolio. The largest investments include Vanguard Index Fds and Pimco Etf Tr, together worth $639 million.

$2.17 billion Assets Under Management (AUM)

As of 5th February 2024, Sevenoneseven Capital Management’s top holding is 918 shares of Vanguard Index Fds currently worth over $386 million and making up 17.8% of the portfolio value. In addition, the fund holds 2,634 shares of Pimco Etf Tr worth $253 million. The third-largest holding is Schwab Strategic Tr worth $674 million and the next is Invesco Exchange Traded Fd T worth $247 million, with 2,610 shares owned.

Currently, Sevenoneseven Capital Management's portfolio is worth at least $2.17 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Sevenoneseven Capital Management

The Sevenoneseven Capital Management office and employees reside in Lancaster, Pennsylvania. According to the last 13-F report filed with the SEC, Mary Nolt serves as the Chief Compliance Officer at Sevenoneseven Capital Management.