Objective-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BABA",
  null,
  "GOOGL",
  "PTY",
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  "IVW",
  "IJH",
  null,
  null,
  "KMI",
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  "KKR",
  null,
  null,
  null,
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  "MRK",
  null,
  null,
  null,
  "VO",
  "VV",
  null,
  "VIG",
  null,
  null,
  "EW",
  "AMZN",
  null,
  null,
  "HBAN",
  "VGT",
  "VEA",
  "VB",
  null,
  null,
  null,
  null,
  "DIA",
  null,
  "DGRO",
  null,
  null,
  "BRK-A",
  "BRK-B",
  "LNG",
  null,
  "QQQ",
  "IWM",
  "MDY",
  "ETN",
  "GOOG",
  "XOM",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 77
Total Value: 78397584
Accession Number: 0001667731-25-000601
Form Type: 13F-HR
CIK: objective-capital-management
Manager Name: Objective-Capital-Management

Data Enrichment

55% identified

42 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

77 positions • $78.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

46438F101

Shares:23.5K

Value:$1.1M

% of Portfolio:1.4% ($1.1M/$78.4M)

81369Y308

Shares:13.4K

Value:$1.1M

% of Portfolio:1.4% ($1.1M/$78.4M)

NVIDIA CORP

NVDA|67066G104

Shares:10.1K

Value:$1.1M

% of Portfolio:1.4% ($1.1M/$78.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.9K

Value:$1.0M

% of Portfolio:1.3% ($1.0M/$78.4M)

464288687

Shares:33.5K

Value:$1.0M

% of Portfolio:1.3% ($1.0M/$78.4M)

464287804

IJR|464287804

Shares:8.8K

Value:$917.9K

% of Portfolio:1.2% ($917.9K/$78.4M)

33738D101

Shares:22.6K

Value:$847.0K

% of Portfolio:1.1% ($847.0K/$78.4M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:1.0% ($798.4K/$78.4M)

81369Y886

Shares:9.8K

Value:$771.5K

% of Portfolio:1.0% ($771.5K/$78.4M)

Edwards Lifesciences Corp

EW|28176E108

Shares:10.0K

Value:$723.0K

% of Portfolio:0.9% ($723.0K/$78.4M)

464287507

IJH|464287507

Shares:12.3K

Value:$715.8K

% of Portfolio:0.9% ($715.8K/$78.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.9K

Value:$710.6K

% of Portfolio:0.9% ($710.6K/$78.4M)

46431W838

Shares:14.0K

Value:$705.1K

% of Portfolio:0.9% ($705.1K/$78.4M)

921943858

VEA|921943858

Shares:13.5K

Value:$686.6K

% of Portfolio:0.9% ($686.6K/$78.4M)

092528603

Shares:12.9K

Value:$676.9K

% of Portfolio:0.9% ($676.9K/$78.4M)

33739Q408

Shares:10.7K

Value:$640.4K

% of Portfolio:0.8% ($640.4K/$78.4M)

PIMCO CORPORATE & INCOME OPPORTUNITY FUND

PTY|72201B101

Shares:44.0K

Value:$636.4K

% of Portfolio:0.8% ($636.4K/$78.4M)

MICROSOFT CORP

MSFT|594918104

Shares:1.7K

Value:$634.6K

% of Portfolio:0.8% ($634.6K/$78.4M)

464288158

Shares:5.9K

Value:$623.7K

% of Portfolio:0.8% ($623.7K/$78.4M)

72201R866

Shares:11.5K

Value:$594.0K

% of Portfolio:0.8% ($594.0K/$78.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46438F101)✕	23.5K	QoQ -33.86% (-12.0K) YoY +87.17% (+10.9K)	All Managers (Combined)	$1.1M	1.4% ($1.1M/$78.4M)	QoQ -41.64% (-$783.9K) YoY +116.50% (+$591.0K)
(cusip81369Y308)✕	13.4K	QoQ +0.10% (+14) YoY -3.83% (-534)	All Managers (Combined)	$1.1M	1.4% ($1.1M/$78.4M)	QoQ +3.99% (+$42.1K) YoY +2.85% (-$30.4K)
NVIDIA CORP(NVDAcusip67066G104)	10.1K	QoQ -57.97% (-13.9K) YoY +285.97% (-7.5K)	All Managers (Combined)	$1.1M	1.4% ($1.1M/$78.4M)	QoQ -66.07% (-$2.1M) YoY -53.69% (-$1.3M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.9K	QoQ -32.10% (-922) YoY -32.73% (-949)	All Managers (Combined)	$1.0M	1.3% ($1.0M/$78.4M)	QoQ -20.23% (-$263.3K) YoY -14.81% (-$180.6K)
(cusip464288687)✕	33.5K	QoQ +2.50% (+819) YoY +39.76% (+9.5K)	All Managers (Combined)	$1.0M	1.3% ($1.0M/$78.4M)	QoQ +0.18% (+$1.9K) YoY +33.26% (+$257.0K)
(IJRcusip464287804)	8.8K	QoQ -59.32% (-12.8K) YoY -60.12% (-13.2K)	All Managers (Combined)	$917.9K	1.2% ($917.9K/$78.4M)	QoQ -63.07% (-$1.6M) YoY -62.27% (-$1.5M)
(cusip33738D101)✕	22.6K	QoQ +0.28% (+65) YoY -9.13% (-2.3K)	All Managers (Combined)	$847.0K	1.1% ($847.0K/$78.4M)	QoQ +5.46% (+$43.9K) YoY +15.35% (-$112.8K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	1.0% ($798.4K/$78.4M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
(cusip81369Y886)✕	9.8K	QoQ +0.30% (+30) YoY +2.32% (+222)	All Managers (Combined)	$771.5K	1.0% ($771.5K/$78.4M)	QoQ +4.49% (+$33.2K) YoY +22.89% (+$143.7K)
Edwards Lifesciences Corp(EWcusip28176E108)	10.0K	QoQ -0.99% (-100) YoY -2.63% (-270)	All Managers (Combined)	$723.0K	0.9% ($723.0K/$78.4M)	QoQ -3.06% (-$22.9K) YoY -26.15% (-$256.0K)
(IJHcusip464287507)	12.3K	QoQ -59.23% (-17.8K) YoY -60.41% (-18.7K)	All Managers (Combined)	$715.8K	0.9% ($715.8K/$78.4M)	QoQ -61.82% (-$1.2M) YoY -61.97% (-$1.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.9K	QoQ -56.03% (-3.7K) YoY -61.06% (-4.5K)	All Managers (Combined)	$710.6K	0.9% ($710.6K/$78.4M)	QoQ -55.01% (-$869.2K) YoY -52.32% (-$779.8K)
(cusip46431W838)✕	14.0K	QoQ +52.60% (+4.8K) YoY NEW(+14.0K)	All Managers (Combined)	$705.1K	0.9% ($705.1K/$78.4M)	QoQ +53.49% (+$245.7K) YoY NEW(+$705.1K)
(VEAcusip921943858)	13.5K	QoQ -63.09% (-23.1K) YoY -66.03% (-26.3K)	All Managers (Combined)	$686.6K	0.9% ($686.6K/$78.4M)	QoQ -60.77% (-$1.1M) YoY -65.58% (-$1.3M)
(cusip092528603)✕	12.9K	QoQ +65.83% (+5.1K) YoY NEW(+12.9K)	All Managers (Combined)	$676.9K	0.9% ($676.9K/$78.4M)	QoQ +66.97% (+$271.5K) YoY NEW(+$676.9K)
(cusip33739Q408)✕	10.7K	QoQ +0.25% (+27) YoY +1.71% (+180)	All Managers (Combined)	$640.4K	0.8% ($640.4K/$78.4M)	QoQ +0.37% (+$2.4K) YoY +2.08% (+$13.1K)
PIMCO CORPORATE & INCOME OPPORTUNITY FUND(PTYcusip72201B101)	44.0K	QoQ +2.12% (+914) YoY NEW(+44.0K)	All Managers (Combined)	$636.4K	0.8% ($636.4K/$78.4M)	QoQ +2.76% (+$17.1K) YoY NEW(+$636.4K)
MICROSOFT CORP(MSFTcusip594918104)	1.7K	QoQ -72.71% (-4.5K) YoY -78.67% (-6.2K)	All Managers (Combined)	$634.6K	0.8% ($634.6K/$78.4M)	QoQ -75.70% (-$2.0M) YoY -80.97% (-$2.7M)
(cusip464288158)✕	5.9K	QoQ +15.91% (+811) YoY +49.63% (+2.0K)	All Managers (Combined)	$623.7K	0.8% ($623.7K/$78.4M)	QoQ +16.05% (+$86.3K) YoY +50.85% (+$210.3K)
(cusip72201R866)✕	11.5K	QoQ +14.53% (+1.5K) YoY +32.34% (+2.8K)	All Managers (Combined)	$594.0K	0.8% ($594.0K/$78.4M)	QoQ +14.13% (+$73.6K) YoY +30.01% (+$137.1K)