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Peirce Capital Management, Llc

13F Holdings
Filed: 2025-05-01
Portfolio Value
202.13M arrow_upward 3.7%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0002008166
Filing Date
2025-05-01 11:44:05
Address
4840 W. Panther Creek Drive
The Woodlands
TX
Prior Value
194.91M
Top 10 Holdings %
lock
Portfolio Value
Peirce Capital Management, Llc
(13F - 2025-03-31)
Ea Series Trust
BSVO
2025-05-01
Value
33.10M
Shares
1.70M
Portfolio %
16.38%
Dimensional Etf Trust
DFAC
2025-05-01
Value
27.72M
Shares
840.24K
Portfolio %
13.71%
Ishares Tr
ITOT
2025-05-01
Value
19.34M
Shares
158.49K
Portfolio %
9.57%
American Centy Etf Tr
AVDV
2025-05-01
Value
17.18M
Shares
246.38K
Portfolio %
8.50%
Dimensional Etf Trust
DFIV
2025-05-01
Value
14.36M
Shares
364.71K
Portfolio %
7.10%
Vanguard Scottsdale Fds
VGIT
2025-05-01
Value
14.17M
Shares
238.53K
Portfolio %
7.01%
Dimensional Etf Trust
DFEM
2025-05-01
Value
12.97M
Shares
490.16K
Portfolio %
6.42%
Ishares Tr
IDEV
2025-05-01
Value
12.13M
Shares
176.14K
Portfolio %
6.00%
Dimensional Etf Trust
DFSD
2025-05-01
Value
8.21M
Shares
172.67K
Portfolio %
4.06%
Dimensional Etf Trust
DFUV
2025-05-01
Value
7.64M
Shares
185.33K
Portfolio %
3.78%
Top Increases | Peirce Capital Management, Llc
(2024-12-31 → 2025-03-31)
American Centy Etf Tr
AVDV
2025-05-01
Value Change
arrow_upward 2.58M
Shares
arrow_upward 22.04K
Portfolio % Change
arrow_upward 1.01%
Portfolio %
8.50%
Ishares Tr
ITOT
2025-05-01
Value Change
arrow_upward 2.56M
Shares
arrow_upward 28.06K
Portfolio % Change
arrow_upward 0.96%
Portfolio %
9.57%
Ishares Tr
IDEV
2025-05-01
Value Change
arrow_upward 1.99M
Shares
arrow_upward 18.78K
Portfolio % Change
arrow_upward 0.80%
Portfolio %
6.00%
Vanguard Index Fds
VTI
2025-05-01
Value Change
arrow_upward 859.20K
Shares
arrow_upward 3.17K
Portfolio % Change
arrow_upward 0.42%
Portfolio %
0.54%
Dimensional Etf Trust
DFEM
2025-05-01
Value Change
arrow_upward 1.27M
Shares
arrow_upward 43.34K
Portfolio % Change
arrow_upward 0.41%
Portfolio %
6.42%
Dimensional Etf Trust
DFIV
2025-05-01
Value Change
arrow_upward 1.30M
Shares
arrow_upward -3359.00
Portfolio % Change
arrow_upward 0.40%
Portfolio %
7.10%
American Centy Etf Tr
AVUV
2025-05-01
Value Change
arrow_upward 447.96K
Shares
arrow_upward 7.95K
Portfolio % Change
arrow_upward 0.18%
Portfolio %
1.47%
Dimensional Etf Trust
DFIC
2025-05-01
Value Change
arrow_upward 340.81K
Shares
arrow_upward 6.52K
Portfolio % Change
arrow_upward 0.13%
Portfolio %
1.23%
Chevron Corp New
CVX
2025-05-01
Value Change
arrow_upward 70.29K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.03%
Portfolio %
0.26%
Dimensional Etf Trust
DFAX
2025-05-01
Value Change
arrow_upward 265.10K
Shares
arrow_upward -2526.00
Portfolio % Change
arrow_upward 0.02%
Portfolio %
3.17%
Top Decreases | Peirce Capital Management, Llc
(2024-12-31 → 2025-03-31)
Vanguard Intl Equity Index F
VWO
2025-05-01
Value Change
arrow_downward 13.16K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.24%
Ishares Inc
IEMG
2025-05-01
Value Change
arrow_downward 21.10K
Shares
arrow_downward -47.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.36%
Occidental Pete Corp
OXY
2025-05-01
Value Change
arrow_downward -2826.00
Shares
arrow_downward -53.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.10%
Dimensional Etf Trust
DFAU
2025-05-01
Value Change
arrow_downward -17484.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.16%
Dimensional Etf Trust
DISV
2025-05-01
Value Change
arrow_downward 11.85K
Shares
arrow_downward -4244.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.70%
Amazon Com Inc
AMZN
2025-05-01
Value Change
arrow_downward -33936.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.11%
Vanguard World Fd
ESGV
2025-05-01
Value Change
arrow_downward -35734.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.25%
Apple Inc
AAPL
2025-05-01
Value Change
arrow_downward -43567.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.17%
Commercial Metals Co
CMC
2025-05-01
Value Change
arrow_downward -39368.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.25%
Microchip Technology Inc.
MCHP
2025-05-01
Value Change
arrow_downward -53640.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.03%
Portfolio %
0.14%
Peirce Capital Management, Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Peirce Capital Management, Llc
(2024-12-31 → 2025-03-31)
Talos Energy Inc
TALO
2025-05-01
Value
add_circle 354.86K
Shares
36.51K
Portfolio %
0.18%
% Change
0.18%
Closed Positions | Peirce Capital Management, Llc
(2024-12-31 → 2025-03-31)
Costco Whsl Corp New
-
2025-01-02
Value
remove_circle 331.69K
Shares
362.00
Previous %
17.75%
% Change
-17.75%