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Running Point Capital Advisors, LLC Historic Quarter Change: USA Stocks, Added

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Running Point Capital Advisors, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Running Point Capital Advisors, LLC opened 40 positions, added to 108, reduced 108 and sold out of 27.

  • Q4 2025: Stock IAUM; Country of operation United States; Class SHARES REPRESENT; Shares before 78,128.
  • Q4 2025: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 4,099.
  • Q4 2025: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 3,052.
  • Q4 2025: Stock FBTC; Country of operation United States; Class SHS; Shares before 7,666.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1840629), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025IAUM
ISHARES GOLD TR		United StatesSHARES REPRESENT78,12883,773+5,645$3,007,928$3,601,401+$593,4732026-02-17
Q4 2025GOOGL
ALPHABET INC		United StatesCAP STK CL A4,0994,117+18$996,481$1,288,656+$292,1752026-02-17
Q4 2025GOOG
ALPHABET INC		United StatesCAP STK CL C3,0523,059+7$743,315$959,914+$216,5992026-02-17
Q4 2025FBTC
FIDELITY WISE ORIGIN BITCOIN		United StatesSHS7,6667,743+77$765,143$590,249-$174,8942026-02-17
Q4 2025NFLX
NETFLIX INC		United StatesCOM4534,630+4,177$543,111$434,109-$109,0022026-02-17
Q4 2025META
META PLATFORMS INC		United StatesCL A3,2383,442+204$2,377,689$2,271,853-$105,8362026-02-17
Q4 2025TSLA
TESLA INC		United StatesCOM1,4441,591+147$642,176$715,505+$73,3292026-02-17
Q4 2025JPM
JPMORGAN CHASE & CO.		United StatesCOM794952+158$250,562$306,902+$56,3402026-02-17
Q4 2025XOMXXXX
EXXON MOBIL CORP		COM5,3935,410+17$608,086$651,066+$42,9802026-02-17
Q4 2025KBDC
KAYNE ANDERSON BDC INC		United StatesCOM SHS20,91421,512+598$278,574$308,058+$29,4842026-02-17
Q4 2025SLRC
SLR INVESTMENT CORP		United StatesCOM20,52721,072+545$313,857$325,779+$11,9222026-02-17
Q4 2025BBDC
BARINGS BDC INC		United StatesCOM10,27410,570+296$89,999$97,029+$7,0302026-02-17
Q4 2025BA
BOEING CO		United StatesCOM2,9753,009+34$652,627$656,001+$3,3742026-02-17
Q4 2025OCSL
OAKTREE SPECIALTY LENDING CO		United StatesCOM27,91228,789+877$364,251$366,770+$2,5192026-02-17

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