Running Point Capital Advisors, LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Running Point Capital Advisors, LLC opened 1 positions, added to 14, reduced 23, sold out of 3 and left 6 unchanged. The largest increase in value was LLY (+$633,499); the largest decrease was MSFT (-$424,068).
- LLY: Country of operation United States; Class COM; Shares 2025-09-30 2,163; Shares 2025-12-31 2,125.
- MSFT: Country of operation United States; Class COM; Shares 2025-09-30 9,924; Shares 2025-12-31 9,751.
- ARES: Country of operation United States; Class CL A COM STK; Shares 2025-09-30 33,953; Shares 2025-12-31 32,588.
- ORCL: Country of operation United States; Class COM; Shares 2025-09-30 1,710; Shares 2025-12-31 1,656.
Two Form 13F-HR filings compared (SEC CIK 1840629): 2025-09-30 (filed 2025-10-28) and 2025-12-31 (filed 2026-02-17). 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; share change is the position change.
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