Cipher Capital Lp Top Holdings and 13F Report (2024) → [Urgent!] Generational Wealth Gameplan (From Crypto 101 Media) (Ad) About Cipher Capital LpInvestment ActivityCipher Capital Lp has $216.09 million in total holdings as of March 31, 2024.Cipher Capital Lp owns shares of 411 different stocks, but just 230 companies or ETFs make up 80% of its holdings.Approximately 46.80% of the portfolio was purchased this quarter.About 95.94% of the portfolio was sold this quarter.This quarter, Cipher Capital Lp has purchased 483 new stocks and bought additional shares in 84 stocks.Cipher Capital Lp sold shares of 155 stocks and completely divested from 243 stocks this quarter.Largest Holdings Apple $3,661,441Progressive $2,457,022Lennar $2,324,138Applied Materials $2,305,239HP $2,242,112 Largest New Holdings this Quarter Applied Materials $2,305,239 HoldingWEC Energy Group $1,915,695 HoldingLam Research $1,611,835 HoldingMagnolia Oil & Gas $1,585,623 HoldingMDU Resources Group $1,278,396 Holding Largest Purchases this Quarter Apple 13,818 shares (about $2.37M)Applied Materials 11,178 shares (about $2.31M)WEC Energy Group 23,328 shares (about $1.92M)HP 56,693 shares (about $1.71M)Lam Research 1,659 shares (about $1.61M) Largest Sales this Quarter MetLife 72,354 shares (about $5.36M)NVIDIA 3,610 shares (about $3.26M)Eli Lilly and Company 3,761 shares (about $2.93M)AbbVie 15,498 shares (about $2.82M)ONEOK 34,335 shares (about $2.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCipher Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$3,661,441$2,369,511 ▲183.4%21,3521.7%Computer and TechnologyPGRProgressive$2,457,022$554,071 ▲29.1%11,8801.1%FinanceLENLennar$2,324,138$696,003 ▲42.7%13,5141.1%ConstructionAMATApplied Materials$2,305,239$2,305,239 ▲New Holding11,1781.1%Computer and TechnologyHPQHP$2,242,112$1,713,262 ▲324.0%74,1931.0%Computer and TechnologySRESempra$2,188,014$1,084,346 ▼-33.1%30,4611.0%UtilitiesPPGPPG Industries$1,978,754$268,065 ▲15.7%13,6560.9%Basic MaterialsDHID.R. Horton$1,945,804$1,556,150 ▲399.4%11,8250.9%ConstructionWECWEC Energy Group$1,915,695$1,915,695 ▲New Holding23,3280.9%UtilitiesCNMCore & Main$1,765,476$1,384,076 ▲362.9%30,8380.8%Business ServicesKMBKimberly-Clark$1,718,156$409,005 ▲31.2%13,2830.8%Consumer StaplesNDAQNasdaq$1,662,433$863,965 ▼-34.2%26,3460.8%FinanceALLAllstate$1,624,391$180,622 ▼-10.0%9,3890.8%FinanceHCAHCA Healthcare$1,620,622$241,476 ▼-13.0%4,8590.7%MedicalLRCXLam Research$1,611,835$1,611,835 ▲New Holding1,6590.7%Computer and TechnologyMGYMagnolia Oil & Gas$1,585,623$1,585,623 ▲New Holding61,1030.7%Oils/EnergyMAMastercard$1,543,913$543,692 ▲54.4%3,2060.7%Business ServicesLLoews$1,523,915$519,846 ▲51.8%19,4650.7%FinanceNVDANVIDIA$1,517,077$3,261,851 ▼-68.3%1,6790.7%Computer and TechnologyTELTE Connectivity$1,501,782$1,008,983 ▲204.7%10,3400.7%Computer and TechnologyABBVAbbVie$1,335,704$2,822,187 ▼-67.9%7,3350.6%MedicalHDHome Depot$1,286,211$540,492 ▼-29.6%3,3530.6%Retail/WholesaleMDUMDU Resources Group$1,278,396$1,278,396 ▲New Holding50,7300.6%UtilitiesKLACKLA$1,266,507$225,638 ▼-15.1%1,8130.6%Computer and TechnologyITWIllinois Tool Works$1,234,318$1,234,318 ▲New Holding4,6000.6%Industrial ProductsNTAPNetApp$1,227,729$1,227,729 ▲New Holding11,6960.6%Computer and TechnologyETREntergy$1,217,962$1,322,057 ▼-52.0%11,5250.6%UtilitiesSHWSherwin-Williams$1,207,666$62,519 ▼-4.9%3,4770.6%ConstructionBKNGBooking$1,204,456$1,690,592 ▼-58.4%3320.6%Retail/WholesalePFGPrincipal Financial Group$1,150,771$1,152,756 ▼-50.0%13,3330.5%FinanceNFLXNetflix$1,112,629$1,483,100 ▼-57.1%1,8320.5%Consumer DiscretionaryEVRGEvergy$1,085,269$422,770 ▼-28.0%20,3310.5%UtilitiesODFLOld Dominion Freight Line$1,080,321$414,277 ▲62.2%4,9260.5%TransportationAOSA. O. Smith$1,058,759$1,058,759 ▲New Holding11,8350.5%Industrial ProductsFLSFlowserve$1,057,081$1,057,081 ▲New Holding23,1410.5%Industrial ProductsWERNWerner Enterprises$1,045,834$1,045,834 ▲New Holding26,7340.5%TransportationEIXEdison International$1,042,207$832,210 ▲396.3%14,7350.5%UtilitiesHSYHershey$991,172$912,205 ▼-47.9%5,0960.5%Consumer StaplesIDAIDACORP$978,596$978,596 ▲New Holding10,5350.5%UtilitiesMCOMoody's$957,814$562,426 ▲142.2%2,4370.4%FinanceWWDWoodward$950,304$238,424 ▲33.5%6,1660.4%Computer and TechnologyTRMBTrimble$941,780$695,281 ▲282.1%14,6330.4%Computer and TechnologySTZConstellation Brands$941,377$941,377 ▲New Holding3,4640.4%Consumer StaplesPRGSProgress Software$936,390$936,390 ▲New Holding17,5650.4%Computer and TechnologySTXSeagate Technology$934,966$934,966 ▲New Holding10,0480.4%Business ServicesRYRoyal Bank of Canada$934,552$128,118 ▼-12.1%9,2640.4%FinanceDOVDover$933,791$933,791 ▲New Holding5,2700.4%Industrial ProductsAMZNAmazon.com$930,580$1,323,087 ▼-58.7%5,1590.4%Retail/WholesaleMUMicron Technology$924,611$924,611 ▲New Holding7,8430.4%Computer and TechnologyMSCIMSCI$920,2590.0%1,6420.4%Computer and TechnologyTRNOTerreno Realty$916,054$916,054 ▲New Holding13,7960.4%FinanceBKHBlack Hills$911,820$58,750 ▲6.9%16,7000.4%UtilitiesCINFCincinnati Financial$909,545$617,746 ▼-40.4%7,3250.4%FinanceGPNGlobal Payments$887,903$606,682 ▲215.7%6,6430.4%Business ServicesHOWARD HUGHES HOLDINGS INC$862,580$862,580 ▲New Holding11,8780.4%COMFULH.B. Fuller$852,022$602,675 ▲241.7%10,6850.4%Basic MaterialsVREVeris Residential$846,178$552,807 ▲188.4%55,6330.4%FinanceMWAMueller Water Products$844,387$844,387 ▲New Holding52,4790.4%Industrial ProductsMTDMettler-Toledo International$844,038$193,037 ▼-18.6%6340.4%Computer and TechnologyMPCMarathon Petroleum$841,867$563,596 ▲202.5%4,1780.4%Oils/EnergyMASMasco$840,861$1,103,058 ▼-56.7%10,6600.4%ConstructionSBACSBA Communications$839,062$384,642 ▲84.6%3,8720.4%FinanceAMGNAmgen$833,911$1,238,214 ▼-59.8%2,9330.4%MedicalMETMetLife$831,218$5,362,156 ▼-86.6%11,2160.4%FinanceNEENextEra Energy$828,721$361,092 ▼-30.3%12,9670.4%UtilitiesAWKAmerican Water Works$816,485$449,488 ▲122.5%6,6810.4%UtilitiesHUNHuntsman$811,563$811,563 ▲New Holding31,1780.4%Basic MaterialsKEYKeyCorp$810,057$810,057 ▲New Holding51,2370.4%FinanceCMECME Group$807,768$327,456 ▲68.2%3,7520.4%FinanceXELXcel Energy$806,465$314,330 ▼-28.0%15,0040.4%UtilitiesFCXFreeport-McMoRan$803,337$309,439 ▼-27.8%17,0850.4%Basic MaterialsNNNNNN REIT$795,904$1,034,735 ▼-56.5%18,6220.4%FinanceENBEnbridge$788,688$427,250 ▼-35.1%21,7990.4%Oils/EnergyTFCTruist Financial$785,330$785,330 ▲New Holding20,1470.4%FinanceAXTAAxalta Coating Systems$780,756$454,636 ▲139.4%22,7030.4%Basic MaterialsPYPLPayPal$779,295$180,002 ▼-18.8%11,6330.4%Computer and TechnologyBATRKAtlanta Braves$778,349$778,349 ▲New Holding19,9270.4%Multi-Sector ConglomeratesNVRNVR$769,496$145,799 ▲23.4%950.4%ConstructionFHIFederated Hermes$759,098$954,543 ▼-55.7%21,0160.4%FinanceSTTState Street$745,829$745,829 ▲New Holding9,6460.3%FinanceHUMHumana$741,634$530,135 ▼-41.7%2,1390.3%MedicalAMGAffiliated Managers Group$738,543$738,543 ▲New Holding4,4100.3%FinanceAXPAmerican Express$727,014$323,775 ▲80.3%3,1930.3%FinanceMMM3M$719,049$719,049 ▲New Holding6,7790.3%Multi-Sector ConglomeratesRPMRPM International$713,819$489,598 ▼-40.7%6,0010.3%ConstructionKRGKite Realty Group Trust$708,567$33,691 ▲5.0%32,6830.3%FinanceCTASCintas$704,893$169,696 ▲31.7%1,0260.3%Industrial ProductsDKNGDraftKings$704,672$961,965 ▼-57.7%15,5180.3%Consumer DiscretionaryHOLXHologic$703,355$76,089 ▼-9.8%9,0220.3%MedicalCORPAY INC$700,077$700,077 ▲New Holding2,2690.3%COM SHSBRBroadridge Financial Solutions$697,139$697,139 ▲New Holding3,4030.3%Business ServicesPHParker-Hannifin$690,291$202,863 ▲41.6%1,2420.3%Industrial ProductsPAYCPaycom Software$689,769$61,693 ▲9.8%3,4660.3%Computer and TechnologyKMIKinder Morgan$686,741$359,115 ▼-34.3%37,4450.3%Oils/EnergyMURMurphy Oil$686,368$720,734 ▼-51.2%15,0190.3%Oils/EnergyTROWT. Rowe Price Group$685,190$890,137 ▼-56.5%5,6200.3%FinanceIDXXIDEXX Laboratories$681,392$244,588 ▼-26.4%1,2620.3%MedicalWCNWaste Connections$680,300$680,300 ▲New Holding3,9550.3%Business ServicesCDWCDW$679,096$352,721 ▲108.1%2,6550.3%Computer and TechnologySBUXStarbucks$678,205$678,205 ▲New Holding7,4210.3%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. 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