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Reitz Capital Advisors LLC - Mark Reitz

Reitz Capital Advisors LLC a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Mark Reitz

Mark Reitz
Reitz Capital Advisors LLC

Hedge Fund Manager
Ranked #113 out of 483 Hedge Fund Managers

Portfolio Gain

+57.87%
Since Jun 2013

Sharpe Ratio

2.03
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$56.10M
Mark Reitz manages more assets than 1% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+11.21%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
88.92% General
3.41% Technology
2.72% Basic Materials
1.06% Energy
0.93% Financial
0.57% Consumer Defensive
0.45% Real Estate
0.43% Communication Services
<0.01% Healthcare
0.00% Consumer Cyclical
0.00% Industrial Goods
0.00% Utilities
A breakdown of Reitz Capital Advisors LLC's portfolio by sector

Reitz Capital Advisors LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
NorthShore Global Uranium Mining ETF
Sold Out
General
$46.17
($41.80-$50.55)
-0.17%
-100.00%
0.00
0.00%
Kenvue, Inc.
Sold Out
Technology
$20.06
($17.82-$22.30)
-10.84%
-100.00%
0.00
0.00%
Dow Inc
Reduced
Basic Materials
$51.58
($47.26-$55.90)
+3.18%
-37.26%
366.99K
0.65%
Stem Inc
Sold Out
Technology
$3.31
($2.33-$4.30)
-30.93%
-100.00%
0.00
0.00%
Meta Platforms
Sold Out
Communication Services
$320.65
($279.40-$361.90)
+38.62%
-100.00%
0.00
0.00%
Tesla
Sold Out
Consumer Cyclical
$231.50
($194.07-$268.94)
-18.75%
-100.00%
0.00
0.00%
iShares Preferred & Income Securities ETF
Added
General
$29.82
($28.15-$31.49)
+3.75%
+917.70%
2.21M
3.92%
BlackRock MuniYield Michigan Quality Fund Inc
Sold Out
General
$10.57
($9.45-$11.70)
+0.91%
-100.00%
0.00
0.00%
Zomedica Pharmaceuticals
Not Changed
Healthcare
$0.19
($0.15-$0.23)
-28.50%
0.00%
4.60K
<0.01%
United Parcel
Sold Out
Industrial Goods
$148.75
($133.68-$163.81)
-4.65%
-100.00%
0.00
0.00%
See a list of Reitz Capital Advisors LLC's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Reitz Capital Advisors LLC's performance with other Hedge Funds and the S&P 500

Reitz Capital Advisors LLC activity FAQ

What is Reitz Capital Advisors LLC’s portfolio gain since Jun 2013?
Reitz Capital Advisors LLC’s portfolio gain since Jun 2013 was 57.87%.
    What is Reitz Capital Advisors LLC’s Sharpe Ratio?
    Reitz Capital Advisors LLC’s Sharpe Ratio is 2.03.
      What is Reitz Capital Advisors LLC’s portfolio value?
      Reitz Capital Advisors LLC’s portfolio value is $56.10M.
        What is Reitz Capital Advisors LLC’s average return since the fund’s last 13F filing?
        Reitz Capital Advisors LLC’s average return since the fund’s last 13F filing is 2.26%.
          What was Reitz Capital Advisors LLC’s average return in the last 12 months?
          Reitz Capital Advisors LLC’s average return in the last 12 months was 12.33%.
            What was Reitz Capital Advisors LLC’s average return in the last 3 years?
            Reitz Capital Advisors LLC’s average return in the last 3 years was 11.21%.
              When was the most recent most recent 13F form submitted by Reitz Capital Advisors LLC?
              Reitz Capital Advisors LLC's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Mark Reitz Net Worth?
                  Mark Reitz is Managing Reitz Capital Advisors LLC which has a net worth of $56.10M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Mark Reitz and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.