Well Done, LLC has revealed its latest investment holdings, reporting a total value of $731,514,787 as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategy and market positioning.
Well Done, LLC, based in Holland, Michigan, is a private investment firm that focuses on managing a diverse portfolio. The firm has been active in filing with the SEC, with its most recent filings indicating a consistent approach to investment management. The company operates under the Central Index Key (CIK) number 0001667132 and has been submitting various reports, including the 13F-HR forms, which detail its holdings.
The latest filing, accession number 0001951757-26-001714, submitted on October 20, 2026, provides a comprehensive overview of the firm's investments. The report includes a total of 213 entries, showcasing a wide array of companies across various sectors. Notably, the filing indicates that all holdings are under the sole investment discretion of Well Done, LLC.
Among the reported holdings, Well Done, LLC has significant investments in major companies such as Abbott Laboratories, Amazon.com Inc., and Apple Inc. The firm has allocated substantial resources to these companies, indicating a strategic focus on established players in the market. For instance, the investment in Amazon is valued at approximately $4.8 million, while the stake in Apple is reported at over $5.1 million.
The filing also highlights investments in technology and healthcare sectors, with notable allocations to firms like Advanced Micro Devices Inc. and AbbVie Inc. This diversified portfolio reflects Well Done, LLC's strategy to mitigate risks while capitalizing on growth opportunities in various industries.
The impact of this filing extends beyond Well Done, LLC. It serves as a barometer for industry trends, particularly in sectors where the firm has made significant investments. As competitors and market analysts review these disclosures, they may adjust their strategies based on the insights gained from Well Done's holdings.
Looking ahead, it remains to be seen how Well Done, LLC will leverage its current investments and whether it will make any strategic adjustments in response to market conditions. The firm has consistently filed its 13F-HR reports, suggesting a commitment to transparency and regulatory compliance. The next steps for Well Done, LLC may include further disclosures or adjustments to its investment strategy as market dynamics evolve.