Stanich Group LLC Portfolio Holdings

Stanich Group LLC

  • $135 Billion
  • Q1 2025

Stanich Group LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $53.2B, Nuveen Esg U.S. Aggregate Bond with a value of $12.6B, Ishares Trust Ishares Esg Awar with a value of $11.4B, Vanguard with a value of $6.1B, and Ishares Msci Usa Quality Facto with a value of $4.81B.

Examining the 13F form we can see an increase of $1.38B in the current position value, from $134B to 135B.

Stanich Group LLC is based out at Montauk, NY

Below you can find more details about Stanich Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $131 Billion
Technology: $2.74 Billion
Consumer Defensive: $595 Million
Consumer Cyclical: $433 Million
Financial Services: $206 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.2 Billion 39.31% of portfolio
542,738
Q1 2025 Added 5.63%
$0
$12.6 Billion 9.35% of portfolio
569,691
Q1 2025 Added 6.14%
$0
$11.4 Billion 8.43% of portfolio
139,627
Q1 2025 Added 4.1%
$0
$6.1 Billion 4.51% of portfolio
103,854
Q1 2025 Added 5.1%
$0
$4.81 Billion 3.56% of portfolio
28,148
Q1 2025 Added 2.74%
$0
$4.34 Billion 3.21% of portfolio
124,178
Q1 2025 Added 9.45%
$0
$4.25 Billion 3.14% of portfolio
110,654
Q1 2025 Added 8.18%
$0
$3.75 Billion 2.77% of portfolio
37,864
Q1 2025 Reduced 7.79%
$0
$3.49 Billion 2.58% of portfolio
151,143
Q1 2025 Added 2.97%
$0
$3.19 Billion 2.36% of portfolio
127,799
Q1 2025 Added 12.66%
$0
$2.4 Billion 1.77% of portfolio
23,398
Q1 2025 Reduced 1.12%
$0
$1.77 Billion 1.31% of portfolio
9,118
Q1 2025 Reduced 1.45%
$0
$1.55 Billion 1.15% of portfolio
21,735
Q1 2025 Added 2.25%
$3.42T
$1.47 Billion 1.09% of portfolio
6,613
Q1 2025 Reduced 1.24%
$0
$1.45 Billion 1.07% of portfolio
18,378
Q1 2025 Added 1.67%
$0
$1.34 Billion 0.99% of portfolio
5,316
Q1 2025 Added 2.39%
$0
$1.09 Billion 0.81% of portfolio
3,017
Q4 2024 New
$0
$1.06 Billion 0.78% of portfolio
7,528
Q1 2025 Added 2.06%
$0
$935 Million 0.69% of portfolio
18,713
Q1 2025 Added 5.17%
$2.95T
$861 Million 0.64% of portfolio
2,293
Q1 2025 Added 0.48%
$0
$867 Million 0.64% of portfolio
4,610
Q1 2025 Reduced 0.02%
$0
$864 Million 0.64% of portfolio
22,162
Q1 2025 Added 2.28%
$0
$781 Million 0.58% of portfolio
8,194
Q1 2025 Added 9.25%
$0
$711 Million 0.53% of portfolio
1,270
Q4 2024 New
$0
$700 Million 0.52% of portfolio
1,311
Q4 2024 New
$0
$659 Million 0.49% of portfolio
3,304
Q1 2025 Reduced 1.46%
$0
$629 Million 0.46% of portfolio
5,961
Q1 2025 Added 24.81%
$0
$548 Million 0.41% of portfolio
10,781
Q1 2025 Reduced 2.1%
$0
$520 Million 0.38% of portfolio
13,198
Q1 2025 Added 2.52%
$0
$517 Million 0.38% of portfolio
1,006
Q1 2025 Added 0.4%
$0
$460 Million 0.34% of portfolio
2,226
Q1 2025 Added 5.05%
$1.88T
$433 Million 0.32% of portfolio
2,278
Q1 2025 Added 0.35%
$0
$421 Million 0.31% of portfolio
6,812
Q4 2024 New
$271B
$409 Million 0.3% of portfolio
3,778
Q1 2025 Added 2.44%
$0
$396 Million 0.29% of portfolio
3,405
Q1 2025 Reduced 10.47%
$187B
$374 Million 0.28% of portfolio
2,492
Q4 2024 New
$0
$376 Million 0.28% of portfolio
8,156
Q1 2025 Reduced 18.73%
$0
$346 Million 0.26% of portfolio
6,806
Q1 2025 Reduced 0.74%
$0
$339 Million 0.25% of portfolio
6,435
Q1 2025 Added 13.71%
$0
$338 Million 0.25% of portfolio
4,324
Q1 2025 Reduced 1.01%
$0
$296 Million 0.22% of portfolio
527
Q1 2025 New
$0
$296 Million 0.22% of portfolio
3,556
Q1 2025 Added 0.17%
$0
$259 Million 0.19% of portfolio
5,715
Q1 2025 Added 0.04%
$0
$256 Million 0.19% of portfolio
1,295
Q4 2024 New
$0
$245 Million 0.18% of portfolio
4,118
Q4 2024 New
$0
$230 Million 0.17% of portfolio
2,006
Q1 2025 Reduced 31.02%
$0
$212 Million 0.16% of portfolio
5,194
Q1 2025 Reduced 12.23%
$440B
$221 Million 0.16% of portfolio
234
Q4 2024 New
$694B
$206 Million 0.15% of portfolio
386
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $135 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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