Binnacle Investments Inc Portfolio Holdings

Binnacle Investments Inc

  • $154 Billion
  • Q2 2025

Binnacle Investments Inc has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $154 Billion distributed in 772 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $17.6B, Dimensional ETF Tr Core Fxd In with a value of $17.1B, Dimensional ETF Tr with a value of $13.2B, Dimensional ETF Tr with a value of $10.9B, and Dimensional ETF Tr with a value of $8.9B.

Examining the 13F form we can see an increase of $16.7B in the current position value, from $137B to 154B.

Binnacle Investments Inc is based out at Urbandale, IA

Below you can find more details about Binnacle Investments Inc portfolio as well as his latest detailed transactions.

Portfolio value $154 Billion
ETFs: $110 Billion
Technology: $5.5 Billion
Financial Services: $4.39 Billion
Consumer Cyclical: $3.78 Billion
Healthcare: $2.59 Billion
Industrials: $2.33 Billion
Consumer Defensive: $2.15 Billion
Communication Services: $1.4 Billion
Other: $2.52 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62B
$3.1 Million 0.0% of portfolio
78
Q2 2025 Added 11.43%
$60B
$2.73 Million 0.0% of portfolio
12
Q1 2025 New
$6.49B
$2.7 Million 0.0% of portfolio
91
Q1 2025 New
$133B
$2.69 Million 0.0% of portfolio
3
Q1 2025 New
$21.5B
$2.68 Million 0.0% of portfolio
23
Q2 2025 Added 283.33%
$54.3B
$2.68 Million 0.0% of portfolio
5
Q1 2025 New
$22.7B
$2.67 Million 0.0% of portfolio
12
Q1 2025 New
$48.7B
$2.62 Million 0.0% of portfolio
18
Q2 2025 Added 500.0%
$6.77B
$2.61 Million 0.0% of portfolio
18
Q1 2025 New
$69.6B
$2.57 Million 0.0% of portfolio
379
Q2 2025 Reduced 0.26%
$57.7B
$2.74 Million 0.0% of portfolio
23
Q2 2025 New
$14.5B
$2.78 Million 0.0% of portfolio
22
Q1 2025 New
$18.9B
$3.1 Million 0.0% of portfolio
170
Q2 2025 New
Cava Group Inc
-
$3.03 Million 0.0% of portfolio
-
Q2 2025 Reduced 12.2%
$12.8B
$3.02 Million 0.0% of portfolio
11
Q2 2025 New
$52.6B
$3.01 Million 0.0% of portfolio
42
Q2 2025 Added 147.06%
$15.8B
$3 Million 0.0% of portfolio
98
Q2 2025 Added 44.12%
Smurfit Westrock PLC
-
$2.98 Million 0.0% of portfolio
-
Q2 2025 Added 68.29%
$31.8B
$2.92 Million 0.0% of portfolio
274
Q2 2025 Added 151.38%
Vesta Real Estate Corp
-
$2.79 Million 0.0% of portfolio
-
Q2 2025 Reduced 15.7%
$36B
$2.57 Million 0.0% of portfolio
32
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 772
  • Current Value $154 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 81 stocks
  • Additional Purchases 348 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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