Binnacle Investments Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $137 Billion distributed in 8297 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Core Fxd In with a value of $16.2B, Dimensional ETF Tr U S Core Eq with a value of $15.3B, Dimensional ETF Tr with a value of $11.4B, Dimensional ETF Tr with a value of $9.55B, and Dimensional ETF Tr with a value of $7.93B.

Examining the 13F form we can see an increase of $137B in the current position value.

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 $137 Billion
ETFs: $98.3 Billion
Technology: $4.37 Billion
Financial Services: $4.03 Billion
Consumer Cyclical: $3.57 Billion
Healthcare: $2.3 Billion
Industrials: $1.95 Billion
Consumer Defensive: $1.93 Billion
Communication Services: $1.18 Billion
Other: $2.44 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 8,297
  • Current Value $137 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 789 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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