Islay Capital Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $136 Million distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $9.99M, American Centy ETF Tr Avantis with a value of $6.71M, Schwab Strategic Tr Us Broad M with a value of $6.52M, Schwab Short Term Us Treasury with a value of $5.98M, and Spdr Bloomberg 1 3 Month T Bil with a value of $4.98M.
Examining the 13F form we can see an increase of $1.16M in the current position value, from $135M to 136M.
Islay Capital Management, LLC is based out at Lubbock, TX
Below you can find more details about Islay Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$136 Million
ETFs: $64.5 Million
Financial Services: $14.4 Million
Consumer Cyclical: $13.1 Million
Technology: $12.2 Million
Energy: $10 Million
Healthcare: $6.46 Million
Consumer Defensive: $5.78 Million
Industrials: $4.85 Million
Other: $4.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
