Manchester Financial Inc Portfolio Holdings

Manchester Financial Inc

  • $407 Million
  • Q1 2025

Manchester Financial Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $407 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $75.4M, Invesco Et Self Idxd Fd Tr Bul with a value of $48.4M, Invesco S&P 500 Equal Weight E with a value of $42M, Schwab Strategic Tr Us Large C with a value of $27.2M, and Ishares Inc Msci Brazil ETF with a value of $18.6M.

Examining the 13F form we can see an decrease of $19.9M in the current position value, from $427M to 407M.

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

Portfolio value $407 Million
ETFs: $320 Million
Technology: $40.2 Million
Financial Services: $12.4 Million
Communication Services: $9.34 Million
Healthcare: $7.31 Million
Consumer Defensive: $7.29 Million
Consumer Cyclical: $5.51 Million
Energy: $1.87 Million
Other: $2.81 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.56B
$248,000 0.06% of portfolio
7,518
Q1 2025 New
$5.12B
$126,000 0.03% of portfolio
13,191
Q1 2025 Added 0.15%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $407 Million
  • Prior Value $427 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Manchester Financial Inc Portfolio

Follow Manchester Financial Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Manchester Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Manchester Financial Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email