Select Asset Management & Trust Portfolio Holdings

Select Asset Management & Trust has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $325 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $101M, Spdr Dow Jones Industrial Average ETF Trust with a value of $27M, Vanguard Dividend Appreciation with a value of $26.3M, Vanguard Whitehall Fds (Vangua with a value of $19.2M, and Ishares Tr Msci Eafe ETF with a value of $16.4M.

Examining the 13F form we can see an increase of $32.8M in the current position value, from $292M to 325M.

Select Asset Management & Trust is based out at Mechanicsburg, PA

Below you can find more details about Select Asset Management & Trust portfolio as well as his latest detailed transactions.