Stanich Group LLC Portfolio Holdings

Stanich Group LLC

  • $135 Billion
  • Q1 2025

Stanich Group LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $53.2B, Nuveen Esg U.S. Aggregate Bond with a value of $12.6B, Ishares Trust Ishares Esg Awar with a value of $11.4B, Vanguard with a value of $6.1B, and Ishares Msci Usa Quality Facto with a value of $4.81B.

Examining the 13F form we can see an increase of $1.38B in the current position value, from $134B to 135B.

Stanich Group LLC is based out at Montauk, NY

Below you can find more details about Stanich Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $131 Billion
Technology: $2.74 Billion
Consumer Defensive: $595 Million
Consumer Cyclical: $433 Million
Financial Services: $206 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$1.47 Billion 1.09% of portfolio
6,613
Q1 2025 Reduced 1.24%
$3.81T
$861 Million 0.64% of portfolio
2,293
Q1 2025 Added 0.48%
$2.28T
$433 Million 0.32% of portfolio
2,278
Q1 2025 Added 0.35%
$431B
$409 Million 0.3% of portfolio
3,778
Q1 2025 Added 2.44%
$200B
$374 Million 0.28% of portfolio
2,492
Q4 2024 New
$422B
$221 Million 0.16% of portfolio
234
Q4 2024 New
$631B
$206 Million 0.15% of portfolio
386
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $135 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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