Uma Financial Services, Inc. Portfolio Holdings
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
Uma Financial Services, Inc. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $601 Million distributed in 1800 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $83.6M, Ishares Msci Usa Quality Facto with a value of $28.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $27.8M, Dimensional ETF Tr with a value of $25.8M, and Msci Eafe Value ETF with a value of $24.4M.
Examining the 13F form we can see an increase of $38.4M in the current position value, from $562M to 601M.
Below you can find more details about Uma Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$601 Million
ETFs: $501 Million
Technology: $40.3 Million
Healthcare: $11.7 Million
Financial Services: $10.9 Million
Consumer Cyclical: $8.89 Million
Consumer Defensive: $5.7 Million
Industrials: $5.67 Million
Communication Services: $4.35 Million
Other: $8.23 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 1,800
- Current Value $601 Million
- Prior Value $562 Million
- Filing
- Period Q2 2025
- Filing Date July 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 586 stocks
- Additional Purchases 594 stocks
- Sold out of 0 stocks
- Reduced holdings in 241 stocks