Warwick Investment Management, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $479 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr 1000 Index with a value of $110M, Dimensional ETF Tr U S Core Eq with a value of $83M, Vanguard Value ETF with a value of $43.2M, Select Sector Spdr Tr Real Est with a value of $19.7M, and Invesco Qqq Trust, Series 1 with a value of $18.1M.
Examining the 13F form we can see an decrease of $4.83M in the current position value, from $484M to 479M.
Below you can find more details about Warwick Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$479 Million
ETFs: $428 Million
Technology: $12.4 Million
Financial Services: $10.1 Million
Energy: $4.63 Million
Consumer Cyclical: $3.87 Million
Healthcare: $3.03 Million
Communication Services: $2.86 Million
Consumer Defensive: $2.46 Million
Other: $4.56 Million
Stock Holdings Table Market Cap. of $200 Billions or more
