Warwick Investment Management, Inc. Portfolio Holdings

Warwick Investment Management, Inc.

  • $512 Million
  • Q2 2025

Warwick Investment Management, Inc. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $512 Million distributed in 122 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 $122M, Dimensional ETF Tr U S Core Eq with a value of $89.5M, Vanguard Value ETF with a value of $44.8M, Invesco Qqq Trust, Series 1 with a value of $20.5M, and Dimensional ETF Tr U S Equity with a value of $19.8M.

Examining the 13F form we can see an increase of $33.1M in the current position value, from $479M to 512M.

Below you can find more details about Warwick Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $512 Million
ETFs: $456 Million
Technology: $15.8 Million
Financial Services: $12.4 Million
Energy: $4.42 Million
Consumer Cyclical: $3.89 Million
Communication Services: $3.65 Million
Industrials: $3 Million
Healthcare: $2.56 Million
Other: $3.81 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$174M
$30,000 0.01% of portfolio
28,622
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $512 Million
  • Prior Value $479 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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