Warwick Investment Management, Inc. Portfolio Holdings

Warwick Investment Management, Inc.

  • $571 Million
  • Q3 2025

Warwick Investment Management, Inc. has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $571 Million distributed in 153 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 $112M, Dimensional ETF Tr U S Core Eq with a value of $94.3M, Vanguard Value ETF with a value of $49.1M, Invesco Qqq Trust, Series 1 with a value of $22.3M, and Select Sector Spdr Tr Real Est with a value of $19M.

Examining the 13F form we can see an increase of $59M in the current position value, from $512M to 571M.

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

Portfolio value $571 Million
ETFs: $495 Million
Technology: $21.1 Million
Financial Services: $14.9 Million
Real Estate: $7.3 Million
Energy: $5.29 Million
Communication Services: $5.15 Million
Consumer Cyclical: $4.65 Million
Healthcare: $3.28 Million
Other: $7.18 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
$31,000 0.01% of portfolio
29,622
Q3 2025 Added 3.49%

Summary

  • Portfolio
  • No. of Stocks 153
  • Current Value $571 Million
  • Prior Value $512 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 34 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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