Wiley Bros. Aintree Capital, LLC Portfolio Holdings
Wiley Bros. Aintree Capital, LLC
- $9.13 Billion
- Q1 2025
Wiley Bros. Aintree Capital, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $9.13 Billion distributed in 1753 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $362M, Ishares Core S&P 500 ETF with a value of $301M, Microsoft Corp with a value of $294M, Ishares Core S&P Mid Cap ETF with a value of $245M, and Ishares Core U.S. Aggregate Bo with a value of $195M.
Examining the 13F form we can see an increase of $1.09B in the current position value, from $8.04B to 9.13B.
Below you can find more details about Wiley Bros. Aintree Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$9.13 Billion
ETFs: $3.66 Billion
Technology: $1.4 Billion
Financial Services: $842 Million
Healthcare: $654 Million
Industrials: $594 Million
Consumer Cyclical: $497 Million
Consumer Defensive: $414 Million
Energy: $348 Million
Other: $690 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,753
- Current Value $9.13 Billion
- Prior Value $8.04 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 181 stocks
- Additional Purchases 1,123 stocks
- Sold out of 0 stocks
- Reduced holdings in 416 stocks