Wiley Bros. Aintree Capital, LLC Portfolio Holdings
Wiley Bros. Aintree Capital, LLC
- $12.5 Billion
- Q2 2025
Wiley Bros. Aintree Capital, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $12.5 Billion distributed in 1992 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $500M, Apple Inc. with a value of $413M, Ishares Core S&P 500 ETF with a value of $371M, Ishares Core S&P Mid Cap ETF with a value of $344M, and Ishares Core U.S. Aggregate Bo with a value of $260M.
Examining the 13F form we can see an increase of $3.36B in the current position value, from $9.13B to 12.5B.
Below you can find more details about Wiley Bros. Aintree Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$12.5 Billion
ETFs: $5.01 Billion
Technology: $2.12 Billion
Financial Services: $1.15 Billion
Industrials: $830 Million
Healthcare: $773 Million
Consumer Cyclical: $652 Million
Consumer Defensive: $528 Million
Communication Services: $460 Million
Other: $889 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,992
- Current Value $12.5 Billion
- Prior Value $9.13 Billion
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 302 stocks
- Additional Purchases 1,316 stocks
- Sold out of 0 stocks
- Reduced holdings in 340 stocks