Ehrenkranz Partners L.P.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Ehrenkranz Partners L.P. reported 47 stock positions worth $88.3 million. Its top holding was iShares MSCI South Korea ETF (EWY) at 17.5% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.7%) and Vanguard S&P 500 ETF (VOO, 7.4%). Compared with Q3 2025, it opened 18 new positions, sold out of 3, added to 22 and reduced 1. The biggest buy was a new position in Akre Focus ETF (AKRE) and the biggest sale an exit from Eagle Capital Select Eqty (EAGL).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001641043
- Portfolio Value
- $88.3M (Q4 2025)
- SEC Filing
- 0001172661-26-000948 ↗ filed Feb 17, 2026
Holdings Value
Holdings 47 stocks · $88.3M
| EWY iShares MSCI South Korea ETF | 17.53% | 159,100 | $15.5M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.72% | 9,976 | $6.8M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 7.36% | 10,358 | $6.5M | Add +0.2% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 6.97% | 93,942 | $6.2M | New |
| RSP Invesco S&P 500 Equal Weight | 6.69% | 30,845 | $5.9M | No change |
| QUAL iShares MSCI USA Quality Fac | 6.19% | 27,490 | $5.5M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 6.02% | 18,302 | $5.3M | Add +0.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 5.43% | 71,338 | $4.8M | Add +0.5% |
| IWF iShares Russell 1000 Growth | 5.12% | 9,541 | $4.5M | Add +39.9% |
| EFA iShares MSCI Eafe ETF | 3.15% | 28,918 | $2.8M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.81% | 13,004 | $2.5M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.85% | 3,241 | $1.6M | Add +40.9% |
| MSFT Microsoft Corp. | 1.61% | 2,945 | $1.4M | Add +292.7% |
| GOOG Alphabet Inc. Class C | 1.58% | 4,433 | $1.4M | Add +303.0% |
| GLD SPDR Gold Shares | 1.55% | 3,455 | $1.4M | No change |
| IWR iShares Russell Mid-Cap ETF | 1.52% | 13,935 | $1.3M | Add +0.3% |
| NVDA Nvidia Corp. | 1.50% | 7,089 | $1.3M | New |
| VCIT Vanguard Int-Term Corporate | 1.24% | 13,075 | $1.1M | Add +0.2% |
| AMZN Amazon.com Inc. | 1.12% | 4,266 | $985K | Add +150.9% |
| AAPL Apple Inc. | 0.93% | 3,004 | $817K | Add +223.0% |
| TSLX Sixth Street Specialty Lendi | 0.92% | 37,474 | $814K | No change |
| JPM JPMorgan Chase & Co. | 0.90% | 2,457 | $792K | Add +123.4% |
| GBDC Golub Capital BDC Inc. | 0.87% | 56,609 | $768K | Add +1.5% |
| LLY Eli Lilly & Co. | 0.85% | 701 | $753K | New |
| BX Blackstone Inc. | 0.61% | 3,478 | $536K | Add +167.5% |
| APH Amphenol Corp. Class A | 0.54% | 3,527 | $478K | Add +47.0% |
| META Meta Platforms Inc. Class A | 0.54% | 721 | $476K | Add +106.0% |
| ORCL Oracle Corp. | 0.53% | 2,422 | $472K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.50% | 1,304 | $437K | Add +0.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.48% | 5,779 | $425K | Add +1.7% |
| GE General Electric filed as GE AEROSPACE | 0.43% | 1,243 | $383K | New |
| MS Morgan Stanley | 0.40% | 2,000 | $355K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 599 | $347K | New |
| V Visa Inc. Class A | 0.37% | 942 | $330K | Add +21.6% |
| AON Aon PLC Class A | 0.35% | 881 | $311K | New |
| MLM Martin Marietta Materials | 0.35% | 492 | $306K | New |
| APO Apollo Global Management Inc. | 0.32% | 1,940 | $281K | New |
| UBER Uber Technologies Inc. | 0.32% | 3,424 | $280K | New |
| MSI Motorola Solutions Inc. | 0.31% | 712 | $274K | New |
| JAAA Janus Henderson Aaa Clo ETF | 0.30% | 5,282 | $267K | Reduce -96.7% |
| MA Mastercard Inc. Class A | 0.29% | 449 | $256K | New |
| TMUS T-Mobile US Inc. | 0.27% | 1,184 | $240K | New |
| ADI Analog Devices Inc. | 0.27% | 879 | $238K | New |
| KO The Coca-Cola Co. | 0.27% | 3,407 | $238K | Add +6.5% |
| GEV GE Vernova Inc. | 0.25% | 343 | $224K | New |
| RTX RTX Corp. | 0.24% | 1,146 | $210K | New |
| UNP Union Pacific Corp. | 0.24% | 897 | $207K | New |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| AKRE Akre Focus ETF | New | 6.97% | +6.97 |
| EFA iShares MSCI Eafe ETF | New | 3.15% | +3.15 |
| IWF iShares Russell 1000 Growth | Add +39.9% | 5.12% | +2.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 7.72% | +1.89 |
| VOO Vanguard S&P 500 ETF | Add +0.2% | 7.36% | +1.80 |
| NVDA Nvidia Corp. | New | 1.50% | +1.50 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +0.5% | 5.43% | +1.38 |
| GOOG Alphabet Inc. Class C | Add +303.0% | 1.58% | +1.34 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 6.02% | +1.29 |
| MSFT Microsoft Corp. | Add +292.7% | 1.61% | +1.27 |
| LLY Eli Lilly & Co. | New | 0.85% | +0.85 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +40.9% | 1.85% | +0.83 |
| AMZN Amazon.com Inc. | Add +150.9% | 1.12% | +0.79 |
| AAPL Apple Inc. | Add +223.0% | 0.93% | +0.72 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 2.81% | +0.68 |
| JPM JPMorgan Chase & Co. | Add +123.4% | 0.90% | +0.59 |
| ORCL Oracle Corp. | New | 0.53% | +0.53 |
| GE General Electric | New | 0.43% | +0.43 |
| BX Blackstone Inc. | Add +167.5% | 0.61% | +0.41 |
| TMO Thermo Fisher Scientific Inc. | New | 0.39% | +0.39 |
| AON Aon PLC Class A | New | 0.35% | +0.35 |
| MLM Martin Marietta Materials | New | 0.35% | +0.35 |
| IWR iShares Russell Mid-Cap ETF | Add +0.3% | 1.52% | +0.34 |
| APO Apollo Global Management Inc. | New | 0.32% | +0.32 |
| UBER Uber Technologies Inc. | New | 0.32% | +0.32 |
| META Meta Platforms Inc. Class A | Add +106.0% | 0.54% | +0.31 |
| MSI Motorola Solutions Inc. | New | 0.31% | +0.31 |
| MA Mastercard Inc. Class A | New | 0.29% | +0.29 |
| APH Amphenol Corp. Class A | Add +47.0% | 0.54% | +0.28 |
| VCIT Vanguard Int-Term Corporate | Add +0.2% | 1.24% | +0.28 |
| TMUS T-Mobile US Inc. | New | 0.27% | +0.27 |
| ADI Analog Devices Inc. | New | 0.27% | +0.27 |
| GEV GE Vernova Inc. | New | 0.25% | +0.25 |
| RTX RTX Corp. | New | 0.24% | +0.24 |
| UNP Union Pacific Corp. | New | 0.24% | +0.24 |
| GBDC Golub Capital BDC Inc. | Add +1.5% | 0.87% | +0.20 |
| V Visa Inc. Class A | Add +21.6% | 0.37% | +0.14 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.7% | 0.48% | +0.13 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.5% | 0.50% | +0.12 |
| KO The Coca-Cola Co. | Add +6.5% | 0.27% | +0.08 |