Ehrenkranz Partners L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Ehrenkranz Partners L.P. reported 47 stock positions worth $126.4 million. Its top holding was iShares MSCI South Korea ETF (EWY) at 21.6% of the portfolio, followed by iShares MSCI Japan ETF (EWJ, 20.0%) and SS SPDR S&P 500 ETF Trust-US (SPY, 8.4%). Compared with Q4 2025, it opened 5 new positions, sold out of 5, added to 14 and reduced 14. The biggest buy was a new position in iShares MSCI Japan ETF (EWJ) and the biggest sale Akre Focus ETF (AKRE, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001641043
- Portfolio Value
- $126.4M (Q1 2026)
- SEC Filing
- 0001172661-26-002071 ↗ filed May 15, 2026
Holdings Value
Holdings 47 stocks · $126.4M
| EWY iShares MSCI South Korea ETF | 21.60% | 221,979 | $27.3M | Add +39.5% |
| EWJ iShares MSCI Japan ETF | 19.99% | 299,267 | $25.3M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 8.43% | 16,383 | $10.7M | Add +64.2% |
| RSP Invesco S&P 500 Equal Weight | 5.43% | 35,785 | $6.9M | Add +16.0% |
| VOO Vanguard S&P 500 ETF | 4.92% | 10,406 | $6.2M | Add +0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.32% | 19,032 | $5.5M | Add +4.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 4.24% | 78,246 | $5.4M | Add +9.7% |
| QUAL iShares MSCI USA Quality Fac | 4.17% | 27,490 | $5.3M | No change |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 3.49% | 83,495 | $4.4M | Reduce -11.1% |
| IWF iShares Russell 1000 Growth | 2.48% | 7,359 | $3.1M | Reduce -22.9% |
| EFA iShares MSCI Eafe ETF | 2.22% | 28,918 | $2.8M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.02% | 13,012 | $2.6M | Add +0.1% |
| XBI SS SPDR S&P Biotech ETF | 1.19% | 11,762 | $1.5M | New |
| GLD SPDR Gold Shares | 1.18% | 3,455 | $1.5M | No change |
| IWR iShares Russell Mid-Cap ETF | 1.04% | 13,500 | $1.3M | Reduce -3.1% |
| NVDA Nvidia Corp. | 0.96% | 6,982 | $1.2M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 2,375 | $1.1M | Reduce -26.7% |
| MSFT Microsoft Corp. | 0.86% | 2,929 | $1.1M | Reduce -0.5% |
| VCIT Vanguard Int-Term Corporate | 0.86% | 13,088 | $1.1M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.74% | 3,252 | $933K | Reduce -26.6% |
| AMZN Amazon.com Inc. | 0.73% | 4,421 | $921K | Add +3.6% |
| AAPL Apple Inc. | 0.60% | 3,004 | $762K | No change |
| GBDC Golub Capital BDC Inc. | 0.57% | 57,385 | $727K | Add +1.4% |
| TSLX Sixth Street Specialty Lendi | 0.54% | 37,474 | $689K | No change |
| JPM JPMorgan Chase & Co. | 0.53% | 2,268 | $667K | Reduce -7.7% |
| LLY Eli Lilly & Co. | 0.49% | 672 | $618K | Reduce -4.1% |
| OAKM Oakmark US Large Cap ETF | 0.47% | 21,787 | $601K | New |
| APH Amphenol Corp. Class A | 0.43% | 4,314 | $545K | Add +22.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.37% | 6,151 | $462K | Add +6.4% |
| META Meta Platforms Inc. Class A | 0.33% | 721 | $413K | No change |
| BX Blackstone Inc. | 0.32% | 3,478 | $400K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 1,156 | $371K | Reduce -11.3% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 1,243 | $353K | No change |
| ORCL Oracle Corp. | 0.27% | 2,347 | $345K | Reduce -3.1% |
| MS Morgan Stanley | 0.26% | 2,000 | $329K | No change |
| GEV GE Vernova Inc. | 0.25% | 363 | $317K | Add +5.8% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 599 | $294K | No change |
| V Visa Inc. Class A | 0.23% | 967 | $292K | Add +2.6% |
| MSI Motorola Solutions Inc. | 0.23% | 670 | $291K | Reduce -5.9% |
| ADI Analog Devices Inc. | 0.22% | 879 | $280K | No change |
| JAAA Janus Henderson Aaa Clo ETF | 0.21% | 5,282 | $266K | No change |
| AON Aon PLC Class A | 0.21% | 821 | $265K | Reduce -6.8% |
| KO The Coca-Cola Co. | 0.20% | 3,407 | $259K | No change |
| PWR Quanta Services Inc. | 0.20% | 460 | $253K | New |
| RTX RTX Corp. | 0.17% | 1,146 | $221K | No change |
| TMUS T-Mobile US Inc. | 0.17% | 1,044 | $219K | Reduce -11.8% |
| NEE Nextera Energy Inc. | 0.16% | 2,169 | $201K | New |
Portfolio Sells Q4 2025 → Q1 2026
| AKRE Akre Focus ETF | Reduce -11.1% | 3.49% | −3.48 |
| IWF iShares Russell 1000 Growth | Reduce -22.9% | 2.48% | −2.63 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -26.7% | 0.90% | −0.95 |
| GOOG Alphabet Inc. Class C | Reduce -26.6% | 0.74% | −0.84 |
| MSFT Microsoft Corp. | Reduce -0.5% | 0.86% | −0.76 |
| NVDA Nvidia Corp. | Reduce -1.5% | 0.96% | −0.54 |
| IWR iShares Russell Mid-Cap ETF | Reduce -3.1% | 1.04% | −0.48 |
| JPM JPMorgan Chase & Co. | Reduce -7.7% | 0.53% | −0.37 |
| LLY Eli Lilly & Co. | Reduce -4.1% | 0.49% | −0.36 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.35 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.32 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.32 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.29 |
| ORCL Oracle Corp. | Reduce -3.1% | 0.27% | −0.26 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.24 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -11.3% | 0.29% | −0.20 |
| AON Aon PLC Class A | Reduce -6.8% | 0.21% | −0.14 |
| TMUS T-Mobile US Inc. | Reduce -11.8% | 0.17% | −0.10 |
| MSI Motorola Solutions Inc. | Reduce -5.9% | 0.23% | −0.08 |
Portfolio Buys Q4 2025 → Q1 2026
| EWJ iShares MSCI Japan ETF | New | 19.99% | +19.99 |
| EWY iShares MSCI South Korea ETF | Add +39.5% | 21.60% | +4.07 |
| XBI SS SPDR S&P Biotech ETF | New | 1.19% | +1.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +64.2% | 8.43% | +0.70 |
| OAKM Oakmark US Large Cap ETF | New | 0.47% | +0.47 |
| PWR Quanta Services Inc. | New | 0.20% | +0.20 |
| NEE Nextera Energy Inc. | New | 0.16% | +0.16 |
| GEV GE Vernova Inc. | Add +5.8% | 0.25% | −0.00 |
| APH Amphenol Corp. Class A | Add +22.3% | 0.43% | −0.11 |
| VEU Vanguard Ftse All-World Ex-U | Add +6.4% | 0.37% | −0.12 |
| V Visa Inc. Class A | Add +2.6% | 0.23% | −0.14 |
| GBDC Golub Capital BDC Inc. | Add +1.4% | 0.57% | −0.30 |
| VCIT Vanguard Int-Term Corporate | Add +0.1% | 0.86% | −0.38 |
| AMZN Amazon.com Inc. | Add +3.6% | 0.73% | −0.39 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 2.02% | −0.80 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +9.7% | 4.24% | −1.19 |
| RSP Invesco S&P 500 Equal Weight | Add +16.0% | 5.43% | −1.26 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.0% | 4.32% | −1.70 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 4.92% | −2.44 |