IFC Advisors LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), IFC Advisors LLC reported 175 stock positions worth $684.7 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 15.9% of the portfolio, followed by Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 11.0%) and Pri Spe Pre Sec Acti-Usd (PREF, 7.5%). Compared with Q3 2025, it opened 15 new positions, sold out of 10, added to 61 and reduced 73. The biggest buy was a new position in Vanguard Mrngstr Val ETF-Aui (VTV) and the biggest sale Vngrd Mrgstr MG CP GR ETF-Ui (MGK, shares −3%).

Most Recent 13F
Q2 2026
Location
LOS ANGELES, CA
CIK
0002053348
Portfolio Value
$684.7M (Q4 2025)
SEC Filing
0002053348-26-000001 ↗ filed Feb 12, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q4 2024: $458.7M Q4 2024 Q1 2025: $479.1M Q1 2025 Q2 2025: $534.6M Q2 2025 Q3 2025: $545.9M Q3 2025 Q4 2025: $684.7M $684.7M Q4 2025 Q1 2026: $698.9M Q1 2026 Q2 2026: $787.6M Q2 2026

Holdings 175 stocks · $684.7M
VTV Vanguard Mrngstr Val ETF-Aui 15.95% 571,755 $109.2M New
MGK Vngrd Mrgstr MG CP GR ETF-Ui 11.00% 182,448 $75.3M Reduce -2.6%
PREF Pri Spe Pre Sec Acti-Usd Inc. 7.47% 2,682,109 $51.1M Add +2.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 5.58% 131,672 $38.2M Add +2.4%
GENI Genius Sports Ltd. 4.68% 2,907,799 $32.0M Add +6.8%
AAPL Apple Inc. 2.56% 64,437 $17.5M Add +9.3%
ACWI iShares MSCI Acwi ETF 2.16% 104,647 $14.8M Add +0.3%
NVDA Nvidia Corp. 1.96% 71,997 $13.4M Add +19.7%
VB Vanguard Most SM-Cap ETF-Usd 1.86% 49,283 $12.7M Add +4454.8%
MSFT Microsoft Corp. 1.83% 25,888 $12.5M Reduce -0.1%
GOOGL Alphabet Inc. Class A 1.77% 38,777 $12.1M Add +7.1%
UYLD Angel Oak Ultrashort Income 1.68% 225,155 $11.5M Reduce -19.3%
BRK.B Berkshire Hathaway Inc. Class B 1.64% 22,293 $11.2M Add +10.8%
VTI VG Morningstar TS MKT ETF-US 1.61% 32,877 $11.0M No change
IVV iShares Core S&P 500 ETF 1.60% 15,949 $10.9M Reduce -1.6%
AMZN Amazon.com Inc. 1.46% 43,294 $10.0M Add +3.8%
JPM JPMorgan Chase & Co. 1.34% 28,487 $9.2M Add +1.7%
IWR iShares Russell Mid-Cap ETF 1.02% 72,291 $7.0M Reduce -1.9%
MFDX PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER 0.99% 176,152 $6.8M Add +7.2%
RTX RTX Corp. 0.94% 35,024 $6.4M Add +0.7%
PGR Progressive Corp. 0.89% 26,812 $6.1M Add +931.2%
XLK SS Technology Select Sector 0.88% 41,951 $6.0M No change
GSIE Goldman Sachs Activebeta Int 0.84% 134,265 $5.8M No change
APO Apollo Global Management Inc. 0.78% 36,703 $5.3M New
LLY Eli Lilly & Co. 0.77% 4,897 $5.3M Add +4.4%
AVGO Broadcom Inc. 0.75% 14,785 $5.1M Reduce -1.7%
FCX Freeport-McMoran Inc. 0.73% 98,435 $5.0M Add +8.0%
IWB iShares Russell 1000 ETF 0.71% 13,072 $4.9M No change
BRK.A Berkshire Hathaway Inc. Class A 0.66% 6 $4.5M No change
IWF iShares Russell 1000 Growth 0.65% 9,421 $4.5M Add +10.6%
NEE Nextera Energy Inc. 0.63% 54,004 $4.3M Add +5.3%
HHH Howard Hughes Holdings Inc. 0.61% 52,652 $4.2M Add +4.4%
SLV iShares Silver Trust 0.59% 62,379 $4.0M Add +10.2%
WTW Willis Towers Watson PLC 0.58% 12,135 $4.0M No change
XOM Exxon Mobil Corp. 0.58% 33,082 $4.0M Add +8.8%
CAT Caterpillar Inc. 0.56% 6,668 $3.8M Add +22.9%
GOOG Alphabet Inc. Class C 0.54% 11,673 $3.7M Add +15.3%
VOO Vanguard S&P 500 ETF 0.51% 5,529 $3.5M Add +7.0%
AXP American Express Co. 0.49% 9,022 $3.3M Reduce -0.8%
COST Costco Wholesale Corp. 0.44% 3,462 $3.0M Add +3.5%
GDX Vaneck Gold Miners ETF 0.43% 34,639 $3.0M Add +22.3%
MS Morgan Stanley 0.42% 16,385 $2.9M Add +0.2%
FLUT Flutter Entertainment PLC-Di 0.42% 13,403 $2.9M New
BX Blackstone Inc. 0.38% 16,915 $2.6M Add +0.4%
MA Mastercard Inc. Class A 0.37% 4,462 $2.5M Add +1.5%
DVY iShares Select Dividend ETF 0.36% 17,673 $2.5M Reduce -0.1%
EME Emcor Group Inc. 0.36% 4,033 $2.5M Reduce -0.3%
MCD McDonald's Corp. 0.36% 8,053 $2.5M Add +5.0%
IWD iShares Russell 1000 Value E 0.36% 11,581 $2.4M Add +28.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.35% 3,522 $2.4M Reduce -15.6%
WMT Walmart Inc. 0.35% 21,431 $2.4M Reduce -0.4%
VEA Vanguard Ftse Developed ETF 0.35% 38,200 $2.4M No change
V Visa Inc. Class A 0.34% 6,687 $2.3M Reduce -4.7%
META Meta Platforms Inc. Class A 0.34% 3,475 $2.3M Add +23.5%
TSLA Tesla Inc. 0.33% 5,071 $2.3M Add +8.8%
IJH iShares Core S&P Midcap ETF 0.31% 32,395 $2.1M Reduce -44.7%
GS Goldman Sachs Group Inc. 0.30% 2,354 $2.1M Add +14.3%
IWP iShares Russell Mid-Cap Grow 0.28% 14,171 $1.9M No change
CVX Chevron Corp. 0.28% 12,644 $1.9M Reduce -17.3%
HD Home Depot Inc. 0.28% 5,575 $1.9M Reduce -2.4%
PLD Prologis Inc. 0.28% 14,858 $1.9M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 34,473 $1.9M Reduce -4.1%
TMO Thermo Fisher Scientific Inc. 0.28% 3,256 $1.9M Add +0.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.28% 3,865 $1.9M Reduce -3.9%
COP Conocophillips 0.27% 20,098 $1.9M Reduce -2.5%
KKR KKR & Co. Inc. 0.27% 14,534 $1.9M Reduce -1.5%
DHR Danaher Corp. 0.25% 7,403 $1.7M Add +0.1%
KO The Coca-Cola Co. 0.24% 23,365 $1.6M Reduce -0.0%
IEMG iShares Core MSCI Emerging 0.24% 24,023 $1.6M Add +0.2%
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.24% 138,745 $1.6M Reduce -8.9%
MSI Motorola Solutions Inc. 0.22% 4,001 $1.5M Reduce -1.0%
UNP Union Pacific Corp. 0.22% 6,451 $1.5M Reduce -17.5%
DE Deere & Co. 0.22% 3,195 $1.5M Reduce -0.2%
CSCO Cisco Systems Inc. 0.22% 19,155 $1.5M No change
HON Honeywell International Inc. 0.21% 7,513 $1.5M Reduce -0.8%
ABT Abbott Laboratories 0.21% 11,531 $1.4M Reduce -0.3%
TRV The Travelers Cos Inc. 0.20% 4,631 $1.3M Add +12.4%
SHW The Sherwin-Williams Co. 0.20% 4,121 $1.3M Add +0.3%
ADP Automatic Data Processing 0.19% 5,058 $1.3M Reduce -4.3%
IJR iShares Core S&P Small-Cap E 0.18% 10,279 $1.2M No change
IBIT iShares Bitcoin Trust ETF 0.18% 24,280 $1.2M Add +7.5%
PEP Pepsico Inc. 0.16% 7,795 $1.1M Reduce -4.5%
CMF iShares California Muni Bond 0.16% 19,151 $1.1M Reduce -18.1%
ADBE Adobe Inc. 0.16% 3,040 $1.1M Reduce -0.2%
ACN Accenture PLC Class A 0.15% 3,933 $1.1M Reduce -3.8%
IWM iShares Russell 2000 ETF 0.15% 4,109 $1.0M Add +67.1%
BLK BlackRock Inc. 0.15% 936 $1.0M Reduce -2.4%
JNJ Johnson & Johnson 0.14% 4,559 $943K Add +58.3%
ETN Eaton Corp. PLC 0.14% 2,923 $931K Reduce -0.1%
AMGN Amgen Inc. 0.13% 2,693 $881K Add +11.0%
RFMZ Rivernorth Flex Muni II 0.12% 66,269 $839K Add +115.5%
ABBV Abbvie Inc. 0.12% 3,595 $821K Add +42.4%
NFLX Netflix Inc. 0.11% 8,033 $753K Reduce -2.3%
GBIL Goldman Sachs Access Treasur 0.11% 7,507 $750K New
MEM Matthews Em MKT Eqty Active 0.11% 20,302 $727K Add +209.4%
ITOT iShares Core S&P Total U.S. 0.11% 4,878 $725K Reduce -23.3%
MCK McKesson Corp. 0.09% 787 $646K Reduce -4.8%
GBDC Golub Capital BDC Inc. 0.09% 46,512 $631K Add +34.0%
IVW iShares S&P 500 Growth ETF 0.09% 4,972 $613K Reduce -8.1%
ISRG Intuitive Surgical Inc. 0.08% 1,016 $575K Add +48.5%
KR Kroger Co. 0.08% 8,642 $540K Reduce -0.1%
SGOV iShares 0-3 Month Treasury B 0.08% 5,326 $535K New
CI The Cigna Group 0.08% 1,915 $527K Reduce -5.8%
QCOM Qualcomm Inc. 0.08% 3,028 $518K New
CRWD CrowdStrike Holdings Inc. Class A 0.08% 1,100 $516K Add +8.6%
PPA Invesco Aerospace & Defense 0.07% 3,254 $510K No change
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.07% 10,000 $509K New
XEXGX Eaton Vance Tax-Managed Glob 0.07% 51,967 $495K Reduce -18.3%
XLY SS Consumer Disc Select Sect 0.07% 4,071 $486K Add +0.2%
ORLY O'reilly Automotive Inc. 0.07% 5,285 $482K Reduce -1.0%
XLV SS Health Care Select Sector 0.07% 3,060 $474K No change
CB Chubb Ltd. 0.07% 1,499 $468K Reduce -1.0%
ORCL Oracle Corp. 0.06% 2,158 $421K Add +45.1%
MAR Marriott International Class A 0.06% 1,338 $415K No change
KLAC KLA Corp. 0.06% 340 $413K No change
PLTR Palantir Technologies Inc. Class A 0.06% 2,316 $412K Add +42.4%
NDAQ Nasdaq Inc. 0.06% 4,117 $400K Add +0.7%
MUB iShares National Muni Bond E 0.06% 3,717 $398K No change
NOW ServiceNow Inc. 0.06% 2,589 $397K Reduce -0.8%
XLI SS Industrial Select Sector 0.06% 2,539 $394K No change
C Citigroup Inc. 0.06% 3,319 $387K No change
STWD Starwood Property Trust Inc. 0.06% 21,294 $384K Reduce -39.9%
ETH Grayscale Ethereum Staking M 0.06% 13,526 $380K No change
AON Aon PLC Class A 0.06% 1,068 $377K No change
HLT Hilton Worldwide Holdings Inc. 0.05% 1,239 $356K Reduce -6.3%
QQQ Invesco QQQ Trust Series 1 0.05% 576 $354K Reduce -44.5%
TDG Transdigm Group Inc. 0.05% 265 $352K Reduce -7.7%
DLY Doubleline Yield Opport 0.05% 24,117 $351K Reduce -11.2%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.05% 7,996 $346K Reduce -20.0%
MRK Merck & Co. Inc. 0.05% 3,242 $341K New
LOW Lowe's Cos Inc. 0.05% 1,382 $333K Reduce -75.8%
WFC Wells Fargo & Co. 0.05% 3,554 $331K Add +12.9%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.05% 4,630 $325K Reduce -3.9%
DUK Duke Energy Corp. 0.05% 2,717 $318K Reduce -4.3%
SO The Southern Co. 0.05% 3,585 $313K Reduce -0.3%
CRM Salesforce Inc. 0.05% 1,176 $312K Reduce -14.5%
HEI.A Heico Corp. Class A 0.05% 1,231 $311K Reduce -1.4%
QUAL iShares MSCI USA Quality Fac 0.04% 1,450 $288K No change
IEFA iShares Core MSCI Eafe ETF 0.04% 3,204 $287K Reduce -16.8%
MRSH Marsh & McLennan Cos 0.04% 1,541 $286K Add +2.5%
VNQ Vanguard Real Estate ETF 0.04% 3,229 $286K No change
BN Brookfield Corp. 0.04% 6,178 $284K Reduce -10.8%
LMT Lockheed Martin Corp. 0.04% 573 $277K Add +0.2%
SSD Simpson Manufacturing Co. Inc. 0.04% 1,711 $276K Reduce -7.3%
SYK Stryker Corp. 0.04% 785 $276K New
GSLC Goldman Activebeta US LC ETF 0.04% 2,076 $275K Reduce -16.7%
TSM Taiwan Semiconductor-SP ADR 0.04% 889 $270K Add +2.2%
UBER Uber Technologies Inc. 0.04% 3,244 $265K Reduce -9.6%
VMC Vulcan Materials Co. 0.04% 928 $265K No change
GD General Dynamics Corp. 0.04% 781 $263K Reduce -1.5%
T AT&T Inc. 0.04% 10,530 $262K Reduce -14.3%
PRI Primerica Inc. 0.04% 992 $256K Reduce -6.4%
IBB iShares Biotechnology ETF 0.04% 1,513 $255K No change
SPGI S&P Global Inc. 0.04% 470 $246K Add +2.2%
WTS Watts Water Technologies-A 0.03% 864 $238K Reduce -5.9%
BSX Boston Scientific Corp. 0.03% 2,478 $236K Reduce -6.0%
LRCX Lam Research Corp. 0.03% 1,340 $229K New
PG The Procter & Gamble Co. 0.03% 1,590 $228K New
NFG National Fuel Gas Co. 0.03% 2,844 $228K No change
ITW Illinois Tool Works 0.03% 908 $224K Reduce -23.5%
IVE iShares S&P 500 Value ETF 0.03% 1,054 $224K Reduce -12.8%
UNH Unitedhealth Group Inc. 0.03% 674 $222K Add +14.0%
MCO Moody's Corp. 0.03% 431 $220K Add +2.1%
MKL Markel Group Inc. 0.03% 102 $219K New
ADI Analog Devices Inc. 0.03% 803 $218K Reduce -91.2%
MELI MercadoLibre Inc. 0.03% 106 $214K Reduce -2.8%
NXPI NXP Semiconductors NV 0.03% 977 $212K Reduce -10.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 1,371 $211K New
FCN Fti Consulting Inc. 0.03% 1,231 $210K Reduce -10.6%
KYN Kayne Anderson Energy Infra 0.03% 16,908 $209K Reduce -17.9%
CBRE CBRE Group Inc. Class A 0.03% 1,284 $206K New
GOLF Acushnet Holdings Corp. 0.03% 2,560 $204K Reduce -5.8%
AMD Advanced Micro Devices 0.03% 946 $203K New
OBDC Blue Owl Capital Corp. 0.03% 16,000 $199K No change
MPT Medical Properties Trust Inc. 0.01% 13,682 $68K Add +0.2%

Portfolio Sells Q3 2025 → Q4 2025
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -2.6% 11.00% −2.81
UYLD Angel Oak Ultrashort Income Reduce -19.3% 1.68% −0.93
OWL Blue Owl Capital Inc. Sold out 0.00% −0.81
ROOT Root Inc./Oh Class A Sold out 0.00% −0.74
MSFT Microsoft Corp. Reduce -0.1% 1.83% −0.63
APH Amphenol Corp. Class A Sold out 0.00% −0.40
IVV iShares Core S&P 500 ETF Reduce -1.6% 1.60% −0.39
IJH iShares Core S&P Midcap ETF Reduce -44.7% 0.31% −0.39
ADI Analog Devices Inc. Reduce -91.2% 0.03% −0.38
IWR iShares Russell Mid-Cap ETF Reduce -1.9% 1.02% −0.29
HPQ HP Inc. Sold out 0.00% −0.22
LOW Lowe's Cos Inc. Reduce -75.8% 0.05% −0.21
AVGO Broadcom Inc. Reduce -1.7% 0.75% −0.16
SPY SS SPDR S&P 500 ETF Trust-US Reduce -15.6% 0.35% −0.16
ZTS Zoetis Inc. Sold out 0.00% −0.16
CVX Chevron Corp. Reduce -17.3% 0.28% −0.15
HD Home Depot Inc. Reduce -2.4% 0.28% −0.14
EME Emcor Group Inc. Reduce -0.3% 0.36% −0.12
UNP Union Pacific Corp. Reduce -17.5% 0.22% −0.12
MSI Motorola Solutions Inc. Reduce -1.0% 0.22% −0.11
FISV Fiserv Inc. Sold out 0.00% −0.11
DVY iShares Select Dividend ETF Reduce -0.1% 0.36% −0.10
V Visa Inc. Class A Reduce -4.7% 0.34% −0.10
ADP Automatic Data Processing Reduce -4.3% 0.19% −0.09
VZ Verizon Communications Inc. Sold out 0.00% −0.09
CMF iShares California Muni Bond Reduce -18.1% 0.16% −0.08
COP Conocophillips Reduce -2.5% 0.27% −0.08
XNEAX Nuveen Amt-FR QLTY Muni Inc. Reduce -8.9% 0.24% −0.08
KKR KKR & Co. Inc. Reduce -1.5% 0.27% −0.08
HON Honeywell International Inc. Reduce -0.8% 0.21% −0.08
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.9% 0.28% −0.08
ABT Abbott Laboratories Reduce -0.3% 0.21% −0.07
NFLX Netflix Inc. Reduce -2.3% 0.11% −0.07
STWD Starwood Property Trust Inc. Reduce -39.9% 0.06% −0.07
AXP American Express Co. Reduce -0.8% 0.49% −0.07
ETN Eaton Corp. PLC Reduce -0.1% 0.14% −0.06
ITOT iShares Core S&P Total U.S. Reduce -23.3% 0.11% −0.06
BAC Bank of America Corp. Reduce -4.1% 0.28% −0.06
QQQ Invesco QQQ Trust Series 1 Reduce -44.5% 0.05% −0.06
BLK BlackRock Inc. Reduce -2.4% 0.15% −0.06
WMT Walmart Inc. Reduce -0.4% 0.35% −0.06
BA The Boeing Co. Sold out 0.00% −0.05
DE Deere & Co. Reduce -0.2% 0.22% −0.05
PEP Pepsico Inc. Reduce -4.5% 0.16% −0.05
KO The Coca-Cola Co. Reduce -0.0% 0.24% −0.05
ADBE Adobe Inc. Reduce -0.2% 0.16% −0.04
D Dominion Energy Inc. Sold out 0.00% −0.04
PANW Palo Alto Networks Inc. Sold out 0.00% −0.04
ORLY O'reilly Automotive Inc. Reduce -1.0% 0.07% −0.04
XEXGX Eaton Vance Tax-Managed Glob Reduce -18.3% 0.07% −0.03

Portfolio Buys Q3 2025 → Q4 2025
VTV Vanguard Mrngstr Val ETF-Aui New 15.95% +15.95
VB Vanguard Most SM-Cap ETF-Usd Add +4454.8% 1.86% +1.81
APO Apollo Global Management Inc. New 0.78% +0.78
PGR Progressive Corp. Add +931.2% 0.89% +0.77
FLUT Flutter Entertainment PLC-Di New 0.42% +0.42
GOOGL Alphabet Inc. Class A Add +7.1% 1.77% +0.16
SLV iShares Silver Trust Add +10.2% 0.59% +0.15
LLY Eli Lilly & Co. Add +4.4% 0.77% +0.11
GBIL Goldman Sachs Access Treasur New 0.11% +0.11
CAT Caterpillar Inc. Add +22.9% 0.56% +0.08
GOOG Alphabet Inc. Class C Add +15.3% 0.54% +0.08
SGOV iShares 0-3 Month Treasury B New 0.08% +0.08
QCOM Qualcomm Inc. New 0.08% +0.08
FCX Freeport-McMoran Inc. Add +8.0% 0.73% +0.08
JMST JPM Ultra-Short Muni Income New 0.07% +0.07
MEM Matthews Em MKT Eqty Active Add +209.4% 0.11% +0.06
MRK Merck & Co. Inc. New 0.05% +0.05
RFMZ Rivernorth Flex Muni II Add +115.5% 0.12% +0.05
SYK Stryker Corp. New 0.04% +0.04
JNJ Johnson & Johnson Add +58.3% 0.14% +0.04
IWM iShares Russell 2000 ETF Add +67.1% 0.15% +0.04
GDX Vaneck Gold Miners ETF Add +22.3% 0.43% +0.04
LRCX Lam Research Corp. New 0.03% +0.03
PG The Procter & Gamble Co. New 0.03% +0.03
MKL Markel Group Inc. New 0.03% +0.03
TJX TJX Companies Inc. New 0.03% +0.03
CBRE CBRE Group Inc. Class A New 0.03% +0.03
AMD Advanced Micro Devices New 0.03% +0.03
ISRG Intuitive Surgical Inc. Add +48.5% 0.08% +0.03
IWD iShares Russell 1000 Value E Add +28.6% 0.36% +0.02
ABBV Abbvie Inc. Add +42.4% 0.12% +0.01
PLTR Palantir Technologies Inc. Class A Add +42.4% 0.06% +0.01
GBDC Golub Capital BDC Inc. Add +34.0% 0.09% +0.01
AMGN Amgen Inc. Add +11.0% 0.13% +0.00
GS Goldman Sachs Group Inc. Add +14.3% 0.30% +0.00
WFC Wells Fargo & Co. Add +12.9% 0.05% 0.00
MPT Medical Properties Trust Inc. Add +0.2% 0.01% −0.00
MCO Moody's Corp. Add +2.1% 0.03% −0.00
UNH Unitedhealth Group Inc. Add +14.0% 0.03% −0.00
SPGI S&P Global Inc. Add +2.2% 0.04% −0.01
TSM Taiwan Semiconductor-SP ADR Add +2.2% 0.04% −0.01
NDAQ Nasdaq Inc. Add +0.7% 0.06% −0.01
LMT Lockheed Martin Corp. Add +0.2% 0.04% −0.01
TMO Thermo Fisher Scientific Inc. Add +0.1% 0.28% −0.01
MRSH Marsh & McLennan Cos Add +2.5% 0.04% −0.01
TRV The Travelers Cos Inc. Add +12.4% 0.20% −0.01
ORCL Oracle Corp. Add +45.1% 0.06% −0.02
CRWD CrowdStrike Holdings Inc. Class A Add +8.6% 0.08% −0.02
XLY SS Consumer Disc Select Sect Add +0.2% 0.07% −0.02
DHR Danaher Corp. Add +0.1% 0.25% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 179$787.6MVTV, MGK, CARY, PREF, VO
Q1 2026 158$698.9MVTV, MGK, CARY, PREF, VO
Q4 2025 175$684.7MVTV, MGK, PREF, VO, GENI
Q3 2025 170$545.9MMGK, PREF, VO, GENI, AAPL
Q2 2025 169$534.6MMGK, PREF, VO, GENI, ACWI
Q1 2025 164$479.1MMGK, PREF, VO, GENI, AAPL
Q4 2024 143$458.7MMGK, PREF, VO, GENI, EFA