Citrine Capital LLC

Portfolio Overview

Citrine Capital LLC reported a significant portfolio expansion for the quarter ending December 31, 2025, with total assets under management (AUM) rising 17.7% from $182.96 million to $215.41 million. The portfolio consists of 46 holdings, reflecting a strategy that blends passive broad-market exposure with high-conviction active positions. The fund manager utilizes a "core and satellite" approach, where the "core" is comprised heavily of Dimensional Fund Advisors (DFA) ET...