DOSSIER · 13F-HR · Q1 2026

CPR Investments Inc.

CPR Investments's pension fund based in Greenwich, CT — $150M in tracked AUM across 51 positions as of Q1 2026.

CI

CPR Investments·Greenwich, CT·Pension Fund

CIK 0001775053 · last filed Mar 31, 2026

Total AUM

$150M

▼ 17.5%

vs prior

Holdings

51

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

Top sector

Tech

50% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: CPR Investments Inc.

Portfolio Overview

CPR Investments Inc. has reported a significant expansion in its portfolio size for the quarter ending December 31, 2025. The total portfolio value surged by 85.5%, increasing from $80.33 million to $149.01 million. This substantial growth is driven not only by market performance but also by a major restructuring of the portfolio's composition. The manager now holds 47 positions, indicating a ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

INVESCO EXCH TRADED FD TR II

$40M377K26.5%

02

INVESTMENT MANAGERS SER TR I

$13M88K8.9%

03

SPDR GOLD TR

$10M24K6.8%

04

ISHARES GOLD TR

$10M109K6.4%

05

PROSHARES TR

$7M192K4.9%

06

ISHARES TR

$6M71K4.1%

07

INVESTMENT MANAGERS SER TR I

$6M42K4.1%

08

SPDR SERIES TRUST

$6M62K3.8%

09

INVESCO QQQ TR

$5M9K3.4%

10

ISHARES TR

$5M25K3.0%

Filing history

Filing history loading…