Eldridge Investment Advisors, Inc.

DOSSIER · 13F-HR · Q2 2026

Eldridge Investment Advisors, Inc.

$505M in tracked AUM across 163 positions as of Q2 2026.

EI

CIK 0001727993 · last filed Jun 30, 2026

Total AUM

$505M

as of Q2 2026

Holdings

163

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Eldridge Investment Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

ITOT

Ishares Core S&p Total U S Stock Market Etf

$54M331K10.8%02

SPYM

State Street Spdr Port S&p 500 Etf

$37M417K7.3%03

IVV

Ishares Core S&p 500 Etf

$29M39K5.8%04

DYNF

Ishares U S Equity Factor Rotation Active Etf

$24M350K4.7%05

JBND

Jpmorgan Active Bond Etf

$17M322K3.4%06

JHMM

John Hancock Multifactor Mid Cap Etf

$14M190K2.8%07

RLY

State Street Multi Asset Real Return Etf

$14M400K2.7%08

BBJP

Jpmorgan Betabuilders Japan Etf

$14M183K2.7%09

JHPI

John Hancock Preferred Income Etf

$14M602K2.7%10

SPTI

State Street Spdr Portfolio Intermediate Term Treasury Etf