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Filers›Asset Manager›Eldridge Investment Advisors, Inc.
DOSSIER · 13F-HR · Q1 2026

Eldridge Investment Advisors, Inc.

Eldridge Investment's asset manager based in Stamford, CT — $456M in tracked AUM across 154 positions as of Q1 2026.

EI
Eldridge Investment·Stamford, CT·Asset Manager
CIK 0001727993 · last filed Mar 31, 2026
Total AUM
$456M
▲ 10.3%
vs prior
Holdings
154
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
42% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Eldridge Investment Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
ITOT
Ishares Core S&p Total U S Stock Market Etf
$47M328K10.2%
02
SPYM
State Street Spdr Port S&p 500 Etf
$34M448K7.5%
03
IVV
Ishares Core S&p 500 Etf
$25M39K5.6%
04
DYNF
Ishares U S Equity Factor Rotation Active Etf
$19M333K4.2%
05
JBND
Jpmorgan Active Bond Etf
$16M298K3.5%
06
RLY
State Street Multi Asset Real Return Etf
$14M382K3.0%
07
SPTI
State Street Spdr Portfolio Intermediate Term Treasury Etf
$13M444K2.8%
08
BBJP
Jpmorgan Betabuilders Japan Etf
$13M182K2.8%
09
JHMM
John Hancock Multifactor Mid Cap Etf
$12M185K2.7%
10
JHPI
John Hancock Preferred Income Etf
$12M540K2.7%

Filing history

Filing history loading…
AI Agent · grounded in Eldridge
haiku-4-5 · 154 positions indexed
Sector mix
  • Tech42%
  • Health Care25%
  • Cons. Disc.14%
  • Industrials7%
  • Energy13%
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