Embree Financial Group

Portfolio Overview

Embree Financial Group reports a materially larger portfolio this quarter: total long holdings of $815.67 million versus $314.45 million last quarter, a +159.4% quarter-over-quarter increase. The portfolio contains 250 reported holdings, with stated ETF exposure of $333.46 million (40.9% of assets). The investor mix is heavily weighted toward liquid large-cap ETFs and large-cap U.S. equities, with a substantial set of smaller positions beyond the top 50.

Concentration is me...