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Filers›Pension Fund›GR FINANCIAL GROUP, LLC
DOSSIER · 13F-HR · Q1 2026

GR FINANCIAL GROUP, LLC

GR FINANCIAL's pension fund based in Boston, MA — $301M in tracked AUM across 22 positions as of Q1 2026.

GF
GR FINANCIAL·Boston, MA·Pension Fund
CIK 0002011751 · last filed Mar 31, 2026
Total AUM
$301M
▼ 0.6%
vs prior
Holdings
22
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

GR FINANCIAL GROUP, LLC 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
IVV
ISHARES CORE S&P 500 ETF
$97M149K32.2%
02
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
$91M3.5M30.3%
03
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
$91M473K30.1%
04
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
$7M56K2.5%
05
SPY
STATE STREET SPDR S&P 500 ETF
$4M6K1.3%
06
AAPL
APPLE INC COM
$2M9K0.7%
07
RTX
RTX CORPORATION COM
$1M7K0.4%
08
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
$962,57816K0.3%
09
COST
COSTCO WHOLESALE CORPORATION COM
$810,2198130.3%
10
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
$762,6665K0.3%

Filing history

Filing history loading…
AI Agent · grounded in GR
haiku-4-5 · 22 positions indexed
Sector mix
  • Tech6%
  • Financials16%
  • Health Care8%
  • Cons. Disc.41%
  • Energy25%
  • Other4%
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