MAI Capital Management

Portfolio Overview

MAI Capital Management's SEC 13F filing for the period ending September 30, 2025, reveals a substantial and growing portfolio valued at approximately $16.06 billion, representing a 10.9% increase from the previous quarter's $14.47 billion. The portfolio demonstrates a high degree of diversification, comprising 3,808 individual holdings. However, the structure suggests a "core-satellite" or enhanced indexing strategy rather than traditional stock picking. A significant port...