AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Marino, Stram & Associates LLC has reported a significant expansion in its 13F portfolio for the period ending December 31, 2025. The total portfolio value surged by 249.8%, rising from $158.23M in the previous quarter to $553.42M. This dramatic increase in assets under management (AUM) suggests a substantial influx of client capital or a major restructuring strategy during the quarter. The portfolio currently consists of 185 holdings. The investment appro...
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.
Filing history
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