QUARRY HILL ADVISORS, LLC

Portfolio Overview

Quarry Hill Advisors’ 13F as of 2025-12-31 shows a $215.20 million equity portfolio — up 97.2% from $109.10M at 2025‑09‑30. The portfolio holds 50 reported positions and is overwhelmingly ETF‑based: $191.79M (≈89.1% of assets) are classified as ETFs, with the remaining $23.41M in single equities or items labelled “Unknown”/other. Activity this quarter is high: 22 new positions, 0 outright sells, 11 increases, 10 reductions and 7 unchanged positions. That combination (large n...