AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Strategic Point Investment Advisors, LLC has reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 159.1%, growing from $279.08 million to $723.16 million. This dramatic increase in capital was accompanied by a restructuring of the portfolio's breadth, with the number of holdings expanding to 37 securities.
The portfolio is characterized by a heavy reliance on exchan...
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
Filing history loading…