Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends.
Avoro Capital Advisors manages $10.2B with 34 holdings focused exclusively on biotech and healthcare. The fund's concentrated portfolio—with top-5 holdings representing 48.7% of AUM—reflects deep conviction in transformative therapies.
Aristides Capital LLC's Q4 2025 filing reveals a disciplined $565.4M portfolio across 273 holdings with a WhaleScore of 77.50. The fund demonstrates institutional-grade conviction in a diversified small/mid-cap strategy balancing growth exposure with risk management.
A deep dive into World Investment Advisors' diversified investment platform managing $6.16B across 1,468 holdings, with core positions in mega-cap tech and broad index exposure.
Tempo Wealth reported a one-quarter Q4 2025 book led by Parker-Hannifin and Progressive, but the surrounding structure was unmistakably ETF-driven.
Integrated Investment Consultants reported a Q4 2025 filing dominated by style-box ETFs, with UWMC standing out as the largest non-ETF exception.
Auto-Owners came out of a thin Q3 book with a Q4 2025 filing dominated by five ETFs that together made up nearly half the reported portfolio.
Platinum Paramount reported only two Q4 2025 positions, with 65.2% in On Holding AG and 34.8% in Restaurant Brands.
TD Capital Management LLC looked diversified on the surface in Q4 2025, but ITOT, VTI, BSV still anchored the real risk budget. The top five positions reached 39.0% of reported value across 500 fetched lines.
BANK OF HAWAII looked diversified on the surface in Q4 2025, but VEA, VUG, IVV still anchored the real risk budget. The top five positions reached 39.6% of reported value across 226 fetched lines.
Rehmann Capital Advisory Group looked diversified on the surface in Q4 2025, but IVE, IVW, IEFA still anchored the real risk budget. The top five positions reached 25.7% of reported value across 500 fetched lines.
Groupama looked diversified on the surface in Q4 2025, but the portfolio's real backbone still ran through U.S. software, semis, and money-center finance.
BSN Capital did not hide its hierarchy in Q4 2025: Nvidia dominated the book, and the supporting cast still left the portfolio looking intentionally concentrated.
Banque Transatlantique reported 278 positions in Q4 2025, but Microsoft, Nvidia, and Amazon still formed a decisive top-of-book ladder.
Malaysia's Employees Provident Fund Board kept its U.S. book relatively compact in Q4 2025, with Nvidia and Microsoft doing most of the heavy lifting.
HSBC reported one of the market's broadest Q4 2025 books, but the top of that book still concentrated heavily in the same U.S. platform names leading the global tape.
Mengis Capital's filing changed shape dramatically in Q4 2025. Even so, the rebuilt portfolio still chose Apple, Microsoft, Alphabet, JPMorgan, and Chevron as its opening statement.
Wick Capital's Q4 2025 book is not a stock-picker's filing. ITOT, VTI, IVVB, IVV, and GBXA consume 46.1% of the portfolio, making allocation structure the real signal.
NWF Advisory Services built a blended portfolio in Q4 2025: Berkshire for quality, XLK for tech beta, VOO and IVV for benchmark exposure, and a fast-rising Micron line for a more specific semiconductor view.
SHP Wealth Management's $1.29B portfolio centers on a 27.4% VOO allocation, demonstrating a sophisticated ETF-first strategy with factor tilts and income overlays.
Anchor Investment Management's Q4 2025 filing stayed diversified, but the growth sleeve changed meaningfully: Netflix rose 938%, ServiceNow jumped 453%, and QQQM expanded to $19.5B.