MARINO, STRAM & ASSOCIATES LLC: 13F holdings
CIK 10997622026Q2
| Positions | 202 |
|---|
| Reported value | $627.8m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 202 (+17 vs prior quarter) |
|---|
| Reported value | $627.8m (+12.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VYM VANGUARD WHITEHALL FDS | 567,525 | $89.7m | 14.3% |
| IVV ISHARES TR | 90,811 | $68.0m | 10.8% |
| VUG VANGUARD INDEX FDS | 603,992 | $52.0m | 8.3% |
| SDY SPDR SERIES TRUST | 279,804 | $42.6m | 6.8% |
| VTV VANGUARD INDEX FDS | 180,415 | $39.3m | 6.3% |
| IJH ISHARES TR | 281,143 | $21.7m | 3.5% |
| IJR ISHARES TR | 109,652 | $16.3m | 2.6% |
| AAPL APPLE INC | 46,551 | $13.5m | 2.1% |
| HFXI NEW YORK LIFE INVESTMENTS ET | 245,335 | $9.3m | 1.5% |
| JPM JPMORGAN CHASE & CO | 28,402 | $9.3m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1099762")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples