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CIK: 0002060308
Total reported value
$169.9M
$169.9M
789 檔
35.5%
As reported in its official Q1 2025 Form 13F filing, Binnacle Investments Inc's tracked investment portfolio stood at $169.9M with 789 total positions.
During Q1 2025, Binnacle Investments Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 789 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 11.82% | -0.84% | — | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.15% | +0.31% | — | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 8.28% | +0.30% | — | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 6.97% | -0.01% | — | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 5.78% | -0.13% | — | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 5.56% | +0.22% | — | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.49% | +0.01% | — | |
| 8 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 3.42% | -0.21% | — | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 3.40% | +0.12% | — | |
| 10 | DFSD | Dimensional Short Duration | ETF-Other | 3.22% | -0.25% | — | |
| 11 | DIHP | Dimensional International Hi | ETF-Other | 2.56% | -0.09% | — | |
| 12 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.71% | -0.11% | — | |
| 13 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.61% | -0.16% | — | |
| 14 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.53% | — | — | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.47% | +0.05% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.08% | -0.06% | — | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.08% | -0.14% | — | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.94% | -0.09% | — | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.92% | -0.10% | — | |
| 20 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 0.86% | -0.05% | — | |
| 21 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.82% | -0.05% | — | |
| 22 | SEIE | Sei Select Intl Equity | ETF-Other | 0.80% | — | — | |
| 23 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.71% | -0.05% | — | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.25% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | +0.14% | — | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | -0.02% | — | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | — | — | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.33% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | +0.04% | — | |
| 31 | SEEM | Sei Select Em Mrkt Eq | ETF-Other | 0.30% | — | — | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.01% | — | |
| 33 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.29% | +0.02% | — | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.29% | — | — | |
| 35 | SEIS | Sei Select Small Cap ETF | ETF-Small Cap | 0.27% | — | — | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.25% | — | — | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.24% | — | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | — | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.11% | — | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.22% | +0.02% | — | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | — | — | |
| 42 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.21% | -0.09% | — | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.20% | — | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | +0.04% | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | — | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.17% | — | — | |
| 47 | T | At&t Inc | Stock-Comm Services | 0.17% | — | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.17% | — | — | |
| 49 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.17% | — | — | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.17% | — | — |
According to official SEC Form 13F filings, Binnacle Investments Inc reported a total U.S. public equity portfolio value of $169.9M across 789 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFCF, DFAC, DFAU) accounted for 35.5% of total reported equity market value during Q1 2025.
During Q1 2025, Binnacle Investments Inc's top holdings by market value included DFCF (11.8%)、DFAC (11.2%)、DFAU (8.3%). The largest single position, DFCF, represented 11.8% of total portfolio value.
In Q1 2025, Binnacle Investments Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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