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CIK: 0001710477
Total reported value
$1.5B
$1.5B
178 檔
19.7%
At the close of Q1 2026, Cantor Fitzgerald Investment Advisors L.p. disclosed equity holdings valued at approximately $1.5B, spread across 178 reported holdings.
In Q1 2026, Cantor Fitzgerald Investment Advisors L.p. adopted a defensive or profit-taking posture, trimming 90 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.30% | -0.27% | +60.98% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.87% | +0.31% | -1.31% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.79% | -0.36% | +21.24% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.45% | +0.10% | -8.38% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.11% | +0.16% | -2.28% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.81% | +0.02% | -8.64% | |
| 7 | CVS | Cvs Health CORP | Stock-Healthcare | 1.94% | -0.17% | -2.03% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.68% | -0.79% | -3.41% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.60% | -0.13% | -21.95% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.57% | +0.05% | -5.56% | |
| 11 | GLW | Corning Inc | Stock-Tech | 1.56% | -0.37% | -49.06% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 1.48% | -0.06% | -0.95% | |
| 13 | EMR | Emerson Electric Co | Stock-Industrials | 1.36% | +0.02% | -0.12% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | -0.06% | -30.00% | |
| 15 | ARB | Altshares Merger Arbitrage | ETF-Other | 1.34% | -0.10% | +5.32% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.33% | +0.05% | -2.73% | |
| 17 | TFC | Truist Financial CORP | Stock-Financials | 1.32% | — | -1.70% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.31% | +0.01% | -4.92% | |
| 19 | HPE | Hewlett Packard Enterprise | Stock-Tech | 1.29% | +0.92% | +0.26% | |
| 20 | COP | Conocophillips | Stock-Energy | 1.26% | -0.35% | -2.75% | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.23% | +0.01% | +11.89% | |
| 22 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.22% | -0.11% | +104.62% | |
| 23 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.22% | -0.09% | +5.83% | |
| 24 | USB | US Bancorp | Stock-Financials | 1.18% | +0.08% | +0.14% | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.15% | -0.14% | -1.11% | |
| 26 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.11% | -0.05% | -4.26% | |
| 27 | FIS | Fidelity National Info Serv | Stock-Tech | 1.11% | -0.25% | +122.58% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 1.10% | -0.77% | -4.65% | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 1.10% | +0.38% | -0.73% | |
| 30 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.07% | +0.02% | +0.63% | |
| 31 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.07% | +0.08% | +0.93% | |
| 32 | DVN | Devon Energy CORP | Stock-Energy | 1.07% | -0.26% | +0.94% | |
| 33 | PPG | Ppg Industries Inc | Stock-Materials | 1.06% | +0.06% | +3.11% | |
| 34 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.06% | +0.24% | +5.62% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.29% | -19.91% | |
| 36 | MDT | Medtronic plc | Stock-Healthcare | 1.04% | -0.18% | -0.30% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 1.02% | -0.12% | -1.23% | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 1.02% | -0.21% | +4.11% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | -0.02% | -4.30% | |
| 40 | HPQ | Hp Inc | Stock-Tech | 0.97% | +0.05% | +35.23% | |
| 41 | PRU | Prudential Financial Inc | Stock-Financials | 0.97% | +0.03% | +36.89% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 0.97% | -0.01% | +7.97% | |
| 43 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.96% | +0.03% | +48.97% | |
| 44 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.93% | +0.09% | +4.61% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.92% | -0.20% | +4.07% | |
| 46 | MET | Metlife Inc | Stock-Financials | 0.89% | +0.09% | +47.18% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.87% | — | -5.54% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.87% | -0.19% | -18.72% | |
| 49 | DG | Dollar General CORP | Stock-Consumer Staples | 0.85% | -0.08% | -3.71% | |
| 50 | FITB | Fifth Third Bancorp | Stock-Financials | 0.82% | +0.09% | +58.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | +2.4% | +60.98% | Add |
| 2 | VMBS | Vanguard Mortgage-backed Sec | +0.7% | +21.24% | Add |
| 3 | WY | Weyerhaeuser Co | +0.6% | +104.62% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.4% | -3.41% | Trim |
| 5 | LYB | LyondellBasell Industries N.V. | +0.4% | +9.52% | Add |
| 6 | FIS | Fidelity National Info Serv | +0.4% | +122.58% | Add |
| 7 | HD | Home Depot Inc | +0.4% | +90.65% | Add |
| 8 | COP | Conocophillips | +0.3% | -2.75% | Trim |
| 9 | FITB | Fifth Third Bancorp | +0.3% | +58.78% | Add |
| 10 | DVN | Devon Energy CORP | +0.3% | +0.94% | Add |
| 11 | VGIT | Vanguard Intermediate-term T | +0.3% | +63.90% | Add |
| 12 | TGT | Target CORP | +0.2% | +7.97% | Add |
| 13 | MET | Metlife Inc | +0.2% | +47.18% | Add |
| 14 | GPC | Genuine Parts Co | +0.2% | +48.97% | Add |
| 15 | VZ | Verizon Communications Inc | +0.2% | +4.07% | Add |
| 16 | SLB | Slb LTD | +0.2% | +5.82% | Add |
| 17 | PRU | Prudential Financial Inc | +0.2% | +36.89% | Add |
| 18 | PFE | Pfizer Inc | +0.2% | +4.11% | Add |
| 19 | MDLZ | Mondelez International Inc-a | +0.1% | +5.83% | Add |
| 20 | HPQ | Hp Inc | +0.1% | +35.23% | Add |
| 21 | UPS | United Parcel Service-cl B | +0.1% | +11.89% | Add |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | -1.11% | Trim |
| 23 | TXN | Texas Instruments Inc | +0.1% | -0.73% | Trim |
| 24 | KMB | Kimberly-clark CORP | +0.1% | +20.82% | Add |
| 25 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.1% | +25.86% | Add |
| 26 | T | At&t Inc | +0.1% | +1.88% | Add |
| 27 | DUK | Duke Energy CORP | +0.1% | -1.23% | Trim |
| 28 | DOW | Dow Inc | +0.1% | +11.00% | Add |
| 29 | CVX | Chevron CORP | +0.1% | -19.91% | Trim |
| 30 | MRK | Merck & Co. Inc. | +0.1% | -4.30% | Trim |
| 31 | IFF | Intl Flavors & Fragrances | +0.1% | +0.63% | Add |
| 32 | ARB | Altshares Merger Arbitrage | +0.1% | +5.32% | Add |
| 33 | PPG | Ppg Industries Inc | +0.1% | +3.11% | Add |
| 34 | CMCSA | Comcast Corp-class A | +0.1% | +15.26% | Add |
| 35 | NFG | National Fuel Gas Co | +0.1% | -0.10% | Trim |
| 36 | NI | Nisource Inc | 0% | -3.44% | Trim |
| 37 | AMAT | Applied Materials Inc | 0% | +17.78% | Add |
| 38 | EAGG | Ishares Esg Aware US Aggrega | 0% | +20.29% | Add |
| 39 | COST | Costco Wholesale CORP | 0% | +4.68% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | +11.89% | Add |
| 41 | CAG | Conagra Brands Inc | 0% | +14.35% | Add |
| 42 | MBB | Ishares Mbs ETF | 0% | +19.70% | Add |
| 43 | IJR | Ishares Core S&p Small-cap E | 0% | +0.19% | Add |
| 44 | VO | Vanguard Mid-cap ETF | 0% | +13.73% | Add |
| 45 | GLD | Spdr Gold Shares | 0% | +21.13% | Add |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +36.35% | Add |
| 47 | CAT | Caterpillar Inc | 0% | +10.45% | Add |
| 48 | ADI | Analog Devices Inc | 0% | +0.16% | Add |
| 49 | DELL | Dell Technologies -c | 0% | -12.15% | Trim |
| 50 | LMT | Lockheed Martin CORP | 0% | -18.72% | Trim |
According to official SEC Form 13F filings, Cantor Fitzgerald Investment Advisors L.p. reported a total U.S. public equity portfolio value of $1.5B across 178 disclosed positions in Q1 2026.
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 IEI, IVV, VMBS) accounted for 19.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AMCR
市值: $9.7M
Top Position Liquidated / Trimmed
TLT
前期市值: $18.2M
During Q1 2026, Cantor Fitzgerald Investment Advisors L.p.'s top holdings by market value included IEI (6.3%)、IVV (4.9%)、VMBS (3.8%). The largest single position, IEI, represented 6.3% of total portfolio value.
In Q1 2026, Cantor Fitzgerald Investment Advisors L.p. made 168 total portfolio adjustments, initiating 4 new buys, adding to 63 positions, trimming 90 holdings, and fully liquidating 11 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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