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CIK: 0001989869
Total reported value
$269.1M
$269.1M
210 檔
49.1%
According to the latest 13F quarterly dataset, Christopher J. Hasenberg, Inc managed an equity portfolio of $269.1M at the end of Q1 2025, spanning 210 distinct U.S. exchange-listed positions.
During Q1 2025, Christopher J. Hasenberg, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UCON | First Trust Smith Unconstrai | ETF-Other | 13.34% | — | +765.54% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 11.94% | — | +24.21% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 10.36% | — | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.04% | — | +29.28% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 9.17% | — | +37.04% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 7.89% | — | — | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-Other | 6.99% | — | -5.96% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 5.51% | — | -43.88% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 3.48% | — | -15.60% | |
| 10 | VTHR | Vanguard Russell 3000 | ETF-Other | 2.95% | — | -0.82% | |
| 11 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 2.91% | — | -0.93% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.50% | — | -20.65% | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.39% | — | -0.54% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 2.21% | — | +16820.79% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.13% | — | +7291.94% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.30% | — | +826.68% | |
| 17 | FAST | Fastenal Co | Stock-Industrials | 0.67% | — | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | — | +12.14% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | -97.01% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | — | — | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.28% | — | +6.32% | |
| 22 | ET | Energy Transfer LP | Stock-Energy | 0.16% | — | -3.39% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.15% | — | — | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.15% | — | — | |
| 25 | XEL | Xcel Energy Inc | Stock-Utilities | 0.13% | — | +2.22% | |
| 26 | FMB | First Trust Managed Municipa | ETF-Other | 0.10% | — | — | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.10% | — | +38.46% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.08% | — | +1671.43% | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.07% | — | — | |
| 30 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.07% | — | — | |
| 31 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 0.06% | — | -96.55% | |
| 32 | IYF | Ishares US Financials ETF | ETF-Other | 0.06% | — | — | |
| 33 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.05% | — | -96.80% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | — | +84.25% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.05% | — | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.05% | — | -96.57% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.05% | — | — | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.05% | — | — | |
| 39 | CDZI | Cadiz Inc | Stock-Other | 0.05% | — | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.05% | — | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.04% | — | — | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.04% | — | +11.63% | |
| 43 | PGR | Progressive CORP | Stock-Financials | 0.04% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.04% | — | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | — | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.04% | — | — | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.03% | — | — | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.03% | — | — | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.03% | — | — | |
| 50 | BP | Bp Plc-spons Adr | Stock-Energy | 0.03% | — | — |
According to official SEC Form 13F filings, Christopher J. Hasenberg, Inc reported a total U.S. public equity portfolio value of $269.1M across 210 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 UCON, DUHP, EFA) accounted for 49.1% of total reported equity market value during Q1 2025.
During Q1 2025, Christopher J. Hasenberg, Inc's top holdings by market value included UCON (13.3%)、DUHP (11.9%)、EFA (10.4%). The largest single position, UCON, represented 13.3% of total portfolio value.
In Q1 2025, Christopher J. Hasenberg, 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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