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CIK: 0001659346
Total reported value
$244.1M
$244.1M
52 檔
33.6%
According to the latest 13F quarterly dataset, Deane Retirement Strategies, Inc. managed an equity portfolio of $244.1M at the end of Q2 2026, spanning 52 distinct U.S. exchange-listed positions.
In Q2 2026, Deane Retirement Strategies, Inc. adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 26 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | ETF-Other | 10.55% | -0.70% | +29.47% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 8.26% | -8.26% | -3.63% | |
| 3 | CTA | Simplify Managed Futures St | ETF-Other | 6.56% | -6.56% | EXIT | |
| 4 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 5.39% | -0.42% | -1.64% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 3.95% | -0.05% | +36.54% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.77% | -0.06% | +16.40% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.09% | -0.23% | +22.64% | |
| 8 | CF | Cf Industries Holdings Inc | Stock-Materials | 2.84% | -0.96% | +27.09% | |
| 9 | ✓ | Stock-Other | 2.78% | +0.39% | — | ||
| 10 | CVX | Chevron CORP | Stock-Energy | 2.78% | +0.57% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | +0.15% | +106472.00% | |
| 12 | VLO | Valero Energy CORP | Stock-Energy | 2.39% | -2.36% | -2.52% | |
| 13 | LIN | Linde plc | Stock-Materials | 2.37% | -0.30% | -1.43% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.37% | — | — | |
| 15 | DOW | Dow Inc | Stock-Materials | 2.33% | -2.33% | +36.44% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 2.28% | +0.01% | — | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 2.19% | -0.08% | — | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.19% | -0.10% | — | |
| 19 | MCK | Mckesson CORP | Stock-Healthcare | 2.15% | +0.18% | — | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 2.05% | +0.60% | +10.04% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 2.03% | +0.82% | +17.43% | |
| 22 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.03% | -2.03% | EXIT | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 2.03% | +0.25% | -15.70% | |
| 24 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 2.03% | -0.08% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | +0.65% | — | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 2.01% | -2.01% | EXIT | |
| 27 | EOG | Eog Resources Inc | Stock-Energy | 1.92% | — | -1.82% | |
| 28 | CB | Chubb Limited | Stock-Financials | 1.66% | -0.13% | — | |
| 29 | FDS | Factset Research Systems Inc | Stock-Financials | 1.59% | +0.20% | — | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 1.20% | -0.09% | — | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 1.19% | -0.10% | -62.74% | |
| 32 | AXP | American Express Co | Stock-Financials | 1.16% | -0.16% | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.03% | — | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 1.10% | +0.45% | -67.48% | |
| 35 | ZTS | Zoetis Inc | Stock-Healthcare | 0.95% | -0.06% | — | |
| 36 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.89% | -0.89% | EXIT | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.88% | -0.88% | EXIT | |
| 38 | PCT | Purecycle Technologies Inc | Stock-Other | 0.77% | -0.76% | -0.77% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.06% | -9.59% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.07% | -0.02% | -92.74% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.05% | — | — | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.04% | -0.01% | -4.24% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.03% | -0.03% | EXIT | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.03% | -0.03% | EXIT | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.03% | +2.60% | -99.74% | |
| 46 | SDMF | Simplify Dbi Cta M/f Indx | ETF-Other | — | — | EXIT | |
| 47 | CTAP | Simplify US Eq Plus Mgd Fut | ETF-Other | — | — | EXIT | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | — | — | EXIT | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | — | — | -10.00% | |
| 50 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +2.9% | +29.47% | Add |
| 2 | ✓ | +2.8% | NEW | New buy | |
| 3 | CVX | Chevron CORP | +2.8% | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | +2.7% | +106472.00% | Add |
| 5 | JNJ | Johnson & Johnson | +2.4% | NEW | New buy |
| 6 | V | Visa Inc-class A Shares | +2.3% | NEW | New buy |
| 7 | UNP | Union Pacific CORP | +2.2% | NEW | New buy |
| 8 | PG | Procter & Gamble Co/the | +2.2% | NEW | New buy |
| 9 | MCK | Mckesson CORP | +2.2% | NEW | New buy |
| 10 | HCA | Hca Healthcare Inc | +2% | NEW | New buy |
| 11 | MDLZ | Mondelez International Inc-a | +2% | NEW | New buy |
| 12 | MSFT | Microsoft CORP | +2% | NEW | New buy |
| 13 | AVGO | Broadcom Inc | +2% | NEW | New buy |
| 14 | CTA | Simplify Managed Futures St | +1.7% | +49.68% | Add |
| 15 | CB | Chubb Limited | +1.7% | NEW | New buy |
| 16 | FDS | Factset Research Systems Inc | +1.6% | NEW | New buy |
| 17 | WFC | Wells Fargo & Co | +1.2% | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | +1.2% | +22.64% | Add |
| 19 | AXP | American Express Co | +1.2% | NEW | New buy |
| 20 | JPM | Jpmorgan Chase & Co | +1.2% | NEW | New buy |
| 21 | ZTS | Zoetis Inc | +1% | NEW | New buy |
| 22 | TTD | Trade Desk Inc/the -class A | +0.9% | NEW | New buy |
| 23 | NFLX | Netflix Inc | +0.9% | NEW | New buy |
| 24 | IAU | Ishares Gold Trust | +0.7% | +36.54% | Add |
| 25 | PTLC | Pacer Trendpilot US Large Ca | +0.7% | -1.64% | Trim |
| 26 | PCT | Purecycle Technologies Inc | +0.3% | -0.77% | Trim |
| 27 | CF | Cf Industries Holdings Inc | +0.3% | +27.09% | Add |
| 28 | NOW | Servicenow Inc | +0.2% | +10.04% | Add |
| 29 | LIN | Linde plc | +0.2% | -1.43% | Trim |
| 30 | VLO | Valero Energy CORP | +0.2% | -2.52% | Trim |
| 31 | GLD | Spdr Gold Shares | +0.2% | +16.40% | Add |
| 32 | CRM | Salesforce Inc | +0.1% | +17.43% | Add |
| 33 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 34 | STIP | Ishares 0-5 Year Tips Bond E | 0% | -3.63% | Trim |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -9.59% | Trim |
| 36 | VGLT | Vanguard Long-term Treasury | — | EXIT | Sold out |
| 37 | VEA | Vanguard Ftse Developed ETF | — | EXIT | Sold out |
| 38 | IEFA | Ishares Core Msci Eafe ETF | — | EXIT | Sold out |
| 39 | GOVT | Ishares US Treasury Bond ETF | — | EXIT | Sold out |
| 40 | EDV | Vanguard Extended Dur Treas | — | EXIT | Sold out |
| 41 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 42 | DBMF | Imgp Dbi Managed Futures Str | — | EXIT | Sold out |
| 43 | WMT | Walmart Inc | — | EXIT | Sold out |
| 44 | SDMF | Simplify Dbi Cta M/f Indx | — | NEW | New buy |
| 45 | TJX | Tjx Companies Inc | — | -61.90% | Trim |
| 46 | PCAR | Paccar Inc | — | EXIT | Sold out |
| 47 | ORLY | O'reilly Automotive Inc | — | EXIT | Sold out |
| 48 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 49 | VMC | Vulcan Materials Co | — | EXIT | Sold out |
| 50 | AAPL | Apple Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Deane Retirement Strategies, Inc. reported a total U.S. public equity portfolio value of $244.1M across 52 disclosed positions in Q2 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 VTIP, STIP, CTA) accounted for 33.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $6.6M
Top Position Liquidated / Trimmed
XOP
前期市值: $14.5M
During Q2 2026, Deane Retirement Strategies, Inc.'s top holdings by market value included VTIP (10.6%)、STIP (8.3%)、CTA (6.6%). The largest single position, VTIP, represented 10.6% of total portfolio value.
In Q2 2026, Deane Retirement Strategies, Inc. made 76 total portfolio adjustments, initiating 21 new buys, adding to 11 positions, trimming 18 holdings, and fully liquidating 26 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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