GI
Galilei Investment Office LLP 13F Disclosure (Q2 2026) — Portfolio & Holdings
Galilei Investment Office LLPCIK: 0002043729
Long-term holderQuality / disciplined sizing
Total reported value
$217.9M
Reporting period: 2026-06-30 · Number of holdings: 30
Galilei Investment Office LLP disclosed 30 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $217.9M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 59.81
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 58.9
- Diversification
- 56
- Sizing Uniformity
- 81.82
Galilei Investment Office LLP's disclosed holdings carry a Herfindahl concentration index of 0.150 — mathematically equivalent to about 7 equally-sized positions, well below its 30 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.82), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 14% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VOO
+1.2% $6.9M
Trim VGK
+0.6% $2.2M
Add SPY
0.0% $7.4M
Trim SHEL
0.0% -$534.2K
Add EMXC
0.0% $1.4M
Trim NOBL
+100.0% $557.6K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 28 holdings (of 30 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 26.29% | +0.43% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.66% | +0.66% | +1.21% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 13.35% | -0.60% | +0.61% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 6.10% | +0.25% | +18.04% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 4.53% | -0.30% | +100.00% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.88% | +0.28% | +2.51% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.73% | +0.36% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.44% | +0.22% | — | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.35% | -0.30% | -11.68% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.22% | -0.19% | — | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.89% | -0.28% | — | |
| 12 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 1.61% | -0.06% | +1.40% | |
| 13 | AXP | American Express Co | Stock-Financials | 1.55% | -0.01% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.14% | — | |
| 15 | SHEL | Shell Plc-adr | Stock-Energy | 1.14% | -0.43% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.12% | +0.01% | — | |
| 17 | FDX | Fedex CORP | Stock-Industrials | 1.02% | -0.29% | — | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.73% | -0.04% | — | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.05% | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | — | — | |
| 21 | S | Sentinelone Inc -class A | Stock-Tech | 0.45% | +0.07% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | -0.01% | — | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.32% | -0.15% | — | |
| 24 | ✓ | Stock-Other | 0.25% | +0.25% | NEW | ||
| 25 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.18% | +0.02% | +33.33% | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.15% | +0.15% | NEW | |
| 27 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.09% | -0.01% | — | |
| 28 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.04% | +0.04% | NEW |
Portfolio Performance
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+19.1%
- Stdev
- +11%
- Beta
- +0.8
- Alpha
- +3.8%
- Max Drawdown
- -5.5%
- Annualized Perf
- +20.2%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.57
- Stutzer
- +0.51
- Treynor
- +0.24
- Sterling
- +1.3
- Calmar
- +3.65
- Information Ratio
- +0.01
- Tracking Error
- +3.6%
- Stdev Down
- +5.4%
- Winning Months %
- +77.8%
- Losing Months %
- +22.2%
- Best 12 Months
- +28.6%
- Worst 12 Months
- +18.2%
- Efficiency Ratio
- +0.65
- Sharpe
- +1.74
- Stdev Sectors
- +8.7%
- Skewness
- -0.11
- Kurtosis
- +0.7
- Upside Potential
- +4.83
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Galilei Investment Office LLP's most significant position changes for 2026-06-30: New buy: ; New buy: Vaneck Gold Miners ETF (GDX); New buy: Abrdn Physical Gold Shares (SGOL); Add: Vanguard S&p 500 ETF (VOO) — shares +1.21%; Add: Vanguard Ftse Europe ETF (VGK) — shares +0.61%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.7% | +1.21% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | — | Unchanged |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.4% | — | Unchanged |
| 4 | IEMG | Ishares Core Msci Emerging | +0.3% | +2.51% | Add |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +18.04% | Add |
| 6 | ✓ | +0.3% | NEW | New buy | |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 8 | GDX | Vaneck Gold Miners ETF | +0.2% | NEW | New buy |
| 9 | S | Sentinelone Inc -class A | +0.1% | — | Unchanged |
| 10 | IWM | Ishares Russell 2000 ETF | +0.1% | — | Unchanged |
| 11 | SGOL | Abrdn Physical Gold Shares | 0% | NEW | New buy |
| 12 | BKLN | Invesco Senior Loan ETF | 0% | +33.33% | Add |
| 13 | AAPL | Apple Inc | 0% | — | Unchanged |
| 14 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 15 | AXP | American Express Co | 0% | — | Unchanged |
| 16 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 17 | ICSH | Ishares Ultra Short Duration | 0% | — | Unchanged |
| 18 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 19 | BTI | British American Tob-sp Adr | -0.1% | +1.40% | Add |
| 20 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 21 | NKE | Nike Inc -cl B | -0.2% | — | Unchanged |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | — | Unchanged |
| 23 | META | Meta Platforms Inc-class A | -0.3% | — | Unchanged |
| 24 | FDX | Fedex CORP | -0.3% | — | Unchanged |
| 25 | NOBL | Proshares S&p 500 Dividend A | -0.3% | +100.00% | Add |
| 26 | VT | Vanguard Tot World Stk ETF | -0.3% | -11.68% | Trim |
| 27 | SHEL | Shell Plc-adr | -0.4% | — | Unchanged |
| 28 | VGK | Vanguard Ftse Europe ETF | -0.6% | +0.61% | Add |
Filing History
FAQ
What is Galilei Investment Office LLP and what type of investor is it?
Galilei Investment Office LLP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $217.9M, spread across 30 disclosed positions.
What are Galilei Investment Office LLP's largest equity positions?
Based on the latest 13F filing, Galilei Investment Office LLP's top holdings by market value are:
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $57.3M (26.3%)
2. Vanguard S&p 500 ETF (VOO) — $49.4M (22.7%)
3. Vanguard Ftse Europe ETF (VGK) — $29.1M (13.3%)
4. Ishares 1-5y Inv Grade CORP (IGSB) — $13.3M (6.1%)
5. Proshares S&p 500 Dividend A (NOBL) — $9.9M (4.5%)
What changes did Galilei Investment Office LLP make in its most recent portfolio filing?
In the latest reported quarter, Galilei Investment Office LLP made 11 notable position adjustments: 3 new positions were initiated, 7 existing holdings were added to, 1 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: ; New buy: Vaneck Gold Miners ETF (GDX); New buy: Abrdn Physical Gold Shares (SGOL); Add: Vanguard S&p 500 ETF (VOO) — shares +1.21%; Add: Vanguard Ftse Europe ETF (VGK) — shares +0.61%
What sectors does Galilei Investment Office LLP focus on?
Galilei Investment Office LLP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 30.6%
• Information Technology: 19.5%
• Consumer Staples: 16.6%
• Financials: 15.8%
• Energy: 8.1%
• Industrials: 7.2%
Investment Profile
Galilei Investment Office LLP returned an annualized 20.2% over the trailing 18 months — outperforming the S&P 500 by 3.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.80 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding, with 30.6% of the portfolio concentrated in Communication Services.
It has added to its IEMG position over the past two quarters (+$1.8M, now $8.4M), while trimming META over the same stretch (-$2.3M, still holding $4.1M).
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