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CIK: 0002095322
Total reported value
$125.1M
$125.1M
135 檔
11.2%
In Q1 2026, Index Technologies Group LLC's U.S. equity holdings reached a combined market value of $125.1M, distributed across 135 disclosed stock positions.
Index Technologies Group LLC executed strategic sector rebalancing during Q1 2026, establishing 29 new positions while fully exiting 36 holdings and trimming 44 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.62% | -0.54% | +39.00% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.24% | -1.16% | +8.40% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.24% | -0.52% | +4.12% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.62% | -0.49% | -16.71% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.57% | -0.42% | +4.56% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.46% | -0.44% | +0.68% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.42% | -0.40% | +1.78% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.40% | -0.22% | +1.08% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.37% | -0.28% | -0.66% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.08% | -0.45% | -1.46% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.07% | -0.15% | +26.31% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.00% | -0.56% | +5.42% | |
| 13 | IVLU | Ishares Msci International V | ETF-Other | 1.88% | -0.47% | +67.36% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.47% | +0.35% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.39% | -0.20% | +4.68% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.37% | -0.07% | +81.50% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | -0.19% | +6.02% | |
| 18 | MCK | Mckesson CORP | Stock-Healthcare | 1.25% | -0.47% | +11.00% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.21% | +0.05% | +55.49% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 1.17% | +0.59% | +0.62% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 1.14% | +1.26% | +79.63% | |
| 22 | IDV | Ishares International Select | ETF-Other | 1.04% | -0.10% | — | |
| 23 | FIVE | Five Below | Stock-Consumer Disc | 1.03% | -0.44% | +4.00% | |
| 24 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.98% | -0.16% | +36.53% | |
| 25 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.96% | -0.21% | -5.33% | |
| 26 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 0.95% | -0.23% | +6.58% | |
| 27 | WMB | Williams Cos Inc | Stock-Energy | 0.94% | -0.22% | -2.67% | |
| 28 | TIGO | Millicom International Cellular S.A. | Stock-Comm Services | 0.92% | -0.02% | +7.49% | |
| 29 | BKF | Ishares Msci Bic ETF | ETF-Other | 0.85% | -0.85% | EXIT | |
| 30 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.84% | +0.16% | -1.33% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.81% | -0.36% | -8.51% | |
| 32 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.80% | -0.18% | -4.40% | |
| 33 | DOV | Dover CORP | Stock-Industrials | 0.79% | -0.17% | +10.81% | |
| 34 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.79% | -0.47% | -24.15% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.78% | -0.30% | +4.12% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | -0.05% | +11.13% | |
| 37 | AN | Autonation Inc | Stock-Consumer Disc | 0.77% | -0.26% | -1.77% | |
| 38 | APH | Amphenol Corp-cl A | Stock-Tech | 0.75% | +0.03% | -0.72% | |
| 39 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.74% | -0.06% | -0.92% | |
| 40 | APPF | Appfolio Inc - A | Stock-Tech | 0.73% | -0.73% | EXIT | |
| 41 | HDV | Ishares Core High Dividend E | ETF-Other | 0.73% | -0.29% | +98.03% | |
| 42 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.72% | -0.21% | -6.33% | |
| 43 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.71% | -0.19% | -37.00% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.07% | +0.54% | |
| 45 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.69% | +0.05% | -0.09% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.15% | +2.37% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.22% | +101.92% | |
| 48 | BEN | Franklin Resources Inc | Stock-Financials | 0.67% | -0.04% | — | |
| 49 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.66% | -0.11% | -2.48% | |
| 50 | VST | Vistra CORP | Stock-Utilities | 0.64% | -0.19% | -13.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | +1.2% | +39.00% | Add |
| 2 | IVLU | Ishares Msci International V | +0.9% | +67.36% | Add |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.7% | +81.50% | Add |
| 4 | MU | Micron Technology Inc | +0.6% | +79.63% | Add |
| 5 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.6% | +26.31% | Add |
| 6 | EFV | Ishares Msci Eafe Value ETF | +0.5% | +8.40% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +55.49% | Add |
| 8 | HDV | Ishares Core High Dividend E | +0.4% | +98.03% | Add |
| 9 | WMT | Walmart Inc | +0.4% | +101.92% | Add |
| 10 | DEM | Wisdomtree Emerging Markets | +0.3% | +36.53% | Add |
| 11 | TIGO | Millicom International Cellular S.A. | +0.3% | +7.49% | Add |
| 12 | LRCX | Lam Research CORP | +0.3% | +0.62% | Add |
| 13 | FIVE | Five Below | +0.3% | +4.00% | Add |
| 14 | CHRD | Chord Energy CORP | +0.2% | +2.25% | Add |
| 15 | MCK | Mckesson CORP | +0.2% | +11.00% | Add |
| 16 | CF | Cf Industries Holdings Inc | +0.2% | +14.39% | Add |
| 17 | LNG | Cheniere Energy Inc | +0.2% | +31.08% | Add |
| 18 | MTZ | Mastec Inc | +0.2% | -2.22% | Trim |
| 19 | WMB | Williams Cos Inc | +0.2% | -2.67% | Trim |
| 20 | TER | Teradyne Inc | +0.2% | +1.19% | Add |
| 21 | IWD | Ishares Russell 1000 Value E | +0.2% | +0.68% | Add |
| 22 | DOV | Dover CORP | +0.2% | +10.81% | Add |
| 23 | WDC | Western Digital CORP | +0.1% | -3.46% | Trim |
| 24 | NEE | Nextera Energy Inc | +0.1% | +11.44% | Add |
| 25 | BKR | Baker Hughes Co | +0.1% | -9.80% | Trim |
| 26 | IAU | Ishares Gold Trust | +0.1% | +4.12% | Add |
| 27 | COST | Costco Wholesale CORP | +0.1% | +2.87% | Add |
| 28 | SCHV | Schwab US Large-cap Value | +0.1% | -1.46% | Trim |
| 29 | CLH | Clean Harbors Inc | +0.1% | -5.01% | Trim |
| 30 | DGX | Quest Diagnostics Inc | +0.1% | -5.33% | Trim |
| 31 | CW | Curtiss-wright CORP | +0.1% | -9.58% | Trim |
| 32 | REMX | Vaneck Rar Earth Nd Stg-usdi | +0.1% | +4.82% | Add |
| 33 | EQIX | Equinix Inc | +0.1% | — | Unchanged |
| 34 | SHLD | Global X Defense Tech ETF | +0.1% | +2.14% | Add |
| 35 | NVMI | Nova Ltd. | +0.1% | -3.47% | Trim |
| 36 | IWO | Ishares Russell 2000 Growth | +0.1% | +1.78% | Add |
| 37 | VRSN | Verisign Inc | +0.1% | +20.19% | Add |
| 38 | KLAC | Kla CORP | +0.1% | — | Unchanged |
| 39 | AFG | American Financial Group Inc | +0.1% | +24.62% | Add |
| 40 | HWM | Howmet Aerospace Inc | +0.1% | -4.03% | Trim |
| 41 | GDXJ | Vaneck Junior Gold Miners | +0.1% | +0.42% | Add |
| 42 | NVDA | Nvidia CORP | +0.1% | +4.12% | Add |
| 43 | SMH | Vaneck Semiconductor ETF | +0.1% | +2.26% | Add |
| 44 | GILD | Gilead Sciences Inc | +0.1% | +1.62% | Add |
| 45 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.13% | Add |
| 46 | IVE | Ishares S&p 500 Value ETF | +0.1% | +2.37% | Add |
| 47 | AAPL | Apple Inc | 0% | +4.56% | Add |
| 48 | R | Ryder System Inc | 0% | +1.10% | Add |
| 49 | LH | Labcorp Holdings Inc | 0% | -4.40% | Trim |
| 50 | EBC | Eastern Bankshares Inc | 0% | -3.83% | Trim |
According to official SEC Form 13F filings, Index Technologies Group LLC reported a total U.S. public equity portfolio value of $125.1M across 135 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 EEM, EFV, NVDA) accounted for 11.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
IDV
市值: $951.1K
Top Position Liquidated / Trimmed
AIA
前期市值: $1.3M
During Q1 2026, Index Technologies Group LLC's top holdings by market value included EEM (3.6%)、EFV (3.2%)、NVDA (3.2%). The largest single position, EEM, represented 3.6% of total portfolio value.
In Q1 2026, Index Technologies Group LLC made 168 total portfolio adjustments, initiating 29 new buys, adding to 59 positions, trimming 44 holdings, and fully liquidating 36 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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