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CIK: 0002026217
Total reported value
$257.6M
$257.6M
2 檔
29.9%
In Q2 2025, Inherent Management Corp.'s U.S. equity holdings reached a combined market value of $257.6M, distributed across 2 disclosed stock positions.
In Q2 2025, Inherent Management Corp. displayed an active expansion posture, initiating 0 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 86.67% | -14.74% | +124.66% | |
| 2 | URTH | Ishares Msci World ETF | ETF-Other | 13.33% | -0.78% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +12.6% | +124.66% | Add |
| 2 | URTH | Ishares Msci World ETF | -12.6% | — | Unchanged |
According to official SEC Form 13F filings, Inherent Management Corp. reported a total U.S. public equity portfolio value of $257.6M across 2 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, URTH) accounted for 29.9% of total reported equity market value during Q2 2025.
During Q2 2025, Inherent Management Corp.'s top holdings by market value included VEA (86.7%)、URTH (13.3%). The largest single position, VEA, represented 86.7% of total portfolio value.
In Q2 2025, Inherent Management Corp. made 1 total portfolio adjustments, initiating 0 new buys, adding to 1 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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