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CIK: 0000866590
Total reported value
$564.6M
$564.6M
122 檔
37.5%
At the close of Q1 2025, Manchester Financial Inc disclosed equity holdings valued at approximately $564.6M, spread across 122 reported holdings.
In Q1 2025, Manchester Financial Inc displayed an active expansion posture, initiating 122 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 16.97% | +0.11% | +0.24% | |
| 2 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 10.91% | -0.08% | EXIT | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 9.47% | -0.13% | -27.05% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.12% | +0.09% | -0.77% | |
| 5 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 4.19% | — | — | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.75% | -0.02% | -22.68% | |
| 7 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.48% | — | -12.61% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.07% | +0.35% | -2.27% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.00% | +0.42% | -1.68% | |
| 10 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 2.31% | +0.02% | +15.05% | |
| 11 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-Other | 2.18% | -0.16% | +57.76% | |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.14% | — | — | |
| 13 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.93% | -0.39% | +113.53% | |
| 14 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.72% | +0.14% | +103.72% | |
| 15 | GRW | Tcw Durable Growth ETF | ETF-Other | 1.62% | -0.01% | -1.14% | |
| 16 | AFLG | First Trust Active Factor La | ETF-Other | 1.55% | +0.01% | +134.52% | |
| 17 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.49% | — | -7.54% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.36% | -0.01% | -6.04% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | +0.26% | -3.30% | |
| 20 | MMSC | First Trust Multi-manager Sm | ETF-Other | 1.15% | -0.15% | +1.28% | |
| 21 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.10% | -0.13% | +0.39% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | +0.29% | -20.75% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.88% | -0.06% | +3.52% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | — | -15.23% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.81% | +0.14% | -33.62% | |
| 26 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.77% | -0.26% | +144.94% | |
| 27 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.73% | -3.80% | EXIT | |
| 28 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.70% | — | -82.92% | |
| 29 | SHRY | First Trust Shareholder Yld | ETF-Other | 0.67% | — | -15.61% | |
| 30 | EPOL | Ishares Msci Poland ETF | ETF-Other | 0.60% | +0.10% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | +0.01% | +10.74% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.02% | -2.69% | |
| 33 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.40% | — | +113.17% | |
| 34 | WRB | Wr Berkley CORP | Stock-Financials | 0.37% | — | -26.39% | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.36% | -0.02% | — | |
| 36 | LIN | Linde plc | Stock-Materials | 0.35% | — | -25.18% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.34% | +0.01% | -0.73% | |
| 38 | GLW | Corning Inc | Stock-Tech | 0.33% | -0.03% | -23.12% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | -0.14% | +3.70% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.26% | +0.04% | -0.32% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.26% | -0.03% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.01% | +30.31% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.18% | EXIT | |
| 44 | FCAL | First Trust California Munic | ETF-Other | 0.23% | — | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | -0.01% | +2.41% | |
| 46 | XBIL | F/m US Treasury 6 Month Bill | ETF-Gov Bonds | 0.22% | -0.14% | EXIT | |
| 47 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.21% | — | -16.53% | |
| 48 | VVR | Invesco Senior Income Trust | Stock-Other | 0.21% | — | -10.55% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | — | -6.19% | |
| 50 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.19% | — | +129.25% |
According to official SEC Form 13F filings, Manchester Financial Inc reported a total U.S. public equity portfolio value of $564.6M across 122 disclosed positions in Q1 2025.
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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 SCHB, BSCR, RSP) accounted for 37.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHB
市值: $75.4M
During Q1 2025, Manchester Financial Inc's top holdings by market value included SCHB (17.0%)、BSCR (10.9%)、RSP (9.5%). The largest single position, SCHB, represented 17.0% of total portfolio value.
In Q1 2025, Manchester Financial Inc made 122 total portfolio adjustments, initiating 122 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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