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CIK: 0000846633
Total reported value
$290.5M
$290.5M
13 檔
49.9%
During the Q4 2025 filing period, Strategic Investment Management, LLC (CIK: 0000846633) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $290.5M across 13 reported positions.
In Q4 2025, Strategic Investment Management, LLC adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 17.45% | +11.74% | NEW | |
| 2 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 16.81% | -1.69% | +58.51% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 15.14% | +5.06% | -7.62% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 13.00% | -1.01% | +22.95% | |
| 5 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 11.07% | -2.56% | — | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 9.38% | -7.37% | -23.47% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 7.88% | -0.82% | — | |
| 8 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 3.93% | -0.54% | — | |
| 9 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 2.91% | -0.45% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.05% | -0.33% | — | |
| 11 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.21% | +0.03% | — | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.13% | — | -68.62% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BBCA | Jpmorgan Betabuilders Canada | +6.2% | +58.51% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +2% | +22.95% | Add |
| 3 | GLD | Spdr Gold Shares | +0.3% | — | Unchanged |
| 4 | VLUE | Ishares Msci USA Value Facto | 0% | — | Unchanged |
| 5 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Unchanged |
| 7 | TDTT | Flexshares Iboxx 3-year Targ | -0.2% | — | Unchanged |
| 8 | JNK | Ss Spdr Bb High Yield Bond | -0.3% | — | Unchanged |
| 9 | IWM | Ishares Russell 2000 ETF | -0.3% | -68.62% | Trim |
| 10 | GSG | Ishares S&p Gsci Commodity I | -0.7% | — | Unchanged |
| 11 | AGG | Ishares Core U.s. Aggregate | -1.2% | — | Unchanged |
| 12 | IEMG | Ishares Core Msci Emerging | -2% | -7.62% | Trim |
| 13 | IWV | Ishares Russell 3000 ETF | -3.4% | -23.47% | Trim |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | EXIT | Sold out |
According to official SEC Form 13F filings, Strategic Investment Management, LLC reported a total U.S. public equity portfolio value of $290.5M across 13 disclosed positions in Q4 2025.
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 AGG, BBCA, IEMG) accounted for 49.9% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
EMXC
前期市值: $378.1K
During Q4 2025, Strategic Investment Management, LLC's top holdings by market value included AGG (17.4%)、BBCA (16.8%)、IEMG (15.1%). The largest single position, AGG, represented 17.4% of total portfolio value.
In Q4 2025, Strategic Investment Management, LLC made 6 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 3 holdings, and fully liquidating 1 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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