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CIK: 0002106280
Total reported value
—
$420.7K
1 檔
100.0%
The Q1 2026 SEC filing reveals that Turner Capital Investments, LLC held a total portfolio value of $420.7K, covering 1 public equity positions.
In Q1 2026, Turner Capital Investments, LLC adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSTR | Strategy Inc | Stock-Tech | 100.00% | -100.00% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UPRO | Proshares Ultrapro S&p 500 | — | EXIT | Sold out |
| 2 | ETHE | Grayscale Ethereum Staking E | — | EXIT | Sold out |
| 3 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 4 | QLD | Proshares Ultra Qqq | — | EXIT | Sold out |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 6 | SSO | Proshares Ultra S&p500 | — | EXIT | Sold out |
| 7 | MSTR | Strategy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Turner Capital Investments, LLC reported a total U.S. public equity portfolio value of $420.7K across 1 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including MSTR) accounted for 100.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
MSTR
市值: $420.7K
Top Position Liquidated / Trimmed
UPRO
前期市值: $37.0M
During Q1 2026, Turner Capital Investments, LLC's top holdings by market value included MSTR (100.0%). The largest single position, MSTR, represented 100.0% of total portfolio value.
In Q1 2026, Turner Capital Investments, LLC made 7 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 6 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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