IT

Index Technologies Group LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$91.8M

Reporting period: 2026-03-31 · Number of holdings: 135

Index Technologies Group LLC disclosed 135 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $91.8M and a quarterly turnover rate of 45.8%.

Personality snowflake

Concentration
5.35
Portfolio Stability
45.75
Momentum/Contrarian
100
Sector conviction
97.91
Diversification
100
Sizing Uniformity
91

Recent moves

  • Add EEM

    +39.0%　$1.0M

  • Add IVLU

    +67.4%　$735.8K

  • Trim IWF

    -16.7%　-$800.5K

  • Add FNDF

    +81.5%　$615.4K

  • Add MU

    +79.6%　$553.9K

  • Trim EUAD

    -60.8%　-$610.8K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1EEMIshares Msci Emerging MarketETF-Emerging Markets3.62%+1.21%+39.00%
2EFVIshares Msci Eafe Value ETFETF-Other3.24%+0.49%+8.40%
3NVDANvidia CORPStock-Tech3.24%—+4.12%
4IWFIshares Russell 1000 GrowthETF-Other2.62%-0.73%-16.71%
5AAPLApple INCStock-Tech2.57%—+4.56%
6IWDIshares Russell 1000 Value EETF-Other2.46%—+0.68%
7IWOIshares Russell 2000 GrowthETF-Small Cap2.42%—+1.78%
8GOOGAlphabet Inc-cl CStock-Comm Services2.40%—+1.08%
9IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth2.37%—-0.66%
10SCHVSchwab US Large-cap ValueETF-Other2.08%—-1.46%
11FNDESchwab Fndmntl Em Mrk Eq ETFETF-Other2.07%+0.59%+26.31%
12MSFTMicrosoft CORPStock-Tech2.00%-0.38%+5.42%
13IVLUIshares Msci International VETF-Other1.88%+0.85%+67.36%
14METAMeta Platforms Inc-class AStock-Comm Services1.43%—+0.35%
15AVGOBroadcom INCStock-Tech1.39%—+4.68%
16FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other1.37%+0.70%+81.50%
17AMZNAmazon.com INCStock-Consumer Disc1.32%—+6.02%
18MCKMckesson CORPStock-Healthcare1.25%—+11.00%
19VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.21%+0.47%+55.49%
20LRCXLam Research CORPStock-Tech1.17%—+0.62%
21MUMicron Technology INCStock-Tech1.14%+0.63%+79.63%
22IDVIshares International SelectETF-Other1.04%+1.04%NEW
23FIVEFive BelowStock-Consumer Disc1.03%—+4.00%
24DEMWisdomtree Emerging MarketsETF-Emerging Markets0.98%—+36.53%
25DGXQuest Diagnostics INCStock-Healthcare0.96%—-5.33%
26SGISomnigroup International INCStock-Consumer Disc0.95%—+6.58%
27WMBWilliams Cos INCStock-Energy0.94%—-2.67%
28TIGOMillicom International Cellular S.A.Stock-Comm Services0.92%—+7.49%
29BKFIshares Msci Bic ETFETF-Other0.85%+0.85%NEW
30FYCFirst Trust Small Cap GrowthETF-Small Cap0.84%—-1.33%
31NFLXNetflix INCStock-Comm Services0.81%—-8.51%
32LHLabcorp Holdings INCStock-Healthcare0.80%—-4.40%
33DOVDover CORPStock-Industrials0.79%—+10.81%
34SIVRAbrdn Physical Silver SharesETF-Commodities0.79%—-24.15%
35IAUIshares Gold TrustETF-Commodities0.78%—+4.12%
36GOOGLAlphabet Inc-cl AStock-Comm Services0.77%—+11.13%
37ANAutonation INCStock-Consumer Disc0.77%—-1.77%
38APHAmphenol Corp-cl AStock-Tech0.75%—-0.72%
39TTWOTake-two Interactive SoftwreStock-Comm Services0.74%—-0.92%
40APPFAppfolio INC - AStock-Tech0.73%—+4.91%
41HDVIshares Core High Dividend EETF-Other0.73%+0.41%+98.03%
42CBRECbre Group INC - AStock-Real Estate0.72%—-6.33%
43MLPXGlobal X Mlp & Energy InfrasETF-Other0.71%—-37.00%
44QQQInvesco Qqq Trust Series 1ETF-Tech0.70%—+0.54%
45IWXIshares Russell Top 200 ValuETF-Other0.69%—-0.09%
46IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.69%—+2.37%
47WMTWalmart INCStock-Consumer Staples0.67%+0.39%+101.92%
48BENFranklin Resources INCStock-Financials0.67%+0.67%NEW
49SPGSimon Property Group INCStock-Real Estate0.66%—-2.48%
50VSTVistra CORPStock-Utilities0.64%—-13.48%
1–50 of 135

Holding changes this quarter

Index Technologies Group LLC's most significant position changes for 2026-03-31: Sold out: Ishares Asia 50 ETF (AIA); Sold out: Argan INC (AGX); Sold out: O'reilly Automotive INC (ORLY); Sold out: Vanguard S&p 500 ETF (VOO); Sold out: Kranesh Csi China Internet (KWEB).

Position changes disclosed by Index Technologies Group LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1EEMIshares Msci Emerging Market+1.2%+39.00%Add
2IVLUIshares Msci International V+0.9%+67.36%Add
3FNDFSchwab Fndmn Intl Lrg Co ETF+0.7%+81.50%Add
4MUMicron Technology INC+0.6%+79.63%Add
5FNDESchwab Fndmntl Em Mrk Eq ETF+0.6%+26.31%Add
6EFVIshares Msci Eafe Value ETF+0.5%+8.40%Add
7VWOVanguard Ftse Emerging Marke+0.5%+55.49%Add
8HDVIshares Core High Dividend E+0.4%+98.03%Add
9WMTWalmart INC+0.4%+101.92%Add
10MSFTMicrosoft CORP-0.4%+5.42%Add
11EUADSelect Stoxx Eur Aer De ETF-0.6%-60.77%Trim
12IWFIshares Russell 1000 Growth-0.7%-16.71%Trim
13AIAIshares Asia 50 ETF—EXITSold out
14AGXArgan INC—EXITSold out
15ORLYO'reilly Automotive INC—EXITSold out
16VOOVanguard S&p 500 ETF—EXITSold out
17KWEBKranesh Csi China Internet—EXITSold out
18IDVIshares International Select—NEWNew buy
19BKFIshares Msci Bic ETF—NEWNew buy
20KRKroger Co—EXITSold out
21NY4BClearway Energy Inc-a—EXITSold out
22IWBIshares Russell 1000 ETF—EXITSold out
23BENFranklin Resources INC—NEWNew buy
24ACMAecom—EXITSold out
25LLoews CORP—NEWNew buy
26FFIVF5 INC—EXITSold out
27EZUIshares Msci Eurozone ETF—EXITSold out
28GIIState Street Spdr S&p Global—EXITSold out
29CHRWC.h. Robinson Worldwide INC—NEWNew buy
30HALHalliburton Co—NEWNew buy
31EXKExact Sciences CORP—EXITSold out
32SPGPInvesco S&p 500 Garp ETF—NEWNew buy
33AMCRAmcor plc—NEWNew buy
34BCBrunswick CORP—NEWNew buy
35MAMastercard INC - A—EXITSold out
36XLUSt Sr Utl Sl Se Spdr Etf-usd—EXITSold out
37VVisa Inc-class A Shares—EXITSold out
38CDNSCadence Design Sys INC—EXITSold out
39AVAVAerovironment INC—EXITSold out
40ORCLOracle CORP—EXITSold out
41PNWPinnacle West Capital—NEWNew buy
42TSLATesla INC—EXITSold out
43GWREGuidewire Software INC—EXITSold out
44DBCInvesco Db Commodity Index T—NEWNew buy
45KSSKohls CORP—NEWNew buy
46DOWDow INC—NEWNew buy
47ICLNIshares Global Clean Energy—NEWNew buy
48ATOAtmos Energy CORP—EXITSold out
49FTAFirst Trust L C Val Alp—NEWNew buy
50EWZIshares Msci Brazil ETF—EXITSold out

FAQ

What is Index Technologies Group LLC and what type of investor is it?
Index Technologies Group LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $91.8M, spread across 135 disclosed positions.
What are Index Technologies Group LLC's largest equity positions?
Based on the latest 13F filing, Index Technologies Group LLC's top holdings by market value are: 1. Ishares Msci Emerging Market (EEM) — $3.3M (3.6%) 2. Ishares Msci Eafe Value ETF (EFV) — $3.0M (3.2%) 3. Nvidia CORP (NVDA) — $3.0M (3.2%) 4. Ishares Russell 1000 Growth (IWF) — $2.4M (2.6%) 5. Apple INC (AAPL) — $2.4M (2.6%)
What changes did Index Technologies Group LLC make in its most recent portfolio filing?
In the latest reported quarter, Index Technologies Group LLC made 50 notable position adjustments: 15 new positions were initiated, 10 existing holdings were added to, 2 positions were partially reduced, and 23 were completely exited. The largest of these moves: Sold out: Ishares Asia 50 ETF (AIA); Sold out: Argan INC (AGX); Sold out: O'reilly Automotive INC (ORLY); Sold out: Vanguard S&p 500 ETF (VOO); Sold out: Kranesh Csi China Internet (KWEB)
What sectors does Index Technologies Group LLC focus on?
Index Technologies Group LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 49.8% • Communication Services: 25.6% • Consumer Staples: 6.0% • Health Care: 6.0% • Consumer Discretionary: 5.3% • Utilities: 4.6%