CF

Cantor Fitzgerald Investment Advisors L.p.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.4B

Reporting period: 2026-03-31 · Number of holdings: 178

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. disclosed 178 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.4B and a quarterly turnover rate of 21.1%.

Personality snowflake

Concentration
7.2
Portfolio Stability
21.12
Momentum/Contrarian
100
Sector conviction
47.01
Diversification
100
Sizing Uniformity
85.12

Recent moves

  • Add IEI

    +61.0%　$32.0M

  • Add VMBS

    +21.2%　$8.9M

  • Trim SHEL

    -59.7%　-$8.7M

  • Add WY

    +104.6%　$8.7M

  • Trim VOO

    -8.4%　-$6.8M

  • Trim SPIB

    -22.0%　-$6.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IEIIshares 3-7 Year Treasury BoETF-Gov Bonds6.30%+2.35%+60.98%
2IVVIshares Core S&p 500 ETFETF-Large Cap & Growth4.87%-0.33%-1.31%
3VMBSVanguard Mortgage-backed SecETF-Other3.79%+0.65%+21.24%
4VOOVanguard S&p 500 ETFETF-Large Cap & Growth3.45%-0.51%-8.38%
5QQQInvesco Qqq Trust Series 1ETF-Tech3.11%-0.29%-2.28%
6VEAVanguard Ftse Developed ETFETF-Other2.81%-0.20%-8.64%
7CVSCvs Health CORPStock-Healthcare1.94%-0.26%-2.03%
8XOMExxon Mobil CORPStock-Energy1.68%+0.44%-3.41%
9SPIBSs Spdr P Int C CORP ETFETF-Other1.60%-0.47%-21.95%
10SCHXSchwab US Large-cap ETFETF-Other1.57%-0.19%-5.56%
11GLWCorning INCStock-Tech1.56%-0.41%-49.06%
12WFCWells Fargo & CoStock-Financials1.48%-0.27%-0.95%
13EMREmerson Electric CoStock-Industrials1.36%—-0.12%
14JNJJohnson & JohnsonStock-Healthcare1.34%-0.29%-30.00%
15ARBAltshares Merger ArbitrageETF-Other1.34%—+5.32%
16IJHIshares Core S&p Midcap ETFETF-Other1.33%—-2.73%
17TFCTruist Financial CORPStock-Financials1.32%-0.12%-1.70%
18VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.31%—-4.92%
19HPEHewlett Packard EnterpriseStock-Tech1.29%—+0.26%
20COPConocophillipsStock-Energy1.26%+0.33%-2.75%
21UPSUnited Parcel Service-cl BStock-Industrials1.23%+0.12%+11.89%
22WYWeyerhaeuser CoStock-Real Estate1.22%+0.64%+104.62%
23MDLZMondelez International Inc-aStock-Consumer Staples1.22%+0.14%+5.83%
24USBUS BancorpStock-Financials1.18%—+0.14%
25BMYBristol-myers Squibb CoStock-Healthcare1.15%+0.11%-1.11%
26TRVTravelers Cos Inc/theStock-Financials1.11%—-4.26%
27FISFidelity National Info ServStock-Tech1.11%+0.40%+122.58%
28CSCOCisco Systems INCStock-Tech1.10%—-4.65%
29TXNTexas Instruments INCStock-Tech1.10%+0.11%-0.73%
30IFFIntl Flavors & FragrancesStock-Materials1.07%—+0.63%
31SJMJm Smucker Co/theStock-Consumer Staples1.07%—+0.93%
32DVNDevon Energy CORPStock-Energy1.07%+0.30%+0.94%
33PPGPpg Industries INCStock-Materials1.06%—+3.11%
34SWKStanley Black & Decker INCStock-Industrials1.06%—+5.62%
35CVXChevron CORPStock-Energy1.06%—-19.91%
36MDTMedtronic plcStock-Healthcare1.04%-0.12%-0.30%
37DUKDuke Energy CORPStock-Utilities1.02%—-1.23%
38PFEPfizer INCStock-Healthcare1.02%+0.15%+4.11%
39MRKMerck & Co. INC.Stock-Healthcare0.98%—-4.30%
40HPQHp INCStock-Tech0.97%+0.13%+35.23%
41PRUPrudential Financial INCStock-Financials0.97%+0.15%+36.89%
42TGTTarget CORPStock-Consumer Disc0.97%+0.24%+7.97%
43GPCGenuine Parts CoStock-Consumer Disc0.96%+0.21%+48.97%
44BBYBest Buy Co INCStock-Consumer Disc0.93%—+4.61%
45VZVerizon Communications INCStock-Comm Services0.92%+0.20%+4.07%
46METMetlife INCStock-Financials0.89%+0.22%+47.18%
47PMPhilip Morris InternationalStock-Consumer Staples0.87%—-5.54%
48LMTLockheed Martin CORPStock-Industrials0.87%—-18.72%
49DGDollar General CORPStock-Consumer Staples0.85%-0.14%-3.71%
50FITBFifth Third BancorpStock-Financials0.82%+0.30%+58.78%
1–50 of 178

Holding changes this quarter

Cantor Fitzgerald Investment Advisors L.p.'s most significant position changes for 2026-03-31: Sold out: Ishares 20+ Year Treasury Bd (TLT); Sold out: Ventas INC (VTR); Sold out: Amcor plc (AMCR); New buy: Amcor plc (AMCR); Sold out: Freeport-mcmoran INC (FCX).

Position changes disclosed by Cantor Fitzgerald Investment Advisors L.p. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IEIIshares 3-7 Year Treasury Bo+2.4%+60.98%Add
2VMBSVanguard Mortgage-backed Sec+0.7%+21.24%Add
3WYWeyerhaeuser Co+0.6%+104.62%Add
4XOMExxon Mobil CORP+0.4%-3.41%Trim
5LYBLyondellBasell Industries N.V.+0.4%+9.52%Add
6FISFidelity National Info Serv+0.4%+122.58%Add
7HDHome Depot INC+0.4%+90.65%Add
8COPConocophillips+0.3%-2.75%Trim
9FITBFifth Third Bancorp+0.3%+58.78%Add
10DVNDevon Energy CORP+0.3%+0.94%Add
11VGITVanguard Intermediate-term T+0.3%+63.90%Add
12TGTTarget CORP+0.2%+7.97%Add
13METMetlife INC+0.2%+47.18%Add
14GPCGenuine Parts Co+0.2%+48.97%Add
15VZVerizon Communications INC+0.2%+4.07%Add
16SLBSlb LTD+0.2%+5.82%Add
17PRUPrudential Financial INC+0.2%+36.89%Add
18PFEPfizer INC+0.2%+4.11%Add
19MDLZMondelez International Inc-a+0.1%+5.83%Add
20HPQHp INC+0.1%+35.23%Add
21UPSUnited Parcel Service-cl B+0.1%+11.89%Add
22BMYBristol-myers Squibb Co+0.1%-1.11%Trim
23TXNTexas Instruments INC+0.1%-0.73%Trim
24KMBKimberly-clark CORP+0.1%+20.82%Add
25TFCTruist Financial CORP-0.1%-1.70%Trim
26MDTMedtronic plc-0.1%-0.30%Trim
27IBMIntl Business Machines CORP-0.1%-27.82%Trim
28DGDollar General CORP-0.1%-3.71%Trim
29MSFTMicrosoft CORP-0.2%-9.78%Trim
30VCITVanguard Int-term Corporate-0.2%-20.22%Trim
31SCHXSchwab US Large-cap ETF-0.2%-5.56%Trim
32VEAVanguard Ftse Developed ETF-0.2%-8.64%Trim
33SHYLXtrackers Shrt Dur High Yiel-0.2%-39.67%Trim
34JPMJpmorgan Chase & Co-0.2%-22.68%Trim
35CVSCvs Health CORP-0.3%-2.03%Trim
36WFCWells Fargo & Co-0.3%-0.95%Trim
37JNJJohnson & Johnson-0.3%-30.00%Trim
38QQQInvesco Qqq Trust Series 1-0.3%-2.28%Trim
39IVVIshares Core S&p 500 ETF-0.3%-1.31%Trim
40SJNKSs Spdr Bb St Hi Yield ETF-0.3%-41.27%Trim
41VGLTVanguard Long-term Treasury-0.4%-85.59%Trim
42GLWCorning INC-0.4%-49.06%Trim
43SPIBSs Spdr P Int C CORP ETF-0.5%-21.95%Trim
44VOOVanguard S&p 500 ETF-0.5%-8.38%Trim
45SHELShell Plc-adr-0.7%-59.66%Trim
46TLTIshares 20+ Year Treasury Bd—EXITSold out
47VTRVentas INC—EXITSold out
48AMCRAmcor plc—EXITSold out
49AMCRAmcor plc—NEWNew buy
50FCXFreeport-mcmoran INC—EXITSold out

FAQ

What is Cantor Fitzgerald Investment Advisors L.p. and what type of investor is it?
Cantor Fitzgerald Investment Advisors L.p. 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 $1.4B, spread across 178 disclosed positions.
What are Cantor Fitzgerald Investment Advisors L.p.'s largest equity positions?
Based on the latest 13F filing, Cantor Fitzgerald Investment Advisors L.p.'s top holdings by market value are: 1. Ishares 3-7 Year Treasury Bo (IEI) — $85.4M (6.3%) 2. Ishares Core S&p 500 ETF (IVV) — $66.0M (4.9%) 3. Vanguard Mortgage-backed Sec (VMBS) — $51.3M (3.8%) 4. Vanguard S&p 500 ETF (VOO) — $46.7M (3.5%) 5. Invesco Qqq Trust Series 1 (QQQ) — $42.1M (3.1%)
What changes did Cantor Fitzgerald Investment Advisors L.p. make in its most recent portfolio filing?
In the latest reported quarter, Cantor Fitzgerald Investment Advisors L.p. made 50 notable position adjustments: 1 new positions were initiated, 20 existing holdings were added to, 25 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Ishares 20+ Year Treasury Bd (TLT); Sold out: Ventas INC (VTR); Sold out: Amcor plc (AMCR); New buy: Amcor plc (AMCR); Sold out: Freeport-mcmoran INC (FCX)
What sectors does Cantor Fitzgerald Investment Advisors L.p. focus on?
Cantor Fitzgerald Investment Advisors L.p. is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 24.7% • Information Technology: 19.7% • Energy: 14.8% • Financials: 10.1% • Industrials: 10.0% • Communication Services: 8.7%