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Asset Manager ← All Institutions

MAI Capital Management

Q3 2025 · Filed 2025-11-10
Market Value
$16.0B
+11.0%
Holdings
3,817
+96
New Purchases
189
Added To
1,111
Closed
355
Reduced
1,363
Top 10 Concentration
26.7%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 3.22% 2.69% +0.53% $514M
GOOGL 1.27% 1.02% +0.25% $202M
GOOG 0.94% 0.79% +0.15% $150M
FENI 0.14% 0.00% +0.14% $23M
SGOL 0.13% 0.01% +0.12% $20M
GSEP 0.12% 0.00% +0.11% $19M
JNJ 0.70% 0.60% +0.11% $112M
ABBV 0.79% 0.70% +0.10% $126M
ZWS 0.09% 0.00% +0.09% $14M
FBND 0.09% 0.00% +0.09% $14M
FBCG 0.07% 0.00% +0.07% $12M
TSM 0.46% 0.39% +0.07% $74M
DELL 0.08% 0.01% +0.07% $13M
ORCL 0.59% 0.52% +0.07% $94M
LSGR 0.06% 0.00% +0.06% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NFLX 0.35% 0.53% -0.18% $57M
IVV 7.27% 7.45% -0.17% $1.2B
MSFT 3.04% 3.21% -0.16% $485M
AMZN 1.46% 1.63% -0.16% $234M
META 0.82% 0.96% -0.14% $131M
V 0.76% 0.89% -0.13% $121M
SHW 0.47% 0.59% -0.12% $75M
SGOV 0.90% 1.01% -0.11% $144M
IJH 2.17% 2.28% -0.11% $347M
ACN 0.22% 0.32% -0.10% $35M
SYK 0.28% 0.36% -0.08% $44M
BKNG 0.42% 0.50% -0.08% $67M
UNH 0.41% 0.49% -0.07% $66M
BSCP 0.27% 0.34% -0.07% $43M
APP 0.09% 0.16% -0.06% $15M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $7.1B 44.3%
Large Cap 1,059 $7.3B 45.9%
Mid Cap 1,192 $1.1B 6.8%
Small Cap 1,089 $395M 2.5%
Micro Cap 395 $73M 0.5%

Portfolio Analytics

Avg Market Cap
$30.1B
Median Market Cap
$3.5B
Avg P/E
30.9
Median P/E
19.4
Avg Dividend Yield
0.03%
Avg Beta
1.01
# Stocks
2,574
# ETFs / Funds
1,243

Top Holdings (3,817 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 7.27% 1,732,964 $1.2B $669.30 $89M +8,811 +0.5%
2 SPY 3.35% 801,664 $534M $666.18 $51M +20,519 +2.6%
3 AAPL 3.22% 2,017,871 $514M $254.63 $127M +130,978 +6.9%
4 MSFT 3.04% 936,543 $485M $517.95 $24M +9,931 +1.1%
5 IJH 2.17% 5,315,179 $347M $65.26 $19M +21,521 +0.4%
6 NVDA 1.69% 1,440,730 $269M $186.58 $27M -88,708 -5.8%
7 VEA 1.60% 4,256,419 $255M $59.92 $25M +224,372 +5.6%
8 IJR 1.50% 2,007,899 $239M $118.83 $17M -18,246 -0.9%
9 AMZN 1.46% 1,063,608 $234M $219.57 -$100K -1,330 -0.1%
10 QQQ 1.37% 363,800 $218M $600.37 $28M +18,351 +5.3%
11 VIG 1.36% 1,008,528 $218M $215.79 $25M +65,154 +6.9%
12 IVE 1.32% 1,020,960 $211M $206.51 $12M +1,433 +0.1%
13 AVGO 1.29% 625,259 $206M $329.91 $23M -38,668 -5.8%
14 GOOGL 1.27% 830,430 $202M $243.10 $56M +741 +0.1%
15 IEFA 1.22% 2,233,244 $195M $87.31 $12M +44,984 +2.1%
16 VWO 1.18% 3,473,637 $188M $54.18 $23M +129,324 +3.9%
17 IWF 1.18% 400,448 $188M $468.41 $18M +1,797 +0.5%
18 GOOG 0.94% 616,067 $150M $243.55 $37M -22,264 -3.5%
19 MDY 0.93% 250,159 $149M $596.03 $8M +1,144 +0.5%
20 IEMG 0.90% 2,181,024 $144M $65.92 $17M +72,058 +3.4%
21 SGOV 0.90% 1,427,033 $144M $100.70 -$2M -19,066 -1.3%
22 JPM 0.89% 447,555 $141M $315.43 $13M +6,640 +1.5%
23 IVW 0.84% 1,111,594 $134M $120.72 $12M -2,498 -0.2%
24 META 0.82% 178,080 $131M $734.38 -$8M -9,532 -5.1%
25 VTI 0.81% 394,849 $130M $328.17 $22M +39,267 +11.0%
26 ABBV 0.79% 546,284 $126M $231.54 $26M +6,850 +1.3%
27 V 0.76% 354,269 $121M $341.38 -$7M -5,359 -1.5%
28 IWM 0.73% 483,927 $117M $241.96 $13M +2,176 +0.5%
29 BRK-B 0.72% 227,920 $115M $502.74 $13M +19,321 +9.3%
30 JNJ 0.70% 606,242 $112M $185.42 $27M +44,723 +8.0%
31 RSP 0.68% 571,002 $108M $189.70 $7M +14,268 +2.6%
32 SDY 0.68% 772,382 $108M $140.05 $4M +5,300 +0.7%
33 COST 0.60% 102,747 $95M $925.63 $252K +6,929 +7.2%
34 VGSH 0.59% 1,593,430 $94M $58.85 $5M +89,899 +6.0%
35 ORCL 0.59% 332,709 $94M $281.24 $19M -10,061 -2.9%
36 HD 0.58% 227,066 $92M $405.19 $7M -3,601 -1.6%
37 PG 0.56% 578,638 $89M $153.65 $2M +30,292 +5.5%
38 RTX 0.55% 526,216 $88M $167.33 $11M -787 -0.1%
39 VCSH 0.53% 1,057,304 $85M $79.93 $6M +65,922 +6.7%
40 VOO 0.52% 134,331 $82M $612.38 $9M +5,837 +4.5%
41 IGSB 0.49% 1,460,114 $77M $53.03 $12M +216,900 +17.4%
42 PULS 0.48% 1,536,980 $77M $49.83 $2M +30,879 +2.0%
43 SHW 0.47% 216,476 $75M $346.26 -$10M -29,543 -12.0%
44 TSM 0.46% 263,317 $74M $279.29 $17M +14,729 +5.9%
45 IWD 0.45% 356,398 $73M $203.59 $3M -2,141 -0.6%
46 SCHG 0.45% 2,258,299 $72M $31.91 $6M +6,299 +0.3%
47 IJK 0.44% 731,628 $70M $95.89 $4M +1,761 +0.2%
48 CSCO 0.42% 982,999 $67M $68.42 $2M +36,753 +3.9%
49 BKNG 0.42% 12,321 $67M $5,399.22 -$5M -4 -0.0%
50 UNH 0.41% 191,138 $66M $345.30 -$4M -33,137 -14.8%
51 LLY 0.41% 84,897 $65M $763.00 $469K +2,402 +2.9%
52 ABT 0.40% 481,793 $65M $133.94 -$966K +230 +0.1%
53 WMT 0.39% 597,953 $62M $103.06 $9M +55,048 +10.1%
54 SCHD 0.38% 2,192,181 $60M $27.30 $2M +14,821 +0.7%
55 QCOM 0.37% 350,123 $58M $166.36 $2M -1,511 -0.4%
56 XOM 0.36% 508,448 $57M $112.75 $6M +34,020 +7.2%
57 VGT 0.36% 76,581 $57M $746.63 $7M +358 +0.5%
58 NFLX 0.35% 47,218 $57M $1,198.91 -$20M -9,709 -17.1%
59 MA 0.35% 98,912 $56M $568.81 -$3M -6,820 -6.5%
60 BAC 0.34% 1,062,607 $55M $51.59 $4M -13,398 -1.2%
61 IEF 0.34% 561,894 $54M $96.46 $9M +85,242 +17.9%
62 VUG 0.33% 108,812 $52M $479.61 $7M +5,454 +5.3%
63 VB 0.31% 196,765 $50M $254.28 $5M +8,157 +4.3%
64 TSLA 0.31% 111,144 $49M $444.72 $12M -6,559 -5.6%
65 BSCR 0.31% 2,500,032 $49M $19.71 $2M +89,977 +3.7%
66 BSCQ 0.31% 2,517,245 $49M $19.56 -$505K -31,031 -1.2%
67 QLTA 0.31% 1,013,918 $49M $48.47 $5M +81,718 +8.8%
68 SLQD 0.30% 951,302 $48M $50.83 $4M +71,345 +8.1%
69 USMV 0.30% 505,973 $48M $95.14 $1M +7,118 +1.4%
70 IGIB 0.30% 885,174 $48M $54.09 $4M +62,016 +7.5%
71 SPAB 0.30% 1,850,212 $48M $25.85 $4M +134,894 +7.9%
72 MCD 0.30% 156,670 $48M $303.89 $4M +8,071 +5.4%
73 VTV 0.30% 254,415 $47M $186.49 $5M +14,297 +6.0%
74 XLK 0.29% 166,508 $47M $281.86 $4M -2,710 -1.6%
75 VONE 0.29% 154,689 $47M $302.35 $4M +3,021 +2.0%
76 PEP 0.29% 327,639 $46M $140.44 $4M +9,387 +3.0%
77 IWN 0.28% 254,083 $45M $176.81 $4M -3,096 -1.2%
78 ETN 0.28% 119,006 $45M $374.25 $6M +10,127 +9.3%
79 VZ 0.28% 1,005,992 $44M $43.95 $2M +21,050 +2.1%
80 SYK 0.28% 118,797 $44M $369.67 -$7M -10,800 -8.3%
81 SCHF 0.27% 1,878,430 $44M $23.28 $2M -22,965 -1.2%
82 CB 0.27% 153,154 $43M $282.25 -$2M -3,977 -2.5%
83 VHT 0.27% 166,144 $43M $259.60 $2M +1,687 +1.0%
84 BSCP 0.27% 2,070,306 $43M $20.69 -$6M -286,888 -12.2%
85 IAU 0.27% 587,425 $43M $72.77 $10M +58,323 +11.0%
86 IJJ 0.27% 326,541 $42M $129.72 $1M -5,942 -1.8%
87 HON 0.26% 199,867 $42M $210.50 -$3M +5,759 +3.0%
88 AGG 0.26% 417,559 $42M $100.25 $7M +64,159 +18.1%
89 IWR 0.26% 432,002 $42M $96.55 $2M -2,752 -0.6%
90 CVX 0.26% 266,127 $41M $155.29 $6M +17,605 +7.1%
91 TLH 0.24% 366,732 $38M $102.99 $6M +49,637 +15.7%
92 DFAI 0.23% 1,026,428 $37M $36.35 $3M +39,343 +4.0%
93 PPA 0.23% 238,497 $37M $155.45 -$4M -51,334 -17.7%
94 EFA 0.23% 395,250 $37M $93.37 $2M -719 -0.2%
95 IGF 0.23% 587,257 $36M $61.12 $3M +25,110 +4.5%
96 ACN 0.22% 142,943 $35M $246.60 -$11M -12,446 -8.0%
97 SPDW 0.22% 813,301 $35M $42.79 $2M +7,333 +0.9%
98 BSCS 0.22% 1,674,121 $34M $20.57 $2M +104,149 +6.6%
99 BLK 0.21% 29,411 $34M $1,165.85 $8M +4,387 +17.5%
100 KO 0.21% 516,774 $34M $66.32 -$170K +29,955 +6.2%

Options Breakdown

164 Calls $29M Call Value 39 Puts $51M Put Value 1.77 P/C Ratio

Top Calls

SymbolSharesValueStatus
AAPL 20,500 $5M
NVDA 23,600 $4M
TSM 7,800 $2M
APO 12,700 $2M
TSLA 2,500 $1M
AVGO 2,100 $693K
META 800 $588K
GS 600 $478K
IBIT 6,900 $448K
MSFT 800 $414K

Top Puts

SymbolSharesValueStatus
AAPL 22,300 $6M
SHW 15,200 $5M
CDNS 13,800 $5M
MSFT 9,200 $5M
ABNB 26,500 $3M
IGV 18,000 $2M NEW
HD 4,900 $2M
TMUS 7,800 $2M NEW
QCOM 10,500 $2M
AMAT 8,000 $2M

New Positions

SymbolValue% Port
LSGR $10M 0.06%
FFSM $9M 0.05%
FDEM $8M 0.05%
CTA $5M 0.03%
AVDE $3M 0.02%
FRDM $3M 0.02%
JMTG $668K —%
AVLV $609K —%
DFSD $420K —%
SPBU $413K —%
DBA $397K —%
UTES $353K —%
FXA $323K —%
MEAR $273K —%
JCPB $262K —%

Sold Out Positions

SymbolValue% Port
AHRT —%
CCS —%
BKD —%
MEC —%
AVAL —%
WNC —%
MC —%
NTST —%
OEC —%
FOUR —%
BRX —%
USPH —%
INN —%
ENVA —%
WWW —%
View SEC EDGAR Filings for MAI Capital Management →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms