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Amtrust Financial Services, Inc.

Q2 2025 · Filed 2025-08-12
Market Value
$278M
+37.2%
Holdings
13
+1
New Purchases
1
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
98.8%
Turnover
7.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 40.07% 31.40% +8.67% $112M
QQQ 1.90% 0.00% +1.90% $5M
LMND 0.89% 0.88% +0.01% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 33.52% 36.49% -2.97% $93M
IGSB 6.97% 9.49% -2.52% $19M
AGG 3.51% 4.80% -1.29% $10M
SPIB 3.26% 4.43% -1.17% $9M
VV 4.69% 5.80% -1.11% $13M
SPAB 2.30% 3.15% -0.85% $6M
IWM 1.72% 2.18% -0.46% $5M
CLPR 0.31% 0.44% -0.13% $851K
GEHC 0.08% 0.12% -0.04% $231K
IBIT 0.77% 0.81% -0.04% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $210M 75.5%
Large Cap 7 $58M 21.0%
Mid Cap 2 $9M 3.2%
Micro Cap 1 $851K 0.3%

Portfolio Analytics

Avg Market Cap
$254.2B
Median Market Cap
$60.6B
Avg P/E
19.5
Median P/E
19.5
Avg Dividend Yield
0.04%
Avg Beta
1.11
# Stocks
3
# ETFs / Funds
10

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 40.07% 196,400 $112M $568.03 $48M +72,400 +58.4%
2 IVV 33.52% 150,300 $93M $620.90 $19M +18,500 +14.0%
3 IGSB 6.97% 367,800 $19M $52.76 $143K
4 VV 4.69% 45,800 $13M $285.30 $1M
5 AGG 3.51% 98,560 $10M $99.20 $28K
6 SPIB 3.26% 270,400 $9M $33.58 $92K
7 SPAB 2.30% 250,600 $6M $25.60 $15K
8 QQQ 1.90% 9,600 $5M $551.64 +9,600 NEW
9 IWM 1.72% 22,200 $5M $215.79 $362K
10 LMND 0.89% 56,644 $2M $43.81 $701K
11 IBIT 0.77% 35,000 $2M $61.21 $504K
12 CLPR 0.31% 231,949 $851K $3.67 -$39K
13 GEHC 0.08% 3,125 $231K $74.07 -$21K

New Positions

SymbolValue% Port
QQQ $5M 1.90%
View SEC EDGAR Filings for Amtrust Financial Services, Inc. →

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