— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Mariner, LLC

Q1 2026 · Filed 2026-05-13
Market Value
$85.4B
+2.0%
Holdings
3,732
+33
New Purchases
354
Added To
1,744
Closed
335
Reduced
1,230
Top 10 Concentration
27.3%
Turnover
18.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEI 0.28% 0.07% +0.21% $242M
VEA 2.67% 2.46% +0.20% $2.3B
GLW 0.57% 0.37% +0.20% $484M
APO 0.61% 0.42% +0.18% $518M
GEV 0.56% 0.39% +0.17% $482M
SCHW 0.23% 0.07% +0.17% $199M
AGG 1.60% 1.44% +0.16% $1.4B
FAST 0.23% 0.08% +0.15% $195M
XOM 0.51% 0.37% +0.15% $438M
BSX 0.18% 0.05% +0.13% $156M
IUSB 1.02% 0.90% +0.13% $875M
NFLX 0.30% 0.19% +0.12% $260M
CVX 0.40% 0.30% +0.11% $345M
AMAT 0.20% 0.09% +0.11% $172M
COST 0.51% 0.41% +0.10% $436M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 2.51% 3.10% -0.60% $2.1B
AAPL 5.26% 5.61% -0.35% $4.5B
NVDA 5.34% 5.68% -0.33% $4.6B
AVGO 1.28% 1.60% -0.32% $1.1B
IVV 4.18% 4.44% -0.26% $3.6B
NOW 0.11% 0.37% -0.25% $95M
IEF 0.04% 0.25% -0.21% $30M
META 0.95% 1.16% -0.20% $814M
TMUS 0.05% 0.25% -0.19% $47M
ABT 0.09% 0.28% -0.19% $74M
TSLA 0.82% 0.98% -0.16% $698M
ACM 0.02% 0.14% -0.12% $17M
SCHG 0.67% 0.78% -0.11% $576M
LLY 0.75% 0.85% -0.11% $638M
PGR 0.08% 0.19% -0.11% $72M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $40.8B 47.7%
Large Cap 1,034 $37.8B 44.3%
Mid Cap 1,120 $4.6B 5.4%
Small Cap 1,133 $1.9B 2.3%
Micro Cap 363 $362M 0.4%

Portfolio Analytics

Avg Market Cap
$30.6B
Median Market Cap
$3.3B
Avg P/E
30.7
Median P/E
19.3
Avg Dividend Yield
0.03%
Avg Beta
1.00
# Stocks
2,383
# ETFs / Funds
1,349

Top Holdings (3,732 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.34% 26,182,385 $4.6B $174.36 -$188M +697,325 +2.7%
2 AAPL 5.26% 17,695,216 $4.5B $253.76 -$204M +426,988 +2.5%
3 IVV 4.18% 5,473,014 $3.6B $653.17 -$144M +44,017 +0.8%
4 VEA 2.67% 35,566,989 $2.3B $64.06 $217M +2,569,595 +7.8%
5 MSFT 2.51% 5,786,681 $2.1B $370.09 -$458M +412,037 +7.7%
6 AMZN 1.63% 6,681,607 $1.4B $208.21 -$55M +416,700 +6.7%
7 AGG 1.60% 13,748,217 $1.4B $99.27 $160M +1,687,584 +14.0%
8 GOOGL 1.57% 4,672,155 $1.3B $287.47 -$40M +252,330 +5.7%
9 AVGO 1.28% 3,543,657 $1.1B $309.42 -$242M -323,362 -8.4%
10 IJH 1.27% 16,112,547 $1.1B $67.53 $95M +1,070,257 +7.1%
11 VTV 1.16% 5,060,711 $993M $196.18 $27M +5,332 +0.1%
12 SPY 1.15% 1,507,932 $979M $649.45 -$50M -1,240 -0.1%
13 JPM 1.06% 3,085,976 $908M $294.10 -$68M +57,338 +1.9%
14 IEFA 1.03% 9,746,939 $882M $90.48 $12M +20,179 +0.2%
15 IUSB 1.02% 18,948,193 $875M $46.19 $125M +2,827,907 +17.5%
16 VUG 0.97% 1,898,195 $829M $436.79 -$65M +65,835 +3.6%
17 META 0.95% 1,423,014 $814M $571.90 -$155M -44,603 -3.0%
18 VWO 0.89% 14,027,303 $758M $54.02 $57M +983,949 +7.5%
19 GOOG 0.86% 2,572,127 $738M $286.83 -$12M +182,911 +7.7%
20 TSLA 0.82% 1,878,272 $698M $371.68 -$123M +52,914 +2.9%
21 QQQ 0.75% 1,115,794 $644M $577.07 -$22M +31,294 +2.9%
22 LLY 0.75% 693,861 $638M $919.51 -$76M +29,882 +4.5%
23 VO 0.72% 2,133,931 $613M $287.18 $30M +127,325 +6.3%
24 WMT 0.71% 4,909,217 $610M $124.28 $88M +224,202 +4.8%
25 IEMG 0.71% 8,698,552 $606M $69.66 $45M +360,376 +4.3%
26 BRK-B 0.70% 1,256,077 $602M $479.18 -$9M +39,927 +3.3%
27 VTI 0.70% 1,854,681 $595M $320.56 -$5M +66,626 +3.7%
28 VB 0.68% 2,215,685 $580M $261.92 $73M +249,753 +12.7%
29 SCHG 0.67% 19,764,193 $576M $29.13 -$79M -314,399 -1.6%
30 VOO 0.63% 898,405 $537M $597.48 -$2M +39,665 +4.6%
31 APO 0.61% 4,645,974 $518M $111.40 $163M +2,212,351 +90.9%
32 GLW 0.57% 3,562,752 $484M $135.92 $176M +40,850 +1.2%
33 GEV 0.56% 552,162 $482M $872.32 $155M +52,875 +10.6%
34 JNJ 0.55% 1,928,325 $471M $244.42 $78M +29,183 +1.5%
35 XOM 0.51% 2,583,593 $438M $169.67 $131M +28,280 +1.1%
36 COST 0.51% 437,088 $436M $996.43 $94M +40,755 +10.3%
37 PG 0.50% 2,940,512 $425M $144.44 $19M +107,089 +3.8%
38 IVW 0.47% 3,565,694 $403M $113.11 -$49M -99,843 -2.7%
39 AMGN 0.44% 1,076,357 $379M $351.83 $28M +4,964 +0.5%
40 HD 0.43% 1,127,180 $371M $328.85 -$18M -1,839 -0.2%
41 IWY 0.41% 1,393,999 $347M $248.83 -$59M -72,055 -4.9%
42 CVX 0.40% 1,664,863 $345M $206.94 $97M +41,958 +2.6%
43 MRK 0.39% 2,795,221 $336M $120.28 $46M +41,991 +1.5%
44 V 0.37% 1,059,618 $320M $302.22 -$34M +48,661 +4.8%
45 MA 0.37% 634,854 $317M $499.63 -$53M -13,821 -2.1%
46 EFA 0.36% 3,127,682 $304M $97.11 -$11M -149,759 -4.6%
47 PNC 0.35% 1,451,983 $302M $208.04 $16M +82,921 +6.1%
48 NEE 0.35% 3,193,065 $297M $92.88 $42M +26,958 +0.8%
49 VIG 0.34% 1,363,406 $293M $215.06 -$13M -28,892 -2.1%
50 PLTR 0.34% 1,962,003 $287M $146.23 $64M +709,640 +56.7%
51 ABBV 0.34% 1,316,270 $286M $217.47 -$27M -54,123 -4.0%
52 SCHV 0.33% 9,175,772 $280M $30.50 $10M +72,744 +0.8%
53 TJX 0.31% 1,671,419 $267M $159.67 $36M +171,370 +11.4%
54 SCHX 0.31% 10,381,527 $266M $25.64 -$9M +146,072 +1.4%
55 MCD 0.30% 837,902 $260M $310.76 $2M -8,106 -1.0%
56 NFLX 0.30% 2,703,091 $260M $96.15 $104M +1,043,005 +62.8%
57 NDAQ 0.30% 2,971,912 $252M $84.88 -$27M +95,985 +3.3%
58 BRK-A 0.29% 350 $251M $718,140.00 -$10M +4 +1.2%
59 SCHF 0.29% 9,995,681 $247M $24.73 $32M +1,044,246 +11.7%
60 CRWD 0.29% 624,406 $244M $390.29 -$8M +86,857 +16.2%
61 IWF 0.28% 567,884 $242M $426.25 -$35M -16,745 -2.9%
62 IEI 0.28% 2,037,091 $242M $118.60 $183M +1,542,184 +311.6%
63 SYK 0.28% 726,690 $239M $328.57 $26M +120,282 +19.8%
64 IVE 0.28% 1,126,708 $238M $211.08 -$15M -64,368 -5.4%
65 SCHD 0.27% 7,606,319 $233M $30.68 $44M +706,876 +10.2%
66 CAT 0.27% 320,709 $227M $708.37 $42M -2,213 -0.7%
67 MUB 0.26% 2,108,214 $224M $106.14 $4M +59,282 +2.9%
68 PSX 0.26% 1,222,327 $223M $182.20 $71M +42,939 +3.6%
69 JCPB 0.26% 4,727,615 $223M $47.08 $51M +1,094,659 +30.1%
70 LIN 0.26% 444,481 $220M $495.78 $53M +51,250 +13.0%
71 IJR 0.25% 1,734,841 $216M $124.28 $6M -7,614 -0.4%
72 IXUS 0.25% 2,479,197 $214M $86.23 -$6M -122,028 -4.7%
73 VTEB 0.25% 4,267,150 $213M $49.89 $14M +309,361 +7.8%
74 DFUS 0.25% 2,994,330 $212M $70.91 $11M +282,601 +10.4%
75 IWB 0.24% 580,691 $207M $356.56 $3M +33,867 +6.2%
76 SPDW 0.24% 4,474,043 $204M $45.64 -$3M -185,006 -4.0%
77 SCHW 0.23% 2,121,331 $199M $93.97 $144M +1,566,744 +282.5%
78 TDY 0.23% 329,181 $199M $604.74 $39M +14,805 +4.7%
79 CDNS 0.23% 711,127 $198M $277.78 -$28M -9,891 -1.4%
80 FAST 0.23% 4,204,660 $195M $46.39 $131M +2,598,583 +161.8%
81 LRCX 0.23% 907,874 $194M $213.61 $36M -13,368 -1.4%
82 GLD 0.23% 447,240 $192M $430.06 $24M +23,325 +5.5%
83 DGRO 0.22% 2,718,697 $191M $70.18 $10M +119,926 +4.6%
84 TSM 0.22% 563,809 $190M $337.60 $19M +1,177 +0.2%
85 SPLG 0.22% 2,462,918 $188M $76.48 $3M +146,739 +6.3%
86 VNQ 0.22% 2,120,019 $188M $88.69 $12M +133,959 +6.7%
87 CSCO 0.22% 2,408,984 $187M $77.59 $2M +8,904 +0.4%
88 KLAC 0.21% 124,766 $184M $1,471.38 -$3M -28,456 -18.6%
89 VV 0.21% 603,947 $180M $298.67 -$5M +15,649 +2.7%
90 MU 0.21% 522,169 $176M $337.79 $72M +157,871 +43.3%
91 TT 0.20% 413,771 $172M $416.63 $9M -5,864 -1.4%
92 AMAT 0.20% 502,097 $172M $341.66 $92M +193,274 +62.6%
93 IWR 0.20% 1,748,719 $170M $97.23 -$888K -26,595 -1.5%
94 IWM 0.20% 675,655 $168M $248.00 $2M +2,423 +0.4%
95 DFAI 0.20% 4,279,724 $167M $38.96 $20M +421,672 +10.9%
96 GS 0.20% 197,078 $167M $845.53 $8M +16,639 +9.2%
97 P 0.19% 2,791,500 $165M $59.02 -$15M +112,339 +4.2%
98 KO 0.19% 2,134,839 $162M $76.05 $26M +183,509 +9.4%
99 PEP 0.19% 1,034,418 $161M $155.29 $20M +51,897 +5.3%
100 DFAC 0.19% 4,117,890 $160M $38.86 $11M +353,224 +9.4%

New Positions

SymbolValue% Port
AZN $73M 0.09%
BKDV $28M 0.03%
TMB $28M 0.03%
GMUB $8M 0.01%
PR $8M 0.01%
SH $7M 0.01%
OXY-WT $6M 0.01%
ALLY $5M 0.01%
EVTR $5M 0.01%
VSNTV $4M 0.01%
AGIX $4M —%
XSHQ $4M —%
TBT $4M —%
JBL $4M —%
CSRE $4M —%

Sold Out Positions

SymbolValue% Port
BKD —%
WT —%
BGR —%
CSV —%
LYV —%
AIZ —%
NTST —%
ABG —%
EOI —%
SDHY —%
BMA —%
INN —%
RMAX —%
XIFR —%
TDC —%
View SEC EDGAR Filings for Mariner, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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