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Asset Manager ← All Institutions

Mariner, LLC

Q3 2025 · Filed 2025-11-14
Market Value
$77.2B
+11.7%
Holdings
3,646
+72
New Purchases
314
Added To
1,786
Closed
244
Reduced
1,231
Top 10 Concentration
28.1%
Turnover
15.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 5.11% 4.34% +0.77% $3.9B
AAPL 5.41% 4.67% +0.75% $4.2B
TSLA 1.01% 0.67% +0.34% $778M
GOOGL 1.32% 1.04% +0.28% $1.0B
TDY 0.23% 0.00% +0.23% $181M
GOOG 0.72% 0.53% +0.19% $555M
AVGO 1.66% 1.53% +0.13% $1.3B
META 1.30% 1.21% +0.10% $1.0B
ABBV 0.40% 0.31% +0.09% $310M
PLTR 0.26% 0.18% +0.08% $204M
P 0.28% 0.21% +0.08% $218M
GLW 0.41% 0.33% +0.08% $315M
EXPE 0.14% 0.07% +0.07% $106M
ABT 0.33% 0.27% +0.06% $254M
TSM 0.20% 0.14% +0.06% $152M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TTWO 0.03% 0.32% -0.28% $26M
LULU 0.01% 0.15% -0.14% $6M
SHV 0.02% 0.14% -0.12% $18M
MSFT 3.27% 3.39% -0.12% $2.5B
V 0.45% 0.54% -0.09% $349M
PG 0.59% 0.68% -0.09% $452M
NOW 0.44% 0.53% -0.09% $340M
COST 0.48% 0.56% -0.08% $370M
APO 0.36% 0.44% -0.08% $280M
CRM 0.12% 0.19% -0.07% $93M
VEA 2.46% 2.53% -0.07% $1.9B
LLY 0.64% 0.70% -0.07% $492M
ACGL 0.02% 0.08% -0.06% $12M
FI 0.07% 0.13% -0.06% $54M
NKE 0.09% 0.16% -0.06% $71M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $37.9B 49.1%
Large Cap 1,055 $33.3B 43.2%
Mid Cap 1,173 $4.0B 5.2%
Small Cap 1,049 $1.8B 2.3%
Micro Cap 287 $239M 0.3%

Portfolio Analytics

Avg Market Cap
$31.4B
Median Market Cap
$3.9B
Avg P/E
31.1
Median P/E
19.7
Avg Dividend Yield
0.03%
Avg Beta
1.00
# Stocks
2,407
# ETFs / Funds
1,239

Top Holdings (3,646 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 5.41% 16,414,338 $4.2B $254.63 $953M +687,211 +4.4%
2 NVDA 5.11% 21,145,717 $3.9B $186.57 $943M +2,142,404 +11.3%
3 IVV 4.46% 5,140,687 $3.4B $669.30 $362M +181,656 +3.7%
4 MSFT 3.27% 4,878,198 $2.5B $517.93 $185M +170,881 +3.6%
5 VEA 2.46% 31,736,615 $1.9B $59.92 $154M +1,082,109 +3.5%
6 AVGO 1.66% 3,882,370 $1.3B $329.90 $223M +44,197 +1.1%
7 AMZN 1.66% 5,819,266 $1.3B $219.58 $122M +553,145 +10.5%
8 AGG 1.40% 10,816,427 $1.1B $100.25 $111M +998,927 +10.2%
9 JPM 1.35% 3,304,544 $1.0B $315.43 $135M +173,973 +5.6%
10 GOOGL 1.32% 4,198,516 $1.0B $243.11 $299M +102,000 +2.5%
11 META 1.30% 1,369,447 $1.0B $734.42 $172M +239,931 +21.2%
12 SPY 1.23% 1,427,929 $951M $666.09 $96M +42,867 +3.1%
13 IJH 1.21% 14,356,821 $937M $65.26 $71M +395,341 +2.8%
14 VTV 1.14% 4,720,356 $880M $186.48 $57M +60,509 +1.3%
15 VUG 1.11% 1,789,012 $858M $479.61 $75M +2,196 +0.1%
16 IEFA 1.05% 9,251,750 $808M $87.30 $58M +268,246 +3.0%
17 TSLA 1.01% 1,748,938 $778M $444.72 $316M +296,903 +20.4%
18 VWO 0.92% 13,117,163 $711M $54.18 $59M -60,293 -0.5%
19 IUSB 0.85% 14,004,882 $654M $46.71 $74M +1,449,320 +11.5%
20 QQQ 0.82% 1,056,940 $635M $600.36 $49M -4,041 -0.4%
21 VTI 0.76% 1,797,872 $590M $328.13 $51M +23,690 +1.3%
22 SCHG 0.74% 17,849,389 $570M $31.91 $49M +38,809 +0.2%
23 BRK-B 0.74% 1,132,905 $570M $502.73 $38M +39,229 +3.6%
24 GOOG 0.72% 2,280,326 $555M $243.55 $192M +229,898 +11.2%
25 VO 0.70% 1,836,151 $539M $293.74 $61M +126,691 +7.4%
26 VOO 0.66% 834,508 $511M $612.35 $50M +23,596 +2.9%
27 IEMG 0.65% 7,586,232 $500M $65.92 $74M +495,729 +7.0%
28 LLY 0.64% 645,477 $492M $762.77 $6M +22,124 +3.5%
29 VB 0.60% 1,823,575 $464M $254.28 $59M +114,046 +6.7%
30 HD 0.60% 1,136,584 $461M $405.20 $59M +40,693 +3.7%
31 PG 0.59% 2,943,575 $452M $153.65 -$16M +3,125 +0.1%
32 WMT 0.58% 4,346,434 $448M $103.06 $39M +159,978 +3.8%
33 IVW 0.56% 3,604,139 $435M $120.72 $37M -12,929 -0.4%
34 IWY 0.52% 1,460,755 $400M $273.65 $31M -35,875 -2.4%
35 COST 0.48% 399,894 $370M $925.59 -$20M +5,937 +1.5%
36 V 0.45% 1,022,505 $349M $341.37 -$28M -38,454 -3.6%
37 MA 0.44% 603,846 $343M $568.81 $7M +4,989 +0.8%
38 JNJ 0.44% 1,844,069 $342M $185.41 $68M +50,593 +2.8%
39 NOW 0.44% 369,488 $340M $920.47 -$28M +11,671 +3.3%
40 ORCL 0.43% 1,186,115 $334M $281.25 $75M +4,119 +0.3%
41 GLW 0.41% 3,837,146 $315M $82.02 $86M -518,097 -11.9%
42 ABBV 0.40% 1,339,689 $310M $231.52 $94M +175,406 +15.1%
43 VIG 0.39% 1,385,233 $299M $215.79 $11M -22,250 -1.6%
44 AMGN 0.38% 1,053,171 $297M $282.16 $8M +16,031 +1.6%
45 TMUS 0.37% 1,199,566 $287M $239.37 $13M +49,717 +4.3%
46 GEV 0.37% 463,346 $285M $614.77 $60M +37,396 +8.8%
47 APO 0.36% 2,099,592 $280M $133.27 -$24M -42,513 -2.0%
48 XOM 0.36% 2,433,191 $274M $112.75 $20M +75,694 +3.2%
49 IWF 0.35% 578,768 $271M $468.41 $25M -673 -0.1%
50 BRK-A 0.34% 348 $262M $754,200.00 $36M +37 +11.9%
51 EFA 0.34% 2,784,997 $260M $93.37 -$12M -262,026 -8.6%
52 SCHV 0.33% 8,773,478 $255M $29.11 $15M +86,064 +1.0%
53 ABT 0.33% 1,893,420 $254M $133.94 $70M +544,866 +40.4%
54 SCHX 0.33% 9,584,115 $252M $26.34 $17M -44,780 -0.5%
55 CVX 0.32% 1,606,483 $249M $155.30 -$13M -226,662 -12.4%
56 MCD 0.32% 820,743 $249M $303.88 $14M +15,002 +1.9%
57 NDAQ 0.32% 2,804,678 $248M $88.45 $10M +138,633 +5.2%
58 CRWD 0.31% 494,823 $243M $490.36 $8M +34,724 +7.5%
59 NEE 0.31% 3,139,132 $237M $75.49 $27M +111,676 +3.7%
60 IVE 0.30% 1,116,038 $230M $206.49 $13M +2,514 +0.2%
61 SYK 0.29% 605,092 $224M $369.67 -$10M +13,209 +2.2%
62 P 0.28% 2,599,122 $218M $83.80 $76M +136,845 +5.6%
63 PNC 0.28% 1,072,139 $215M $200.94 $10M -27,294 -2.5%
64 MRK 0.27% 2,527,966 $212M $83.90 $15M +35,579 +1.4%
65 IXUS 0.27% 2,562,515 $212M $82.55 $25M +148,390 +6.2%
66 SCHF 0.27% 8,917,283 $208M $23.28 $13M +94,595 +1.1%
67 IJR 0.27% 1,737,543 $206M $118.83 $16M -8,222 -0.5%
68 PLTR 0.26% 1,116,617 $204M $182.41 $78M +196,410 +21.3%
69 IEF 0.26% 2,104,117 $203M $96.46 -$86K -16,062 -0.8%
70 MUB 0.26% 1,878,029 $200M $106.49 $2M -19,151 -1.0%
71 SCHD 0.26% 7,253,548 $198M $27.30 -$10M -582,778 -7.4%
72 IWB 0.25% 535,599 $196M $365.48 $14M -284 -0.1%
73 CDNS 0.25% 556,595 $195M $351.24 $40M +50,569 +10.0%
74 NFLX 0.25% 159,069 $191M $1,198.91 -$12M +7,725 +5.1%
75 SPDW 0.25% 4,449,247 $190M $42.79 $11M +31,001 +0.7%
76 LIN 0.24% 387,445 $184M $475.01 $16M +29,975 +8.4%
77 TJX 0.24% 1,268,527 $183M $144.53 $12M -121,863 -8.8%
78 VNQ 0.24% 1,991,438 $182M $91.42 $5M +5,174 +0.3%
79 TDY 0.23% 309,556 $181M $585.95 $179M +305,337 +7237.2%
80 WMB 0.23% 2,857,627 $181M $63.35 $2M +176 +0.0%
81 DGRO 0.23% 2,643,106 $180M $68.08 -$135K -173,242 -6.2%
82 VTEB 0.23% 3,542,195 $177M $50.07 $18M +283,756 +8.7%
83 VV 0.23% 573,964 $177M $307.83 $27M +48,695 +9.3%
84 KLAC 0.23% 162,362 $175M $1,078.46 $31M +1,545 +1.0%
85 TT 0.23% 413,981 $175M $421.90 -$41K +14,535 +3.6%
86 DFUS 0.22% 2,362,710 $171M $72.44 $38M +375,178 +18.9%
87 SPLG 0.22% 2,136,786 $167M $78.34 $13M +12,966 +0.6%
88 IWR 0.22% 1,733,034 $167M $96.55 $8M -2,245 -0.1%
89 LDOS 0.22% 884,315 $167M $188.93 $34M +38,150 +4.5%
90 ITOT 0.21% 1,119,988 $163M $145.56 $13M +5,682 +0.5%
91 CSCO 0.21% 2,354,612 $161M $68.42 $1M +52,689 +2.3%
92 PGR 0.21% 644,636 $159M $246.93 -$220K +47,248 +7.9%
93 IWM 0.21% 656,707 $159M $241.96 $24M +29,522 +4.7%
94 GLD 0.21% 446,766 $159M $355.45 $20M -9,215 -2.0%
95 XLK 0.20% 560,005 $158M $281.86 $19M +13,562 +2.5%
96 ACM 0.20% 1,191,021 $155M $130.46 $25M +38,699 +3.4%
97 TSM 0.20% 545,078 $152M $279.25 $58M +127,612 +30.6%
98 T 0.20% 5,381,621 $152M $28.23 $5M +288,120 +5.7%
99 TXN 0.20% 821,889 $151M $183.73 -$10M +45,089 +5.8%
100 PSX 0.19% 1,081,027 $147M $136.04 $23M +38,893 +3.7%

New Positions

SymbolValue% Port
LSGR $10M 0.01%
USD $9M 0.01%
HOLA $9M 0.01%
TPYP $7M 0.01%
FLDR $4M 0.01%
HGER $4M 0.01%
OAKM $4M —%
BSJS $3M —%
ATFV $3M —%
BSJR $3M —%
IREN $3M —%
IDMO $3M —%
PTRB $2M —%
BMNR $2M —%
LDUR $2M —%

Sold Out Positions

SymbolValue% Port
ATKR —%
JHX —%
PUMP —%
LMND —%
AKR —%
SHAK —%
CWH —%
FND —%
BCC —%
HRI —%
ELAN —%
CBU —%
CFR —%
USNA —%
TAP —%
View SEC EDGAR Filings for Mariner, LLC →

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