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PEAVINE CAPITAL, LLC

4790 CAUGHLIN PARKWAY #780, RENO, NV 89519 • 775-337-3900

Q3 2025 · Filed 2025-10-21
Market Value
$484M
+13.5%
Holdings
9
-3
New Purchases
0
Added To
2
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SGOV 19.77% 15.91% +3.86% $96M
AAPL 1.06% 0.97% +0.09% $5M
CAT 0.28% 0.25% +0.02% $1M
JNJ 0.10% 0.09% +0.01% $473K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 41.16% 44.78% -3.61% $199M
IEF 37.33% 37.68% -0.35% $181M
DFAS 0.13% 0.13% -0.01% $609K
DFUS 0.11% 0.12% -0.01% $538K
DFAT 0.06% 0.07% -0.00% $302K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 98.3%
Technology 1.1%
Industrials 0.4%
Healthcare 0.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $206M 42.6%
Large Cap 5 $278M 57.4%

Portfolio Analytics

Avg Market Cap
$717.2B
Median Market Cap
$85.2B
Avg P/E
35.9
Median P/E
37.1
Avg Dividend Yield
0.01%
Avg Beta
0.93
# Stocks
3
# ETFs / Funds
6

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 41.16% 299,246 $199M $666.18 $8M -10,104 -3.3%
2 IEF 37.33% 1,874,111 $181M $96.46 $20M +194,700 +11.6%
3 SGOV 19.77% 950,951 $96M $100.70 $28M +276,445 +41.0%
4 AAPL 1.06% 20,160 $5M $254.63 $997K
5 CAT 0.28% 2,800 $1M $477.15 $249K
6 DFAS 0.13% 8,891 $609K $68.46 $42K
7 DFUS 0.11% 7,433 $538K $72.44 $40K
8 JNJ 0.10% 2,550 $473K $185.42 $83K
9 DFAT 0.06% 5,188 $302K $58.21 $22K
View SEC EDGAR Filings for PEAVINE CAPITAL, LLC →

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