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PEAVINE CAPITAL, LLC

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

Q4 2025 · Filed 2026-01-21
Market Value
$473M
-2.3%
Holdings
9
New Purchases
0
Added To
0
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 42.59% 41.16% +1.43% $202M
AAPL 1.16% 1.06% +0.10% $5M
CAT 0.34% 0.28% +0.06% $2M
JNJ 0.11% 0.10% +0.01% $528K
DFUS 0.12% 0.11% +0.01% $551K
DFAS 0.13% 0.13% +0.01% $619K
DFAT 0.07% 0.06% +0.00% $309K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SGOV 18.79% 19.77% -0.98% $89M
IEF 36.70% 37.33% -0.63% $174M

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 $209M 44.2%
Large Cap 5 $264M 55.8%

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 42.59% 295,559 $202M $681.92 $2M -3,687 -1.2%
2 IEF 36.70% 1,806,011 $174M $96.16 -$7M -68,100 -3.6%
3 SGOV 18.79% 885,897 $89M $100.38 -$7M -65,054 -6.8%
4 AAPL 1.16% 20,160 $5M $271.86 $347K
5 CAT 0.34% 2,800 $2M $572.87 $268K
6 DFAS 0.13% 8,891 $619K $69.67 $11K
7 DFUS 0.12% 7,433 $551K $74.17 $13K
8 JNJ 0.11% 2,550 $528K $206.95 $55K
9 DFAT 0.07% 5,188 $309K $59.54 $7K
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