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Asset Manager ← All Institutions

McIlrath & Eck, LLC

Q4 2025 · Filed 2026-02-03
Market Value
$1.1B
+11.3%
Holdings
1,001
+34
New Purchases
85
Added To
226
Closed
51
Reduced
143
Top 10 Concentration
49.4%
Turnover
13.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 4.78% 2.16% +2.63% $51M
VEXC 0.84% 0.00% +0.84% $9M
VHT 0.73% 0.00% +0.73% $8M
VDC 0.72% 0.00% +0.72% $8M
VPU 0.73% 0.00% +0.72% $8M
DFSD 5.04% 4.57% +0.48% $54M
VCRB 1.62% 1.27% +0.35% $17M
DUSB 0.19% 0.00% +0.19% $2M
GOOG 0.52% 0.39% +0.13% $6M
BNDX 0.22% 0.09% +0.13% $2M
FTWO 0.12% 0.00% +0.12% $1M
IDMO 2.28% 2.17% +0.11% $25M
SCHF 2.24% 2.17% +0.08% $24M
DFSV 0.97% 0.90% +0.07% $10M
SBIL 0.05% 0.00% +0.05% $519K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VV 3.65% 4.61% -0.95% $39M
FDVV 3.59% 4.46% -0.87% $39M
VUG 7.36% 8.18% -0.82% $79M
EMXC 0.47% 1.28% -0.81% $5M
STXT 6.52% 7.00% -0.48% $70M
BUXX 3.41% 3.88% -0.47% $37M
QQQ 1.35% 1.69% -0.34% $15M
CGSD 2.12% 2.43% -0.31% $23M
PRF 1.82% 2.12% -0.30% $20M
AVLV 1.79% 2.07% -0.27% $19M
DFAI 4.94% 5.18% -0.24% $53M
AVMC 4.89% 5.12% -0.23% $53M
VNQ 1.91% 2.09% -0.17% $21M
IWY 0.59% 0.76% -0.17% $6M
NVDA 0.33% 0.48% -0.15% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $310M 28.8%
Large Cap 491 $281M 26.1%
Mid Cap 233 $224M 20.8%
Small Cap 151 $148M 13.8%
Micro Cap 53 $114M 10.6%

Portfolio Analytics

Avg Market Cap
$89.0B
Median Market Cap
$13.9B
Avg P/E
31.1
Median P/E
21.3
Avg Dividend Yield
0.03%
Avg Beta
0.99
# Stocks
645
# ETFs / Funds
356

Top Holdings (1,001 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VUG 7.36% 162,275 $79M $487.86 $54K -2,678 -1.6%
2 STXT 6.52% 3,491,661 $70M $20.10 $2M +151,341 +4.5%
3 VTV 5.22% 294,179 $56M $190.99 $6M +23,772 +8.8%
4 DFSD 5.04% 1,131,781 $54M $47.95 $10M +214,986 +23.4%
5 DFAI 4.94% 1,395,818 $53M $38.11 $3M +16,884 +1.2%
6 AVMC 4.89% 744,556 $53M $70.64 $3M +33,404 +4.7%
7 MSFT 4.78% 106,416 $51M $483.62 $31M +66,151 +164.3%
8 VV 3.65% 124,823 $39M $314.80 -$5M -19,889 -13.7%
9 FDVV 3.59% 680,694 $39M $56.69 -$5M -93,636 -12.1%
10 BUXX 3.41% 1,815,141 $37M $20.24 -$815K -36,597 -2.0%
11 STXE 2.95% 885,223 $32M $35.92 $3M -3,961 -0.5%
12 VWOB 2.42% 386,534 $26M $67.43 $3M +40,169 +11.6%
13 VO 2.36% 87,637 $25M $290.22 $1M +5,758 +7.0%
14 IDMO 2.28% 441,833 $25M $55.57 $4M +53,509 +13.8%
15 SCHF 2.24% 1,003,572 $24M $24.04 $3M +103,488 +11.5%
16 CGSD 2.12% 878,176 $23M $26.01 -$707K -28,234 -3.1%
17 VNQ 1.91% 232,840 $21M $88.49 $402K +11,859 +5.4%
18 PRF 1.82% 418,309 $20M $46.92 -$890K -35,499 -7.8%
19 AVLV 1.79% 254,481 $19M $75.77 -$706K -22,130 -8.0%
20 VB 1.67% 69,557 $18M $257.95 $2M +4,978 +7.7%
21 VCRB 1.62% 224,354 $17M $77.89 $5M +67,560 +43.1%
22 SIVR 1.52% 242,170 $16M $67.64 $2M -85,153 -26.0%
23 AAPL 1.35% 53,488 $15M $271.86 $463K -1,802 -3.3%
24 QQQ 1.35% 23,635 $15M $614.31 -$2M -3,614 -13.3%
25 AVUV 1.21% 128,170 $13M $101.98 $1M +9,227 +7.8%
26 DEXC 1.01% 178,815 $11M $60.52 $1M +11,782 +7.0%
27 DFSV 0.97% 316,718 $10M $32.89 $2M +44,677 +16.4%
28 VEXC 0.84% 114,068 $9M $79.68 +114,068 NEW
29 IUS 0.79% 149,237 $9M $57.16 $1M +13,119 +9.6%
30 VTI 0.77% 24,797 $8M $335.28 $163K -39 -0.2%
31 VHT 0.73% 27,464 $8M $287.85 $8M +27,307 +17393.0%
32 VPU 0.73% 42,248 $8M $185.04 $8M +42,053 +21565.6%
33 VDC 0.72% 36,895 $8M $211.24 $8M +36,887 +461087.5%
34 STIP 0.66% 69,304 $7M $102.39 $881K +9,179 +15.3%
35 BRK-B 0.61% 12,983 $7M $502.65 $279K +558 +4.5%
36 IWY 0.59% 22,834 $6M $276.94 -$1M -4,043 -15.0%
37 VGSH 0.52% 95,569 $6M $58.73 $998K +17,159 +21.9%
38 GOOG 0.52% 17,857 $6M $313.80 $2M +2,395 +15.5%
39 COST 0.51% 6,421 $6M $862.34 -$421K -16 -0.2%
40 EMXC 0.47% 70,111 $5M $72.68 -$7M -113,545 -61.8%
41 AMZN 0.46% 21,439 $5M $230.82 $573K +1,510 +7.6%
42 UMH 0.36% 241,158 $4M $15.91 $21K -15,779 -6.1%
43 NVDA 0.33% 19,063 $4M $186.50 -$1M -5,603 -22.7%
44 IVV 0.33% 5,157 $4M $685.00 $106K +37 +0.7%
45 GOOGL 0.30% 10,147 $3M $313.01 $703K -25 -0.2%
46 PCAR 0.29% 28,010 $3M $109.51 $601K +2,928 +11.7%
47 WM 0.28% 13,727 $3M $219.72 $16K +141 +1.0%
48 SPY 0.27% 4,250 $3M $681.95 -$30K -146 -3.3%
49 IAGG 0.25% 52,823 $3M $50.01 $357K +8,229 +18.4%
50 CMF 0.23% 43,767 $3M $57.46 $520K +8,792 +25.1%
51 VFVA 0.22% 17,559 $2M $132.78 -$138K -1,803 -9.3%
52 BNDX 0.22% 47,895 $2M $48.32 $1M +30,493 +175.2%
53 JPM 0.21% 7,068 $2M $322.23 $157K +347 +5.2%
54 DUSB 0.19% 39,429 $2M $50.65 +39,429 NEW
55 TSLA 0.18% 4,284 $2M $449.72 -$28K -110 -2.5%
56 VTEB 0.16% 35,251 $2M $50.29 -$41K -982 -2.7%
57 META 0.14% 2,264 $1M $660.23 -$97K +96 +4.4%
58 AFL 0.14% 13,529 $1M $110.27 -$307K -2,575 -16.0%
59 FTWO 0.12% 31,518 $1M $40.64 +31,518 NEW
60 IXUS 0.11% 14,067 $1M $84.64 $53K +291 +2.1%
61 HD 0.10% 3,254 $1M $344.07 -$196K +7 +0.2%
62 PULS 0.10% 21,076 $1M $49.59 -$16K -213 -1.0%
63 AXP 0.10% 2,802 $1M $369.95 $106K
64 BA 0.09% 4,516 $980K $217.11 $80K +345 +8.3%
65 EFA 0.09% 9,978 $958K $96.03 $28K +21 +0.2%
66 IWF 0.09% 1,976 $935K $473.30 $4K -13 -0.7%
67 VOO 0.08% 1,448 $908K $627.14 $466K +726 +100.5%
68 AVGO 0.08% 2,564 $887K $346.03 $245K +617 +31.7%
69 BAC 0.08% 15,890 $874K $55.00 $92K +726 +4.8%
70 PG 0.08% 6,081 $871K $143.31 $3K +432 +7.7%
71 CSCO 0.08% 10,890 $839K $77.03 $113K +276 +2.6%
72 VXUS 0.07% 9,726 $734K $75.44 $19K
73 XOM 0.07% 5,962 $717K $120.34 $57K +102 +1.7%
74 EPD 0.06% 21,384 $686K $32.06 -$1K -585 -2.7%
75 V 0.06% 1,938 $680K $350.79 $41K +66 +3.5%
76 IJR 0.06% 5,641 $678K $120.18 -$28K -300 -5.0%
77 LLY 0.06% 619 $666K $1,075.53 $109K -110 -15.1%
78 MRK 0.06% 6,192 $652K $105.25 $145K +152 +2.5%
79 SUSC 0.06% 27,840 $651K $23.38 $260K +11,231 +67.6%
80 IBM 0.06% 2,194 $650K $296.27 $22K -32 -1.4%
81 MDY 0.06% 1,075 $649K $603.28 $8K
82 SBUX 0.06% 7,645 $644K $84.21 $29K +378 +5.2%
83 ORCL 0.06% 3,191 $622K $194.91 -$174K +361 +12.8%
84 AMGN 0.06% 1,896 $621K $327.37 $86K +1 +0.1%
85 MCD 0.06% 2,016 $616K $305.63 $174K +561 +38.6%
86 WMT 0.06% 5,438 $606K $111.42 $233K +1,825 +50.5%
87 XCEM 0.06% 15,527 $596K $38.36 -$40K -1,955 -11.2%
88 NULV 0.05% 12,201 $550K $45.05 $176K +3,686 +43.3%
89 CGDV 0.05% 12,477 $544K $43.64 $20K
90 XLK 0.05% 3,682 $530K $143.97 $3K +1,812 +96.9%
91 IJH 0.05% 7,970 $526K $66.00 $16K +155 +2.0%
92 BND 0.05% 7,030 $521K $74.07 $59K +818 +13.2%
93 SBIL 0.05% 5,187 $519K $100.10 +5,187 NEW
94 ITW 0.05% 2,063 $508K $246.24 -$30K +1 +0.1%
95 SPSM 0.05% 10,657 $499K $46.86 -$17K -499 -4.5%
96 CVX 0.04% 3,167 $483K $152.39 -$14K -30 -0.9%
97 LOW 0.04% 1,967 $474K $241.20 $15K +141 +7.7%
98 RGLD 0.04% 2,056 $457K $222.29 $15K -149 -6.8%
99 PEP 0.04% 3,068 $440K $143.52 $15K +38 +1.2%
100 DFUS 0.04% 5,719 $424K $74.18 -$111K -1,668 -22.6%

New Positions

SymbolValue% Port
VEXC $9M 0.84%
DUSB $2M 0.19%
FTWO $1M 0.12%
SBIL $519K 0.05%
FIBK $294K 0.03%
CTSH $266K 0.02%
TOTB.DE $217K 0.02%
QQEW $206K 0.02%
IBHI $203K 0.02%
HAWX $164K 0.02%
CGIC $159K 0.01%
VEEV $156K 0.01%
PBR $134K 0.01%
QDPL $110K 0.01%
CGMM $110K 0.01%

Sold Out Positions

SymbolValue% Port
ACRE —%
AA —%
UAA —%
EPC —%
BEN —%
ZTS —%
PBH —%
INFY —%
BCE —%
HOG —%
CPNG —%
UL —%
UA —%
CVSA —%
DRLL —%
View SEC EDGAR Filings for McIlrath & Eck, LLC →

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