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

Greenfield FTC, Inc.

4741 CAUGHLIN PARKWAY, SUITE 1, RENO, NV 89519 • (775) 378-7846

Q4 2025 · Filed 2026-01-14
Market Value
$760M
+50.0%
Holdings
4
+1
New Purchases
1
Added To
1
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EEM 5.66% 0.00% +5.66% $43M
SPY 90.72% 89.69% +1.03% $690M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EFA 3.62% 7.57% -3.96% $27M
IWM 0.00% 2.73% -2.73% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $690M 90.7%
Large Cap 3 $71M 9.3%

Portfolio Analytics

Avg Market Cap
$251.2B
Median Market Cap
$76.6B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.04
# Stocks
0
# ETFs / Funds
4

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPY 90.72% 1,011,584 $690M $681.92 $235M +329,032 +48.2%
2 EEM 5.66% 787,343 $43M $54.71 — +787,343 — NEW
3 EFA 3.62% 286,330 $27M $96.03 -$11M -124,943 -30.4%
4 IWM —% — — — -$14M -57,262 -100.0% SOLD

New Positions

SymbolValue% Port
EEM $43M 5.66%

Sold Out Positions

SymbolValue% Port
IWM — —%
View SEC EDGAR Filings for Greenfield FTC, Inc. →

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