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Asset Manager ← All Institutions

Main Management Fund Advisors LLC

Q2 2025 · Filed 2025-08-12
Market Value
$839M
+22.9%
Holdings
6
-1
New Purchases
0
Added To
6
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SMH 13.40% 11.48% +1.92% $112M
QQQM 11.12% 10.75% +0.37% $93M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 48.71% 49.77% -1.07% $408M
XLU 9.02% 9.88% -0.86% $76M
XLY 8.18% 8.47% -0.29% $69M
XLC 9.57% 9.64% -0.07% $80M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $408M 48.7%
Large Cap 5 $430M 51.3%

Portfolio Analytics

Avg Market Cap
$175.5B
Median Market Cap
$45.6B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.10
# Stocks
0
# ETFs / Funds
6

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 48.71% 657,900 $408M $620.90 $69M +53,500 +8.8%
2 SMH 13.40% 403,000 $112M $278.88 $34M +32,500 +8.8%
3 QQQM 11.12% 410,800 $93M $227.10 $20M +30,700 +8.1%
4 XLC 9.57% 739,200 $80M $108.53 $14M +57,200 +8.4%
5 XLU 9.02% 926,700 $76M $81.66 $8M +71,500 +8.4%
6 XLY 8.18% 315,500 $69M $217.33 $11M +23,000 +7.9%
View SEC EDGAR Filings for Main Management Fund Advisors LLC →

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