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

Main Management Fund Advisors LLC

Q3 2025 · Filed 2025-11-14
Market Value
$1.0B
+23.0%
Holdings
8
+2
New Purchases
2
Added To
3
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
25.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BKLC 12.42% 0.00% +12.42% $128M
XLV 7.01% 0.00% +7.01% $72M
XLY 8.65% 8.18% +0.48% $89M
XLC 9.58% 9.57% +0.02% $99M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 36.55% 48.71% -12.16% $377M
SMH 8.88% 13.40% -4.52% $92M
QQQM 8.21% 11.12% -2.91% $85M
XLU 8.69% 9.02% -0.33% $90M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $377M 36.5%
Large Cap 6 $527M 51.0%
Mid Cap 1 $128M 12.4%

Portfolio Analytics

Avg Market Cap
$137.1B
Median Market Cap
$32.1B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.02
# Stocks
0
# ETFs / Funds
8

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 36.55% 563,400 $377M $669.30 -$31M -94,500 -14.4%
2 BKLC 12.42% 997,910 $128M $128.38 +997,910 NEW
3 XLC 9.58% 835,500 $99M $118.37 $19M +96,300 +13.0%
4 SMH 8.88% 280,900 $92M $326.36 -$21M -122,100 -30.3%
5 XLU 8.69% 1,028,300 $90M $87.21 $14M +101,600 +11.0%
6 XLY 8.65% 372,600 $89M $239.64 $21M +57,100 +18.1%
7 QQQM 8.21% 342,800 $85M $247.12 -$9M -68,000 -16.6%
8 XLV 7.01% 520,000 $72M $139.17 +520,000 NEW

New Positions

SymbolValue% Port
BKLC $128M 12.42%
XLV $72M 7.01%
View SEC EDGAR Filings for Main Management Fund Advisors LLC →

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