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Asset Manager ← All Institutions

Eisler Capital Management Ltd.

Q3 2025 · Filed 2025-11-13
Market Value
$4.5B
+54.1%
Holdings
504
-45
New Purchases
111
Added To
113
Closed
138
Reduced
139
Top 10 Concentration
83.4%
Turnover
49.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 74.10% 23.87% +50.24% $3.3B
SPY 6.33% 2.16% +4.17% $282M
QQQ 0.66% 0.06% +0.59% $29M
MSFT 0.32% 0.00% +0.32% $14M
ADBE 0.33% 0.07% +0.26% $15M
TLT 0.23% 0.01% +0.22% $10M
EWJ 0.21% 0.00% +0.21% $9M
AMZN 0.36% 0.15% +0.21% $16M
B 0.20% 0.01% +0.20% $9M
MC 0.18% 0.00% +0.18% $8M
IPG 0.17% 0.00% +0.17% $8M
CMI 0.18% 0.03% +0.16% $8M
EWZ 0.43% 0.28% +0.15% $19M
TXN 0.15% 0.00% +0.15% $7M
TT 0.15% 0.00% +0.15% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 0.00% 3.35% -3.35% $0
AAPL 0.00% 2.53% -2.53% $26K
HES 0.00% 1.56% -1.56% $0
C 0.01% 1.04% -1.03% $368K
TDG 0.08% 1.02% -0.94% $3M
JPM 0.02% 0.89% -0.88% $751K
CNI 0.00% 0.82% -0.82% $0
PYPL 0.27% 1.07% -0.80% $12M
0HQN.L 0.08% 0.87% -0.79% $4M
UNP 0.15% 0.93% -0.79% $7M
SYF 0.00% 0.79% -0.79% $0
GS 0.00% 0.76% -0.76% $0
ODFL 0.00% 0.74% -0.74% $0
GWW 0.00% 0.71% -0.71% $0
MCO 0.01% 0.72% -0.71% $445K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 61 $3.8B 84.9%
Large Cap 321 $539M 12.1%
Mid Cap 97 $135M 3.0%
Small Cap 24 $1M 0.0%
Micro Cap 1 $2 0.0%

Portfolio Analytics

Avg Market Cap
$149.9B
Median Market Cap
$41.3B
Avg P/E
33.4
Median P/E
25.4
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
477
# ETFs / Funds
27

Top Holdings (504 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 74.10% 4,963,000 $3.3B $665.99 $2.6B +3,850,500 +346.1%
2 SPY 6.33% 425,308 $282M $664.05 $220M +324,036 +320.0%
3 QQQ 0.66% 49,050 $29M $598.10 $28M +45,750 +1386.4%
4 EWZ 0.43% 625,155 $19M $30.93 $11M +340,861 +119.9%
5 AMZN 0.36% 73,145 $16M $218.70 $12M +53,343 +269.4%
6 PG 0.36% 103,260 $16M $153.59 $3M +24,792 +31.6%
7 ADBE 0.33% 41,034 $15M $359.50 $13M +35,778 +680.7%
8 MSFT 0.32% 27,714 $14M $514.75 $14M +27,689 +110756.0%
9 CRM 0.27% 51,418 $12M $236.99 $8M +36,085 +235.3%
10 PYPL 0.27% 180,833 $12M $66.45 -$19M -237,591 -56.8%
11 RACE 0.25% 22,728 $11M $481.80 $7M +14,508 +176.5%
12 KBR 0.24% 208,276 $11M $51.35 $8M +145,880 +233.8%
13 TLT 0.23% 114,459 $10M $88.95 $10M +111,220 +3433.8%
14 CSX 0.22% 275,858 $10M $35.74 $7M +195,118 +241.7%
15 FYBR 0.22% 252,708 $10M $38.48 -$7M -214,229 -45.9%
16 AGCO 0.22% 90,327 $10M $107.03 -$6M -64,595 -41.7%
17 LLY 0.21% 12,676 $10M $754.96 $2M +3,596 +39.6%
18 EWJ 0.21% 119,006 $9M $79.80 +119,006 NEW
19 AME 0.20% 47,707 $9M $190.49 -$12M -69,227 -59.2%
20 B 0.20% 272,290 $9M $32.96 $9M +265,299 +3794.9%
21 ALLY 0.20% 228,339 $9M $39.07 -$13M -339,905 -59.8%
22 PNR 0.20% 79,654 $9M $110.79 -$8M -79,681 -50.0%
23 ROST 0.18% 54,993 $8M $149.49 $2M +2,540 +4.8%
24 CMI 0.18% 19,269 $8M $422.52 $7M +17,007 +751.9%
25 GXO 0.18% 152,371 $8M $53.35 -$8M -175,318 -53.5%
26 KO 0.18% 118,932 $8M $66.12 $7M +100,226 +535.8%
27 MC 0.18% 110,089 $8M $71.21 +110,089 NEW
28 IPG 0.17% 276,774 $8M $27.91 +276,774 NEW
29 LHX 0.17% 25,242 $8M $305.93 -$8M -37,948 -60.0%
30 SCHW 0.17% 83,256 $8M $92.31 -$14M -158,393 -65.5%
31 MMM 0.17% 49,137 $8M $154.67 -$14M -92,303 -65.3%
32 ISRG 0.17% 16,951 $7M $438.50 $6M +14,580 +614.9%
33 GD 0.17% 21,769 $7M $340.88 -$17M -60,606 -73.6%
34 NVT 0.16% 71,838 $7M $99.00 -$4M -84,190 -54.0%
35 TGT 0.16% 79,109 $7M $89.50 -$900K -1,763 -2.2%
36 XOM 0.16% 61,867 $7M $114.30 -$4M -44,219 -41.7%
37 COST 0.16% 7,691 $7M $918.00 $2M +3,061 +66.1%
38 XPO 0.16% 54,576 $7M $129.32 -$7M -60,370 -52.5%
39 VZ 0.16% 160,527 $7M $43.47 $5M +115,017 +252.7%
40 NOW 0.16% 7,400 $7M $938.28 $2M +2,208 +42.5%
41 LBRDK 0.15% 107,865 $7M $63.49 -$5M -16,937 -13.6%
42 PLTR 0.15% 37,759 $7M $181.15 $5M +25,437 +206.4%
43 TXN 0.15% 36,132 $7M $185.10 $7M +35,910 +16175.7%
44 V 0.15% 19,513 $7M $339.98 $3M +8,248 +73.2%
45 TT 0.15% 16,020 $7M $412.37 +16,020 NEW
46 UNP 0.15% 28,529 $7M $230.10 -$20M -89,015 -75.7%
47 BRK-B 0.15% 13,173 $7M $498.31 -$6M -13,502 -50.6%
48 BNS 0.14% 100,000 $6M $64.60 -$10M -194,262 -66.0%
49 LII 0.14% 12,097 $6M $529.74 -$17M -28,756 -70.4%
50 AMD 0.14% 39,476 $6M $160.85 -$4M -32,400 -45.1%
51 UPS 0.14% 76,217 $6M $83.29 $3M +42,987 +129.4%
52 CG 0.14% 100,000 $6M $62.73 -$14M -287,187 -74.2%
53 ACN 0.14% 25,625 $6M $239.96 $396K +6,384 +33.2%
54 RTX 0.14% 38,395 $6M $158.29 -$10M -71,790 -65.2%
55 CM 0.13% 75,300 $6M $79.75 -$14M -213,800 -74.0%
56 FDX 0.13% 25,512 $6M $231.12 -$2M -7,347 -22.4%
57 K 0.13% 73,328 $6M $79.03 -$11M -140,520 -65.7%
58 UNH 0.13% 16,677 $6M $345.00 -$11M -37,039 -69.0%
59 STLA 0.12% 576,989 $5M $9.23 -$11M -1,084,169 -65.3%
60 OLLI 0.12% 39,077 $5M $136.00 +39,077 NEW
61 JCI 0.12% 48,694 $5M $106.30 -$8M -76,909 -61.2%
62 BCS 0.12% 250,000 $5M $20.70 +250,000 NEW
63 ROK 0.12% 14,717 $5M $349.43 +14,717 NEW
64 NUE 0.12% 37,872 $5M $135.70 $4M +29,394 +346.7%
65 BA 0.11% 23,372 $5M $218.00 -$9M -45,937 -66.3%
66 BMY 0.11% 113,651 $5M $44.31 $2M +56,819 +100.0%
67 JBHT 0.11% 37,434 $5M $134.15 +37,434 NEW
68 SBUX 0.11% 58,215 $5M $85.65 $770K +12,201 +26.5%
69 OTIS 0.11% 57,080 $5M $86.92 +57,080 NEW
70 SAIA 0.11% 16,752 $5M $294.76 +16,752 NEW
71 PINS 0.11% 150,536 $5M $32.02 $1M +56,308 +59.8%
72 NFLX 0.11% 4,000 $5M $1,204.00 $5M +3,979 +18947.6%
73 FCX 0.11% 121,844 $5M $38.97 $4M +113,304 +1326.7%
74 KRE 0.10% 73,082 $5M $63.55 $4M +60,377 +475.2%
75 MRVL 0.10% 54,370 $5M $83.29 $4M +42,825 +370.9%
76 DIS 0.10% 39,447 $5M $114.78 $5M +39,415 +123171.9%
77 CLF 0.10% 350,137 $5M $12.93 +350,137 NEW
78 ABNB 0.10% 36,615 $4M $121.26 $3M +23,507 +179.3%
79 SLB 0.10% 119,529 $4M $35.60 $668K +13,294 +12.5%
80 CEG 0.10% 13,107 $4M $324.11 +13,107 NEW
81 WWD 0.09% 16,087 $4M $252.65 +16,087 NEW
82 COF 0.09% 17,619 $4M $223.69 -$12M -57,636 -76.6%
83 IR 0.09% 47,520 $4M $82.62 +47,520 NEW
84 PM 0.09% 23,966 $4M $163.00 $3M +21,345 +814.4%
85 URI 0.09% 4,059 $4M $945.69 -$10M -13,991 -77.5%
86 BX 0.09% 21,565 $4M $176.00 -$3M -21,285 -49.7%
87 LULU 0.08% 20,990 $4M $178.82 -$8M -27,189 -56.4%
88 0HQN.L 0.08% 15,238 $4M $245.38 -$22M -93,221 -86.0%
89 QQQM 0.08% 15,000 $4M $246.00 +15,000 NEW
90 MAR 0.08% 13,954 $4M $260.43 $908K +3,990 +40.0%
91 GPC 0.08% 25,955 $4M $138.94 $4M +25,491 +5493.8%
92 INTC 0.08% 107,691 $4M $33.44 -$3M -209,258 -66.0%
93 WDAY 0.08% 14,591 $4M $246.33 $601K +2,119 +17.0%
94 ULTA 0.08% 6,287 $3M $552.00 -$3M -7,901 -55.7%
95 PLD 0.08% 29,913 $3M $114.50 -$11M -108,471 -78.4%
96 NSC 0.08% 11,364 $3M $300.44 -$15M -59,426 -84.0%
97 TDG 0.08% 2,670 $3M $1,268.35 -$26M -16,660 -86.2%
98 PVH 0.08% 39,677 $3M $84.70 +39,677 NEW
99 SMG 0.08% 58,775 $3M $56.94 -$2M -17,180 -22.6%
100 XLF 0.07% 60,691 $3M $54.10 $3M +55,691 +1113.8%

Options Breakdown

225 Calls $3.8B Call Value 244 Puts $14.3B Put Value 3.75 P/C Ratio

Top Calls

SymbolSharesValueStatus
QQQ 612,500 $366M
IWM 1,171,600 $282M
NVDA 1,415,100 $263M
AAPL 883,700 $224M
MSFT 359,000 $185M
SPY 199,000 $132M
TSLA 245,100 $108M
AMZN 486,000 $106M
META 140,600 $103M
AVGO 295,900 $97M

Top Puts

SymbolSharesValueStatus
NVDA 8,366,700 $1.6B
IWM 5,831,700 $1.4B
QQQ 1,754,400 $1.0B
AAPL 3,959,300 $1.0B
MSFT 1,846,700 $951M
META 561,800 $411M
AMZN 1,872,500 $410M
GOOGL 1,680,300 $407M
TSLA 818,600 $362M
SPY 515,800 $343M

New Positions

SymbolValue% Port
EWJ $9M 0.21%
MC $8M 0.18%
IPG $8M 0.17%
TT $7M 0.15%
OLLI $5M 0.12%
BCS $5M 0.12%
ROK $5M 0.12%
JBHT $5M 0.11%
OTIS $5M 0.11%
SAIA $5M 0.11%
CLF $5M 0.10%
CEG $4M 0.10%
WWD $4M 0.09%
IR $4M 0.09%
QQQM $4M 0.08%

Sold Out Positions

SymbolValue% Port
AVB —%
AAP —%
EXR —%
ACI —%
RH —%
ARES —%
AA —%
QXO —%
UAA —%
HR —%
ATI —%
DLR —%
BURL —%
TREX —%
AMH —%
View SEC EDGAR Filings for Eisler Capital Management Ltd. →

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