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VEGA INVESTMENT SOLUTIONS

Q3 2025 · Filed 2025-08-13
Market Value
$0
-100.0%
Holdings
183
-21
New Purchases
0
Added To
0
Closed
183
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 37 $0 0%
Large Cap 109 $0 0%
Mid Cap 28 $0 0%
Small Cap 9 $0 0%

Portfolio Analytics

Avg Market Cap
$281.5B
Median Market Cap
$39.6B
Avg P/E
39.3
Median P/E
29.4
Avg Dividend Yield
0.01%
Avg Beta
1.04
# Stocks
176
# ETFs / Funds
7

Top Holdings (183 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HLT —% -$585K -2,198 -100.0% SOLD
2 UBER —% -$2M -16,733 -100.0% SOLD
3 CVS —% -$37K -540 -100.0% SOLD
4 HPE —% -$8M -378,070 -100.0% SOLD
5 NOW —% -$1M -1,258 -100.0% SOLD
6 UI —% -$10K -25 -100.0% SOLD
7 FOUR —% -$38K -386 -100.0% SOLD
8 NEE —% -$22K -324 -100.0% SOLD
9 CWT —% -$20K -445 -100.0% SOLD
10 ZTS —% -$448K -2,871 -100.0% SOLD
11 VEEV —% -$468K -1,626 -100.0% SOLD
12 DLR —% -$62K -355 -100.0% SOLD
13 AJG —% -$4K -13 -100.0% SOLD
14 MSCI —% -$51K -89 -100.0% SOLD
15 WTRG —% -$43K -1,150 -100.0% SOLD
16 HUBS —% -$47K -85 -100.0% SOLD
17 CARR —% -$23K -320 -100.0% SOLD
18 ANET —% -$3M -29,350 -100.0% SOLD
19 SNOW —% -$77K -346 -100.0% SOLD
20 BJ —% -$39K -358 -100.0% SOLD
21 WMS —% -$31K -274 -100.0% SOLD
22 HD —% -$43K -117 -100.0% SOLD
23 ABBV —% -$136K -735 -100.0% SOLD
24 DHR —% -$1M -6,942 -100.0% SOLD
25 ECL —% -$91K -339 -100.0% SOLD
26 MSI —% -$50K -120 -100.0% SOLD
27 CRM —% -$5M -18,297 -100.0% SOLD
28 CAH —% -$1M -8,429 -100.0% SOLD
29 AIT —% -$26K -112 -100.0% SOLD
30 BLK —% -$1M -1,395 -100.0% SOLD
31 ACM —% -$31K -276 -100.0% SOLD
32 A —% -$1M -9,223 -100.0% SOLD
33 IEX —% -$40K -230 -100.0% SOLD
34 WMB —% -$93K -1,480 -100.0% SOLD
35 KO —% -$69K -970 -100.0% SOLD
36 VZ —% -$35K -799 -100.0% SOLD
37 UPS —% -$10K -100 -100.0% SOLD
38 DIS —% -$78K -630 -100.0% SOLD
39 IQV —% -$531K -3,368 -100.0% SOLD
40 SPGI —% -$57K -109 -100.0% SOLD
41 STN —% -$57K -384 -100.0% SOLD
42 VLTO —% -$32K -321 -100.0% SOLD
43 TRU —% -$26K -291 -100.0% SOLD
44 WM —% -$35K -154 -100.0% SOLD
45 SYK —% -$413K -1,043 -100.0% SOLD
46 CAT —% -$1M -3,495 -100.0% SOLD
47 JPM —% -$4M -13,878 -100.0% SOLD
48 LH —% -$721K -2,746 -100.0% SOLD
49 BAC —% -$32K -683 -100.0% SOLD
50 FERG —% -$29K -184 -100.0% SOLD
51 VRT —% -$2M -17,312 -100.0% SOLD
52 CLH —% -$93K -404 -100.0% SOLD
53 TYL —% -$36K -60 -100.0% SOLD
54 MAS —% -$17K -265 -100.0% SOLD
55 PG —% -$102M -638,400 -100.0% SOLD
56 PH —% -$1M -1,705 -100.0% SOLD
57 ROL —% -$51K -906 -100.0% SOLD
58 TOST —% -$24K -532 -100.0% SOLD
59 ZWS —% -$18K -495 -100.0% SOLD
60 EW —% -$28K -359 -100.0% SOLD
61 CNM —% -$58K -958 -100.0% SOLD
62 TMO —% -$105K -260 -100.0% SOLD
63 IT —% -$25K -63 -100.0% SOLD
64 MSA —% -$33K -198 -100.0% SOLD
65 LLY —% -$87M -111,542 -100.0% SOLD
66 MTD —% -$20K -17 -100.0% SOLD
67 AOS —% -$24K -371 -100.0% SOLD
68 JBTM —% -$38K -315 -100.0% SOLD
69 MA —% -$1M -2,066 -100.0% SOLD
70 MRK —% -$31K -390 -100.0% SOLD
71 LNG —% -$867K -3,562 -100.0% SOLD
72 JNJ —% -$61K -402 -100.0% SOLD
73 BSX —% -$2M -18,239 -100.0% SOLD
74 GNRC —% -$18K -125 -100.0% SOLD
75 APG —% -$46K -1,350 -100.0% SOLD
76 PGR —% -$1M -4,837 -100.0% SOLD
77 AWK —% -$33K -234 -100.0% SOLD
78 GDDY —% -$33K -181 -100.0% SOLD
79 WAT —% -$680K -1,949 -100.0% SOLD
80 EMR —% -$29K -217 -100.0% SOLD
81 WCN —% -$75K -293 -100.0% SOLD
82 UNH —% -$41K -132 -100.0% SOLD
83 WAB —% -$48K -230 -100.0% SOLD
84 RTX —% -$6M -40,500 -100.0% SOLD
85 MOD —% -$13K -127 -100.0% SOLD
86 NYT —% -$34K -601 -100.0% SOLD
87 TTC —% -$18K -256 -100.0% SOLD
88 S —% -$33K -1,822 -100.0% SOLD
89 PLNT —% -$41K -377 -100.0% SOLD
90 XYL —% -$41K -319 -100.0% SOLD
91 TSM —% -$1M -6,266 -100.0% SOLD
92 PPG —% -$33M -291,830 -100.0% SOLD
93 GNTX —% -$16K -720 -100.0% SOLD
94 COST —% -$52K -53 -100.0% SOLD
95 AMD —% -$2M -15,080 -100.0% SOLD
96 AXON —% -$48K -58 -100.0% SOLD
97 MDB —% -$34K -164 -100.0% SOLD
98 EEMA —% -$823 -10 -100.0% SOLD
99 DOCU —% -$1M -15,005 -100.0% SOLD
100 AMZN —% -$8M -35,884 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
DIS —%
UBER —%
CVS —%
HPE —%
NOW —%
UI —%
FOUR —%
NEE —%
CWT —%
ZTS —%
VEEV —%
DLR —%
IQV —%
HLT —%
WTRG —%
View SEC EDGAR Filings for VEGA INVESTMENT SOLUTIONS →

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