Institutional Fund
Marino, Stram & Associates LLC
Braintree, MACIK 10997625 filings on record
Portfolio Value
$556.59M
Q1 2026
Holdings
185
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+0.6%
from $553.42M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Whitehall Fds14.9%
- Ishares Tr10.6%
- Vanguard Index Fds7.7%
- Spdr Series Trust7.3%
- Vanguard Index Fds6.2%
- Ishares Tr3.4%
- Other49.9%
Portfolio Holdings
185 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall Fds | 559.8K | $82.90M | 14.9% | +10.0K | Added |
| 2 | Ishares Tr | 90.2K | $58.95M | 10.6% | +2.1K | Added |
| 3 | Vanguard Index Fds | 97.8K | $42.74M | 7.7% | +2.5K | Added |
| 4 | Spdr Series Trust | 278.7K | $40.67M | 7.3% | −1.2K | Reduced |
| 5 | Vanguard Index Fds | 177.1K | $34.75M | 6.2% | +1.4K | Added |
| 6 | Ishares Tr | 277.1K | $18.71M | 3.4% | +4.0K | Added |
| 7 | Ishares Tr | 110.1K | $13.69M | 2.5% | +35 | Added |
| 8 | Apple Inc | 46.1K | $11.71M | 2.1% | −678 | Reduced |
| 9 | New York Life Investments Et | 250.3K | $8.41M | 1.5% | +3.7K | Added |
| 10 | Jpmorgan Chase & Co. | 28.6K | $8.40M | 1.5% | +29 | Added |
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