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Funds / Ocean Park Asset Management, LLC
Institutional Fund

Ocean Park Asset Management, LLC

Santa Monica, CACIK 15380526 filings on record

Portfolio Value
$1.73B
Q1 2026
Holdings
56
Reported positions
New Buys
13
Opened this quarter
QoQ Change
-18.7%
from $2.13B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Ishares Tr15.1%
  • Ishares Tr12.4%
  • Spdr Series Trust10.5%
  • Spdr Series Trust9.2%
  • Invesco Exch Traded Fd Tr II8.9%
  • Spdr Series Trust5.3%
  • Other38.6%

Portfolio Holdings

56 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Ishares Tr7.10M$261.51M15.1%569.6KReduced
2Ishares Tr2.69M$214.02M12.4%643.7KReduced
3Spdr Series Trust1.91M$182.48M10.5%0Held
4Spdr Series Trust2.07M$158.47M9.2%655Reduced
5Invesco Exch Traded Fd Tr II7.57M$154.57M8.9%+3.78MAdded
6Spdr Series Trust3.96M$92.46M5.3%+52.6KAdded
7Vanguard Bd Index Fds789.6K$58.15M3.4%717.3KReduced
8Ssga Active ETF Tr1.27M$51.17M3.0%+589.0KAdded
9J P Morgan Exchange Traded F901.0K$45.95M2.7%0Held
10Ishares Tr420.2K$42.77M2.5%+420.2KNew

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