Institutional Fund
Massachusetts Wealth Management
North Andover, MACIK 19660115 filings on record
Portfolio Value
$230.75M
Q1 2026
Holdings
98
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+7.4%
from $214.92M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- J P Morgan Exchange Traded F5.5%
- Select Sector Spdr Tr3.4%
- Exxon Mobil Corp3.3%
- Select Sector Spdr Tr2.7%
- Jpmorgan Chase & Co.2.6%
- Chevron Corp New2.6%
- Other79.9%
Portfolio Holdings
98 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | 252.3K | $12.77M | 5.5% | +36.1K | Added |
| 2 | Select Sector Spdr Tr | 58.8K | $7.82M | 3.4% | −25.7K | Reduced |
| 3 | Exxon Mobil Corp | 44.6K | $7.57M | 3.3% | +8.5K | Added |
| 4 | Select Sector Spdr Tr | 38.5K | $6.23M | 2.7% | +414 | Added |
| 5 | Jpmorgan Chase & Co. | 20.4K | $6.01M | 2.6% | +505 | Added |
| 6 | Chevron Corp New | 28.5K | $5.89M | 2.6% | +8.3K | Added |
| 7 | Citigroup Inc | 51.5K | $5.84M | 2.5% | +260 | Added |
| 8 | Conocophillips | 43.3K | $5.72M | 2.5% | +14.3K | Added |
| 9 | Apple Inc | 21.6K | $5.47M | 2.4% | −77 | Reduced |
| 10 | Ge Vernova Inc | 6.1K | $5.31M | 2.3% | +24 | Added |
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