Institutional Fund
Midatlantic Capital Management, Inc.
Richmond, VACIK 20420685 filings on record
Portfolio Value
$144.96M
Q1 2026
Holdings
84
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-7.2%
from $156.18M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.0%
- Spdr S&P 500 ETF Tr8.5%
- Vanguard Index Fds5.4%
- Vanguard Whitehall Fds4.5%
- Vanguard Tax-Managed Fds3.9%
- Ishares Tr3.9%
- Other64.7%
Portfolio Holdings
84 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 20.0K | $13.04M | 9.0% | +91 | Added |
| 2 | Spdr S&P 500 ETF Tr | 18.9K | $12.29M | 8.5% | +80 | Added |
| 3 | Vanguard Index Fds | 18.0K | $7.88M | 5.4% | +439 | Added |
| 4 | Vanguard Whitehall Fds | 43.8K | $6.49M | 4.5% | −65 | Reduced |
| 5 | Vanguard Tax-Managed Fds | 89.1K | $5.71M | 3.9% | +128 | Added |
| 6 | Ishares Tr | 13.3K | $5.69M | 3.9% | +20 | Added |
| 7 | Ishares Tr | 44.7K | $5.56M | 3.8% | −25 | Reduced |
| 8 | Spdr Series Trust | 44.6K | $4.36M | 3.0% | +33 | Added |
| 9 | Ishares Tr | 63.4K | $4.28M | 3.0% | −362 | Reduced |
| 10 | Wisdomtree Tr | 46.6K | $4.17M | 2.9% | +1.9K | Added |
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