Institutional Fund
Ethos Capital Management, Inc.
Newtown, PACIK 21062142 filings on record
Portfolio Value
$116.57M
Q1 2026
Holdings
56
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+9.8%
from $106.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.6%
- Vanguard Bd Index Fds8.7%
- Ishares Tr8.3%
- Broadcom Inc3.5%
- Nvidia Corporation3.4%
- Palantir Technologies Inc2.7%
- Other61.8%
Portfolio Holdings
56 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 130.7K | $13.52M | 11.6% | +22.0K | Added |
| 2 | Vanguard Bd Index Fds | 131.6K | $10.16M | 8.7% | +21.7K | Added |
| 3 | Ishares Tr | 220.2K | $9.65M | 8.3% | +36.2K | Added |
| 4 | Broadcom Inc | 13.2K | $4.08M | 3.5% | +1.9K | Added |
| 5 | Nvidia Corporation | 22.7K | $3.96M | 3.4% | +3.0K | Added |
| 6 | Palantir Technologies Inc | 21.6K | $3.16M | 2.7% | +4.1K | Added |
| 7 | Goldman Sachs Group Inc | 3.3K | $2.81M | 2.4% | +465 | Added |
| 8 | Micron Technology Inc | 8.2K | $2.77M | 2.4% | +740 | Added |
| 9 | Exxon Mobil Corp | 14.8K | $2.51M | 2.2% | +2.3K | Added |
| 10 | Netflix Inc | 24.6K | $2.36M | 2.0% | +5.0K | Added |
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