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Portfolio (Quarterly) Guide ↗

SSI INVESTMENT MANAGEMENT LLC

· CIK 0000938487
13F Portfolio $1.5B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 254 New
Page 13 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NIO INC 265,000.0 $240K 0.02% NEW $0.90
242 DIGITALOCEAN HLDGS INC 248,000.0 $239K 0.02% NEW $0.96
243 AMERICAN WTR CAP CORP 233,000.0 $232K 0.02% NEW $1.00
244 ABT ABBOTT LABS Healthcare 1,844.0 $231K 0.02% NEW $125.29 -30.8%
245 ORCL ORACLE CORP Technology 1,148.0 $224K 0.01% NEW $194.91 -0.9%
246 WISDOMTREE INC 186,000.0 $223K 0.01% NEW $1.20
247 CVX CHEVRON CORP NEW Energy 1,443.0 $220K 0.01% NEW $152.41 +21.2%
248 MS MORGAN STANLEY Financial Services 1,196.0 $212K 0.01% NEW $177.53 +13.6%
249 INTEGER HLDGS CORP 184,000.0 $207K 0.01% NEW $1.13
250 LIBERTY MEDIA CORP DEL 2,078.0 $205K 0.01% NEW $98.51
251 TMO THERMO FISHER SCIENTIFIC INC Healthcare 351.0 $203K 0.01% NEW $579.45 -22.7%
252 NCL CORP LTD 187,000.0 $187K 0.01% NEW $1.00
253 DROPBOX INC 88,000.0 $89K 0.01% NEW $1.01
254 JBT MAREL CORPORATION 82,000.0 $84K 0.01% NEW $1.02
Page 13 of 13  ·  254 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.0%
Financial Services 15.4%
Communication Services 14.4%
Consumer Cyclical 10.6%
Healthcare 7.7%
Consumer Defensive 5.3%
Industrials 3.9%
Energy 0.7%