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Portfolio (Quarterly) Guide ↗

SCS Capital Management LLC

· CIK 0001303159
13F Portfolio $9.2B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 511 New
Page 14 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KLAC KLA CORP Technology 1,166.0 $1.3M 0.01% NEW $1078.63 +75.1%
262 VXF VANGUARD INDEX FDS 5,999.0 $1.3M 0.01% NEW $209.33 +10.3%
263 ARM ARM HOLDINGS PLC Technology 8,788.0 $1.2M 0.01% NEW $141.49 +116.6%
264 VBIL VANGUARD INSTL INDEX FD 16,378.0 $1.2M 0.01% NEW $75.61 +0.0%
265 ACWX ISHARES TR 18,847.0 $1.2M 0.01% NEW $65.01 +15.5%
266 DVY ISHARES TR 8,450.0 $1.2M 0.01% NEW $142.10 +9.6%
267 QDEF FLEXSHARES TR 14,798.0 $1.2M 0.01% NEW $79.98 +9.7%
268 PJAN INNOVATOR ETFS TRUST 25,469.0 $1.2M 0.01% NEW $45.80 +7.4%
269 BBD BANCO BRADESCO S A Financial Services 341,629.0 $1.2M 0.01% NEW $3.38 +2.7%
270 IJK ISHARES TR 12,009.0 $1.2M 0.01% NEW $95.89 +16.6%
271 NEE NEXTERA ENERGY INC Utilities 15,038.0 $1.1M 0.01% NEW $75.49 +17.3%
272 XLY SELECT SECTOR SPDR TR 4,653.0 $1.1M 0.01% NEW $239.63 -50.3%
273 OKTA OKTA INC Technology 11,856.0 $1.1M 0.01% NEW $91.70 +0.6%
274 MGV VANGUARD WORLD FD 7,877.0 $1.1M 0.01% NEW $137.73 +14.0%
275 DFAC DIMENSIONAL ETF TRUST 28,110.0 $1.1M 0.01% NEW $38.57 +13.0%
276 SNPS SYNOPSYS INC Technology 2,166.0 $1.1M 0.01% NEW $493.39 +6.4%
277 PSX PHILLIPS 66 Energy 7,847.0 $1.1M 0.01% NEW $136.03 +30.6%
278 PM PHILIP MORRIS INTL INC Consumer Defensive 6,560.0 $1.1M 0.01% NEW $162.21 +16.5%
279 SOC SABLE OFFSHORE CORP Energy 60,000.0 $1.0M 0.01% NEW $17.46 -15.6%
280 EMR EMERSON ELEC CO Industrials 7,914.0 $1.0M 0.01% NEW $131.18 +4.0%
Page 14 of 26  ·  511 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
Financial Services 40.9%
Technology 15.5%
Healthcare 9.8%
Industrials 6.6%
Consumer Cyclical 6.3%
Consumer Defensive 5.8%
Communication Services 5.7%
Energy 4.0%
Real Estate 2.8%
Basic Materials 1.9%