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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 20 of 26  ·  511 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 INVH INVITATION HOMES INC Real Estate 17,326.0 $508K 0.01% NEW $29.33 -0.1%
382 LEN LENNAR CORP Consumer Cyclical 3,940.0 $497K 0.01% NEW $126.04 -29.5%
383 AIQ GLOBAL X FDS 10,040.0 $496K 0.01% NEW $49.39 +27.2%
384 Z ZILLOW GROUP INC Communication Services 6,411.0 $494K 0.01% NEW $77.05 -52.8%
385 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 276.0 $494K 0.01% NEW $1789.16 +11.3%
386 WMB WILLIAMS COS INC Energy 7,688.0 $487K 0.01% NEW $63.35 +23.9%
387 KKR KKR & CO INC Financial Services 3,741.0 $486K 0.01% NEW $129.95 -27.6%
388 FMAT FIDELITY COVINGTON TRUST 9,235.0 $484K 0.01% NEW $52.43 +11.2%
389 DFAX DIMENSIONAL ETF TRUST 15,247.0 $478K 0.01% NEW $31.38 +18.3%
390 ILCG ISHARES TR 4,575.0 $477K 0.01% NEW $104.30 +10.8%
391 RKLB ROCKET LAB CORP Industrials 9,945.0 $476K 0.01% NEW $47.91 +183.4%
392 PPG PPG INDS INC Basic Materials 4,458.0 $469K 0.01% NEW $105.11 +2.5%
393 PNFP PINNACLE FINL PARTNERS INC Financial Services 4,969.0 $466K 0.01% NEW $93.79 +3.6%
394 IYW ISHARES TR 2,370.0 $464K 0.01% NEW $195.86 +23.4%
395 INTC INTEL CORP Technology 13,755.0 $461K 0.01% NEW $33.55 +257.2%
396 MMM 3M CO Industrials 2,909.0 $451K 0.01% NEW $155.16 -1.8%
397 LNG CHENIERE ENERGY INC Energy 1,911.0 $449K 0.01% NEW $234.98 +2.5%
398 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 6,022.0 $445K 0.01% NEW $73.86 -10.2%
399 SCHW SCHWAB CHARLES CORP Financial Services 4,656.0 $444K 0.01% NEW $95.46 -5.6%
400 C CITIGROUP INC Financial Services 4,359.0 $442K 0.01% NEW $101.49 +23.2%
Page 20 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%