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Conquis Financial - Q4 2025 13F Filings

CO

Conquis Financial LLC

CIK: 0002052436
Address: California Milbrae 1 La Cruz Avenue Suite 202
$116.29 M
Portfolio Value
66
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+10.10%
$116.29 M 100.00%
Options
$0 0.00%
Debt
-2.19%
$1,252 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Conquis Financial Q4 2025 Filing Summary

Conquis Financial LLC filed its 13F report for Q4 2025 on February 11, 2026. The portfolio totaled 116.29 M reflecting a +10.10% change from the prior quarter, spanning 66 assets. The top 10 holdings comprised 89.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 2 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Conquis Financial’s Q4 2025 Filing

Conquis Financial submitted their Form 13F-HR for the Q4 2025 period on 02/11/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Conquis Financial reported a managed portfolio value of 116.29 M, consisting of 66 individual positions.

This page displays the raw filing documents. To see which stocks Conquis Financial bought or sold during Q4 2025, please visit Conquis Financial's Portfolio Analysis page.