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Graver Capital Management - Q4 2025 13F Filings

GR

Graver Capital Management, LLC

CIK: 0002056589
Address: Ohio Columbus 1550 Old Henderson Road Suite E-273
$126.56 M
Portfolio Value
24
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/07/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFUS Dimensional Us Equity Market Etf
+$1.41 M
2. DFCF Dimensional Core Fixed Income Etf
+$1.36 M
3. MOAT Vaneck Morningstar Wide Moat Etf
+$1.27 M
4. DFAT Dimensional Us Targeted Value Etf
+$814,627.29
5. DFAI Dimensional International Core Equity Market Etf
+$557,511.22

Top Sells

Q4 2025
1. MUB Ishares National Muni Bond Etf
−$370,703.12
2. IWB Ishares Russell 1000 Etf
−$343,938.22
3. AEE Ameren Corporation
−$208,760
4. MDLZ Mondelez International
−$207,463
5. WMS Advanced Drainage Systems
−$47,069.77

Asset Allocation

Stocks/ETFs
+6.66%
$126.56 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Graver Capital Management Q4 2025 Filing Summary

Graver Capital Management, LLC filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 126.56 M reflecting a +6.66% change from the prior quarter, spanning 24 assets. The top 10 holdings comprised 94.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 0 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Graver Capital Management’s Q4 2025 Filing

Graver Capital Management submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Graver Capital Management reported a managed portfolio value of 126.56 M, consisting of 24 individual positions.

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