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Midatlantic Capital Management - Q4 2025 13F Filings

MI

Midatlantic Capital Management, Inc.

CIK: 0002042068
Address: Virginia Richmond 11448 Robious Road
$156.18 M
Portfolio Value
240
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/10/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. TBUX T Rowe Price Ultra Short-Term Bond Etf
+$946,358.8
2. VUSB Vanguard Ultra-Short Bond Etf
+$455,961
3. SLQD Ishares 0-5 Yr Inv Grd
+$350,185
4. AMZN Amazoncom
+$276,522
5. WTV Wisdomtree Us Value Fund Of Benef Interest
+$238,999
6. JPM Jpmorgan Chase & Co
+$193,332

Top Sells

Q4 2025
1. VUG Vanguard Growth Etf
−$1.32 M
2. URTH Ishares Msci World Etf
−$843,768.44
3. SPYG Spdr Portfolio S&P 500 Growth Etf
−$794,177.04
4. MDYV Spdr S&P 400 Mid Cap Value Etf
−$629,118.91
5. IVW Ishares S&P 500 Growth Etf
−$336,746.16

Asset Allocation

Stocks/ETFs
+6.84%
$156.18 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Midatlantic Capital Management Q4 2025 Filing Summary

Midatlantic Capital Management, Inc. filed its 13F report for Q4 2025 on February 09, 2026. The portfolio totaled 156.18 M reflecting a +6.59% change from the prior quarter, spanning 240 assets. The top 10 holdings comprised 45.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 161 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Midatlantic Capital Management’s Q4 2025 Filing

Midatlantic Capital Management submitted their Form 13F-HR for the Q4 2025 period on 02/09/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Midatlantic Capital Management reported a managed portfolio value of 156.18 M, consisting of 240 individual positions.

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