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Stanich Group - Q4 2025 13F Filings

ST

Stanich Group LLC

CIK: 0002023324
Address: New York Montauk P.O. Box 5014
$132.62 M
Portfolio Value
47
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 10/15/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. ESGV Vanguard Esg Us Stock Etf
+$1.78 M
2. ESGD Ishares Esg Aware Msci Eafe Etf
+$1.03 M
3. SCHH Schwab Us Reit Etf
+$298,333.82
4. XLK Technology Select Sector Spdr Fund
+$286,162.36
5. ESGE Ishares Esg Aware Msci Em Etf
+$262,069.27

Top Sells

Q4 2025
1. AGG Ishares Core Us Aggregate Bond Etf
−$12.1 M
2. VGSH Vanguard Short-Term Treasury Etf
−$9.17 M
3. SUSC Ishares Esg Aware Usd Corporate Bond Etf
−$5.56 M
4. NUBD Nuveen Esg Us Aggregate Bond Etf
−$4.13 M
5. SUSB Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf
−$2.35 M

Asset Allocation

Stocks/ETFs
-18.80%
$132.62 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Stanich Group Q4 2025 Filing Summary

Stanich Group LLC filed its 13F report for Q4 2025 on January 22, 2026. The portfolio totaled 132.62 M reflecting a -18.80% change from the prior quarter, spanning 47 assets. The top 10 holdings comprised 83.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 12 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Stanich Group’s Q4 2025 Filing

Stanich Group submitted their Form 13F-HR for the Q4 2025 period on 01/22/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Stanich Group reported a managed portfolio value of 132.62 M, consisting of 47 individual positions.

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