We are live on ! Find out more
C.V. Starr & Co

C.V. Starr & Co Portfolio holdings

AUM $187M Turnover 0%
1-Year Est. Return 26.03%
This Fund
S&P 500
This Quarter Est. Return
-1.12%
1 Year Est. Return
+26.03%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$187M
AUM Growth
-$4.47M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
–
Reduced
–
Closed
–
Avg Time Held
1.8 years
Top 10 Avg Time Held
1.6 years
Top 20 Avg Time Held
1.6 years

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 99.16%
2 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
GLD icon
1
SPDR Gold Trust
GLD
$135B
$92.6M 49.45%
251,400
– –
2024 Q4
6 quarters
IDEV icon
2
iShares Core MSCI International Developed Markets ETF
IDEV
$34.1B
$33.7M 18%
378,787
– –
2025 Q2
4 quarters
IJR icon
3
iShares Core S&P Small-Cap ETF
IJR
$106B
$29.7M 15.87%
200,458
– –
2025 Q2
4 quarters
IVOO icon
4
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.84B
$29.7M 15.83%
227,427
– –
2025 Q2
4 quarters
CELU icon
5
Celularity
CELU
$27.6M
$1.58M 0.84%
764,069
– –
2021 Q4
18 quarters

Similar funds

Farrow Financial
Farrow Financial Randolph, Vermont $187M AUM 21.64% 1-Year Est. Return
Paragon Financial Partners
Paragon Financial Partners Woodland Hills, California $187M AUM 20.83% 1-Year Est. Return
Innealta Capital
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
Meadowbrook Advisors Group
Meadowbrook Advisors Group Bedminster, New Jersey $187M AUM
JCP Investment Management
JCP Investment Management Houston, Texas $187M AUM 38.18% 1-Year Est. Return
ASM
AI-Squared Management Hong Kong $187M AUM 188.81% 1-Year Est. Return
Wall Street Financial Group
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
Obsido Oy
Obsido Oy Tampere $187M AUM 18.32% 1-Year Est. Return

C.V. Starr & Co's Q2 2026 Portfolio in Review

As of Q2 2026, C.V. Starr & Co held 5 positions worth $187M, down 2.3% from $192M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. C.V. Starr & Co opened no new positions and made no exits, leaving the 5-position portfolio largely intact.

By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, down from 99% a quarter earlier, followed by Healthcare.

  • C.V. Starr & Co's ten largest holdings make up 100% of its $187M portfolio in Q2 2026.
  • C.V. Starr & Co opened 0 new positions and closed 0 in Q2 2026.
  • C.V. Starr & Co's portfolio value fell 2.3% quarter-over-quarter to $187M.

Based on C.V. Starr & Co's 13F filing for Q2 2026, filed 11 Aug 2026.