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CVSC

C.V. Starr & Co Portfolio holdings

AUM $192M
1-Year Est. Return 35.69%
This Fund
S&P 500
This Quarter Est. Return
+12.77%
1 Year Est. Return
+35.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$217M
AUM Growth
+$24.1M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
1
SPDR Gold Trust
GLD
$131B
$136M 62.66%
381,723
– –
IDEV icon
2
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
$30.4M 14.02%
378,787
– –
IVOO icon
3
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.73B
$25.1M 11.59%
227,427
– –
IJR icon
4
iShares Core S&P Small-Cap ETF
IJR
$109B
$23.8M 11%
200,458
– –
CELU icon
5
Celularity
CELU
$21.7M
$1.58M 0.73%
764,069
– –

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VFA
Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return
KWM
KRM Wealth Management Reno, Nevada $192M AUM
SCGDR
Sharp Capital Gestora de Recursos Rio De Janeiro, Brazil $192M AUM 42.07% 1-Year Est. Return
KC
Kintayl Capital New York $192M AUM 40.39% 1-Year Est. Return
CCC
Cincinnati Casualty Company Fairfield, Ohio $191M AUM 17.51% 1-Year Est. Return
WIA
Westview Investment Advisors Burlington, Vermont $192M AUM

C.V. Starr & Co's Q3 2025 Portfolio in Review

As of Q3 2025, C.V. Starr & Co held 5 positions worth $217M, up 13% from $192M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q3 2025: 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 Healthcare at 0.73% of assets, down from 0.78% a quarter earlier.

  • C.V. Starr & Co's ten largest holdings make up 100% of its $217M portfolio in Q3 2025.
  • C.V. Starr & Co opened 0 new positions and closed 0 in Q3 2025.
  • C.V. Starr & Co's portfolio value rose 13% quarter-over-quarter to $217M.

Based on C.V. Starr & Co's 13F filing for Q3 2025, filed 12 Nov 2025.