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Cander Asset Management Portfolio holdings

AUM $540M
This Fund
S&P 500
This Quarter Est. Return
+0.9%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$540M
AUM Growth
–
Cap. Flow
+$538M
Cap. Flow %
99.51%
Top 10 Hldgs %
39.33%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BLK icon
Blackrock
BLK
+$24.5M
2
SPGI icon
S&P Global
SPGI
+$23.5M
3
V icon
Visa
V
+$22.4M
4
MSCI icon
MSCI
MSCI
+$21.5M
5
LPLA icon
LPL Financial
LPLA
+$21.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 62.1%
2 Real Estate 25.18%
3 Technology 9.43%
4 Industrials 2.76%
5 Consumer Discretionary 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPGI icon
1
S&P Global
SPGI
$128B
$24.8M 4.59%
+47,452
New +$23.5M
BLK icon
2
Blackrock
BLK
$182B
$24M 4.44%
+22,429
New +$24.5M
V icon
3
Visa
V
$717B
$23.1M 4.27%
+65,778
New +$22.4M
MSCI icon
4
MSCI
MSCI
$41B
$22M 4.07%
+38,330
New +$21.5M
LPLA icon
5
LPL Financial
LPLA
$28.5B
$21.6M 4%
+60,548
New +$21.4M
BAC icon
6
Bank of America
BAC
$437B
$21M 3.89%
+382,302
New +$20.2M
FITB
7
Fifth Third Bancorp
FITB
$49.8B
$20.6M 3.82%
+441,134
New +$19.4M
COF icon
8
Capital One
COF
$133B
$18.9M 3.49%
+77,862
New +$17.3M
VOYA icon
9
Voya Financial
VOYA
$9.11B
$18.3M 3.39%
+246,110
New +$17.9M
AHR icon
10
American Healthcare REIT
AHR
$12.4B
$18.2M 3.36%
+386,368
New +$17.9M
PGR icon
11
Progressive
PGR
$129B
$17.4M 3.22%
+76,342
New +$17.2M
INTU icon
12
Intuit
INTU
$97.8B
$17M 3.15%
+25,660
New +$17M
IRM icon
13
Iron Mountain
IRM
$36B
$16.8M 3.11%
+202,738
New +$19M
KLAR
14
Klarna Group
KLAR
$5.4B
$16M 2.95%
+551,838
New +$19M
ADC icon
15
Agree Realty
ADC
$9.24B
$15.7M 2.91%
+218,620
New +$16M
FICO icon
16
Fair Isaac
FICO
$24.6B
$15.7M 2.9%
+9,286
New +$16M
USB icon
17
US Bancorp
USB
$97.2B
$15.2M 2.81%
+284,759
New +$14M
VLY icon
18
Valley National Bancorp
VLY
$7.79B
$15.2M 2.8%
+1,297,210
New +$14.4M
AER icon
19
AerCap
AER
$23.2B
$14.9M 2.76%
+103,921
New +$13.8M
WELL icon
20
Welltower
WELL
$174B
$14.8M 2.73%
+79,615
New +$14.9M
RDN icon
21
Radian Group
RDN
$4.87B
$14.6M 2.7%
+405,991
New +$14.2M
OWL icon
22
Blue Owl Capital
OWL
$18.4B
$14.1M 2.62%
+946,296
New +$14.8M
VICI icon
23
VICI Properties
VICI
$28.9B
$13.8M 2.56%
+492,269
New +$14.6M
TOST icon
24
Toast
TOST
$21.3B
$13.6M 2.52%
+383,942
New +$13.8M
MC icon
25
Moelis & Co
MC
$5.04B
$13.5M 2.5%
+196,678
New +$13.1M
1
2

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Cander Asset Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Cander Asset Management, which disclosed 43 positions worth $540M. Its ten largest holdings account for 39% of the portfolio.

Its largest position is Blackrock: 22,429 shares worth $24M.

By sector, the portfolio is most concentrated in Financials at 62% of assets, followed by Real Estate and Technology.

  • Cander Asset Management's largest Q4 2025 buy was Blackrock: 22,429 shares worth $24M.
  • Cander Asset Management's ten largest holdings make up 39% of its $540M portfolio in Q4 2025.
  • Cander Asset Management disclosed 43 positions in Q4 2025, its first 13F filing on record.

Based on Cander Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.