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Cardano Risk Management Portfolio holdings

AUM $13B
1-Year Est. Return 49.44%
This Fund
S&P 500
This Quarter Est. Return
+4.53%
1 Year Est. Return
+49.44%
3 Year Est. Return
+170.31%
5 Year Est. Return
+217.94%
10 Year Est. Return
–
AUM
$9.94B
AUM Growth
+$528M
Cap. Flow
+$247M
Cap. Flow %
2.48%
Top 10 Hldgs %
68.06%
Holding
36
New
4
Increased
12
Reduced
19
Closed
1

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$105M
2
AMD icon
Advanced Micro Devices
AMD
+$105M
3
MRK icon
Merck
MRK
+$90.3M
4
PG icon
Procter & Gamble
PG
+$23.9M
5
BKR icon
Baker Hughes
BKR
+$22.3M

Top Sells

Rank Stock Value
1
CSCO icon
Cisco
CSCO
+$96.9M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$26.5M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$19.4M
4
FISV
Fiserv Inc
FISV
+$15.4M
5
AMZN icon
Amazon
AMZN
+$13.4M

Sector Composition

Rank Sector Weight
1 Technology 49.58%
2 Consumer Discretionary 12.49%
3 Communication Services 11.44%
4 Financials 10.36%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
26
Merck
MRK
$321B
$101M 1.02%
+961,932
New +$90.3M
KO icon
27
Coca-Cola
KO
$381B
$101M 1.01%
1,443,219
-49,012
-3% -$3.42M
AMD icon
28
Advanced Micro Devices
AMD
$791B
$100M 1.01%
+467,306
New +$105M
ORCL icon
29
Oracle
ORCL
$367B
$97.3M 0.98%
499,101
-8,975
-2% -$2.14M
SPGI icon
30
S&P Global
SPGI
$122B
$92M 0.93%
176,023
-7,663
-4% -$3.79M
ADP icon
31
Automatic Data Processing
ADP
$105B
$91.7M 0.92%
356,318
+16,993
+5% +$4.52M
UNH icon
32
UnitedHealth
UNH
$383B
$83.3M 0.84%
252,370
-9,324
-4% -$3.16M
NOW icon
33
ServiceNow
NOW
$114B
$75.3M 0.76%
491,746
-32,339
-6% -$5.55M
FISV
34
Fiserv Inc
FISV
$28.8B
$51.7M 0.52%
217,237
-183,931
-46% -$15.4M
CSCO icon
35
Cisco
CSCO
$448B
– –
-1,415,849
Closed -$96.9M
1
2

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AAMU
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CII
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PFPG
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GC
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TRSOTSOK
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TWIM
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AIM
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Cardano Risk Management's Q4 2025 Portfolio in Review

As of Q4 2025, Cardano Risk Management held 36 positions worth $9.94B, up 5.6% from $9.41B the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Cardano Risk Management's Q4 2025 filing shows 4 new, 12 increased, 19 reduced and 1 closed positions. Its largest new stake was Lam Research: 678,052 shares worth $116M. The largest sale was Cisco, an estimated $96.9M.

By sector, the portfolio is most concentrated in Technology at 50% of assets, down from 52% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Cardano Risk Management's largest Q4 2025 buy was Lam Research: 678,052 shares worth $116M.
  • Cardano Risk Management added most to Procter & Gamble in Q4 2025, an estimated $23.9M increase.
  • Cardano Risk Management's biggest Q4 2025 reduction was Alphabet (Google) Class C, cutting an estimated $26.5M.
  • Cardano Risk Management fully exited Cisco in Q4 2025, selling an estimated $96.9M.
  • Cardano Risk Management's ten largest holdings make up 68% of its $9.94B portfolio in Q4 2025.
  • Cardano Risk Management opened 4 new positions and closed 1 in Q4 2025.
  • Cardano Risk Management's portfolio value rose 5.6% quarter-over-quarter to $9.94B.

Based on Cardano Risk Management's 13F filing for Q4 2025, filed 13 Feb 2026.