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Fedenia Advisers Portfolio holdings

AUM $421M
1-Year Est. Return 96.46%
This Fund
S&P 500
This Quarter Est. Return
+62.13%
1 Year Est. Return
+96.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$421M
AUM Growth
+$286M
Cap. Flow
+$232M
Cap. Flow %
55.18%
Top 10 Hldgs %
49.25%
Holding
461
New
366
Increased
36
Reduced
50
Closed
2

Sector Composition

Rank Sector Weight
1 Technology 36.38%
2 Industrials 3.12%
3 Consumer Discretionary 1.39%
4 Communication Services 1.06%
5 Financials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RF icon
226
Regions Financial
RF
$26.3B
$44.8K 0.01%
+1,483
New +$41.6K
SNPS icon
227
Synopsys
SNPS
$71.5B
$43.7K 0.01%
+98
New +$46.1K
EMB icon
228
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$43.7K 0.01%
+453
New +$43.4K
SGDM icon
229
Sprott Gold Miners ETF
SGDM
$551M
$43.2K 0.01%
+687
New +$50.1K
EMR icon
230
Emerson Electric
EMR
$82.9B
$42.9K 0.01%
+300
New +$42.2K
PM icon
231
Philip Morris
PM
$301B
$42.3K 0.01%
+234
New +$40.6K
OUSM icon
232
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$885M
$42.3K 0.01%
+890
New +$41.2K
STRL icon
233
Sterling Infrastructure
STRL
$20.3B
$42K 0.01%
+50
New +$35.1K
WM icon
234
Waste Management
WM
$95.9B
$41.9K 0.01%
+188
New +$41.8K
FNF icon
235
Fidelity National Financial
FNF
$13.9B
$41.8K 0.01%
+886
New +$42.9K
CBRE icon
236
CBRE Group
CBRE
$40.8B
$41.2K 0.01%
+306
New +$42.2K
HAS icon
237
Hasbro
HAS
$12.6B
$41.2K 0.01%
+499
New +$44.9K
HD icon
238
Home Depot
HD
$332B
$40.9K 0.01%
+116
New +$37.7K
DFIV icon
239
Dimensional International Value ETF
DFIV
$20.7B
$40.4K 0.01%
+748
New +$41.1K
PSA icon
240
Public Storage
PSA
$60.2B
$40.1K 0.01%
+126
New +$38.5K
IWF icon
241
iShares Russell 1000 Growth ETF
IWF
$122B
$39.7K 0.01%
+320
New +$38.6K
EG icon
242
Everest Group
EG
$15.2B
$39.7K 0.01%
+111
New +$38K
RKT icon
243
Rocket Companies
RKT
$36.9B
$39.6K 0.01%
+2,515
New +$36.3K
STWD icon
244
Starwood Property Trust
STWD
$6.12B
$39.4K 0.01%
+2,402
New +$41.8K
ICE icon
245
Intercontinental Exchange
ICE
$82.4B
$38.9K 0.01%
+316
New +$47.4K
PWR icon
246
Quanta Services
PWR
$93.9B
$38.9K 0.01%
+54
New +$36.9K
CCEP icon
247
Coca-Cola Europacific Partners
CCEP
$46.5B
$38.8K 0.01%
+388
New +$37K
PHYS icon
248
Sprott Physical Gold
PHYS
$14.6B
$38.8K 0.01%
+1,285
New +$43.8K
BLV icon
249
Vanguard Long-Term Bond ETF
BLV
$5.75B
$38.5K 0.01%
+558
New +$38.3K
NOC icon
250
Northrop Grumman
NOC
$77B
$38.2K 0.01%
+75
New +$43.3K

Similar funds

Fedenia Advisers's Q2 2026 Portfolio in Review

As of Q2 2026, Fedenia Advisers held 461 positions worth $421M, up 213% from $135M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Fedenia Advisers deployed $232M of net new capital in Q2 2026, opening 366 new positions and adding to 36 existing holdings. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 59,131 shares worth $44.2M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 12% a quarter earlier, followed by Industrials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard FTSE Developed Markets ETF, an estimated $1.42M trimmed.

  • Fedenia Advisers's largest Q2 2026 buy was State Street SPDR S&P 500 ETF Trust: 59,131 shares worth $44.2M.
  • Fedenia Advisers added most to Invesco QQQ Trust in Q2 2026, an estimated $50.7M increase.
  • Fedenia Advisers's biggest Q2 2026 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $1.42M.
  • Fedenia Advisers fully exited iShares Core International Aggregate Bond Fund in Q2 2026, selling an estimated $2.28M.
  • Fedenia Advisers's ten largest holdings make up 49% of its $421M portfolio in Q2 2026.
  • Fedenia Advisers opened 366 new positions and closed 2 in Q2 2026.
  • Fedenia Advisers's portfolio value rose 213% quarter-over-quarter to $421M.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.