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HI

Human Investing Portfolio holdings

AUM $771M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
+2.08%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$708M
AUM Growth
+$31.3M
Cap. Flow
+$18.4M
Cap. Flow %
2.59%
Top 10 Hldgs %
73.47%
Holding
99
New
8
Increased
40
Reduced
45
Closed
4

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.12M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.14M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.82M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.58M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.36M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$633K
2
AVGO icon
Broadcom
AVGO
+$561K
3
URI icon
United Rentals
URI
+$298K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
5
GILD icon
Gilead Sciences
GILD
+$269K

Sector Composition

Rank Sector Weight
1 Technology 3.31%
2 Healthcare 1.25%
3 Consumer Discretionary 0.81%
4 Financials 0.46%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPQ icon
76
HP
HPQ
$24.9B
$336K 0.05%
15,086
-1,522
-9% -$38.8K
INFY icon
77
Infosys
INFY
$48.7B
$323K 0.05%
18,119
-764
-4% -$13.2K
ORCL icon
78
Oracle
ORCL
$374B
$315K 0.04%
1,614
-194
-11% -$46.2K
COF icon
79
Capital One
COF
$128B
$301K 0.04%
1,242
-228
-16% -$50.8K
SCHF icon
80
Schwab International Equity ETF
SCHF
$66.6B
$287K 0.04%
+11,954
New +$284K
EMR icon
81
Emerson Electric
EMR
$83.9B
$275K 0.04%
2,071
-16
-0.8% -$2.12K
DMXF icon
82
iShares ESG Advanced MSCI EAFE ETF
DMXF
$992M
$273K 0.04%
3,634
-27
-0.7% -$2.06K
IVW icon
83
iShares S&P 500 Growth ETF
IVW
$73.8B
$270K 0.04%
2,193
+159
+8% +$19.5K
TT icon
84
Trane Technologies
TT
$100B
$266K 0.04%
+682
New +$282K
TSLA icon
85
Tesla
TSLA
$1.23T
$260K 0.04%
578
+25
+5% +$11.1K
QQQ icon
86
Invesco QQQ Trust
QQQ
$453B
$241K 0.03%
393
-1
-0.3% -$614
ZBRA icon
87
Zebra Technologies
ZBRA
$14B
$230K 0.03%
+948
New +$254K
RTX icon
88
RTX Corp
RTX
$290B
$229K 0.03%
1,249
-234
-16% -$40.6K
IVE icon
89
iShares S&P 500 Value ETF
IVE
$49B
$227K 0.03%
1,071
+29
+3% +$6.08K
META icon
90
Meta Platforms (Facebook)
META
$1.42T
$224K 0.03%
339
-21
-6% -$14K
SBUX icon
91
Starbucks
SBUX
$120B
$219K 0.03%
+2,596
New +$219K
SCHM icon
92
Schwab US Mid-Cap ETF
SCHM
$14.5B
$207K 0.03%
6,896
-293
-4% -$8.73K
WM icon
93
Waste Management
WM
$90.6B
$207K 0.03%
942
-55
-6% -$11.7K
MU icon
94
Micron Technology
MU
$930B
$206K 0.03%
+723
New +$166K
MCO icon
95
Moody's
MCO
$82.8B
$200K 0.03%
392
-70
-15% -$34.2K
DOX icon
96
Amdocs
DOX
$5.92B
– –
-2,855
Closed -$234K
GILD icon
97
Gilead Sciences
GILD
$162B
– –
-2,425
Closed -$269K
PG icon
98
Procter & Gamble
PG
$336B
– –
-1,688
Closed -$259K
URI icon
99
United Rentals
URI
$67.2B
– –
-312
Closed -$298K
1 2 3
4

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WI
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CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
BPIM
Brant Point Investment Management New York $776M AUM 41.18% 1-Year Est. Return
TCM
Twin Capital Management Mcmurray, Pennsylvania $776M AUM 28.34% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Human Investing's Q4 2025 Portfolio in Review

As of Q4 2025, Human Investing held 99 positions worth $708M, up 4.6% from $677M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing's Q4 2025 filing shows 8 new, 40 increased, 45 reduced and 4 closed positions. Its largest new stake was State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF: 10,329 shares worth $580K. The largest sale was Vanguard Dividend Appreciation ETF, an estimated $633K.

By sector, the portfolio is most concentrated in Technology at 3.3% of assets, down from 3.4% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Human Investing's largest Q4 2025 buy was State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF: 10,329 shares worth $580K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $6.12M increase.
  • Human Investing's biggest Q4 2025 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $633K.
  • Human Investing fully exited United Rentals in Q4 2025, selling an estimated $298K.
  • Human Investing's ten largest holdings make up 73% of its $708M portfolio in Q4 2025.
  • Human Investing opened 8 new positions and closed 4 in Q4 2025.
  • Human Investing's portfolio value rose 4.6% quarter-over-quarter to $708M.

Based on Human Investing's 13F filing for Q4 2025, filed 27 Jan 2026.