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Index Technologies Group Portfolio holdings

AUM $125M
This Fund
S&P 500
This Quarter Est. Return
+3.18%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$95.8M
AUM Growth
–
Cap. Flow
+$95.3M
Cap. Flow %
99.56%
Top 10 Hldgs %
26.23%
Holding
142
New
142
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.21M
2
NVDA icon
NVIDIA
NVDA
+$3.05M
3
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.56M
4
AAPL icon
Apple
AAPL
+$2.39M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.37M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 41.02%
2 Technology 18.33%
3 Communication Services 7.93%
4 Financials 5.87%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVR icon
126
Evercore
EVR
$11.2B
$234K 0.24%
+687
New +$221K
DBA icon
127
Invesco DB Agriculture Fund
DBA
$1.25B
$231K 0.24%
+9,036
New +$238K
WDC icon
128
Western Digital
WDC
$167B
$229K 0.24%
+1,330
New +$202K
FTRB icon
129
Federated Hermes Total Return Bond ETF
FTRB
$597M
$229K 0.24%
+9,000
New +$230K
PLTR icon
130
Palantir
PLTR
$447B
$227K 0.24%
+1,276
New +$231K
VRSN icon
131
VeriSign
VRSN
$26.6B
$225K 0.24%
+926
New +$233K
EQIX icon
132
Equinix
EQIX
$106B
$224K 0.23%
+293
New +$230K
LNT icon
133
Alliant Energy
LNT
$17.7B
$218K 0.23%
+3,357
New +$225K
NVMI
134
Nova
NVMI
$11.8B
$218K 0.23%
+663
New +$213K
CF icon
135
CF Industries
CF
$19B
$217K 0.23%
+2,800
New +$230K
VBK icon
136
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$216K 0.23%
+716
New +$216K
ISRG icon
137
Intuitive Surgical
ISRG
$130B
$214K 0.22%
+378
New +$201K
INOD icon
138
Innodata
INOD
$2.04B
$209K 0.22%
+4,108
New +$268K
KLAC icon
139
KLA
KLAC
$240B
$209K 0.22%
+1,720
New +$202K
GILD icon
140
Gilead Sciences
GILD
$185B
$205K 0.21%
+1,668
New +$203K
LNG icon
141
Cheniere Energy
LNG
$58B
$204K 0.21%
+1,049
New +$220K
FXO icon
142
First Trust Financials AlphaDEX Fund
FXO
$1.13B
$201K 0.21%
+3,338
New +$196K
2 3 4 5
6

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ODE
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EP
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EH
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YC
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AV
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Index Technologies Group's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Index Technologies Group, which disclosed 142 positions worth $95.8M. Its ten largest holdings account for 26% of the portfolio.

Its largest position is iShares Russell 1000 Growth ETF: 27,104 shares worth $3.21M.

By sector, the portfolio is most concentrated in Miscellaneous at 41% of assets, followed by Technology and Communication Services.

  • Index Technologies Group's largest Q4 2025 buy was iShares Russell 1000 Growth ETF: 27,104 shares worth $3.21M.
  • Index Technologies Group's ten largest holdings make up 26% of its $95.8M portfolio in Q4 2025.
  • Index Technologies Group disclosed 142 positions in Q4 2025, its first 13F filing on record.

Based on Index Technologies Group's 13F filing for Q4 2025, filed 12 Feb 2026.