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IUC
Ivory Union Consulting Portfolio holdings
AUM
$128M
This Fund
S&P 500
This Quarter
Est. Return
+2.54%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$140M
Cap. Flow
% of AUM
99.4%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$95.2M |
| 2 |
Microsoft
MSFT
|
+$28.1M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$10M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$7.13M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 86.68% |
| 2 | Communication Services | 13.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.01T
| $95.4M | 67.51% |
+511,300
| New | +$95.2M |
|
|
2
Microsoft
MSFT
$2.84T
| $27.1M | 19.17% |
+56,000
| New | +$28.1M |
|
|
3
Alphabet (Google) Class C
GOOG
$3.9T
| $11M | 7.79% |
+35,056
| New | +$10M |
|
|
4
Alphabet (Google) Class A
GOOGL
$3.91T
| $7.81M | 5.53% |
+24,950
| New | +$7.13M |
|
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Ivory Union Consulting's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Ivory Union Consulting, which disclosed 4 positions worth $141M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is NVIDIA: 511,300 shares worth $95.4M.
By sector, the portfolio is most concentrated in Technology at 87% of assets, followed by Communication Services.
- Ivory Union Consulting's largest Q4 2025 buy was NVIDIA: 511,300 shares worth $95.4M.
- Ivory Union Consulting's ten largest holdings make up 100% of its $141M portfolio in Q4 2025.
- Ivory Union Consulting disclosed 4 positions in Q4 2025, its first 13F filing on record.
Based on Ivory Union Consulting's 13F filing for Q4 2025, filed 21 Apr 2026.