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NMFM

National Mutual Funds Management Portfolio holdings

AUM $337K
This Fund
S&P 500
This Quarter Est. Return
-23.62%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$251K
AUM Growth
–
Cap. Flow
+$286K
Cap. Flow %
114.01%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$286K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
1
iShares Bitcoin Trust
IBIT
$46.7B
$251K 100%
+5,035
New +$286K

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National Mutual Funds Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for National Mutual Funds Management, which disclosed 1 position worth $251K. Its ten largest holdings account for 100% of the portfolio.

Its largest position is iShares Bitcoin Trust: 5,035 shares worth $251K.

  • National Mutual Funds Management's largest Q4 2025 buy was iShares Bitcoin Trust: 5,035 shares worth $251K.
  • National Mutual Funds Management's ten largest holdings make up 100% of its $251K portfolio in Q4 2025.
  • National Mutual Funds Management disclosed 1 position in Q4 2025, its first 13F filing on record.

Based on National Mutual Funds Management's 13F filing for Q4 2025, filed 17 Feb 2026.