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RSC

Rising Stella Capital Portfolio holdings

AUM $249M
This Fund
S&P 500
This Quarter Est. Return
-0.02%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$212M
AUM Growth
–
Cap. Flow
+$214M
Cap. Flow %
100.86%
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$96.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$95.7M
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$22.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$96.5M 45.49%
+141,581
New +$95.7M
QQQ icon
2
Invesco QQQ Trust
QQQ
$489B
$96.4M 45.41%
+156,896
New +$96.3M
IBIT icon
3
iShares Bitcoin Trust
IBIT
$58.6B
$19.3M 9.1%
+389,145
New +$22.1M

Similar funds

GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) Warsaw, Poland $249M AUM 37.04% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 1-Year Est. Return
VM
VPR Management Houston, Texas $249M AUM 23.9% 1-Year Est. Return
IFO
Independent Family Office Albany, New York $249M AUM 18.38% 1-Year Est. Return
USB
Union Savings Bank Litchfield, Connecticut $249M AUM
CWA
Cascade Wealth Advisors Wenatchee, Washington $249M AUM 10.66% 1-Year Est. Return
RA
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return
WW
Windle Wealth Oklahoma City, Oklahoma $249M AUM 20.26% 1-Year Est. Return

Rising Stella Capital's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Rising Stella Capital, which disclosed 3 positions worth $212M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Invesco QQQ Trust: 156,896 shares worth $96.4M.

  • Rising Stella Capital's largest Q4 2025 buy was Invesco QQQ Trust: 156,896 shares worth $96.4M.
  • Rising Stella Capital's ten largest holdings make up 100% of its $212M portfolio in Q4 2025.
  • Rising Stella Capital disclosed 3 positions in Q4 2025, its first 13F filing on record.

Based on Rising Stella Capital's 13F filing for Q4 2025, filed 2 Mar 2026.