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SB Capital Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

SB Capital Management’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$13M Buy
+342,515
New +$13M 4.77% 2

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SB Capital Management's DUHP Position: Q4 2025 in Review

SB Capital Management opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q4 2025: 342,515 shares worth $13M. The stake represents 4.77% of the portfolio and ranks #2 among its holdings.

512 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

  • SB Capital Management held 342,515 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $13M as of Q4 2025.
  • U.S. High Relative Profitability Portfolio ETF Class Shares was a new SB Capital Management position in Q4 2025.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 4.77% of SB Capital Management's portfolio in Q4 2025, its #2 holding.
  • 512 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.