Stelac Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$6.31M |
| 2 |
KraneShares CSI China Internet ETF
KWEB
|
+$3.9M |
| 3 |
lululemon athletica
LULU
|
+$3.16M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$874K |
| 5 |
JPMorgan US Tech Leaders ETF
JTEK
|
+$733K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$6.85M |
| 2 |
NVIDIA
NVDA
|
+$6.11M |
| 3 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$4.27M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$2.68M |
| 5 |
Prologis
PLD
|
+$1.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.65% |
| 2 | Communication Services | 10.41% |
| 3 | Real Estate | 6.26% |
| 4 | Healthcare | 6.12% |
| 5 | Consumer Discretionary | 5.61% |
Similar funds
Stelac Advisory Services's Q4 2025 Portfolio in Review
As of Q4 2025, Stelac Advisory Services held 123 positions worth $283M, down 2.2% from $289M the previous quarter. Its ten largest holdings account for 50% of the portfolio.
Stelac Advisory Services withdrew a net $19M in Q4 2025, closing 10 positions and reducing 51 holdings. Its most notable exit was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $6.85M position sold in full.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 17% a quarter earlier, followed by Communication Services and Real Estate.
Against the trend, Stelac Advisory Services opened a new position in UnitedHealth worth $6.14M.
- Stelac Advisory Services's largest Q4 2025 buy was UnitedHealth: 18,610 shares worth $6.14M.
- Stelac Advisory Services added most to KraneShares CSI China Internet ETF in Q4 2025, an estimated $3.9M increase.
- Stelac Advisory Services's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $6.11M.
- Stelac Advisory Services fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2025, selling an estimated $6.85M.
- Stelac Advisory Services's ten largest holdings make up 50% of its $283M portfolio in Q4 2025.
- Stelac Advisory Services opened 13 new positions and closed 10 in Q4 2025.
- Stelac Advisory Services's portfolio value fell 2.2% quarter-over-quarter to $283M.
Based on Stelac Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.