Stelac Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
KraneShares CSI China Internet ETF
KWEB
|
+$13.1M |
| 2 |
lululemon athletica
LULU
|
+$1.81M |
| 3 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$1.65M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.51M |
| 5 |
Microsoft
MSFT
|
+$1.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
United Parcel Service
UPS
|
+$9.3M |
| 2 |
WisdomTree India Earnings Fund ETF
EPI
|
+$6.51M |
| 3 |
UnitedHealth
UNH
|
+$5.08M |
| 4 |
Apollo Global Management
APO
|
+$4.86M |
| 5 |
Vertiv
VRT
|
+$4.36M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 38.55% |
| 2 | Technology | 22.6% |
| 3 | Communication Services | 10.41% |
| 4 | Financials | 9.66% |
| 5 | Consumer Discretionary | 6.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
176
NIO
NIO
$8.02B
| – | – |
-16,920
| Closed | -$102K | – |
|
177
Pfizer
PFE
$170B
| – | – |
-126,698
| Closed | -$3.52M | – |
|
178
iShares 0-5 Year TIPS Bond ETF
STIP
$16.8B
| – | – |
-1,259
| Closed | -$130K | – |
|
179
Teladoc Health
TDOC
$1.72B
| – | – |
-20,920
| Closed | -$114K | – |
|
|
180
UnitedHealth
UNH
$355B
| – | – |
-18,768
| Closed | -$5.08M | – |
|
|
181
United Parcel Service
UPS
$94.5B
| – | – |
-94,543
| Closed | -$9.3M | – |
|
182
ExxonMobil
XOM
$674B
| – | – |
-668
| Closed | -$113K | – |
|
183
JPMorgan Flexible Debt ETF
JFLX
$1.53B
| – | – |
-7,091
| Closed | -$352K | – |
|
Similar funds
Stelac Advisory Services's Q2 2026 Portfolio in Review
As of Q2 2026, Stelac Advisory Services held 183 positions worth $537M, up 8.6% from $494M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Stelac Advisory Services withdrew a net $16.7M in Q2 2026, closing 15 positions and reducing 34 holdings. Its most notable exit was United Parcel Service, an estimated $9.3M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 39% of assets, up from 38% a quarter earlier, followed by Technology and Communication Services.
Against the trend, Stelac Advisory Services opened a new position in KraneShares CSI China Internet ETF worth $11.6M.
- Stelac Advisory Services's largest Q2 2026 buy was KraneShares CSI China Internet ETF: 473,232 shares worth $11.6M.
- Stelac Advisory Services added most to lululemon athletica in Q2 2026, an estimated $1.81M increase.
- Stelac Advisory Services's biggest Q2 2026 reduction was Apollo Global Management, cutting an estimated $4.86M.
- Stelac Advisory Services fully exited United Parcel Service in Q2 2026, selling an estimated $9.3M.
- Stelac Advisory Services's ten largest holdings make up 42% of its $537M portfolio in Q2 2026.
- Stelac Advisory Services opened 20 new positions and closed 15 in Q2 2026.
- Stelac Advisory Services's portfolio value rose 8.6% quarter-over-quarter to $537M.
Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.