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Tempo Wealth Portfolio holdings
AUM
$675M
This Fund
S&P 500
This Quarter
Est. Return
+4.65%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$561M
AUM Growth
–
Cap. Flow
+$553M
Cap. Flow
% of AUM
98.58%
Top 10 Holdings %
Top 10 Hldgs %
43.93%
Holding
214
New
214
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Parker-Hannifin
PH
|
+$73.5M |
| 2 |
Progressive
PGR
|
+$33.3M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$19.6M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$19.2M |
| 5 |
Apple
AAPL
|
+$17.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 16.41% |
| 2 | Technology | 14.89% |
| 3 | Financials | 10.7% |
| 4 | Communication Services | 4.71% |
| 5 | Consumer Discretionary | 4.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
PepsiCo
PEP
$195B
| $285K | 0.05% |
+1,985
| New | +$292K |
|
177
Bank of America
BAC
$442B
| $282K | 0.05% |
+5,128
| New | +$271K |
|
178
Coca-Cola
KO
$389B
| $282K | 0.05% |
+4,034
| New | +$281K |
|
179
Dollar General
DG
$27B
| $281K | 0.05% |
+2,113
| New | +$236K |
|
180
NextEra Energy
NEE
$179B
| $274K | 0.05% |
+3,408
| New | +$282K |
|
181
T-Mobile US
TMUS
$196B
| $273K | 0.05% |
+1,347
| New | +$286K |
|
182
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
| $264K | 0.05% |
+5,912
| New | +$263K |
|
183
Thermo Fisher Scientific
TMO
$227B
| $258K | 0.05% |
+445
| New | +$252K |
|
184
Linde
LIN
$222B
| $254K | 0.05% |
+596
| New | +$255K |
|
185
Renaissance IPO ETF
IPO
$152M
| $248K | 0.04% |
+5,424
| New | +$257K |
|
186
iShares Russell 1000 ETF
IWB
$49.5B
| $246K | 0.04% |
+658
| New | +$244K |
|
187
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
| $245K | 0.04% |
+2,926
| New | +$246K |
|
188
Cummins
CMI
$83.8B
| $243K | 0.04% |
+476
| New | +$222K |
|
189
Innovator US Equity Power Buffer ETF October
POCT
$968M
| $242K | 0.04% |
+5,512
| New | +$239K |
|
|
OKLO
190
Oklo
OKLO
$7.99B
| $240K | 0.04% |
+3,349
| New | +$373K |
|
|
AXON
191
Axon Enterprise
AXON
$52.5B
| $239K | 0.04% |
+420
| New | +$261K |
|
192
Blue Owl Capital
OWL
$18.4B
| $237K | 0.04% |
+15,879
| New | +$248K |
|
193
Trade Desk
TTD
$6.36B
| $237K | 0.04% |
+6,238
| New | +$277K |
|
194
Merck
MRK
$376B
| $234K | 0.04% |
+2,219
| New | +$208K |
|
195
iShares Russell 1000 Value ETF
IWD
$84.7B
| $233K | 0.04% |
+1,110
| New | +$229K |
|
196
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.79B
| $230K | 0.04% |
+13,788
| New | +$230K |
|
197
McKesson
MCK
$99.5B
| $222K | 0.04% |
+270
| New | +$220K |
|
198
Aon
AON
$73.9B
| $219K | 0.04% |
+621
| New | +$217K |
|
199
Pfizer
PFE
$161B
| $217K | 0.04% |
+8,731
| New | +$220K |
|
200
iShares Silver Trust
SLV
$32.3B
| $217K | 0.04% |
+3,370
| New | +$169K |
|
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Tempo Wealth's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Tempo Wealth, which disclosed 214 positions worth $561M. Its ten largest holdings account for 44% of the portfolio.
Its largest position is Parker-Hannifin: 89,838 shares worth $79M.
By sector, the portfolio is most concentrated in Industrials at 16% of assets, followed by Technology and Financials.
- Tempo Wealth's largest Q4 2025 buy was Parker-Hannifin: 89,838 shares worth $79M.
- Tempo Wealth's ten largest holdings make up 44% of its $561M portfolio in Q4 2025.
- Tempo Wealth disclosed 214 positions in Q4 2025, its first 13F filing on record.
Based on Tempo Wealth's 13F filing for Q4 2025, filed 25 Feb 2026.