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Portfolio (Quarterly) Guide ↗

SCS Capital Management LLC

· CIK 0001303159
13F Portfolio $9.4B AUM 493 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New 126 Added 179 Reduced 39 Exited
Page 7 of 7  ·  126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 9,856.0 $268K 0.00% +5K +100.9% $27.15 -30.5%
122 RGTI RIGETTI COMPUTING INC Technology 11,670.0 $258K 0.00% +202.0 +1.8% $22.15 +19.3%
123 UFPI UFP INDUSTRIES INC Basic Materials 2,395.0 $218K 0.00% +43.0 +1.8% $91.05 -11.5%
124 T AT&T INC Communication Services 8,745.0 $217K 0.00% +1K +19.9% $24.84 +1.7%
125 SCHZ SCHWAB STRATEGIC TR 9,260.0 $216K 0.00% +122.0 +1.3% $23.37 -1.6%
126 TPL TEXAS PACIFIC LAND CORPORATI Energy 732.0 $210K 0.00% +343.0 +88.2% $287.22 +40.0%
Page 7 of 7  ·  126 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.4%
Technology 14.8%
Healthcare 9.3%
Consumer Cyclical 7.3%
Industrials 6.9%
Communication Services 6.1%
Consumer Defensive 5.2%
Energy 4.2%
Real Estate 2.4%
Basic Materials 1.9%