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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 3 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWB ISHARES TR 49,136.0 $18.3M 0.19% -2K -4.6% $373.44 +8.9%
42 GOOG ALPHABET INC Communication Services 56,301.0 $17.7M 0.19% -9K -14.0% $313.80 +20.9%
43 MUB ISHARES TR 154,146.0 $16.5M 0.17% -2K -1.6% $107.11 -0.9%
44 IJR ISHARES TR 134,641.0 $16.2M 0.17% -3K -2.5% $120.18 +14.3%
45 EEM ISHARES TR 263,107.0 $14.4M 0.15% -14K -5.1% $54.71 +20.4%
46 GOOGL ALPHABET INC Communication Services 43,318.0 $13.6M 0.14% -4K -7.5% $313.00 +22.4%
47 VEU VANGUARD INTL EQUITY INDEX F 181,298.0 $13.3M 0.14% -2K -0.9% $73.56 +12.1%
48 CVX CHEVRON CORP NEW Energy 86,607.0 $13.2M 0.14% -4K -4.6% $152.41 +25.6%
49 BERKSHIRE HATHAWAY INC DEL 26,203.0 $13.2M 0.14% -4K -13.2% $502.64
50 SCHX SCHWAB STRATEGIC TR 460,431.0 $12.4M 0.13% -4K -0.9% $26.91 +9.0%
51 LLY ELI LILLY & CO Healthcare 11,049.0 $11.9M 0.13% -209.0 -1.9% $1074.64 -0.9%
52 ABNB AIRBNB INC Consumer Cyclical 82,166.0 $11.2M 0.12% -7K -8.3% $135.72 -2.5%
53 IWM ISHARES TR 44,732.0 $11.0M 0.12% -3K -5.6% $246.16 +15.8%
54 TOST TOAST INC Technology 299,501.0 $10.6M 0.11% -37K -11.0% $35.51 -34.8%
55 VGSH VANGUARD SCOTTSDALE FDS 167,556.0 $9.8M 0.10% -13K -7.1% $58.73 -0.9%
56 IWD ISHARES TR 44,941.0 $9.5M 0.10% -12K -21.6% $210.34 +12.4%
57 TGT TARGET CORP Consumer Defensive 88,805.0 $8.7M 0.09% -1K -1.2% $97.75 +28.5%
58 BAC BANK AMERICA CORP Financial Services 154,761.0 $8.5M 0.09% -6K -4.0% $55.00 -5.8%
59 SCHD SCHWAB STRATEGIC TR 259,350.0 $7.1M 0.07% -7K -2.5% $27.43 +19.7%
60 IVE ISHARES TR 33,209.0 $7.0M 0.07% -270.0 -0.8% $212.07 +7.5%
Page 3 of 9  ·  179 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%