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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 11 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SYK STRYKER CORPORATION Healthcare 6,372.0 $2.2M 0.02% +70.0 +1.1% $351.66 -10.0%
202 ABT ABBOTT LABS Healthcare 17,869.0 $2.2M 0.02% -1K -5.8% $125.29 -30.2%
203 SHOP SHOPIFY INC Technology 13,759.0 $2.2M 0.02% $160.97 -36.0%
204 EIPX FIRST TR EXCHANGE-TRADED FD 83,600.0 $2.2M 0.02% $26.44 +24.1%
205 DIA SPDR DOW JONES INDL AVERAGE Financial Services 4,594.0 $2.2M 0.02% $481.07 +5.2%
206 IAU ISHARES GOLD TR Financial Services 27,159.0 $2.2M 0.02% +19K +217.3% $81.17 +4.5%
207 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,471.0 $2.2M 0.02% -121.0 -1.4% $258.39 -12.8%
208 REGCO REGENCY CTRS CORP Real Estate 31,472.0 $2.2M 0.02% +276.0 +0.9% $69.03 -67.6%
209 SBR SABINE RTY TR Energy 31,115.0 $2.1M 0.02% $68.57 +12.4%
210 WDAY WORKDAY INC Technology 9,861.0 $2.1M 0.02% $214.78 -40.3%
211 IGF ISHARES TR 34,423.0 $2.1M 0.02% NEW $61.36 +9.8%
212 EPD ENTERPRISE PRODS PARTNERS L Energy 65,271.0 $2.1M 0.02% +4K +6.9% $32.06 +23.6%
213 CIBR FIRST TR EXCHANGE TRADED FD 29,206.0 $2.1M 0.02% +4K +15.5% $71.45 +18.0%
214 SONO SONOS INC Technology 115,183.0 $2.0M 0.02% $17.56 -11.7%
215 PR PERMIAN RESOURCES CORP Energy 140,405.0 $2.0M 0.02% $14.03 +45.7%
216 VFH VANGUARD WORLD FD 14,613.0 $2.0M 0.02% -2K -10.8% $133.49 -4.6%
217 BEP BROOKFIELD RENEWABLE PARTNER Utilities 71,736.0 $1.9M 0.02% $26.97 +31.7%
218 CSCO CISCO SYS INC Technology 25,054.0 $1.9M 0.02% +844.0 +3.5% $77.03 +56.3%
219 NFLX NETFLIX INC Communication Services 20,510.0 $1.9M 0.02% +19K +1017.1% $93.76 -5.5%
220 IAT ISHARES TR 34,173.0 $1.9M 0.02% -8K -18.6% $55.15 +3.9%
Page 11 of 25  ·  493 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%