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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 14 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,139.0 $1.2M 0.01% +85.0 +4.1% $579.94 -22.7%
262 DVY ISHARES TR 8,735.0 $1.2M 0.01% +285.0 +3.4% $141.14 +10.4%
263 EOG EOG RES INC Energy 11,542.0 $1.2M 0.01% $105.01 +34.5%
264 QDEF FLEXSHARES TR 14,798.0 $1.2M 0.01% $80.96 +8.4%
265 PJAN INNOVATOR ETFS TRUST 25,469.0 $1.2M 0.01% $47.02 +4.6%
266 WM WASTE MGMT INC DEL Industrials 5,362.0 $1.2M 0.01% -693.0 -11.4% $219.71 -0.8%
267 BBD BANCO BRADESCO S A Financial Services 341,868.0 $1.1M 0.01% $3.33 +4.2%
268 MGV VANGUARD WORLD FD 7,963.0 $1.1M 0.01% +86.0 +1.1% $141.15 +11.2%
269 VONV VANGUARD SCOTTSDALE FDS 12,035.0 $1.1M 0.01% -5K -28.6% $92.30 +12.3%
270 SCHV SCHWAB STRATEGIC TR 37,472.0 $1.1M 0.01% -21K -36.4% $29.61 +12.5%
271 AMD ADVANCED MICRO DEVICES INC Technology 5,135.0 $1.1M 0.01% -822.0 -13.8% $214.16 +118.3%
272 SLV ISHARES SILVER TR Financial Services 16,949.0 $1.1M 0.01% +1K +9.1% $64.42 +6.1%
273 ABEV AMBEV SA Consumer Defensive 440,909.0 $1.1M 0.01% +2K +0.5% $2.47 +29.5%
274 ICF ISHARES TR 17,546.0 $1.0M 0.01% +5K +35.5% $59.67 +14.5%
275 MDYG SPDR SERIES TRUST 11,305.0 $1.0M 0.01% $92.43 +15.5%
276 DAYFORCE INC 15,054.0 $1.0M 0.01% -13K -46.5% $69.16
277 SNPS SYNOPSYS INC Technology 2,204.0 $1.0M 0.01% +38.0 +1.8% $469.72 +11.7%
278 VXF VANGUARD INDEX FDS 4,940.0 $1.0M 0.01% -1K -17.6% $209.13 +10.4%
279 PSX PHILLIPS 66 Energy 7,979.0 $1.0M 0.01% +132.0 +1.7% $129.05 +37.7%
280 XLY SELECT SECTOR SPDR TR 8,596.0 $1.0M 0.01% +4K +84.7% $119.41 -0.2%
Page 14 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%