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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 17 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IJS ISHARES TR 6,319.0 $719K 0.01% $113.71 +13.8%
322 DDOG DATADOG INC Technology 5,230.0 $711K 0.01% +230.0 +4.6% $135.99 +63.5%
323 SUSA ISHARES TR 5,081.0 $708K 0.01% $139.36 +8.7%
324 ASML ASML HOLDING N V Technology 659.0 $705K 0.01% +263.0 +66.4% $1069.86 +52.6%
325 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 44,181.0 $700K 0.01% NEW $15.84 +1.3%
326 WHR WHIRLPOOL CORP Consumer Cyclical 9,478.0 $684K 0.01% -444.0 -4.5% $72.14 -40.9%
327 IXUS ISHARES TR 8,041.0 $681K 0.01% $84.64 +12.2%
328 RY ROYAL BK CDA Financial Services 3,956.0 $674K 0.01% $170.49 +11.3%
329 IGM ISHARES TR 5,201.0 $672K 0.01% -38.0 -0.7% $129.17 +21.7%
330 XLP SELECT SECTOR SPDR TR 8,648.0 $672K 0.01% -569.0 -6.2% $77.68 +9.2%
331 MU MICRON TECHNOLOGY INC Technology 2,348.0 $670K 0.01% +23.0 +1.0% $285.48 +163.1%
332 COIN COINBASE GLOBAL INC Financial Services 2,954.0 $668K 0.01% $226.14 -18.2%
333 ADBE ADOBE INC Technology 1,894.0 $663K 0.01% -97.0 -4.9% $349.99 -30.1%
334 FIDU FIDELITY COVINGTON TRUST 7,955.0 $656K 0.01% $82.48 +12.9%
335 BSV VANGUARD BD INDEX FDS 8,260.0 $651K 0.01% $78.81 -1.2%
336 AAXJ ISHARES TR 6,859.0 $639K 0.01% $93.12 +22.5%
337 DHR DANAHER CORPORATION Healthcare 2,782.0 $638K 0.01% -2K -40.2% $229.19 -25.0%
338 ARTY ISHARES TR 13,093.0 $631K 0.01% $48.18 +42.8%
339 HUBB HUBBELL INC Industrials 1,415.0 $628K 0.01% $444.11 +7.0%
340 INTC INTEL CORP Technology 16,488.0 $608K 0.01% +3K +19.9% $36.90 +224.8%
Page 17 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%