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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 24 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 UFPI UFP INDUSTRIES INC Basic Materials 2,395.0 $218K 0.00% +43.0 +1.8% $91.05 -12.1%
462 T AT&T INC Communication Services 8,745.0 $217K 0.00% +1K +19.9% $24.84 +0.4%
463 SCHZ SCHWAB STRATEGIC TR 9,260.0 $216K 0.00% +122.0 +1.3% $23.37 -1.6%
464 GPC GENUINE PARTS CO Consumer Cyclical 1,730.0 $214K 0.00% $123.96 -21.2%
465 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,437.0 $211K 0.00% -322.0 -18.3% $146.58 -10.3%
466 TPL TEXAS PACIFIC LAND CORPORATI Energy 732.0 $210K 0.00% +343.0 +88.2% $287.22 +40.1%
467 SOFI SOFI TECHNOLOGIES INC Financial Services 8,008.0 $210K 0.00% -4K -33.7% $26.18 -40.1%
468 IWS ISHARES TR 1,483.0 $209K 0.00% -1K -43.9% $141.05 +11.7%
469 CALF PACER FDS TR 4,676.0 $209K 0.00% -4K -48.2% $44.70 +7.0%
470 MDLZ MONDELEZ INTL INC Consumer Defensive 3,878.0 $209K 0.00% NEW $53.84 +14.2%
471 AGCO AGCO CORP Industrials 2,000.0 $209K 0.00% $104.32 +7.4%
472 LQD ISHARES TR 1,883.0 $207K 0.00% -29.0 -1.5% $110.19 -1.8%
473 USMV ISHARES TR 2,203.0 $207K 0.00% -2K -43.6% $94.16 +2.0%
474 SAP SAP SE Technology 851.0 $207K 0.00% NEW $242.91 -25.9%
475 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 6,503.0 $205K 0.00% NEW $31.47 +5.8%
476 KBWB INVESCO EXCH TRADED FD TR II 2,403.0 $203K 0.00% NEW $84.29 +2.2%
477 DOV DOVER CORP Industrials 1,029.0 $201K 0.00% NEW $195.17 +6.5%
478 BSX BOSTON SCIENTIFIC CORP Healthcare 2,106.0 $201K 0.00% -107.0 -4.8% $95.35 -40.1%
479 AMERICAN BITCOIN CORP. 112,475.0 $191K 0.00% NEW $1.70
480 CXW CORECIVIC INC Real Estate 10,000.0 $191K 0.00% $19.11 +10.5%
Page 24 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%