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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 7 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHD SCHWAB STRATEGIC TR 259,350.0 $7.1M 0.07% -7K -2.5% $27.43 +19.7%
122 IVE ISHARES TR 33,209.0 $7.0M 0.07% -270.0 -0.8% $212.07 +7.5%
123 COF CAPITAL ONE FINL CORP Financial Services 28,695.0 $7.0M 0.07% -665.0 -2.3% $242.36 -22.5%
124 NVO NOVO-NORDISK A S Healthcare 136,599.0 $7.0M 0.07% $50.88 -11.6%
125 CUZ COUSINS PPTYS INC Real Estate 251,880.0 $6.5M 0.07% $25.78 +2.8%
126 BUFR FIRST TR EXCHNG TRADED FD VI 187,899.0 $6.4M 0.07% +14K +8.1% $34.26 +5.9%
127 D DOMINION ENERGY INC Utilities 107,736.0 $6.3M 0.07% $58.59 +15.5%
128 COWZ PACER FDS TR 100,628.0 $6.1M 0.07% -5K -4.8% $60.79 +5.8%
129 CI THE CIGNA GROUP Healthcare 21,973.0 $6.0M 0.06% -1K -5.3% $275.23 +4.0%
130 BERKSHIRE HATHAWAY INC DEL 8.0 $6.0M 0.06% $754800.00
131 NOW SERVICENOW INC Technology 39,415.0 $6.0M 0.06% +32K +398.4% $153.19 -33.3%
132 IYR ISHARES TR 63,244.0 $5.9M 0.06% $93.89 +9.4%
133 BX BLACKSTONE INC Financial Services 38,395.0 $5.9M 0.06% +637.0 +1.7% $154.14 -23.1%
134 AFL AFLAC INC Financial Services 53,619.0 $5.9M 0.06% $110.27 +6.9%
135 VO VANGUARD INDEX FDS 20,177.0 $5.9M 0.06% +398.0 +2.0% $290.23 -73.1%
136 HIW HIGHWOODS PPTYS INC Real Estate 225,232.0 $5.8M 0.06% -279K -55.3% $25.82 -0.7%
137 ALB ALBEMARLE CORP Basic Materials 40,910.0 $5.8M 0.06% $141.85 +21.0%
138 IUSV ISHARES TR 56,387.0 $5.8M 0.06% $102.54 +7.6%
139 KR KROGER CO Consumer Defensive 90,833.0 $5.7M 0.06% +685.0 +0.8% $62.48 +7.6%
140 PH PARKER-HANNIFIN CORP Industrials 6,390.0 $5.6M 0.06% -56.0 -0.9% $878.97 -1.4%
Page 7 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%