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Portfolio (Quarterly) Guide ↗

Checchi Capital Advisers, LLC

· CIK 0001598186
13F Portfolio $2.0B AUM 551 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 133 Added 325 Reduced 25 Exited
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 EWJ ISHARES INC 75,168 $6.0M 0.31% SOLD
2 SCJ ISHARES INC 20,272 $1.9M 0.10% SOLD
3 UL UNILEVER PLC Consumer Defensive 19,763 $1.2M 0.06% SOLD
4 TTE TOTALENERGIES SE Energy 16,744 $999K 0.05% SOLD
5 FISV FISERV INC Technology 3,404 $439K 0.02% SOLD
6 VICI VICI PPTYS INC Real Estate 10,376 $338K 0.02% SOLD
7 DD DUPONT DE NEMOURS INC Basic Materials 3,942 $307K 0.02% SOLD
8 ZS ZSCALER INC Technology 782 $234K 0.01% SOLD
9 EFX EQUIFAX INC Industrials 908 $233K 0.01% SOLD
10 CPRT COPART INC Industrials 5,112 $230K 0.01% SOLD
11 SBS COMPANHIA DE SANEAMENTO BASI Utilities 9,011 $224K 0.01% SOLD
12 GIS GENERAL MLS INC Consumer Defensive 4,389 $221K 0.01% SOLD
13 LII LENNOX INTL INC Industrials 415 $219K 0.01% SOLD
14 INGERSOLL RAND INC 2,654 $219K 0.01% SOLD
15 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,052 $218K 0.01% SOLD
16 RMD RESMED INC Healthcare 794 $217K 0.01% SOLD
17 STM STMICROELECTRONICS N V Technology 7,434 $210K 0.01% SOLD
18 TROW PRICE T ROWE GROUP INC Financial Services 2,044 $210K 0.01% SOLD
19 CF CF INDS HLDGS INC Basic Materials 2,335 $209K 0.01% SOLD
20 CDW CDW CORP Technology 1,311 $209K 0.01% SOLD
Page 1 of 2  ·  25 positions
Sector Allocation
Technology 29.6%
Financial Services 23.6%
Consumer Cyclical 9.5%
Healthcare 8.8%
Communication Services 8.1%
Industrials 6.8%
Consumer Defensive 4.7%
Energy 3.5%
Utilities 2.1%
Real Estate 1.8%