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Portfolio (Quarterly) Guide ↗

Spectrum Asset Management, Inc. (NB/CA)

· CIK 0001632078
13F Portfolio $360M AUM 130 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 28 Added 29 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 HECA ETF OPPORTUNITIES TRUST 346,494 $10.0M 3.18% SOLD
2 HON HONEYWELL INTL INC Industrials 17,720 $4.0M 1.27% SOLD
3 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 77,204 $3.6M 1.13% SOLD
4 EWZ ISHARES INC 21,534 $827K 0.26% SOLD
5 ESLT ELBIT SYS LTD Industrials 872 $740K 0.23% SOLD
6 META META PLATFORMS INC Communication Services 356 $204K 0.07% SOLD
7 EFV ISHARES TR 2,734 $203K 0.07% SOLD
8 EIX EDISON INTL Utilities 2,749 $201K 0.06% SOLD
Sector Allocation
Financial Services 37.3%
Technology 13.2%
Healthcare 13.0%
Industrials 11.3%
Energy 7.5%
Basic Materials 6.7%
Consumer Defensive 4.5%
Utilities 3.6%
Consumer Cyclical 1.4%
Communication Services 1.3%