Aspetuck Financial Management Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$146.0M
Q ending 2026-03-31
Prior quarter
$148.9M
Q ending 2025-12-31
Change
-2.0% QoQ · +25.6% YoY
Positions
75
reported holdings

Largest positions

All 75 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Nvidia Corporation ComNVDAShares$18.4M105K
State Street Spdr Bloomberg InvestFLRNShares$9.7M314K
Alphabet Inc Cap Stk Cl AGOOGLShares$5.7M20K
Fidelity Msci Information TechnoloFTECShares$5.6M27K
Ishares Core S&P Small Cap EtfIJRShares$5.6M45K
Lam Research Corp Com NewLRCXShares$5.4M25K
Microsoft Corp ComMSFTShares$5.1M14K
State Street Spdr Portfolio DeveloSPDWShares$4.8M104K
Apple Inc ComAAPLShares$4.5M18K
Broadcom Inc ComAVGOShares$3.9M13K
State Street Spdr Portfolio S&P 40SPMDShares$3.8M64K
State Street Spdr Portfolio Short SPSBShares$3.5M117K
Jpmorgan Chase & Co ComJPMShares$3.3M11K
Rambus Inc Del ComRMBSShares$3.3M38K
Vanguard Dividend Appreciation EtfVIGShares$3.2M15K
Amazon Com Inc ComAMZNShares$3.2M15K
State Street Spdr Portfolio AggregSPABShares$3.0M119K
Marathon Pete Corp ComMPCShares$2.7M11K
State Street Spdr Portfolio IntermSPIBShares$2.7M81K
State Street Spdr Portfolio Long TSPLBShares$2.7M121K
Spdr Gold Minishares Trust Of BeneGLDMShares$2.7M29K
Wisdomtree Floating Rate Treasury USFRShares$2.3M47K
State Street Blackstone Senior LoaSRLNShares$2.3M58K
State Street Spdr Portfolio S&P 50SPYGShares$2.3M24K
Fidelity Msci Energy Index EtfFENYShares$2.1M63K
Fidelity Msci Health Care Index EtFHLCShares$1.9M28K
State Street Spdr Ice Preferred SePSKShares$1.7M56K
Conocophillips ComCOPShares$1.6M12K
Altria Group Inc ComMOShares$1.5M23K
Qualcomm Inc ComQCOMShares$1.3M10K
Merck & Co Inc ComMRKShares$1.3M11K
Meta Platforms Inc Cl AMETAShares$1.2M2K
Eog Res Inc ComEOGShares$1.0M7K
Goldman Sachs Group Inc ComGSShares$944K1K
Fidelity Msci Financials Index EtfFNCLShares$936K13K
Freeport Mcmoran Inc Cl BFCXShares$849K14K
Johnson & Johnson ComJNJShares$830K3K
Devon Energy Corp New ComDVNShares$826K16K
Lockheed Martin Corp ComLMTShares$799K1K
Cisco Sys Inc ComCSCOShares$771K10K
Blackrock Inc ComBLKShares$756K786
Vertiv Holdings Co Com Cl AVRTShares$752K3K
Mastercard Incorporated Cl AMAShares$752K2K
Northrop Grumman Corp ComNOCShares$743K1K
Schwab Mortgage-Backed Securities SMBSShares$735K29K
Vistra Corp ComVSTShares$726K5K
Tesla Inc ComTSLAShares$673K2K
Newmont Corp ComNEMShares$667K6K
Schwab Charles Corp ComSCHWShares$632K7K
Caterpillar Inc ComCATShares$567K800
Blackstone Inc ComBXShares$564K5K
Ishares Msci Global Min Vol FactorACWVShares$558K5K
Vanguard Total Stock Market EtfVTIShares$555K2K
Netflix Inc. ComNFLXShares$546K6K
Ishares Msci Emerging Markets Ex CEMXCShares$507K6K
Nextera Energy Inc ComNEEShares$470K5K
Eli Lilly & Co ComLLYShares$454K494
Crowdstrike Hldgs Inc Cl ACRWDShares$435K1K
Fidelity Msci Utilities Index EtfFUTYShares$428K7K
Constellation Energy Corp ComCEGShares$419K2K
Asml Hldg Nv N Y Registry ShsShares$417K316
Ge Aerospace Com NewGEShares$363K1K
Vanguard Short-Term Corporate BondVCSHShares$349K4K
Nxp Semiconductors N V ComShares$340K2K
Schwab Us Tips EtfSCHPShares$330K12K
Unitedhealth Group Inc ComUNHShares$330K1K
Home Depot Inc ComHDShares$314K954
American Express Co ComAXPShares$312K1K
Mplx Lp Com Unit Rep LtdMPLXShares$285K5K
Medtronic Plc ShsShares$262K3K
Ishares Russell 1000 Growth EtfIWFShares$256K600
Boeing Co ComBAShares$253K1K
Chevron Corporation ComCVXShares$239K1K
D R Horton Inc ComDHIShares$231K2K
Philip Morris Intl Inc ComPMShares$200K1K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.