Spectrum Strategic Capital Management, Llc

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

Reported value
$185.8M
Q ending 2026-03-31
Prior quarter
$188.2M
Q ending 2025-12-31
Change
-1.3% QoQ · +16.5% YoY
Positions
76
reported holdings

Largest positions

All 76 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
Spdr S&P 500 EtfSPYShares$22.3M34K
Ishares Core S&P Total U.S. Stock ITOTShares$13.0M91K
Invesco Qqq Trust Series IQQQShares$9.4M16K
Ishares U.S. Treasury Bond EtfGOVTShares$9.2M402K
Ishares 1-3 Year Treasury Bond EtfSHYShares$8.8M107K
Vanguard Ftse Developed Markets EtVEAShares$8.5M133K
Ishares Gold Trust Micro Etf Of BeIAUMShares$6.9M147K
Apple IncAAPLShares$6.7M26K
Nvidia Corporation ComNVDAShares$6.2M35K
MicrosoftMSFTShares$5.2M14K
Google IncGOOGLShares$5.0M17K
Ishares S&P 500 IndexIVVShares$5.0M8K
Ishares 7-10 Year Treasury Bond EtIEFShares$4.2M44K
Amazon.Com IncAMZNShares$3.9M19K
Ishares 0-3 Month Treasury Bond EtSGOVShares$3.5M35K
Ishares 20 Yr Treasury EtfTLTShares$3.5M40K
State Street Spdr Portfolio S&P 50SPYMShares$3.3M43K
Invesco Aerospace & Defense EtfPPAShares$2.7M16K
Plus Korea Defense Industry Index KDEFShares$2.6M49K
Ishares Msci Poland EtfEPOLShares$2.6M71K
State Street Energy Select Sector XLEShares$2.1M35K
Meta Platforms Inc Cl AMETAShares$2.0M4K
Fidelity Wise Origin Bitcoin FundFBTCShares$1.9M32K
Ishares Msci Singapore Index FdEWSShares$1.7M60K
Jpmorgan Chase & Co ComJPMShares$1.7M6K
Kraneshares Bosera Msci China A 50KBAShares$1.7M55K
Kraneshares Global Humanoid And EmKOIDShares$1.6M53K
Chevron Corporation ComCVXShares$1.6M8K
Jbs N.V. Cl A ShsShares$1.5M83K
Vaneck Rare Earth And Strategic MeREMXShares$1.5M17K
Cheniere Energy IncLNGShares$1.4M5K
Ishares Ethereum Trust EtfETHAShares$1.4M89K
Ishares Iboxx Corporate Bond EtfLQDShares$1.4M12K
Advanced Micro Devices Inc ComAMDShares$1.3M7K
Kraneshares Csi China Internet EtfKWEBShares$1.3M46K
Global X Uranium EtfURAShares$1.3M27K
Johnson & Johnson ComJNJShares$1.3M5K
Ermenegildo Zegna N V Ord ShsShares$1.2M114K
Emcor Group Inc ComEMEShares$1.2M2K
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$1.1M2K
Hershey Co ComHSYShares$1.1M5K
Netflix Inc. ComNFLXShares$1.1M11K
Ishares Msci Usa Momentum Factor EMTUMShares$1.0M4K
Digitalocean Hldgs Inc ComDOCNShares$931K11K
Capital One Financial CorpCOFShares$878K5K
Abbott Laboratories ComABTShares$876K9K
Ensign Group Inc ComENSGShares$861K4K
Global X Cybersecurity EtfBUGShares$857K34K
Norwegian Cruise Line Hldgs Lt ShsShares$853K46K
Valero Energy CorpVLOShares$760K3K
Invesco Nasdaq 100 EtfQQQMShares$748K3K
Transdigm Group Inc ComTDGShares$734K633
Exxon Mobil Corp ComXOMShares$715K4K
Ge Vernova Inc ComGEVShares$698K800
At&T Inc ComTShares$690K24K
Enersys ComENSShares$673K4K
Bluerock Pvt Real Estate Fd ComBPREShares$663K40K
Cadence Design System Inc ComCDNSShares$654K2K
Nextera Energy Inc ComNEEShares$606K7K
Coca Cola Co ComKOShares$604K8K
Air Products And Chemicals Inc ComAPDShares$594K2K
American Elec Pwr Co Inc ComAEPShares$592K5K
Vanguard Ftse Emerging Markets EtfVWOShares$584K11K
Prologis Inc. ComPLDShares$561K4K
Morgan StanleyMSShares$547K3K
Dollar Gen Corp ComDGShares$542K5K
Mgic Invt Corp Wis ComMTGShares$529K20K
Sherwin Williams Co ComSHWShares$505K2K
Pacer Us Small Cap Cash Cows EtfCALFShares$481K11K
Pepsico Inc ComPEPShares$474K3K
Ishares Core Msci Total InternatioIXUSShares$410K5K
Universal Display Corp ComOLEDShares$387K4K
Yum! Brands IncYUMShares$381K2K
Ishares Broad Usd Investment GradeUSIGShares$359K7K
Ishares Core Msci Emerging MarketsIEMGShares$246K4K
State Street Spdr Portfolio High YSPHYShares$236K10K

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.