Institutions / Eldridge Investment Advisors, Inc.

Eldridge Investment Advisors, Inc.

CIK 1727993 · Institution · as of Dec 31, 2025

Portfolio value

$454.12M

Positions

157

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 157 →

Company	Class	Value	Shares	% of portfolio
iShares MSCI UAE ETF	—	$49.46M	332,634	10.9%
State Street Spdr Port S&p 500 Etf	—	$32.66M	407,093	7.2%
Ishares Core S&p 500 Etf	—	$27.08M	39,535	6.0%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$17.88M	293,970	3.9%
Jpmorgan Active Bond Etf	—	$14.44M	267,004	3.2%
John Hancock Multifactor Mid Cap Etf	—	$12.87M	196,544	2.8%
John Hancock Preferred Income Etf	—	$12.33M	540,006	2.7%
State Street Spdr Portfolio Intermediate Term Treasury Etf	—	$12.07M	418,460	2.7%
Jpmorgan Betabuilders Japan Etf	—	$11.67M	177,006	2.6%
State Street Multi Asset Real Return Etf	—	$11.55M	367,171	2.5%
Invesco Qqq Etf	—	$11.28M	18,367	2.5%
Jpmorgan Nasdaq Equity Premium Income Etf	—	$11.15M	191,863	2.5%
iShares MSCI UAE ETF	—	$10.74M	126,851	2.4%
Dimensional World Ex U S Core Equity 2 Etf	—	$9.79M	298,986	2.2%
Eaton Vance Floating Rate Etf	—	$9.40M	189,982	2.1%
Goldman Sachs Access Treasury 0-1yr Etf	—	$9.34M	93,499	2.1%
Ishares Flexible Income Active Etf	—	$8.44M	159,894	1.9%
Eaton Vance Total Return Return Etf	—	$7.09M	137,738	1.6%
Ishares Ibonds December 2026 Treasury Etf	—	$7.07M	308,953	1.6%
State Street Spdr Portfolio Aggregate Bond Etf	—	$6.65M	258,386	1.5%
Janus Henderson Aaa Clo Etf	—	$6.60M	130,565	1.5%
Apple Inc.	—	$6.41M	23,571	1.4%
Invesco S&p 500 Equal Weight Etf	—	$6.21M	32,409	1.4%
Invesco Nasdaq 100 Etf	—	$5.36M	21,200	1.2%
Jpmorgan Active Growth Etf	—	$5.34M	57,494	1.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.