Institutions / Macco Financial Group, Inc.
Macco Financial Group, Inc.
CIK 2111816 ยท Institution ยท as of Jun 30, 2026
Portfolio value
$153.95M
Positions
22
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$153.95M+32.3%Positions
22+15.8%Top holdings
Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $55.66M | 36.2% |
| SPDR Index Shs Fds | $17.50M | 11.4% |
| SPDR Series Trust | $15.46M | 10.0% |
| Vanguard Index Fds | $11.66M | 7.6% |
| J P Morgan Exchange Traded F | $10.84M | 7.0% |
| Innovator Etfs Trust | $7.53M | 4.9% |
| iShares Tr | $7.16M | 4.7% |
| iShares Tr | $6.79M | 4.4% |
| Vanguard Index Fds | $3.95M | 2.6% |
| Innovator Etfs Trust | $3.49M | 2.3% |
| PGIM ETF Tr | $2.84M | 1.8% |
| Vanguard Specialized Funds | $2.42M | 1.6% |
| SPDR Series Trust | $2.41M | 1.6% |
| Vanguard Index Fds | $1.69M | 1.1% |
| Vanguard Index Fds | $1.23M | 0.8% |
| Vanguard Whitehall Fds | $1.14M | 0.7% |
| iShares Tr | $678.3K | 0.4% |
| American Centy ETF Tr | $573.1K | 0.4% |
| Bank First Corp | $322.2K | 0.2% |
| Vanguard Whitehall Fds | $273.5K | 0.2% |
| Wells Fargo & COMPANY/MN | $214.9K | 0.1% |
| Broadwind, Inc.BWEN | $101.4K | 0.1% |
Activity
Jun 30, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 78464A854 Common stock | $19.64M | +224K +54.54% | 633,400 36.16% of portfolio | medium |
| Q2 2026 as of | New | 922908744 Common stock | $11.66M | +54K | 53,513 7.58% of portfolio | medium |
| Q2 2026 as of | Trim | 921908844 Common stock | $-9.03M | -38K -78.84% | 10,243 1.57% of portfolio | medium |
| Q2 2026 as of | Add | 78464A409 Common stock | $6.19M | +52K +66.77% | 129,904 10.04% of portfolio | medium |
| Q2 2026 as of | Exit | 921910873 Common stock | $-5.57M | -22K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | 78464A508 Common stock | $-5.06M | -89K -100.00% | 0 | medium |
| Q2 2026 as of | Add | 78463X889 Common stock | $4.72M | +94K +36.97% | 347,222 11.37% of portfolio | low |
| Q2 2026 as of | Add | 464287655 Common stock | $3.53M | +12K +108.41% | 22,612 4.41% of portfolio | low |
| Q2 2026 as of | Exit | State Street SPDR S&P Oil & Gas Exploration & Production ETF Common stock | $-3.13M | -102K -100.00% | 0 | low |
| Q2 2026 as of | Trim | 46432F842 Common stock | $-2.93M | -30K -29.00% | 74,181 4.65% of portfolio | low |