Institutions / Calton & Associates, Inc.
Calton & Associates, Inc.
CIK 822648 · Institution · as of Dec 31, 2025
Portfolio value
$680.93M
Positions
446
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 446 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $36.47M | 5.4% |
| Northern Lts Fd Tr II | $30.13M | 4.4% |
| SPDR Series Trust | $22.18M | 3.3% |
| Apple Inc. | $18.43M | 2.7% |
| Fidelity Covington Trust | $17.93M | 2.6% |
| WisdomTree Tr | $14.89M | 2.2% |
| Schwab Strategic Tr | $12.28M | 1.8% |
| SPDR Series Trust | $11.99M | 1.8% |
| Invesco Actively Managed Exc | $11.90M | 1.7% |
| Vanguard World Fd | $11.78M | 1.7% |
| Vanguard Index Fds | $11.59M | 1.7% |
| Select Sector SPDR Tr | $10.30M | 1.5% |
| Dbx ETF Tr | $10.29M | 1.5% |
| State Street SPDR S&P Oil & Gas Exploration & Production ETF | $9.43M | 1.4% |
| Vanguard World Fd | $9.40M | 1.4% |
| SPDR Series Trust | $8.98M | 1.3% |
| Vanguard World Fd | $8.14M | 1.2% |
| Pacer Fds Tr | $7.70M | 1.1% |
| Invesco Exch Traded Fd Tr II | $7.69M | 1.1% |
| Vanguard Index Fds | $7.08M | 1.0% |
| Warren E. Buffett | $7.04M | 1.0% |
| Microsoft Corp | $6.84M | 1.0% |
| SPDR Series Trust | $5.66M | 0.8% |
| Capital Group Growth ETF | $5.63M | 0.8% |
| Vanguard World Fd | $5.51M | 0.8% |
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.