§ 13F · FUND PROFILE
Bawa N Mallick Trust.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $264.3T (13F)Positions · 74Turnover · — · Q3Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | — | SPDR S&P 500 ETF TR | 107K | $71.5T | — | — |
| 2 | — | INVESCO QQQ TR | 68K | $40.6T | — | — |
| 3 | — | ISHARES TR | 15K | $9.7T | — | — |
| 4 | — | ISHARES TR | 20K | $9.2T | — | — |
| 5 | — | VANGUARD INDEX FDS | 14K | $8.5T | — | — |
| 6 | — | ISHARES TR | 50K | $8.3T | — | — |
| 7 | — | VANGUARD INDEX FDS | 24K | $7.9T | — | — |
| 8 | — | VANGUARD INDEX FDS | 13K | $6.1T | — | — |
| 9 | — | ISHARES TR | 51K | $5.9T | — | — |
| 10 | — | VANGUARD INDEX FDS | 19K | $5.7T | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAWA SIGNAL
AC read
Bawa N Mallick Trust is a institutional fund managing $264269.8 trillion in assets. The fund runs a portfolio of 74 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
7 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed