§ 13F · FUND PROFILE
Eldridge Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $439M (13F)Positions · 158Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U S Stock Market Etf | 328K | $47M | 10.2% | −1% |
| 2 | SPYM | State Street Spdr Port S&p 500 Etf | 448K | $34M | 7.5% | +10% |
| 3 | IVV | Ishares Core S&p 500 Etf | 39K | $25M | 5.6% | −1% |
| 4 | DYNF | Ishares U S Equity Factor Rotation Active Etf | 333K | $19M | 4.2% | +13% |
| 5 | JBND | Jpmorgan Active Bond Etf | 298K | $16M | 3.5% | +12% |
| 6 | RLY | State Street Multi Asset Real Return Etf | 382K | $14M | 3.0% | +4% |
| 7 | SPTI | State Street Spdr Portfolio Intermediate Term Treasury Etf | 444K | $13M | 2.8% | +6% |
| 8 | BBJP | Jpmorgan Betabuilders Japan Etf | 182K | $13M | 2.8% | +3% |
| 9 | JHMM | John Hancock Multifactor Mid Cap Etf | 185K | $12M | 2.7% | −6% |
| 10 | JHPI | John Hancock Preferred Income Etf | 540K | $12M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELDRIDGE SIGNAL
AC read
Eldridge Investment Advisors, Inc. is a Other fund managing $439 million in assets. The fund runs a portfolio of 158 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 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