§ 13F · FUND PROFILE
Eldridge Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $478.3T (13F)Positions · 154Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U S Stock Market Etf | 333K | $49.5T | 10.9% | +1% |
| 2 | SPYM | State Street Spdr Port S&p 500 Etf | 407K | $32.7T | 7.2% | ±0% |
| 3 | IVV | Ishares Core S&p 500 Etf | 40K | $27.1T | 6.0% | −1% |
| 4 | DYNF | Ishares U S Equity Factor Rotation Active Etf | 294K | $17.9T | 3.9% | +3% |
| 5 | JBND | Jpmorgan Active Bond Etf | 267K | $14.4T | 3.2% | +24% |
| 6 | JHMM | John Hancock Multifactor Mid Cap Etf | 197K | $12.9T | 2.8% | +7% |
| 7 | JHPI | John Hancock Preferred Income Etf | 540K | $12.3T | 2.7% | +7% |
| 8 | SPTI | State Street Spdr Portfolio Intermediate Term Treasury Etf | 418K | $12.1T | 2.7% | +25% |
| 9 | BBJP | Jpmorgan Betabuilders Japan Etf | 177K | $11.7T | 2.6% | +1% |
| 10 | RLY | State Street Multi Asset Real Return Etf | 367K | $11.5T | 2.5% | +11% |
§ 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 $478308.5 trillion in assets. The fund runs a portfolio of 154 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed