§ 13F · FUND PROFILE
MBB PUBLIC MARKETS I LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 27Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$957.2T 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 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE CORP | 866K | $197.1T | 20.6% | NEW |
| 2 | AER | AERCAP HOLDINGS NV | 1.13M | $162.9T | 17.0% | NEW |
| 3 | AMZN | AMAZON COM INC | 636K | $146.8T | 15.3% | NEW |
| 4 | FERG | FERGUSON ENTERPRISES INC | 468K | $104.1T | 10.9% | NEW |
| 5 | MDLN | MEDLINE INC | 2.44M | $102.5T | 10.7% | NEW |
| 6 | GOOGL | ALPHABET INC | 158K | $49.4T | 5.2% | NEW |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 662K | $41.4T | 4.3% | NEW |
| 8 | EQT | EQT CORP | 617K | $33.0T | 3.5% | NEW |
| 9 | VTEB | VANGUARD MUN BD FDS | 558K | $28.1T | 2.9% | NEW |
| 10 | TECK | TECK RESOURCES LTD | 563K | $27.0T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MBB SIGNAL
AC read
MBB PUBLIC MARKETS I LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed