§ 13F · FUND PROFILE
Sandy Spring Bank.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · — (13F)Positions · 1936Turnover · — · Q1Filed · May 12, 2025
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 · Q1 2025
FILED MAY 12, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | 2.38M | $138.6T | 5.8% | — |
| 2 | IVV | ISHARES TR | 183K | $102.6T | 4.3% | — |
| 3 | AAPL | APPLE, INC. | 275K | $61.0T | 2.6% | — |
| 4 | IJR | ISHARES S&P SMALLCAP 600 INDEX FUND | 575K | $60.1T | 2.5% | — |
| 5 | NVDA | NVIDIA CORP | 546K | $59.2T | 2.5% | — |
| 6 | SPY | SPDR S&P 500 ETF TRUST | 101K | $56.3T | 2.4% | — |
| 7 | MDY | MIDCAP 400 SPDR TRUST SERIES 1 | 89K | $47.5T | 2.0% | — |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | 748K | $42.8T | 1.8% | — |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC B | 79K | $42.3T | 1.8% | — |
| 10 | AMZN | AMAZON COM INC | 204K | $38.7T | 1.6% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SANDY SIGNAL
AC read
Sandy Spring Bank is classified as a Dealer / Bank fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed