Amtrust Financial Services, Inc.

CIK 1365555 · View on SEC EDGAR ↗

Portfolio value
$336.4M
#4,832 of 9,443 by 13F value · top 51.2%
Positions
15
As of
June 30, 2026

Portfolio value QoQ: +12.2% 13F does not disclose cash

Top 10 holdings weight
98.34%
Top 25 holdings weight
100.00%
Positions above 1%
10
Effective number of positions
3.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.13% Est. buys $922,133 · sells $417,400

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 83.3% still held

New positions
0
Increased
1
Decreased
1
Closed
0
On this page

Sector breakdown

Financials
1.1%
Technology
0.5%
Real Estate
0.2%
Health Care
0.1%
Other/Unmapped
98.2%

Full portfolio 15 positions

Type Streak 8Q trend
VOO $134,889,484 40.09% 196,400 $17,530,664
IVV $118,324,620 35.17% 158,000 $15,117,440
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $19,276,398 5.73% 367,800 $-55,170
VV $15,751,078 4.68% 45,800 $2,063,748
AGG $9,755,469 2.90% 98,560 $-28,582
SPIB $9,047,584 2.69% 270,400 $-21,632
QQQ Invesco QQQ Trust, Series 1 $7,069,440 2.10% 9,600 $1,528,512
IWM $6,669,990 1.98% 22,200 $1,164,390
SPAB $6,395,312 1.90% 250,600 $-25,060
LMND Lemonade, Inc. Common Stock $3,684,692 1.10% 56,644 $134,246
IBIT iShares Bitcoin Trust ETF $2,946,165 0.88% 88,500 $610,229 Up ×2
CRCL Circle Internet Group, Inc. Class A Common Stock $1,628,004 0.48% 25,994 $-852,084
CLPR Clipper Realty Inc. Common Stock $630,901 0.19% 231,949 $-69,585
GEHC GE HealthCare Technologies Inc. - Common Stock $200,031 0.06% 3,125 $-22,406
Unknown issuer (CUSIP: 140501AE7) $177,395 0.05% 170,000 $-394,315 Down ×2

Top movers (QoQ)

Security Action Shares Δ Value Δ
VOO Price move only +0 +$17.5M
IVV Price move only +0 +$15.1M
VV Price move only +0 +$2.1M
QQQ Price move only +0 +$1.5M
IWM Price move only +0 +$1.2M
CRCL Price move only +0 -$852K
IBIT Bought more +28K +$610K
Trimmed -400K -$394K
LMND Price move only +0 +$134K
CLPR Price move only +0 -$70K