Angeles Investment Advisors, LLC
CIK 1535695 · View on SEC EDGAR ↗
- Portfolio value
- $1.7B
- Positions
- 31
- As of
- June 30, 2026
#1,721 of 9,443 by 13F value · top 18.2%
Portfolio value QoQ: +11.9% 13F does not disclose cash
- Top 10 holdings weight
- 93.23%
- Top 25 holdings weight
- 99.92%
- Positions above 1%
- 11
- Effective number of positions
- 3.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 13.25% Est. buys $214,859,701 · sells $208,935,876
Median holding: 1.0 quarters Tracked Q4 2024–Q2 2026 · 14.8% still held
- New positions
- 4
- Increased
- 12
- Decreased
- 10
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
1.1%
Utilities
0.3%
Consumer Staples
0.0%
Other/Unmapped
98.5%
Full portfolio 31 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $920,084,477 | 55.26% | 1,339,649 | $79,549,138 | Down ×1 | ||
| VXUS Vanguard Total International Stock ETF | $238,533,924 | 14.33% | 2,790,197 | $11,531,394 | Down ×1 | ||
| IWM | $84,150,434 | 5.05% | 280,081 | $71,781,289 | Up ×1 | ||
| VOTE TCW Transform 500 ETF | $78,418,634 | 4.71% | 889,414 | $20,075,365 | Up ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $56,680,591 | 3.40% | 1,210,865 | $-8,368,634 | Down ×2 | ||
| IEMG | $46,154,720 | 2.77% | 557,155 | $28,225,482 | Up ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $45,324,580 | 2.72% | 602,320 | $-7,905,948 | Down ×1 | ||
| MGK | $32,631,342 | 1.96% | 371,190 | $31,568,495 | Up ×1 | ||
| ESGV | $30,525,740 | 1.83% | 230,836 | $9,571,618 | Up ×3 | ||
| VYM | $19,677,105 | 1.18% | 124,515 | ||||
| VSGX | $19,316,159 | 1.16% | 234,590 | $6,934,994 | Up ×3 | ||
| VT | $16,488,382 | 0.99% | 105,055 | ||||
| ECG Everus Construction Group, Inc. Common Stock | $10,428,630 | 0.63% | 62,842 | $2,804,197 | Down ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $9,181,700 | 0.55% | 93,500 | ||||
| KNF Knife Riv Holding Co. Common Stock | $8,491,312 | 0.51% | 101,510 | $203,020 | |||
| IDV | $7,775,790 | 0.47% | 187,685 | $7,533,836 | Up ×2 | ||
| EFA | $7,555,712 | 0.45% | 72,735 | ||||
| VUG | $5,989,880 | 0.36% | 69,537 | $1,107,216 | Up ×1 | ||
| VWO | $5,496,337 | 0.33% | 92,081 | $1,430,696 | Up ×1 | ||
| MDU MDU Resources Group, Inc. Common Stock (Holding Company) | $5,205,231 | 0.31% | 245,414 | $120,253 | |||
| DFSI | $4,418,836 | 0.27% | 97,979 | $-245,461 | Down ×1 | ||
| VTG | $3,433,820 | 0.21% | 45,614 | $10,021 | Up ×1 | ||
| VTV | $3,175,859 | 0.19% | 14,573 | $316,932 | Up ×1 | ||
| EFG | $2,278,809 | 0.14% | 18,315 | $-1,130,227 | Down ×1 | ||
| ACWI iShares MSCI ACWI ETF | $2,124,782 | 0.13% | 13,536 | $218,320 | Down ×3 | ||
| VGVT | $486,032 | 0.03% | 6,458 | $-72,057 | Down ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $423,260 | 0.03% | 3,126 | $-62,177 | |||
| VEA | $319,577 | 0.02% | 4,485 | $33,239 | Up ×1 | ||
| MUB | $84,482 | 0.01% | 785 | $1,154 | |||
| VPL | $79,248 | 0.00% | 685 | $-5,288 | Down ×2 | ||
| PFF iShares Preferred and Income Securities ETF | $6,098 | 0.00% | 200 | $34 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| ESGV | $30,525,740 | 1.83% | up ×3 |
| VSGX | $19,316,159 | 1.16% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VYM | $19,677,105 | 124,515 | 1.18% |
| VT | $16,488,382 | 105,055 | 0.99% |
| VYMI | $9,181,700 | 93,500 | 0.55% |
| EFA | $7,555,712 | 72,735 | 0.45% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VOO | Trimmed | -67K | +$79.5M |
| IEMG | Bought more | +300K | +$28.2M |
| VOTE | Bought more | +125K | +$20.1M |
| VXUS | Trimmed | -154K | +$11.5M |
| ESGV | Bought more | +44K | +$9.6M |
| VMBS | Trimmed | -175K | -$8.4M |
| VCLT | Trimmed | -110K | -$7.9M |
| VSGX | Bought more | +62K | +$6.9M |
| ECG | Trimmed | -2K | +$2.8M |
| VWO | Bought more | +17K | +$1.4M |
3 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| IWP | March 31, 2025 | 632,300 | $80,144,025 | No longer tracked |
| BKLN | March 31, 2025 | 3,427,390 | $72,215,107 | No longer tracked |
| IWM | March 31, 2025 | 266,155 | $58,809,609 | No longer tracked |
| EFV | June 30, 2026 | 756,850 | $56,271,798 | No longer tracked |
| KWEB | June 30, 2025 | 1,514,000 | $52,853,740 | No longer tracked |
| JNK | March 31, 2025 | 421,800 | $40,269,246 | No longer tracked |
| USHY | Sept. 30, 2025 | 1,048,000 | $39,310,480 | No longer tracked |
| XLE | June 30, 2026 | 584,760 | $35,822,398 | No longer tracked |
| BKLN | Sept. 30, 2025 | 1,665,780 | $34,848,118 | No longer tracked |
| EWJ | March 31, 2026 | 373,000 | $30,116,020 | No longer tracked |
| AVDV | June 30, 2026 | 295,050 | $29,463,693 | No longer tracked |
| SJNK | Sept. 30, 2025 | 989,520 | $25,212,970 | No longer tracked |
| EWJ | June 30, 2025 | 358,000 | $24,544,480 | No longer tracked |
| HDV | June 30, 2025 | 164,000 | $19,863,680 | No longer tracked |
| VYM | March 31, 2025 | 130,200 | $16,612,218 | No longer tracked |
| MCHI | Dec. 31, 2025 | 227,000 | $14,947,950 | |
| XLE | June 30, 2025 | 132,000 | $12,335,400 | No longer tracked |
| FALN | Sept. 30, 2025 | 366,000 | $9,933,240 | |
| KBE | March 31, 2025 | 175,500 | $9,734,985 | No longer tracked |
| IJH | June 30, 2026 | 137,500 | $9,285,375 | No longer tracked |
| AAPL | March 31, 2025 | 20,142 | $5,043,960 | 38.7% |
| EFA | March 31, 2025 | 62,785 | $4,747,174 | No longer tracked |
| MSFT | March 31, 2025 | 11,091 | $4,674,857 | 28.4% |
| VEA | March 31, 2025 | 83,047 | $3,971,308 | No longer tracked |
| NVDA | March 31, 2025 | 27,790 | $3,731,919 | 100.1% |
| AMZN | March 31, 2025 | 14,702 | $3,225,472 | 35.5% |
| VGK | Dec. 31, 2025 | 39,830 | $3,178,434 | No longer tracked |
| VYMI | March 31, 2025 | 44,000 | $2,986,720 | |
| IVLU | Sept. 30, 2025 | 77,680 | $2,554,895 | No longer tracked |
| GOOGL | March 31, 2025 | 9,691 | $1,834,506 | 121.2% |
| TSM | March 31, 2025 | 8,518 | $1,683,479 | 153.1% |
| META | March 31, 2025 | 2,538 | $1,486,024 | -4.8% |
| PG | March 31, 2025 | 8,106 | $1,358,971 | -15.9% |
| JPM | March 31, 2025 | 5,416 | $1,298,269 | 44.9% |
| AVGO | March 31, 2025 | 5,559 | $1,288,799 | 122.6% |
| QCOM | March 31, 2025 | 7,842 | $1,204,688 | 4.8% |
| TSLA | March 31, 2025 | 2,961 | $1,195,770 | 34.6% |
| ADBE | March 31, 2025 | 2,510 | $1,116,147 | -28.8% |
| SPY | March 31, 2025 | 1,810 | $1,064,362 | No longer tracked |
| KO | March 31, 2025 | 16,873 | $1,050,513 | 26.6% |
| VZ | March 31, 2025 | 25,607 | $1,024,024 | 9.0% |
| HON | March 31, 2025 | 4,402 | $994,368 | 10.0% |
| PH | March 31, 2025 | 1,513 | $962,313 | 66.5% |
| AMP | March 31, 2025 | 1,800 | $958,374 | 15.6% |
| CVX | March 31, 2025 | 6,558 | $949,861 | 23.5% |
| CRM | March 31, 2025 | 2,790 | $933,320 | -23.4% |
| WMT | March 31, 2025 | 10,036 | $908,561 | 17.5% |
| GOOG | March 31, 2025 | 4,631 | $881,928 | 117.0% |
| USB | March 31, 2025 | 17,616 | $851,133 | 47.4% |
| JNJ | March 31, 2025 | 5,701 | $824,479 | 61.1% |
| LLY | March 31, 2025 | 996 | $768,912 | 51.3% |
| COF | March 31, 2025 | 4,280 | $763,210 | 21.4% |
| SONY | March 31, 2025 | 35,608 | $753,465 | -6.3% |
| KMI | March 31, 2025 | 27,485 | $753,089 | 10.6% |
| IJR | March 31, 2025 | 6,375 | $734,528 | No longer tracked |
| V | March 31, 2025 | 2,296 | $725,628 | 5.0% |
| ANSS | March 31, 2025 | 2,010 | $678,033 | No longer tracked |
| ECL | March 31, 2025 | 2,767 | $649,712 | 10.8% |
| ETN | March 31, 2025 | 1,946 | $645,819 | 54.8% |
| LOW | March 31, 2025 | 2,587 | $638,472 | -6.7% |
| APD | March 31, 2025 | 2,190 | $635,188 | 3.0% |
| CSCO | March 31, 2025 | 10,546 | $624,323 | 79.9% |
| CTVA | March 31, 2025 | 10,907 | $621,263 | 27.4% |
| IEMG | March 31, 2025 | 11,800 | $616,196 | No longer tracked |
| MLM | March 31, 2025 | 1,189 | $614,119 | 10.9% |
| BKR | March 31, 2025 | 14,830 | $608,327 | 45.3% |
| IR | March 31, 2025 | 6,711 | $607,077 | 0.8% |
| PNC | March 31, 2025 | 3,142 | $605,935 | 38.8% |
| MA | March 31, 2025 | 1,150 | $605,556 | 4.9% |
| BLK | March 31, 2025 | 590 | $604,815 | 22.2% |
| LEN | March 31, 2025 | 4,424 | $603,301 | -24.7% |
| PYPL | March 31, 2025 | 6,874 | $586,696 | -4.7% |
| FE | March 31, 2025 | 14,664 | $583,334 | 15.9% |
| SAP | March 31, 2025 | 2,369 | $583,271 | -19.7% |
| DEO | March 31, 2025 | 4,577 | $581,874 | -11.0% |
| SO | March 31, 2025 | 7,019 | $577,804 | -0.9% |
| MDT | March 31, 2025 | 7,057 | $566,223 | 2.5% |
| AMGN | March 31, 2025 | 2,095 | $546,041 | 40.0% |
| NEM | March 31, 2025 | 14,631 | $544,566 | 171.1% |
| SCHW | March 31, 2025 | 7,190 | $532,132 | 42.0% |
| SNY | March 31, 2025 | 10,989 | $529,999 | -17.7% |
| RPM | March 31, 2025 | 4,200 | $516,852 | -4.5% |
| UNH | March 31, 2025 | 1,019 | $515,471 | -26.0% |
| TTE | March 31, 2025 | 9,348 | $515,298 | 40.5% |
| BX | March 31, 2025 | 2,968 | $511,743 | 2.5% |
| ATO | March 31, 2025 | 3,660 | $509,728 | 9.5% |
| BRKB | March 31, 2025 | 1,123 | $509,033 | No longer tracked |
| BAC | March 31, 2025 | 11,409 | $501,426 | 49.6% |
| XYL | March 31, 2025 | 4,267 | $495,057 | -4.7% |
| EMR | March 31, 2025 | 3,975 | $492,622 | 42.3% |
| CARR | March 31, 2025 | 7,162 | $490,361 | -3.9% |
| RTX | March 31, 2025 | 4,149 | $480,122 | 60.5% |
| AWK | March 31, 2025 | 3,847 | $478,913 | -7.1% |
| DIS | March 31, 2025 | 4,236 | $473,704 | 8.5% |
| GD | March 31, 2025 | 1,779 | $468,749 | 42.3% |
| MEOH | March 31, 2025 | 9,365 | $468,121 | 69.6% |
| NOW | March 31, 2025 | 432 | $457,972 | -18.6% |
| AIG | March 31, 2025 | 6,265 | $456,092 | -11.8% |
| NFLX | March 31, 2025 | 506 | $451,008 | -91.5% |
| TDY | March 31, 2025 | 968 | $449,278 | 27.2% |
| CTRA | March 31, 2025 | 17,400 | $444,396 | No longer tracked |
| SYY | March 31, 2025 | 5,789 | $442,627 | 12.0% |
| PFE | March 31, 2025 | 16,507 | $437,931 | 10.7% |
| ALC | March 31, 2025 | 5,154 | $437,523 | -23.4% |
| CB | March 31, 2025 | 1,554 | $430,717 | 13.7% |
| GS | March 31, 2025 | 751 | $430,038 | 87.5% |
| ACN | March 31, 2025 | 1,203 | $423,203 | -41.5% |
| MUFG | March 31, 2025 | 36,072 | $422,764 | 62.3% |
| EMBJ | March 31, 2025 | 11,441 | $419,656 | 64.7% |
| XEL | March 31, 2025 | 6,015 | $406,133 | 10.9% |
| MCHP | March 31, 2025 | 6,900 | $395,715 | 57.7% |
| AZO | March 31, 2025 | 121 | $387,442 | -22.4% |
| INTU | March 31, 2025 | 616 | $387,156 | -41.3% |
| CFR | March 31, 2025 | 2,820 | $378,585 | 32.2% |
| SYK | March 31, 2025 | 1,045 | $376,252 | -11.2% |
| PHG | March 31, 2025 | 14,806 | $374,888 | 7.4% |
| PRU | March 31, 2025 | 3,158 | $374,318 | 9.6% |
| HIG | March 31, 2025 | 3,397 | $371,755 | 11.4% |
| INTC | March 31, 2025 | 17,918 | $359,256 | 304.8% |
| O | March 31, 2025 | 6,457 | $344,868 | 8.9% |
| HOLX | March 31, 2025 | 4,780 | $344,590 | No longer tracked |
| MRK | March 31, 2025 | 3,395 | $337,735 | 69.0% |
| WIT | March 31, 2025 | 94,615 | $334,937 | -38.6% |
| HDB | March 31, 2025 | 5,211 | $332,774 | -29.2% |
| ALL | March 31, 2025 | 1,700 | $329,049 | 23.8% |
| WBD | March 31, 2025 | 31,116 | $328,896 | 164.9% |
| MCO | March 31, 2025 | 690 | $326,625 | 7.3% |
| STZ | March 31, 2025 | 1,476 | $326,196 | -26.8% |
| MAR | March 31, 2025 | 1,133 | $316,039 | 49.9% |
| NKE | March 31, 2025 | 4,116 | $313,048 | -36.1% |
| XOM | March 31, 2025 | 2,875 | $309,264 | 39.9% |
| ASML | March 31, 2025 | 444 | $308,249 | 164.8% |
| ELS | March 31, 2025 | 4,580 | $307,215 | -2.2% |
| MBB | March 31, 2026 | 3,200 | $304,704 | |
| BAX | March 31, 2025 | 10,204 | $299,275 | -23.5% |
| PGR | March 31, 2025 | 1,238 | $296,637 | -22.2% |
| HD | March 31, 2025 | 761 | $296,021 | -8.4% |
| AEP | March 31, 2025 | 3,208 | $295,874 | 13.0% |
| OSK | March 31, 2025 | 3,090 | $293,766 | 64.8% |
| RDY | March 31, 2025 | 18,597 | $293,647 | -8.4% |
| TJX | March 31, 2025 | 2,374 | $286,803 | 15.9% |
| ABBV | March 31, 2025 | 1,611 | $286,275 | 25.9% |
| VTI | March 31, 2025 | 980 | $284,014 | No longer tracked |
| SHOP | March 31, 2025 | 2,587 | $275,076 | 52.7% |
| DGX | March 31, 2025 | 1,820 | $274,565 | 42.2% |
| NVO | March 31, 2025 | 3,186 | $274,060 | -32.7% |
| IMAX | March 31, 2025 | 10,690 | $273,664 | 98.3% |
| AZN | March 31, 2025 | 4,148 | $271,777 | 125.2% |
| CMI | March 31, 2025 | 757 | $263,890 | 91.1% |
| CNI | March 31, 2025 | 2,552 | $259,046 | 33.1% |
| AMD | March 31, 2025 | 2,140 | $258,491 | 358.2% |
| CVS | March 31, 2025 | 5,706 | $256,142 | 38.1% |
| COP | March 31, 2025 | 2,577 | $255,561 | 29.0% |
| CBSH | March 31, 2025 | 4,074 | $253,851 | -5.2% |
| WM | March 31, 2025 | 1,256 | $253,448 | -3.3% |
| RY | March 31, 2025 | 2,094 | $252,348 | 84.1% |
| AXP | March 31, 2025 | 850 | $252,272 | 24.6% |
| TXN | March 31, 2025 | 1,338 | $250,888 | 47.5% |
| TKR | March 31, 2025 | 3,495 | $249,438 | 75.3% |
| SPGI | March 31, 2025 | 498 | $248,019 | -14.7% |
| MO | March 31, 2025 | 4,739 | $247,802 | 11.2% |
| CAT | March 31, 2025 | 679 | $246,314 | 149.8% |
| MOH | March 31, 2025 | 838 | $243,900 | -39.8% |
| DHR | March 31, 2025 | 1,060 | $243,323 | 4.4% |
| ISRG | March 31, 2025 | 456 | $238,014 | -24.6% |
| ATR | March 31, 2025 | 1,488 | $233,765 | -9.7% |
| WFC | March 31, 2025 | 3,250 | $228,280 | 17.9% |
| WELL | March 31, 2025 | 1,802 | $227,106 | 55.6% |
| MCK | March 31, 2025 | 393 | $224,014 | 27.3% |
| AMAT | March 31, 2025 | 1,375 | $223,616 | 240.5% |
| BKNG | March 31, 2025 | 45 | $223,579 | -95.5% |
| PM | March 31, 2025 | 1,847 | $222,286 | 19.6% |
| NVS | March 31, 2025 | 2,254 | $219,337 | 40.9% |
| ADP | March 31, 2025 | 747 | $218,682 | -8.7% |
| MELI | March 31, 2025 | 128 | $217,656 | -0.7% |
| UBS | March 31, 2025 | 7,017 | $212,755 | 73.7% |
| HSBC | March 31, 2025 | 4,286 | $211,986 | 81.5% |
| UMC | March 31, 2025 | 14,447 | $93,761 | 159.3% |
| VT | June 30, 2025 | 790 | $91,601 | No longer tracked |
| MFG | March 31, 2025 | 17,425 | $85,208 | 86.5% |
| NOK | March 31, 2025 | 17,248 | $76,409 | 94.1% |
| EEM | Dec. 31, 2025 | 1,133 | $60,502 | No longer tracked |
| AGG | March 31, 2025 | 554 | $53,683 | No longer tracked |
| BBD | March 31, 2025 | 22,292 | $42,578 | 36.8% |
| SPYV | March 31, 2025 | 800 | $40,912 | No longer tracked |
| EFA | Dec. 31, 2025 | 432 | $40,336 | No longer tracked |
| LYG | March 31, 2025 | 11,379 | $30,951 | 57.6% |
| AGG | Dec. 31, 2025 | 259 | $25,966 | No longer tracked |
| ABEV | March 31, 2025 | 12,679 | $23,456 | 22.7% |
| LENB | March 31, 2025 | 154 | $20,351 | No longer tracked |
| EEM | March 31, 2025 | 317 | $13,257 | No longer tracked |
| IWB | March 31, 2025 | 32 | $10,309 | No longer tracked |
| IWB | Dec. 31, 2025 | 23 | $8,406 | No longer tracked |