Angeles Investment Advisors, LLC
CIK 1535695 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.7B
- Posisi
- 31
- Per tanggal
- 30 Juni 2026
#1.721 dari 9.443 berdasarkan nilai 13F · top 18.2%
Nilai portofolio QoQ: +11.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 93,23%
- Bobot 25 kepemilikan teratas
- 99,92%
- Posisi di atas 1%
- 11
- Jumlah posisi efektif
- 3,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 13,25% Perkiraan pembelian $214.859.701 · penjualan $208.935.876
Kepemilikan median: 1,0 kuartal Dilacak Q4 2024–Q2 2026 · 14,8% masih dipegang
- Posisi baru
- 4
- Meningkat
- 12
- Menurun
- 10
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Industrials
1,1%
Utilities
0,3%
Consumer Staples
0,0%
Lainnya/Tidak terpetakan
98,5%
Portofolio lengkap 31 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VOO | $920.084.477 | 55,26% | 1.339.649 | $79.549.138 | Turun ×1 | ||
| VXUS Vanguard Total International Stock ETF | $238.533.924 | 14,33% | 2.790.197 | $11.531.394 | Turun ×1 | ||
| IWM | $84.150.434 | 5,05% | 280.081 | $71.781.289 | Naik ×1 | ||
| VOTE TCW Transform 500 ETF | $78.418.634 | 4,71% | 889.414 | $20.075.365 | Naik ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $56.680.591 | 3,40% | 1.210.865 | $-8.368.634 | Turun ×2 | ||
| IEMG | $46.154.720 | 2,77% | 557.155 | $28.225.482 | Naik ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $45.324.580 | 2,72% | 602.320 | $-7.905.948 | Turun ×1 | ||
| MGK | $32.631.342 | 1,96% | 371.190 | $31.568.495 | Naik ×1 | ||
| ESGV | $30.525.740 | 1,83% | 230.836 | $9.571.618 | Naik ×3 | ||
| VYM | $19.677.105 | 1,18% | 124.515 | ||||
| VSGX | $19.316.159 | 1,16% | 234.590 | $6.934.994 | Naik ×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 | Turun ×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 | Naik ×2 | ||
| EFA | $7.555.712 | 0,45% | 72.735 | ||||
| VUG | $5.989.880 | 0,36% | 69.537 | $1.107.216 | Naik ×1 | ||
| VWO | $5.496.337 | 0,33% | 92.081 | $1.430.696 | Naik ×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 | Turun ×1 | ||
| VTG | $3.433.820 | 0,21% | 45.614 | $10.021 | Naik ×1 | ||
| VTV | $3.175.859 | 0,19% | 14.573 | $316.932 | Naik ×1 | ||
| EFG | $2.278.809 | 0,14% | 18.315 | $-1.130.227 | Turun ×1 | ||
| ACWI iShares MSCI ACWI ETF | $2.124.782 | 0,13% | 13.536 | $218.320 | Turun ×3 | ||
| VGVT | $486.032 | 0,03% | 6.458 | $-72.057 | Turun ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $423.260 | 0,03% | 3.126 | $-62.177 | |||
| VEA | $319.577 | 0,02% | 4.485 | $33.239 | Naik ×1 | ||
| MUB | $84.482 | 0,01% | 785 | $1.154 | |||
| VPL | $79.248 | 0,00% | 685 | $-5.288 | Turun ×2 | ||
| PFF iShares Preferred and Income Securities ETF | $6.098 | 0,00% | 200 | $34 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| ESGV | $30.525.740 | 1,83% | naik ×3 |
| VSGX | $19.316.159 | 1,16% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VOO | Dipangkas | -67K | +$79.5M |
| IEMG | Beli lebih banyak | +300K | +$28.2M |
| VOTE | Beli lebih banyak | +125K | +$20.1M |
| VXUS | Dipangkas | -154K | +$11.5M |
| ESGV | Beli lebih banyak | +44K | +$9.6M |
| VMBS | Dipangkas | -175K | -$8.4M |
| VCLT | Dipangkas | -110K | -$7.9M |
| VSGX | Beli lebih banyak | +62K | +$6.9M |
| ECG | Dipangkas | -2K | +$2.8M |
| VWO | Beli lebih banyak | +17K | +$1.4M |
3 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| IWP | 31 Maret 2025 | 632.300 | $80.144.025 | Tidak lagi dilacak |
| BKLN | 31 Maret 2025 | 3.427.390 | $72.215.107 | Tidak lagi dilacak |
| IWM | 31 Maret 2025 | 266.155 | $58.809.609 | Tidak lagi dilacak |
| EFV | 30 Juni 2026 | 756.850 | $56.271.798 | Tidak lagi dilacak |
| KWEB | 30 Juni 2025 | 1.514.000 | $52.853.740 | Tidak lagi dilacak |
| JNK | 31 Maret 2025 | 421.800 | $40.269.246 | Tidak lagi dilacak |
| USHY | 30 Sep. 2025 | 1.048.000 | $39.310.480 | Tidak lagi dilacak |
| XLE | 30 Juni 2026 | 584.760 | $35.822.398 | Tidak lagi dilacak |
| BKLN | 30 Sep. 2025 | 1.665.780 | $34.848.118 | Tidak lagi dilacak |
| EWJ | 31 Maret 2026 | 373.000 | $30.116.020 | Tidak lagi dilacak |
| AVDV | 30 Juni 2026 | 295.050 | $29.463.693 | Tidak lagi dilacak |
| SJNK | 30 Sep. 2025 | 989.520 | $25.212.970 | Tidak lagi dilacak |
| EWJ | 30 Juni 2025 | 358.000 | $24.544.480 | Tidak lagi dilacak |
| HDV | 30 Juni 2025 | 164.000 | $19.863.680 | Tidak lagi dilacak |
| VYM | 31 Maret 2025 | 130.200 | $16.612.218 | Tidak lagi dilacak |
| MCHI | 31 Des. 2025 | 227.000 | $14.947.950 | |
| XLE | 30 Juni 2025 | 132.000 | $12.335.400 | Tidak lagi dilacak |
| FALN | 30 Sep. 2025 | 366.000 | $9.933.240 | |
| KBE | 31 Maret 2025 | 175.500 | $9.734.985 | Tidak lagi dilacak |
| IJH | 30 Juni 2026 | 137.500 | $9.285.375 | Tidak lagi dilacak |
| AAPL | 31 Maret 2025 | 20.142 | $5.043.960 | 38,7% |
| EFA | 31 Maret 2025 | 62.785 | $4.747.174 | Tidak lagi dilacak |
| MSFT | 31 Maret 2025 | 11.091 | $4.674.857 | 28,4% |
| VEA | 31 Maret 2025 | 83.047 | $3.971.308 | Tidak lagi dilacak |
| NVDA | 31 Maret 2025 | 27.790 | $3.731.919 | 100,1% |
| AMZN | 31 Maret 2025 | 14.702 | $3.225.472 | 35,5% |
| VGK | 31 Des. 2025 | 39.830 | $3.178.434 | Tidak lagi dilacak |
| VYMI | 31 Maret 2025 | 44.000 | $2.986.720 | |
| IVLU | 30 Sep. 2025 | 77.680 | $2.554.895 | Tidak lagi dilacak |
| GOOGL | 31 Maret 2025 | 9.691 | $1.834.506 | 121,2% |
| TSM | 31 Maret 2025 | 8.518 | $1.683.479 | 153,1% |
| META | 31 Maret 2025 | 2.538 | $1.486.024 | -4,8% |
| PG | 31 Maret 2025 | 8.106 | $1.358.971 | -15,9% |
| JPM | 31 Maret 2025 | 5.416 | $1.298.269 | 44,9% |
| AVGO | 31 Maret 2025 | 5.559 | $1.288.799 | 122,6% |
| QCOM | 31 Maret 2025 | 7.842 | $1.204.688 | 4,8% |
| TSLA | 31 Maret 2025 | 2.961 | $1.195.770 | 34,6% |
| ADBE | 31 Maret 2025 | 2.510 | $1.116.147 | -28,8% |
| SPY | 31 Maret 2025 | 1.810 | $1.064.362 | Tidak lagi dilacak |
| KO | 31 Maret 2025 | 16.873 | $1.050.513 | 26,6% |
| VZ | 31 Maret 2025 | 25.607 | $1.024.024 | 9,0% |
| HON | 31 Maret 2025 | 4.402 | $994.368 | 10,0% |
| PH | 31 Maret 2025 | 1.513 | $962.313 | 66,5% |
| AMP | 31 Maret 2025 | 1.800 | $958.374 | 15,6% |
| CVX | 31 Maret 2025 | 6.558 | $949.861 | 23,5% |
| CRM | 31 Maret 2025 | 2.790 | $933.320 | -23,4% |
| WMT | 31 Maret 2025 | 10.036 | $908.561 | 17,5% |
| GOOG | 31 Maret 2025 | 4.631 | $881.928 | 117,0% |
| USB | 31 Maret 2025 | 17.616 | $851.133 | 47,4% |
| JNJ | 31 Maret 2025 | 5.701 | $824.479 | 61,1% |
| LLY | 31 Maret 2025 | 996 | $768.912 | 51,3% |
| COF | 31 Maret 2025 | 4.280 | $763.210 | 21,4% |
| SONY | 31 Maret 2025 | 35.608 | $753.465 | -6,3% |
| KMI | 31 Maret 2025 | 27.485 | $753.089 | 10,6% |
| IJR | 31 Maret 2025 | 6.375 | $734.528 | Tidak lagi dilacak |
| V | 31 Maret 2025 | 2.296 | $725.628 | 5,0% |
| ANSS | 31 Maret 2025 | 2.010 | $678.033 | Tidak lagi dilacak |
| ECL | 31 Maret 2025 | 2.767 | $649.712 | 10,8% |
| ETN | 31 Maret 2025 | 1.946 | $645.819 | 54,8% |
| LOW | 31 Maret 2025 | 2.587 | $638.472 | -6,7% |
| APD | 31 Maret 2025 | 2.190 | $635.188 | 3,0% |
| CSCO | 31 Maret 2025 | 10.546 | $624.323 | 79,9% |
| CTVA | 31 Maret 2025 | 10.907 | $621.263 | 27,4% |
| IEMG | 31 Maret 2025 | 11.800 | $616.196 | Tidak lagi dilacak |
| MLM | 31 Maret 2025 | 1.189 | $614.119 | 10,9% |
| BKR | 31 Maret 2025 | 14.830 | $608.327 | 45,3% |
| IR | 31 Maret 2025 | 6.711 | $607.077 | 0,8% |
| PNC | 31 Maret 2025 | 3.142 | $605.935 | 38,8% |
| MA | 31 Maret 2025 | 1.150 | $605.556 | 4,9% |
| BLK | 31 Maret 2025 | 590 | $604.815 | 22,2% |
| LEN | 31 Maret 2025 | 4.424 | $603.301 | -24,7% |
| PYPL | 31 Maret 2025 | 6.874 | $586.696 | -4,7% |
| FE | 31 Maret 2025 | 14.664 | $583.334 | 15,9% |
| SAP | 31 Maret 2025 | 2.369 | $583.271 | -19,7% |
| DEO | 31 Maret 2025 | 4.577 | $581.874 | -11,0% |
| SO | 31 Maret 2025 | 7.019 | $577.804 | -0,9% |
| MDT | 31 Maret 2025 | 7.057 | $566.223 | 2,5% |
| AMGN | 31 Maret 2025 | 2.095 | $546.041 | 40,0% |
| NEM | 31 Maret 2025 | 14.631 | $544.566 | 171,1% |
| SCHW | 31 Maret 2025 | 7.190 | $532.132 | 42,0% |
| SNY | 31 Maret 2025 | 10.989 | $529.999 | -17,7% |
| RPM | 31 Maret 2025 | 4.200 | $516.852 | -4,5% |
| UNH | 31 Maret 2025 | 1.019 | $515.471 | -26,0% |
| TTE | 31 Maret 2025 | 9.348 | $515.298 | 40,5% |
| BX | 31 Maret 2025 | 2.968 | $511.743 | 2,5% |
| ATO | 31 Maret 2025 | 3.660 | $509.728 | 9,5% |
| BRKB | 31 Maret 2025 | 1.123 | $509.033 | Tidak lagi dilacak |
| BAC | 31 Maret 2025 | 11.409 | $501.426 | 49,6% |
| XYL | 31 Maret 2025 | 4.267 | $495.057 | -4,7% |
| EMR | 31 Maret 2025 | 3.975 | $492.622 | 42,3% |
| CARR | 31 Maret 2025 | 7.162 | $490.361 | -3,9% |
| RTX | 31 Maret 2025 | 4.149 | $480.122 | 60,5% |
| AWK | 31 Maret 2025 | 3.847 | $478.913 | -7,1% |
| DIS | 31 Maret 2025 | 4.236 | $473.704 | 8,5% |
| GD | 31 Maret 2025 | 1.779 | $468.749 | 42,3% |
| MEOH | 31 Maret 2025 | 9.365 | $468.121 | 69,6% |
| NOW | 31 Maret 2025 | 432 | $457.972 | -18,6% |
| AIG | 31 Maret 2025 | 6.265 | $456.092 | -11,8% |
| NFLX | 31 Maret 2025 | 506 | $451.008 | -91,5% |
| TDY | 31 Maret 2025 | 968 | $449.278 | 27,2% |
| CTRA | 31 Maret 2025 | 17.400 | $444.396 | Tidak lagi dilacak |
| SYY | 31 Maret 2025 | 5.789 | $442.627 | 12,0% |
| PFE | 31 Maret 2025 | 16.507 | $437.931 | 10,7% |
| ALC | 31 Maret 2025 | 5.154 | $437.523 | -23,4% |
| CB | 31 Maret 2025 | 1.554 | $430.717 | 13,7% |
| GS | 31 Maret 2025 | 751 | $430.038 | 87,5% |
| ACN | 31 Maret 2025 | 1.203 | $423.203 | -41,5% |
| MUFG | 31 Maret 2025 | 36.072 | $422.764 | 62,3% |
| EMBJ | 31 Maret 2025 | 11.441 | $419.656 | 64,7% |
| XEL | 31 Maret 2025 | 6.015 | $406.133 | 10,9% |
| MCHP | 31 Maret 2025 | 6.900 | $395.715 | 57,7% |
| AZO | 31 Maret 2025 | 121 | $387.442 | -22,4% |
| INTU | 31 Maret 2025 | 616 | $387.156 | -41,3% |
| CFR | 31 Maret 2025 | 2.820 | $378.585 | 32,2% |
| SYK | 31 Maret 2025 | 1.045 | $376.252 | -11,2% |
| PHG | 31 Maret 2025 | 14.806 | $374.888 | 7,4% |
| PRU | 31 Maret 2025 | 3.158 | $374.318 | 9,6% |
| HIG | 31 Maret 2025 | 3.397 | $371.755 | 11,4% |
| INTC | 31 Maret 2025 | 17.918 | $359.256 | 304,8% |
| O | 31 Maret 2025 | 6.457 | $344.868 | 8,9% |
| HOLX | 31 Maret 2025 | 4.780 | $344.590 | Tidak lagi dilacak |
| MRK | 31 Maret 2025 | 3.395 | $337.735 | 69,0% |
| WIT | 31 Maret 2025 | 94.615 | $334.937 | -38,6% |
| HDB | 31 Maret 2025 | 5.211 | $332.774 | -29,2% |
| ALL | 31 Maret 2025 | 1.700 | $329.049 | 23,8% |
| WBD | 31 Maret 2025 | 31.116 | $328.896 | 164,9% |
| MCO | 31 Maret 2025 | 690 | $326.625 | 7,3% |
| STZ | 31 Maret 2025 | 1.476 | $326.196 | -26,8% |
| MAR | 31 Maret 2025 | 1.133 | $316.039 | 49,9% |
| NKE | 31 Maret 2025 | 4.116 | $313.048 | -36,1% |
| XOM | 31 Maret 2025 | 2.875 | $309.264 | 39,9% |
| ASML | 31 Maret 2025 | 444 | $308.249 | 164,8% |
| ELS | 31 Maret 2025 | 4.580 | $307.215 | -2,2% |
| MBB | 31 Maret 2026 | 3.200 | $304.704 | |
| BAX | 31 Maret 2025 | 10.204 | $299.275 | -23,5% |
| PGR | 31 Maret 2025 | 1.238 | $296.637 | -22,2% |
| HD | 31 Maret 2025 | 761 | $296.021 | -8,4% |
| AEP | 31 Maret 2025 | 3.208 | $295.874 | 13,0% |
| OSK | 31 Maret 2025 | 3.090 | $293.766 | 64,8% |
| RDY | 31 Maret 2025 | 18.597 | $293.647 | -8,4% |
| TJX | 31 Maret 2025 | 2.374 | $286.803 | 15,9% |
| ABBV | 31 Maret 2025 | 1.611 | $286.275 | 25,9% |
| VTI | 31 Maret 2025 | 980 | $284.014 | Tidak lagi dilacak |
| SHOP | 31 Maret 2025 | 2.587 | $275.076 | 52,7% |
| DGX | 31 Maret 2025 | 1.820 | $274.565 | 42,2% |
| NVO | 31 Maret 2025 | 3.186 | $274.060 | -32,7% |
| IMAX | 31 Maret 2025 | 10.690 | $273.664 | 98,3% |
| AZN | 31 Maret 2025 | 4.148 | $271.777 | 125,2% |
| CMI | 31 Maret 2025 | 757 | $263.890 | 91,1% |
| CNI | 31 Maret 2025 | 2.552 | $259.046 | 33,1% |
| AMD | 31 Maret 2025 | 2.140 | $258.491 | 358,2% |
| CVS | 31 Maret 2025 | 5.706 | $256.142 | 38,1% |
| COP | 31 Maret 2025 | 2.577 | $255.561 | 29,0% |
| CBSH | 31 Maret 2025 | 4.074 | $253.851 | -5,2% |
| WM | 31 Maret 2025 | 1.256 | $253.448 | -3,3% |
| RY | 31 Maret 2025 | 2.094 | $252.348 | 84,1% |
| AXP | 31 Maret 2025 | 850 | $252.272 | 24,6% |
| TXN | 31 Maret 2025 | 1.338 | $250.888 | 47,5% |
| TKR | 31 Maret 2025 | 3.495 | $249.438 | 75,3% |
| SPGI | 31 Maret 2025 | 498 | $248.019 | -14,7% |
| MO | 31 Maret 2025 | 4.739 | $247.802 | 11,2% |
| CAT | 31 Maret 2025 | 679 | $246.314 | 149,8% |
| MOH | 31 Maret 2025 | 838 | $243.900 | -39,8% |
| DHR | 31 Maret 2025 | 1.060 | $243.323 | 4,4% |
| ISRG | 31 Maret 2025 | 456 | $238.014 | -24,6% |
| ATR | 31 Maret 2025 | 1.488 | $233.765 | -9,7% |
| WFC | 31 Maret 2025 | 3.250 | $228.280 | 17,9% |
| WELL | 31 Maret 2025 | 1.802 | $227.106 | 55,6% |
| MCK | 31 Maret 2025 | 393 | $224.014 | 27,3% |
| AMAT | 31 Maret 2025 | 1.375 | $223.616 | 240,5% |
| BKNG | 31 Maret 2025 | 45 | $223.579 | -95,5% |
| PM | 31 Maret 2025 | 1.847 | $222.286 | 19,6% |
| NVS | 31 Maret 2025 | 2.254 | $219.337 | 40,9% |
| ADP | 31 Maret 2025 | 747 | $218.682 | -8,7% |
| MELI | 31 Maret 2025 | 128 | $217.656 | -0,7% |
| UBS | 31 Maret 2025 | 7.017 | $212.755 | 73,7% |
| HSBC | 31 Maret 2025 | 4.286 | $211.986 | 81,5% |
| UMC | 31 Maret 2025 | 14.447 | $93.761 | 159,3% |
| VT | 30 Juni 2025 | 790 | $91.601 | Tidak lagi dilacak |
| MFG | 31 Maret 2025 | 17.425 | $85.208 | 86,5% |
| NOK | 31 Maret 2025 | 17.248 | $76.409 | 94,1% |
| EEM | 31 Des. 2025 | 1.133 | $60.502 | Tidak lagi dilacak |
| AGG | 31 Maret 2025 | 554 | $53.683 | Tidak lagi dilacak |
| BBD | 31 Maret 2025 | 22.292 | $42.578 | 36,8% |
| SPYV | 31 Maret 2025 | 800 | $40.912 | Tidak lagi dilacak |
| EFA | 31 Des. 2025 | 432 | $40.336 | Tidak lagi dilacak |
| LYG | 31 Maret 2025 | 11.379 | $30.951 | 57,6% |
| AGG | 31 Des. 2025 | 259 | $25.966 | Tidak lagi dilacak |
| ABEV | 31 Maret 2025 | 12.679 | $23.456 | 22,7% |
| LENB | 31 Maret 2025 | 154 | $20.351 | Tidak lagi dilacak |
| EEM | 31 Maret 2025 | 317 | $13.257 | Tidak lagi dilacak |
| IWB | 31 Maret 2025 | 32 | $10.309 | Tidak lagi dilacak |
| IWB | 31 Des. 2025 | 23 | $8.406 | Tidak lagi dilacak |