Ally Financial Inc.
CIK: 0000040729SEC EDGAR →
Portfolio Value
$819.0M
Holdings
110
As of
Q4 2025
New Positions
105
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Invesco S&p 500 Equal Weight Etf | 768,000 | $147.1M | 17.96% |
| 2 | Ishares Core S&p Small-cap Etf | 641,000 | $77.0M | 9.41% |
| 3 | Ishares 20 Year Treasury Bond Etf | 873,000 | $76.1M | 9.29% |
| 4 | Amazon.com Inc | 178,000 | $41.1M | 5.02% |
| 5 | Nvidia Corp | 114,000 | $21.3M | 2.60% |
| 6 | Berkshire Hathaway Inc | 42,000 | $21.1M | 2.58% |
| 7 | Microsoft Corp | 42,000 | $20.3M | 2.48% |
| 8 | Meta Platforms Inc | 27,000 | $17.8M | 2.18% |
| 9 | Pepsico Inc | 113,000 | $16.2M | 1.98% |
| 10 | Merck & Co Inc | 153,000 | $16.1M | 1.97% |
Quarterly Changes
Top Buys
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $361.1M | 44.1% |
| Technology | 14 | $88.9M | 10.9% |
| Healthcare | 20 | $87.7M | 10.7% |
| Consumer Cyclical | 9 | $65.8M | 8.0% |
| Communication Services | 6 | $57.8M | 7.1% |
| Consumer Defensive | 14 | $51.3M | 6.3% |
| Industrials | 15 | $48.6M | 5.9% |
| Unknown | 6 | $32.5M | 4.0% |
| Basic Materials | 2 | $10.8M | 1.3% |
| Real Estate | 4 | $10.0M | 1.2% |
| Energy | 2 | $4.4M | 0.5% |