Binnacle Investments Inc

CIK: 0002060308SEC EDGAR →

Portfolio Value

$169.9M

Holdings

940

As of

Q3 2025

New Positions

185

Closed Positions

17

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

DIMENSIONAL ETF TRUST

505,019$19.5M
11.46%
2

DIMENSIONAL ETF TRUST

436,096$18.6M
10.98%
3

DIMENSIONAL ETF TRUST

318,639$14.6M
8.58%
4

DIMENSIONAL ETF TRUST

376,612$11.8M
6.96%
5

DIMENSIONAL ETF TRUST

135,491$9.8M
5.78%
6

DIMENSIONAL ETF TRUST

263,872$9.6M
5.65%
7

DIMENSIONAL ETF TRUST

247,422$9.3M
5.50%
8

DIMENSIONAL ETF TRUST

189,610$6.0M
3.52%
9

DIMENSIONAL ETF TRUST

101,049$5.5M
3.21%
10

DIMENSIONAL ETF TRUST

104,628$5.0M
2.97%

Quarterly Changes

Top Buys

DFAC↑ Increased
$1.9M
DFCF↑ Increased
$1.5M
DFAU↑ Increased
$1.4M
DFUS↑ Increased
$931K
DFAX↑ Increased
$930K

Top Sells

VUG↓ Decreased
$200K
BRK/B↓ Decreased
$148K
SEIE↓ Decreased
$132K
KVUE↓ Decreased
$111K
APP↓ Decreased
$85K

New Positions (186)

$185K · 7K shares
$103K · 900 shares
$37K · 756 shares
$35K · 750 shares
$30K · 2K shares
$28K · 500 shares
$25K · 85 shares
$24K · 365 shares
$24K · 2K shares
$24K · 302 shares
$23K · 180 shares
$22K · 2K shares
$18K · 233 shares
$16K · 173 shares
$16K · 422 shares
$16K · 481 shares
$14K · 146 shares
$14K · 286 shares
$13K · 284 shares
$13K · 385 shares
$13K · 226 shares
$13K · 339 shares
$12K · 151 shares
$12K · 500 shares
$11K · 55 shares
$9K · 106 shares
$7K · 26 shares
$7K · 52 shares
$6K · 86 shares
$5K · 520 shares
$5K · 46 shares
$5K · 191 shares
$4K · 47 shares
$4K · 1 shares
$4K · 136 shares
$4K · 64 shares
$4K · 167 shares
$4K · 111 shares
$4K · 36 shares
$4K · 50 shares
$3K · 181 shares
$3K · 24 shares
$3K · 37 shares
$3K · 48 shares
$3K · 6 shares
$3K · 12 shares
$3K · 23 shares
$3K · 77 shares
$2K · 53 shares
$2K · 102 shares
$2K · 24 shares
$2K · 14 shares
$2K · 35 shares
$2K · 50 shares
$2K · 28 shares
$2K · 2 shares
$2K · 25 shares
$2K · 2 shares
$2K · 12 shares
$1K · 9 shares
$1K · 17 shares
$1K · 66 shares
$1K · 3 shares
$1K · 37 shares
$1K · 4 shares
$1K · 14 shares
$1K · 5 shares
$1K · 7 shares
$1K · 5 shares
$1K · 15 shares
$1K · 4 shares
$990 · 4 shares
$932 · 10 shares
$923 · 18 shares
$919 · 4 shares
$912 · 2 shares
$908 · 18 shares
$898 · 8 shares
$891 · 3 shares
$864 · 3 shares
$849 · 9 shares
$847 · 24 shares
$836 · 14 shares
$823 · 12 shares
$809 · 2 shares
$774 · 5 shares
$748 · 5 shares
$665 · 8 shares
$662 · 3 shares
$658 · 2 shares
$614 · 1 shares
$610 · 8 shares
$593 · 9 shares
$591 · 10 shares
$586 · 7 shares
$571 · 19 shares
$554 · 21 shares
$541 · 8 shares
$528 · 8 shares
$526 · 11 shares
$525 · 21 shares
$523 · 9 shares
$515 · 6 shares
$513 · 4 shares
$510 · 7 shares
$502 · 3 shares
$495 · 4 shares
$492 · 2 shares
$492 · 9 shares
$482 · 10 shares
$481 · 27 shares
$476 · 5 shares
$475 · 4 shares
$464 · 13 shares
$461 · 6 shares
$451 · 52 shares
$451 · 10 shares
$442 · 47 shares
$431 · 5 shares
$416 · 39 shares
$405 · 19 shares
$402 · 43 shares
$400 · 3 shares
$399 · 3 shares
$394 · 9 shares
$387 · 3 shares
$384 · 20 shares
$384 · 29 shares
$378 · 25 shares
$369 · 6 shares
$360 · 4 shares
$345 · 6 shares
$336 · 10 shares
$336 · 5 shares
$330 · 27 shares
$325 · 6 shares
$317 · 6 shares
$316 · 9 shares
$314 · 8 shares
$313 · 15 shares
$313 · 2 shares
$307 · 11 shares
$305 · 32 shares
$304 · 7 shares
$297 · 4 shares
$293 · 4 shares
$292 · 9 shares
$279 · 3 shares
$265 · 14 shares
$262 · 1 shares
$257 · 10 shares
$254 · 4 shares
$248 · 7 shares
$240 · 10 shares
$240 · 30 shares
$219 · 3 shares
$216 · 8 shares
$211 · 5 shares
$211 · 14 shares
$208 · 1 shares
$207 · 23 shares
$206 · 8 shares
$202 · 22 shares
$192 · 30 shares
$183 · 8 shares
$158 · 6 shares
$136 · 4 shares
$134 · 3 shares
$133 · 5 shares
$115 · 8 shares
$103 · 4 shares
$100 · 14 shares
$82 · 38 shares
$81 · 3 shares
$76 · 3 shares
$57 · 1 shares
$55 · 2 shares
$47 · 6 shares
$41 · 3 shares
$39 · 2 shares
$33 · 1 shares
$33 · 2 shares
$30 · 2 shares
$29 · 67 shares
$25 · 25 shares
$21 · 2 shares

Closed Positions (18)

$11K · 150 shares
$5K · 28 shares
$5K · 292 shares
$3K · 73 shares
$3K · 8 shares
$3K · 78 shares
$3K · 36 shares
$2K · 32 shares
$1K · 25 shares
$1K · 200 shares
$1K · 19 shares
$1K · 47 shares
$988 · 6 shares
$840 · 59 shares
$702 · 2 shares
$627 · 13 shares
$590 · 37 shares
$538 · 20 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services212$140.1M82.2%
Technology120$6.8M4.0%
Unknown62$6.2M3.6%
Consumer Cyclical101$4.5M2.7%
Healthcare100$3.1M1.8%
Industrials111$2.7M1.6%
Consumer Defensive48$1.8M1.1%
Communication Services39$1.6M0.9%
Real Estate37$1.2M0.7%
Energy39$1.1M0.6%
Utilities32$789K0.5%
Basic Materials39$530K0.3%