Eldridge Investment Advisors, Inc.
CIK: 0001727993SEC EDGAR →
Portfolio Value
$454.1M
Holdings
157
As of
Q4 2025
New Positions
14
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares Core S&p Total U S Stock Market Etf | 332,634 | $49.5M | 10.89% |
| 2 | State Street Spdr Port S&p 500 Etf | 407,093 | $32.7M | 7.19% |
| 3 | Ishares Core S&p 500 Etf | 39,535 | $27.1M | 5.96% |
| 4 | Ishares U S Equity Factor Rotation Active Etf | 293,970 | $17.9M | 3.94% |
| 5 | Jpmorgan Active Bond Etf | 267,004 | $14.4M | 3.18% |
| 6 | John Hancock Multifactor Mid Cap Etf | 196,544 | $12.9M | 2.83% |
| 7 | John Hancock Preferred Income Etf | 540,006 | $12.3M | 2.72% |
| 8 | State Street Spdr Portfolio Intermediate Term Treasury Etf | 418,460 | $12.1M | 2.66% |
| 9 | Jpmorgan Betabuilders Japan Etf | 177,006 | $11.7M | 2.57% |
| 10 | State Street Multi Asset Real Return Etf | 367,171 | $11.5M | 2.54% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 111 | $397.2M | 87.5% |
| Unknown | 7 | $19.5M | 4.3% |
| Technology | 8 | $15.5M | 3.4% |
| Healthcare | 6 | $5.8M | 1.3% |
| Industrials | 6 | $5.7M | 1.2% |
| Consumer Cyclical | 4 | $3.5M | 0.8% |
| Energy | 2 | $2.3M | 0.5% |
| Consumer Defensive | 6 | $1.7M | 0.4% |
| Communication Services | 4 | $1.6M | 0.4% |
| Utilities | 2 | $797K | 0.2% |
| Real Estate | 1 | $462K | 0.1% |