M1 Capital Management LLC

CIK: 0001976157Latest portfolio: $239.6M · Q4 2025

Holdings

112

Total Value

$239.6M

New Positions

8

Closed Positions

1

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
80,132$21.8M9.09%-770
2
IVWISHARES TR
142,095$17.5M7.31%-2,792
3
IVEISHARES TR
81,145$17.2M7.18%+1K
4
SPYMSPDR SERIES TRUST
150,657$12.1M5.04%+7K
5
EFVISHARES TR
131,720$9.4M3.93%-4,254
6
DYNFBLACKROCK ETF TRUST
152,586$9.3M3.87%+12K
7
QUALISHARES TR
46,219$9.2M3.83%-3,011
8
NDQINVESCO QQQ TR
11,808$7.3M3.03%-401
9
IEMGISHARES INC
93,319$6.3M2.62%+2K
10
ZECPZACKS TRUST
158,079$5.5M2.29%+18K
11
XLGINVESCO EXCHANGE TRADED FD T
87,813$5.2M2.17%+16K
12
METAMETA PLATFORMS INC
7,860$5.2M2.17%+205
13
SPYSPDR S&P 500 ETF TR
7,449$5.1M2.12%+62
14
EFAISHARES TR
50,370$4.8M2.02%-1,684
15
THROBLACKROCK ETF TRUST
104,787$4.0M1.69%+5K
16
EEMISHARES TR
66,256$3.6M1.51%-2,964
17
IJKISHARES TR
35,212$3.4M1.42%-1,774
18
IJJISHARES TR
25,847$3.4M1.42%-1,477
19
IJSISHARES TR
29,361$3.3M1.39%-2,097
20
IJTISHARES TR
23,152$3.3M1.36%-1,353
21
IVVISHARES TR
4,690$3.2M1.34%-726
22
IUSBISHARES TR
68,734$3.2M1.33%-2,072
23
EFGISHARES TR
27,273$3.1M1.30%-2,580
24
KLMNINVESCO EXCH TRADED FD TR II
24,501$2.9M1.22%+2K
25
AMZNAMAZON COM INC
12,487$2.9M1.20%+190

Quarterly Changes

New Positions

Closed Positions

  • IBMCLOSED
    $201.7M

Increased Positions

NameSharesChange
XLU42K+19K
ZECP158K+18K
XLG88K+16K
DYNF153K+12K
BAI64K+11K
SMIZ66K+9K
SPYM151K+7K
GROZ51K+6K
THRO105K+5K
SCHE29K+4K

Decreased Positions

NameSharesChange
AQLT14K-5034
EFV132K-4254
QUAL46K-3011
EEM66K-2964
IVW142K-2792
EFG27K-2580
IJS29K-2097
IUSB69K-2072
IJK35K-1774
EFA50K-1684

Sector Breakdown

Financial Services0.0% ($1.7514172081208594e+220T)
Technology0.0% ($2.1784271524091385e+26T)
Unknown0.0% ($72542923172615328.0T)
Consumer Cyclical0.0% ($28822137.3T)
Consumer Defensive0.0% ($1150982.6T)
Communication Services0.0% ($51881.8T)
Energy0.0% ($763.5T)
Healthcare0.0% ($588.4T)
Industrials0.0% ($13.0T)
Utilities0.0% ($995.7M)
Basic Materials0.0% ($230K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$239.6M112
Q3 2025Nov 12, 2025$231.6B105
Q2 2025Jul 24, 2025$198.4B94
Q1 2025May 6, 2025$159.9B89
Q4 2024Mar 19, 2025$185.1B86

Fund Information

CIK0001976157
Most Recent FilingFeb 13, 2026
Number of Filings5

M1 Capital Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $239.6M across 112 holdings. The largest position is APPLE INC (AAPL), representing 9.1% of the portfolio. Compared to the previous quarter, the fund opened 8 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.