PITCAIRN CO

CIK: 0000315014SEC EDGAR →

Portfolio Value

$1.3B

Holdings

624

As of

Q3 2025

New Positions

30

Closed Positions

102

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

341,309$129.3M
10.21%
2

NEW YORK LIFE INVESTMENTS ET

1,807,177$60.8M
4.80%
3

NVIDIA CORPORATION

216,952$40.5M
3.20%
4

SPDR S&P 500 ETF TR

59,772$39.8M
3.14%
5

VANECK MERK GOLD ETF

989,740$36.8M
2.91%
6

MICROSOFT CORP

69,386$35.9M
2.84%
7

APPLE INC

112,439$28.6M
2.26%
8

SPDR INDEX SHS FDS

692,048$24.2M
1.91%
9

BROADCOM INC

72,413$23.9M
1.89%
10

ISHARES TR

63,968$23.4M
1.85%

Quarterly Changes

Top Buys

IWV↑ Increased
$129.0M
QAI↑ Increased
$60.4M
NVDA↑ Increased
$40.2M
SPY↑ Increased
$39.3M
OUNZ↑ Increased
$34.9M

Top Sells

GWW↓ Decreased
$126.3M
JCI↓ Decreased
$65.1M
IBM↓ Decreased
$53.2M
MLB1↓ Decreased
$49.7M
NET↓ Decreased
$43.9M

New Positions (30)

$2.4M · 34K shares
$2.0M · 9K shares
$1.9M · 17K shares
$1.4M · 12K shares
$683K · 4K shares
$429K · 3K shares
$428K · 7K shares
$417K · 4K shares
$402K · 3K shares
$393K · 7K shares
$385K · 6K shares
$370K · 6K shares
$368K · 3K shares
$352K · 7K shares
$342K · 7K shares
$333K · 13K shares
$324K · 5K shares
$270K · 4K shares
$267K · 4K shares
$266K · 1K shares
$242K · 3K shares
$235K · 3K shares
$224K · 8K shares
$219K · 3K shares
$211K · 653 shares
$203K · 10K shares
$196K · 10K shares
$99K · 11K shares
$62K · 12K shares
$41K · 13K shares

Closed Positions (102)

$35.4M · 1.1M shares
$29.9M · 1.7M shares
$29.2M · 40 shares
$27.8M · 127K shares
$26.7M · 3.2M shares
$25.8M · 2.2M shares
$11.5M · 40K shares
$10.6M · 333K shares
$9.0M · 157K shares
$8.5M · 750K shares
$4.2M · 31K shares
$3.7M · 143K shares
$3.7M · 11K shares
$3.2M · 65K shares
$3.1M · 36K shares
$2.9M · 41K shares
$2.5M · 33K shares
$2.2M · 30K shares
$2.1M · 28K shares
$2.1M · 12K shares
$2.1M · 21K shares
$1.6M · 11K shares
$1.6M · 21K shares
$1.5M · 5K shares
$1.4M · 125K shares
$1.4M · 86K shares
$1.3M · 25K shares
$1.2M · 36K shares
$1.2M · 12K shares
$1.2M · 8K shares
$1.1M · 261K shares
$1.1M · 9K shares
$962K · 8K shares
$955K · 1K shares
$936K · 7K shares
$934K · 2K shares
$904K · 10K shares
$882K · 985 shares
$773K · 6K shares
$738K · 42K shares
$703K · 3K shares
$698K · 12K shares
$665K · 6K shares
$662K · 4K shares
$637K · 3K shares
$636K · 5K shares
$614K · 3K shares
$573K · 8K shares
$556K · 6K shares
$529K · 17K shares
$522K · 2K shares
$522K · 7K shares
$502K · 14K shares
$489K · 18K shares
$485K · 9K shares
$485K · 5K shares
$485K · 2K shares
$461K · 2K shares
$456K · 3K shares
$449K · 16K shares
$449K · 13K shares
$422K · 7K shares
$420K · 5K shares
$409K · 6K shares
$399K · 12K shares
$390K · 5K shares
$388K · 813 shares
$382K · 4K shares
$376K · 3K shares
$367K · 2K shares
$350K · 13K shares
$346K · 1K shares
$344K · 8K shares
$341K · 7K shares
$333K · 6K shares
$331K · 9K shares
$313K · 2K shares
$306K · 72K shares
$303K · 1K shares
$302K · 5K shares
$278K · 12K shares
$278K · 8K shares
$275K · 1K shares
$274K · 1K shares
$267K · 4K shares
$264K · 3K shares
$260K · 8K shares
$254K · 29K shares
$237K · 16K shares
$228K · 539 shares
$221K · 6K shares
$219K · 8K shares
$208K · 5K shares
$203K · 4K shares
$200K · 29K shares
$183K · 12K shares
$177K · 10K shares
$150K · 18K shares
$100K · 15K shares
$73K · 12K shares
$54K · 10K shares
$31K · 16K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services145$504.3M39.8%
Technology101$290.2M22.9%
Consumer Cyclical53$79.3M6.3%
Unknown46$78.5M6.2%
Healthcare59$76.8M6.1%
Communication Services20$72.7M5.7%
Industrials84$62.7M4.9%
Consumer Defensive28$47.1M3.7%
Energy32$23.3M1.8%
Basic Materials22$14.2M1.1%
Real Estate19$9.9M0.8%
Utilities15$7.7M0.6%