Severin Investments, LLC

CIK: 0001763454SEC EDGAR →

Portfolio Value

$113.1B

Holdings

167

As of

Q4 2025

New Positions

173

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD TAX-MANAGED FDS

73,944$4.6B
4.08%
2

ISHARES TR

41,623$4.5B
3.95%
3

NVIDIA CORPORATION

13,892$2.6B
2.29%
4

TAIWAN SEMICONDUCTOR MFG LTD

6,975$2.1B
1.87%
5

MICROSOFT CORP

4,288$2.1B
1.83%
6

ALPHABET INC

6,091$1.9B
1.68%
7

BROADCOM INC

5,469$1.9B
1.67%
8

VANGUARD INTL EQUITY INDEX F

28,922$1.6B
1.37%
9

JPMORGAN CHASE & CO.

4,657$1.5B
1.33%
10

WELLS FARGO CO NEW

15,095$1.4B
1.24%

Quarterly Changes

Top Buys

GOOGL↑ Increased
$807.5M
TSM↑ Increased
$760.7M
RFNEW
$711.0M
CASYNEW
$678.0M
TPRNEW
$640.0M

Top Sells

APPCLOSED
$1.2B
META↓ Decreased
$791.6M
CMCSACLOSED
$671.6M
UNHCLOSED
$597.7M
CRMCLOSED
$594.4M

New Positions (24)

$711.0M · 26K shares
$678.0M · 1K shares
$640.0M · 5K shares
$622.0M · 3K shares
$604.0M · 3K shares
$604.0M · 3K shares
$559.0M · 2K shares
$516.0M · 44K shares
$510.0M · 4K shares
$507.0M · 7K shares
$505.0M · 6K shares
$478.0M · 2K shares
$452.0M · 551 shares
$452.0M · 2K shares
$450.0M · 2K shares
$443.0M · 1K shares
$404.0M · 3K shares
$398.0M · 4K shares
$369.0M · 4K shares
$365.0M · 4K shares
$363.0M · 3K shares
$362.0M · 7K shares
$360.0M · 1K shares
$226.0M · 1K shares

Closed Positions (31)

$1.2B · 2K shares
$671.6M · 21K shares
$597.7M · 2K shares
$594.4M · 3K shares
$529.4M · 59K shares
$519.4M · 3K shares
$507.9M · 7K shares
$504.8M · 7K shares
$502.5M · 3K shares
$502.4M · 2K shares
$498.0M · 541 shares
$473.5M · 5K shares
$453.6M · 3K shares
$449.5M · 11K shares
$431.0M · 4K shares
$412.1M · 445 shares
$407.1M · 20K shares
$386.3M · 8K shares
$368.7M · 280 shares
$333.8M · 25K shares
$319.7M · 2K shares
$312.6M · 8K shares
$290.3M · 1K shares
$267.5M · 9K shares
$254.4M · 3K shares
$249.3M · 4K shares
$244.6M · 7K shares
$231.7M · 9K shares
$208.6M · 7K shares
$204.8M · 3K shares
$203.8M · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services39$34.8B30.7%
Technology27$22.4B19.8%
Healthcare17$10.0B8.9%
Industrials16$9.7B8.6%
Consumer Cyclical16$8.6B7.6%
Communication Services11$7.7B6.8%
Consumer Defensive7$4.5B4.0%
Unknown6$3.8B3.4%
Energy8$3.7B3.3%
Utilities9$3.2B2.9%
Basic Materials7$3.0B2.6%
Real Estate4$1.7B1.5%