Stelac Advisory Services LLC

CIK: 0001519676SEC EDGAR →

Portfolio Value

$282.8M

Holdings

113

As of

Q4 2025

New Positions

15

Closed Positions

7

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

88,946$27.8M
9.84%
2

PROLOGIS INC.

137,467$17.5M
6.20%
3

SPDR S&P 500 ETF TR

22,495$15.4M
5.44%
4

VANGUARD INTL EQUITY INDEX F

181,521$15.2M
5.37%
5

NVIDIA CORPORATION

78,033$14.6M
5.15%
6

VANGUARD INDEX FDS

22,248$14.0M
4.93%
7

ELI LILLY & CO

10,266$11.0M
3.90%
8

UNITED PARCEL SERVICE INC

94,543$9.4M
3.32%
9

MICROSOFT CORP

19,280$9.3M
3.30%
10

INVESCO EXCHANGE TRADED FD T

42,931$8.2M
2.91%

Quarterly Changes

Top Buys

UNHNEW
$6.1M
LULU↑ Increased
$4.2M
LLY↑ Increased
$3.3M
KWEB↑ Increased
$3.2M
IEMGNEW
$875K

Top Sells

BILCLOSED
$6.9M
NVDA↓ Decreased
$6.1M
GOOGL↓ Decreased
$5.7M
XLK↓ Decreased
$4.1M
MSFT↓ Decreased
$2.6M

New Positions (13)

$6.1M · 19K shares
$875K · 13K shares
$719K · 8K shares
$650K · 2K shares
$382K · 7K shares
$266K · 1K shares
$175K · 4K shares
$163K · 571 shares
$136K · 1K shares
$131K · 852 shares
$123K · 851 shares
$114K · 445 shares
$103K · 4K shares

Closed Positions (10)

$6.9M · 75K shares
$1.1M · 20K shares
$688K · 13K shares
$688K · 6K shares
$302K · 6K shares
$269K · 3K shares
$150K · 1K shares
$143K · 507 shares
$121K · 1K shares
$116K · 754 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services72$135.7M48.0%
Technology12$35.2M12.5%
Communication Services3$29.4M10.4%
Unknown10$18.2M6.4%
Real Estate2$17.7M6.3%
Healthcare3$17.3M6.1%
Consumer Cyclical6$15.9M5.6%
Industrials1$9.4M3.3%
Energy1$3.4M1.2%
Consumer Defensive2$409K0.1%
Basic Materials1$170K0.1%