Strategic Equity Management
•CIK: 1843578•Filing: Q4 2025
**Strategic Equity Management** is a $295M actively managed fund employing a concentrated, multi-sector equity approach. The portfolio currently maintains 68 distinct positions, with significant allocations to core indices and thematic plays. Top holdings include MRSK at $34.9M and SPY at $25.4M, alongside substantial positions in VV ($22.6M) and IWV ($21.7M). This structure suggests a tactical focus on established market leaders and targeted growth vectors.
Total AUM
$294.9M
QoQ Performance
+9.3%
Positions
35
Top 10 Concentration
64.4%
Latest Filing
Q4 2025
Top Holdings Allocation
MRSK
SPY
VV
IWV
SCHX
PTL
MRSK11.8%
SPY8.6%
VV7.7%
IWV7.3%
SCHX5.6%
PTL5.3%
ESUM4.8%
IWO4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.1%
ETF9.5%
Technology1.6%
Industrial0.5%
Financial0.1%
Consumer0.1%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW9 new positions
↑24 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023