Ally Financial Inc.
•CIK: 40729•Filing: Q4 2025
**Ally Financial Inc.** manages $819M across a diversified portfolio of 110 positions. The fund exhibits significant allocations to broad market indices, notably holding $147.1M in RSP and $77.0M in IJR. Core technology and fixed-income exposure is evident through substantial positions in TLT ($76.1M), AMZN ($41.1M), and NVDA ($21.3M). These top holdings suggest a strategy balancing growth equity exposure with defensive fixed-income plays.
Total AUM
$819.0M
QoQ Performance
+1.1%
Positions
110
Top 10 Concentration
55.5%
Latest Filing
Q4 2025
Top Holdings Allocation
RSP
IJR
TLT
AMZN
RSP18.0%
IJR9.4%
TLT9.3%
AMZN5.0%
NVDA2.6%
BRK/B2.6%
MSFT2.5%
META2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.2%
Technology13.1%
Consumer8.3%
Healthcare7.9%
Financial7.3%
Industrial3.6%
Consumer Staples3.1%
Communication2.7%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW12 new positions
↑24 increased
↓4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023