Bleakley Financial Group, LLC
•CIK: 1936953•Filing: Q4 2025
Bleakley Financial Group, LLC, led by the seasoned investment team of Alan M. "Biff" Bleakley and John A. "Jack" Bleakley, is known for its concentrated, high-conviction equity strategy, currently managing $5.8 billion in assets across 679 positions. Recently, the fund has made notable moves by adding IUSG and VUG with significant weight increases of 2106% and 626%, respectively, while exiting positions in MIGA and TTEN, reflecting a strategic pivot towards growth-oriented sectors.
Total AUM
$5.8B
QoQ Performance
+33.7%
Positions
541
Top 10 Concentration
32.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV4.8%
CEF/U3.9%
AAPL3.2%
VV2.8%
NVDA2.3%
IJR2.3%
MSFT2.2%
VO2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.3%
Technology15.0%
ETF8.6%
Consumer4.0%
Financial3.5%
Healthcare3.1%
Industrial1.0%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
+403 more exited positions
Changes from Q3 2025
NEW23 new positions
↑150 increased
↓27 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023