Ethic Inc.
•CIK: 1780570•Filing: Q4 2025
Ethic Inc., with $6.5B in AUM, is known for its focus on sustainable and ethical investing, led by founder Jane Doe, a former environmental policy advisor. Recently, the fund has made notable moves by adding positions in UL, MTZ, and AWR, while significantly increasing stakes in PEG and RGLD, reflecting a strategy that balances growth with environmental, social, and governance (ESG) principles.
Total AUM
$6.5B
QoQ Performance
+7.0%
Positions
1,210
Top 10 Concentration
42.3%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
MSFT
NVDA6.9%
AAPL6.2%
MSFT5.2%
GOOGL2.9%
GOOG2.7%
AMZN2.7%
AVGO1.9%
META1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology41.7%
Other29.2%
Consumer8.0%
Financial7.4%
Healthcare6.7%
Communication2.7%
Industrial2.0%
Real Estate0.7%
🚪 Exited Positionssold since Q3 2025
+987 more exited positions
Changes from Q3 2025
↑150 increased
↓50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023