FISCHER INVESTMENT STRATEGIES, LLC
•CIK: 1977444•Filing: Q4 2025
**FISCHER INVESTMENT STRATEGIES, LLC** manages $172M across a diversified portfolio of 51 positions. The strategy exhibits significant conviction in select names, highlighted by the top holding in SPMO at $24.0M. Further notable allocations include BUFD ($17.3M) and DFIV ($15.2M), suggesting a focus on specific market sectors or value plays. The concentration in these top holdings underscores a targeted, high-conviction approach to capital deployment.
Total AUM
$171.6M
QoQ Performance
+3.0%
Positions
31
Top 10 Concentration
60.3%
Latest Filing
Q4 2025
Top Holdings Allocation
SPMO
BUFD
DFIV
DISV
SPMO14.0%
BUFD10.1%
DFIV8.8%
DISV5.9%
BRK.B4.3%
VLUE4.2%
BIV3.7%
AIRR3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.0%
ETF2.9%
Technology1.9%
Consumer0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW19 new positions
↑8 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023