Liberty Atlantic Advisors LLC
•CIK: 2101909•Filing: Q4 2025
**Liberty Atlantic Advisors LLC** manages $102M across a portfolio of 78 positions, exhibiting a concentrated, opportunistic approach. The fund maintains significant exposure to solar and renewable energy infrastructure, with SFLR anchoring the top holding at $20.5M. Further allocations include substantial positions in QFLR ($13.1M) and IFLR ($6.1M), suggesting a focused thematic bet on clean energy assets. The remaining portfolio diversification includes fixed-income staples like AGG ($3.8M) and JAAA ($3.3M).
Total AUM
$101.8M
QoQ Performance
N/A
Positions
30
Top 10 Concentration
60.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SFLR
QFLR
IFLR
SFLR20.1%
QFLR12.9%
IFLR5.9%
RFLR4.1%
AGG3.7%
JAAA3.2%
BINC2.8%
EJUL2.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other93.5%
Technology4.2%
ETF0.9%
Financial0.6%
Consumer0.6%
Industrial0.2%