Data as of Q4 2025 (Dec 31, 2025)

Pollock Investment Advisors, LLC

•CIK: 2049804•Filing: Q4 2025

Pollock Investment Advisors, LLC manages $136M across a concentrated portfolio of 40 positions. The fund exhibits significant conviction in select names, with SELV anchoring the top holding at $51.5M. Further notable allocations include substantial positions in FTCS ($33.5M) and DFAC ($14.2M). This structure suggests a focused, high-conviction approach targeting established market leaders.

Total AUM
$136.0M
QoQ Performance
+6.5%
Positions
38
Top 10 Concentration
82.4%
Latest Filing
Q4 2025

Top Holdings Allocation

SELV
FTCS
DFAC
SELV37.9%
FTCS24.6%
DFAC10.5%
TJX1.6%
ORLY1.6%
MA1.5%
GOOG1.3%
LMT1.2%

📈 Biggest Buys

DFAC
DIMENSIONAL ETF TRUST
+123.5%
10.5% of portfolio
SELV
SEI EXCHANGE TRADED FUNDS
+1.8%
37.9% of portfolio
MCX
MCCORMICK & CO INC
+12.1%
0.4% of portfolio
WMT
WALMART INC
+1.1%
0.7% of portfolio

📉 Biggest Sells

FTCS
FIRST TR EXCHANGE-TRADED FD
-2.7%
24.6% of portfolio
IJH
ISHARES TR
-12.1%
0.3% of portfolio
BA
BOEING CO
-1.5%
0.8% of portfolio
MSFT
MICROSOFT CORP
-0.9%
1.0% of portfolio
JNJ
JOHNSON & JOHNSON
-0.5%
1.0% of portfolio

Sector Breakdown

Other85.7%
Technology4.3%
Financial2.7%
Healthcare2.0%
Industrial2.0%
Consumer1.9%
Materials0.8%
Consumer Staples0.6%

🚪 Exited Positionssold since Q3 2025

KMB
KIMBERLY-CLARK CORP
SOLD
$276.3K

Changes from Q3 2025

↑5 increased
↓7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

SELV37.9%
SEI EXCHANGE TRADED FUNDS
$51.5M
FTCS24.6%
FIRST TR EXCHANGE-TRADED FD
$33.5M
DFAC10.5%
DIMENSIONAL ETF TRUST
$14.2M
TJX1.6%
TJX COS INC NEW
$2.2M
ORLY1.6%
OREILLY AUTOMOTIVE INC
$2.2M

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