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Showing Q2 2024 data
Spotlight Asset Group, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Spotlight Asset Group, Inc.
•CIK: 1809159•Filing: Q2 2024
**Spotlight Asset Group, Inc.** manages $143M across a diversified portfolio of 260 positions. The fund exhibits significant concentration in mega-cap technology and broad market exposure, with top holdings including AAPL at $14.0M and ACIO at $11.7M. Further allocations are notable in IVV ($11.0M) and META ($9.2M), suggesting a core focus on established growth leaders and index-tracking vehicles. This positioning reflects a tactical allocation toward large-cap technology and diversified equity exposure.
Total AUM
$143.2M
QoQ Performance
+2.5%
Positions
260
Top 10 Concentration
55.6%
Latest Filing
Q2 2024
Top Holdings Allocation
AAPL
ACIO
IVV
META
AAPL9.7%
ACIO8.2%
IVV7.7%
META6.4%
DRSK4.5%
IVE4.1%
AMZN4.0%
AGG3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.0%
Technology23.0%
ETF9.3%
Consumer5.4%
Healthcare3.7%
Financial2.7%
Industrial0.8%
Communication0.7%
🚪 Exited Positionssold since Q1 2024
+53 more exited positions
Changes from Q1 2024
NEW1 new position
↑27 increased
↓27 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023