Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Stanich Group LLC

•CIK: 2023324•Filing: Q4 2025

**Stanich Group LLC** manages $133M across a concentrated portfolio of 47 positions. The fund exhibits a significant overweighting toward energy sector equities, notably holding ESGV at $61.5M and ESGD at $20.1M. Further allocations include substantial positions in ESGE ($6.0M) and ESML ($5.8M). This structure suggests a tactical focus on energy value while maintaining exposure to broader market indices and technology leaders.

Total AUM

$132.6M

QoQ Performance

-18.8%

Positions

27

Top 10 Concentration

83.8%

Latest Filing

Q4 2025

Top Holdings Allocation

ESGV

ESGD

ESGV46.3%

ESGD15.2%

ESGE4.6%

ESML4.4%

QUAL3.6%

SCHH3.3%

DSI2.3%

AAPL1.8%

📈 Biggest Buys

VANGUARD WORLD FD

+3.0%

46.3% of portfolio

ISHARES TR

+5.4%

15.2% of portfolio

SCHWAB STRATEGIC TR

+7.3%

3.3% of portfolio

SELECT SECTOR SPDR TR

+99.3%

0.4% of portfolio

ISHARES INC

+4.5%

4.6% of portfolio

📉 Biggest Sells

ISHARES TR

-1.7%

3.6% of portfolio

APPLE INC

-3.3%

1.8% of portfolio

VANGUARD INDEX FDS

-5.3%

1.0% of portfolio

ISHARES TR

-5.0%

1.1% of portfolio

ISHARES TR

-3.4%

1.0% of portfolio

Sector Breakdown

Other93.6%

Technology3.7%

ETF1.7%

Healthcare0.4%

Consumer0.4%

Consumer Staples0.2%

Financial0.2%

🚪 Exited Positionssold since Q3 2025

ISHARES TR

SOLD

$12.1M

VANGUARD SCOTTSDALE FDS

SOLD

$9.2M

ISHARES TR

SOLD

$5.6M

NUSHARES ETF TR

SOLD

$4.1M

ISHARES TR

SOLD

$2.3M

+7 more exited positions

Changes from Q3 2025

NEW3 new positions

↑20 increased

↓17 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

VANGUARD WORLD FD

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.