STAR Financial Bank
•CIK: 1965329•Filing: Q4 2025
**STAR Financial Bank** manages $196M across a diversified portfolio of 107 positions. The fund exhibits significant concentration in sector and thematic plays, notably allocating $21.1M to IWF and $20.0M to VTV. Further top holdings include substantial positions in XTWO ($10.4M), BINC ($10.1M), and CLOA ($9.6M). This structure suggests a tactical, high-conviction approach targeting specific market segments.
Total AUM
$195.7M
QoQ Performance
+15.8%
Positions
88
Top 10 Concentration
50.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IWF
VTV
XTWO
BINC
IWF10.8%
VTV10.2%
XTWO5.3%
BINC5.2%
CLOA4.9%
CAAA4.6%
IJR2.8%
XHLF2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.3%
Technology5.8%
Financial1.8%
ETF1.6%
Consumer1.3%
Healthcare1.1%
Industrial0.6%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW7 new positions
↑26 increased
↓65 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023