Paul Damon & Associates, Inc. Portfolio Holdings

Paul Damon & Associates, Inc.

  • $225 Billion
  • Q4 2025

Paul Damon & Associates, Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $225 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $22.6B, Ishares Tr Russell 200 Growth with a value of $18B, Spdr S&P 500 ETF Trust with a value of $18B, Amazon Com Inc with a value of $16.2B, and Schwab Strategic Tr Us Dividen with a value of $11.5B.

Examining the 13F form we can see an increase of $15.7B in the current position value, from $209B to 225B.

Paul Damon & Associates, Inc. is based out at Grand Rapids, MI

Below you can find more details about Paul Damon & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $225 Billion
ETFs: $163 Billion
Consumer Cyclical: $18.9 Billion
Technology: $17.4 Billion
Financial Services: $6.22 Billion
Communication Services: $5.84 Billion
Healthcare: $4.75 Billion
Industrials: $2.37 Billion
Consumer Defensive: $2.08 Billion
Other: $504 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$319B
$205 Million 0.09% of portfolio
2,659
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $225 Billion
  • Prior Value $209 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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