Pollock Investment Advisors, LLC Portfolio Holdings

Pollock Investment Advisors, LLC

  • $128 Billion
  • Q3 2025

Pollock Investment Advisors, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sei Exchange Traded Fds Enhanc with a value of $50B, First Trust Capital Strength E with a value of $34.8B, Dimensional ETF Tr U S Core Eq with a value of $6.21B, O Reilly Automotive Inc with a value of $2.56B, and Tjx Companies Inc with a value of $2.05B.

Examining the 13F form we can see an increase of $4.98B in the current position value, from $123B to 128B.

Pollock Investment Advisors, LLC is based out at Ann Arbor, MI

Below you can find more details about Pollock Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
ETFs: $92.3 Billion
Consumer Cyclical: $7.29 Billion
Consumer Defensive: $5.83 Billion
Financial Services: $5.04 Billion
Healthcare: $4.91 Billion
Industrials: $4.4 Billion
Technology: $3.58 Billion
Communication Services: $2.03 Billion
Other: $2.26 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$512B
$2.04 Billion 1.6% of portfolio
3,584
Q2 2025 Reduced 6.59%
$228B
$1.5 Billion 1.17% of portfolio
11,175
Q2 2025 Reduced 7.45%
$4.3T
$1.49 Billion 1.17% of portfolio
5,861
Q3 2025 Added 0.43%
$3.78T
$1.45 Billion 1.14% of portfolio
2,805
Q3 2025 Added 0.75%
$1.74T
$1.32 Billion 1.04% of portfolio
5,430
Q1 2025 Reduced 31.18%
$404B
$1.29 Billion 1.01% of portfolio
1,390
Q2 2025 Reduced 12.58%
$533B
$1.26 Billion 0.99% of portfolio
3,687
Q2 2025 Reduced 7.52%
$522B
$1.24 Billion 0.97% of portfolio
6,702
Q3 2025 Added 0.21%
$279B
$928 Million 0.73% of portfolio
9,001
Q2 2025 Reduced 9.09%
$204B
$834 Million 0.65% of portfolio
5,941
Q3 2025 Reduced 0.12%
$1.65T
$705 Million 0.55% of portfolio
2,900
Q3 2025 New
$346B
$620 Million 0.49% of portfolio
4,037
Q2 2025 Reduced 3.58%
$2.39T
$323 Million 0.25% of portfolio
1,471
Q3 2025 Added 0.75%
$662B
$269 Million 0.21% of portfolio
535
Q2 2025 Reduced 39.55%
$319B
$239 Million 0.19% of portfolio
3,493
Q2 2025 Added 0.63%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $128 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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