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Select Asset Management & Trust

Q2 2026 13F filing

Updated 30 days ago

96 disclosed positions worth $347.3M

Portfolio value
$347.3M
Total holdings
96
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

S
1.SPY

S&P 500 Spiders

Value
$118.5M
Shares
158.7K
% Port
34.12%
D
2.DIA

Dow Diamonds - SPDR Dow Jones

Value
$30.5M
Shares
58.3K
% Port
8.77%
B
3.BX

Vanguard Dividend Appreciation

Value
$28.6M
Shares
120.9K
% Port
8.24%
V

Vanguard Mega Cap Value

Value
$23.1M
Shares
141.6K
% Port
6.66%
I
5.IVZ

Rydex S&P Equal Weight

Value
$19.4M
Shares
91.0K
% Port
5.58%
E
6.EME

Emcor Group Inc

Value
$16.8M
Shares
20.3K
% Port
4.84%
E

iShares S&P 100 Index

Value
$10.4M
Shares
28.3K
% Port
2.98%
E

ISHARES MSCI EAFE VALUE ETF

Value
$10.1M
Shares
131.5K
% Port
2.90%
V

Vanguard S&P 500 ETF

Value
$9M
Shares
13.1K
% Port
2.59%
A
10.AAPL

Apple Computer, Inc.

Value
$5.7M
Shares
19.7K
% Port
1.64%
X
11.XOM

Exxon Mobil Corp.

Value
$5.2M
Shares
37.8K
% Port
1.49%
M
12.MSFT

Microsoft Corp

Value
$5.1M
Shares
13.7K
% Port
1.47%
E
13.ETHA

MSCI EAFE Index

Value
$5M
Shares
48.3K
% Port
1.45%
C
14.CSL

Carlisle Companies Inc

Value
$3.8M
Shares
10.5K
% Port
1.10%
A
15.AAPL

Apple Computer, Inc.

Value
$3.5M
Shares
12.1K
% Port
1.01%
L
16.LMRI

Lumexa Imaging Holdings Inc

Value
$3.1M
Shares
278.0K
% Port
0.90%
J

J.P. Morgan Chase

Value
$2.8M
Shares
8.5K
% Port
0.80%
M
18.MCD

McDonald's Corp

Value
$2.7M
Shares
10.0K
% Port
0.78%
J

J.P. Morgan Chase

Value
$2.4M
Shares
7.4K
% Port
0.70%
A
20.AMZN

Amazon.com Inc

Value
$2.2M
Shares
9.3K
% Port
0.64%
B

Berkshire Hathaway Inc. Cl B

Value
$1.9M
Shares
4.4K
% Port
0.54%
M
22.MSFT

Microsoft Corp

Value
$1.8M
Shares
4.9K
% Port
0.53%
A
23.ABBV

ABBVIE INC

Value
$1.6M
Shares
6.5K
% Port
0.47%
H
24.HODL

Market Vectors Gold Miners

Value
$1.5M
Shares
20.0K
% Port
0.43%
A
25.AMZN

Amazon.com Inc

Value
$1.4M
Shares
5.7K
% Port
0.39%
I
26.IBIT

iShares Bitcoin Trust ETF

Value
$1.2M
Shares
36.1K
% Port
0.35%
G

Alphabet Inc - C Shares

Value
$1.2M
Shares
3.3K
% Port
0.34%
B

Berkshire Hathaway Inc. Cl B

Value
$946K
Shares
1.9K
% Port
0.27%
E
29.ETHA

iShares MSCI USA Minimum Vol

Value
$943K
Shares
9.8K
% Port
0.27%
N
30.NVDA

NVIDIA Corp

Value
$935K
Shares
4.7K
% Port
0.27%
G

Alphabet Inc - A Shares

Value
$874K
Shares
2.4K
% Port
0.25%
U
32.UTZ

Utz Brands, Inc.

Value
$851K
Shares
110.5K
% Port
0.24%
J
33.JNJ

Johnson & Johnson

Value
$834K
Shares
3.3K
% Port
0.24%
G

Alphabet Inc - C Shares

Value
$815K
Shares
2.3K
% Port
0.23%
N
35.NVDA

NVIDIA Corp

Value
$805K
Shares
4.0K
% Port
0.23%
M
36.META

Meta Platforms Inc

Value
$804K
Shares
1.4K
% Port
0.23%
B
37.BBT

Berkshire Hills Bancorp Inc

Value
$795K
Shares
26.1K
% Port
0.23%
V
38.VGES

Vanguard Large Cap

Value
$795K
Shares
2.3K
% Port
0.23%
B
39.BHRB

Burke & Herbert Financial Services Corp

Value
$778K
Shares
10.8K
% Port
0.22%
H
40.HSY

Hershey Foods Corp

Value
$773K
Shares
4.4K
% Port
0.22%
E
41.EHC

Encompass Health Corporation

Value
$747K
Shares
7.4K
% Port
0.22%
C
42.CVX

Chevron Texaco Corporation

Value
$592K
Shares
3.6K
% Port
0.17%
B

Berkshire Hathaway Inc. Cl B

Value
$569K
Shares
538
% Port
0.16%
B

Bank of America

Value
$568K
Shares
10.0K
% Port
0.16%
R

Sheldahl, Inc.

Value
$549K
Shares
7.1K
% Port
0.16%
?
46.N/A

CIE Financiere Richemon

Value
$539K
Shares
2.3K
% Port
0.16%
S

Financial Select Sector

Value
$538K
Shares
10.0K
% Port
0.15%
M
48.MA

Mastercard

Value
$524K
Shares
1.0K
% Port
0.15%
P
49.PFE

Pfizer Inc

Value
$516K
Shares
21.4K
% Port
0.15%
V
50.VGES

Vanguard Emerging Markets

Value
$513K
Shares
8.6K
% Port
0.15%