StockDriftsStockDriftsTop 50 Eldridge Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | Ishares Core S&p Total U S Stock Market Etf | 10.76% | 330.9K | $54.3M | +0.84%(+2.75K) | $80.39(+111.26%) | 2026-06-30 | |
| SPYM | State Street Spdr Port S&p 500 Etf | 7.25% | 416.7K | $36.6M | -7.02%(-31.45K) | $56.54(+61.41%) | 2026-06-30 | |
| IVV | Ishares Core S&p 500 Etf | 5.84% | 39.4K | $29.5M | +0.94%(+365) | $118.40(+557.85%) | 2026-06-30 | |
| DYNF | Ishares U S Equity Factor Rotation Active Etf | 4.72% | 350.4K | $23.8M | +5.21%(+17.34K) | $52.99(+32.41%) | 2026-06-30 | |
| JBND | Jpmorgan Active Bond Etf | 3.42% | 322.4K | $17.2M | +8.26%(+24.59K) | $53.51(-1.71%) | 2026-06-30 | |
| JHMM | John Hancock Multifactor Mid Cap Etf | 2.83% | 190.4K | $14.3M | +2.86%(+5.30K) | $56.45(+36.67%) | 2026-06-30 | |
| RLY | State Street Multi Asset Real Return Etf | 2.73% | 399.8K | $13.8M | +4.80%(+18.32K) | $27.88(+31.53%) | 2026-06-30 | |
| BBJP | Jpmorgan Betabuilders Japan Etf | 2.73% | 183.1K | $13.8M | +0.48%(+880) | $52.63(+50.48%) | 2026-06-30 | |
| JHPI | John Hancock Preferred Income Etf | 2.71% | 601.9K | $13.7M | +11.56%(+62.40K) | $22.52(+0.31%) | 2026-06-30 | |
| SPTI | State Street Spdr Portfolio Intermediate Term Treasury Etf | 2.63% | 469.9K | $13.3M | +5.78%(+25.67K) | $28.52(-1.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.85% | +43.71% | +5.95% | +33.48% |
| Top 20 Holdings Unweighted | +10.33% | +34.30% | +4.26% | +23.18% |
Eldridge Investment Advisors, Inc. reports $504.87M in US-listed equity holdings across 163 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (10.8%), SPYM (7.3%) and IVV (5.8%). The top 20 holdings account for 65.93% of reported assets. Its disclosed equity book has returned +43.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Eldridge Investment Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1727993). View Eldridge Investment Advisors, Inc.’s 13F filings on SEC