StockDriftsStockDriftsTop 50 High Falls Advisors, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | 8.98% | 949.5K | $44.2M | -2.67%(-26.09K) | $48.99(-5.25%) | 2025-12-31 | |
| IVV | ISHARES TR | 8.44% | 60.6K | $41.5M | +1.84%(+1.09K) | $416.87(+68.68%) | 2025-12-31 | |
| IVE | ISHARES TR | 7.19% | 166.8K | $35.4M | +42.11%(+49.42K) | $191.72(+13.71%) | 2025-12-31 | |
| DYNF | BLACKROCK ETF TRUST | 7.02% | 567.8K | $34.5M | +3.08%(+16.98K) | $45.30(+38.89%) | 2025-12-31 | |
| IVW | ISHARES TR | 6% | 239.3K | $29.5M | +0.24%(+582) | $82.39(+53.34%) | 2025-12-31 | |
| IEMG | ISHARES INC | 5.55% | 406.2K | $27.3M | +24.86%(+80.87K) | $57.05(+33.73%) | 2025-12-31 | |
| OEF | ISHARES TR | 5.19% | 74.4K | $25.5M | +6.21%(+4.35K) | $293.33(+17.65%) | 2025-12-31 | |
| EFV | ISHARES TR | 4.67% | 321.6K | $23.0M | -14.34%(-53.82K) | $55.32(+41.46%) | 2025-12-31 | |
| TLH | ISHARES TR | 3.56% | 172.3K | $17.5M | +1.80%(+3.05K) | $102.69(-1.61%) | 2025-12-31 | |
| AAPL | APPLE INC | 3.02% | 54.7K | $14.9M | -7.12%(-4.19K) | $141.65(+88.10%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.59% | +46.55% | +6.34% | +35.97% |
| Top 20 Holdings Unweighted | +12.37% | +41.89% | +6.08% | +34.31% |
High Falls Advisors, Inc reports $493.63M in US-listed equity holdings across 144 positions in its most recent 13F filing. Its largest disclosed positions are IUSB (9.0%), IVV (8.4%) and IVE (7.2%). The top 20 holdings account for 82% of reported assets. Its disclosed equity book has returned +46.55% on a three-year cumulative basis. Figures reflect the Q4 2025 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 High Falls Advisors, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1569139). View High Falls Advisors, Inc’s 13F filings on SEC