StockDriftsStockDriftsTop 40 Pollock Investment Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SELV | SEI EXCHANGE TRADED FUNDS | 37.87% | 1.59M | $51.5M | +1.82%(+28.52K) | $29.74(+9.03%) | 2025-12-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 24.61% | 361.8K | $33.5M | -2.74%(-10.20K) | $89.31(+5.40%) | 2025-12-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 10.47% | 359.7K | $14.2M | +123.46%(+198.74K) | $37.23(+11.25%) | 2025-12-31 | |
| TJX | TJX COS INC NEW | 1.6% | 14.2K | $2.2M | +0.00%(+0) | $119.17(+34.45%) | 2025-12-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 1.59% | 23.7K | $2.2M | +0.00%(+0) | $77.91(+20.13%) | 2025-12-31 | |
| MA | MASTERCARD INCORPORATED | 1.5% | 3.6K | $2.0M | +0.00%(+0) | $510.18(+1.92%) | 2025-12-31 | |
| GOOG | ALPHABET INC | 1.25% | 5.4K | $1.7M | +0.00%(+0) | $178.82(+87.05%) | 2025-12-31 | |
| LMT | LOCKHEED MARTIN CORP | 1.21% | 3.4K | $1.6M | +0.00%(+0) | $535.25(+14.17%) | 2025-12-31 | |
| AAPL | APPLE INC | 1.17% | 5.9K | $1.6M | +0.03%(+2) | $241.67(+10.25%) | 2025-12-31 | |
| CME | CME GROUP INC | 1.09% | 5.5K | $1.5M | +0.00%(+0) | $233.43(+27.19%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.65% |
Pollock Investment Advisors, Llc reports $136.01M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are SELV (37.9%), FTCS (24.6%) and DFAC (10.5%). The top 20 holdings account for 91.36% of reported assets. Its disclosed equity book has returned +8.77% cumulatively over 4 quarters. 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 Pollock Investment Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2049804). View Pollock Investment Advisors, Llc’s 13F filings on SEC