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Pollock Investment Advisors, Llc

Portfolio Manager
Pollock Investment Advisors, Llc
Performance
+0.12% (2025 Q4)
AUM (13F)
$136.01M
# of Holdings
40
Performance Rank
Allocation (Top 20)
91.36%

Pollock Investment Advisors, Llc Holdings Map

Top 40 Pollock Investment Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SELV
SEI EXCHANGE TRADED FUNDS
37.87%1.59M$51.5M
+1.82%(+28.52K)
2024-Q4: 1.23M shares2025-Q1: 1.23M shares2025-Q2: 1.57M shares2025-Q3: 1.57M shares2025-Q4: 1.59M shares
$29.74(+9.03%)
2025-12-31
FTCS
FIRST TR EXCHANGE-TRADED FD
24.61%361.8K$33.5M
-2.74%(-10.20K)
2024-Q4: 550.9K shares2025-Q1: 522.5K shares2025-Q2: 388.8K shares2025-Q3: 372.0K shares2025-Q4: 361.8K shares
$89.31(+5.40%)
2025-12-31
DFAC
DIMENSIONAL ETF TRUST
10.47%359.7K$14.2M
+123.46%(+198.74K)
2024-Q4: 44.9K shares2025-Q1: 63.2K shares2025-Q2: 124.4K shares2025-Q3: 161.0K shares2025-Q4: 359.7K shares
$37.23(+11.25%)
2025-12-31
TJX
TJX COS INC NEW
1.6%14.2K$2.2M
+0.00%(+0)
2024-Q4: 14.7K shares2025-Q1: 14.7K shares2025-Q2: 14.2K shares2025-Q3: 14.2K shares2025-Q4: 14.2K shares
$119.17(+34.45%)
2025-12-31
ORLY
OREILLY AUTOMOTIVE INC
1.59%23.7K$2.2M
+0.00%(+0)
2024-Q4: 1.9K shares2025-Q1: 1.9K shares2025-Q2: 25.2K shares2025-Q3: 23.7K shares2025-Q4: 23.7K shares
$77.91(+20.13%)
2025-12-31
MA
MASTERCARD INCORPORATED
1.5%3.6K$2.0M
+0.00%(+0)
2024-Q4: 3.8K shares2025-Q1: 3.8K shares2025-Q2: 3.6K shares2025-Q3: 3.6K shares2025-Q4: 3.6K shares
$510.18(+1.92%)
2025-12-31
GOOG
ALPHABET INC
1.25%5.4K$1.7M
+0.00%(+0)
2024-Q4: 7.9K shares2025-Q1: 5.4K shares2025-Q2: 5.4K shares2025-Q3: 5.4K shares2025-Q4: 5.4K shares
$178.82(+87.05%)
2025-12-31
LMT
LOCKHEED MARTIN CORP
1.21%3.4K$1.6M
+0.00%(+0)
2024-Q4: 3.6K shares2025-Q1: 3.6K shares2025-Q2: 3.4K shares2025-Q3: 3.4K shares2025-Q4: 3.4K shares
$535.25(+14.17%)
2025-12-31
AAPL
APPLE INC
1.17%5.9K$1.6M
+0.03%(+2)
2024-Q4: 7.6K shares2025-Q1: 6.5K shares2025-Q2: 5.8K shares2025-Q3: 5.9K shares2025-Q4: 5.9K shares
$241.67(+10.25%)
2025-12-31
CME
CME GROUP INC
1.09%5.5K$1.5M
+0.00%(+0)
2024-Q4: 5.0K shares2025-Q1: 5.0K shares2025-Q2: 4.6K shares2025-Q3: 5.5K shares2025-Q4: 5.5K shares
$233.43(+27.19%)
2025-12-31

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