Amtrust Financial Services
New York, NYfiles as Amtrust Financial Services, Inc.
$336m in 14 US stocks at the end of 30 June 2026. The top 10 are 98.4% of the money. It changed about 2.2% of the portfolio this quarter.
Value
$336m
Stocks
14
Top 10 share
98.4%
Turnover
2.2%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Ishares Bitcoin Trust ETFIBIT0.9% of the fund+46%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVOO
- Share
- 40.1%
- Value
- $135m
- Shares
- 196,400
Held
- Ishares TRIVV
- Share
- 35.2%
- Value
- $118m
- Shares
- 158,000
Held
- Ishares TRIGSB
- Share
- 5.7%
- Value
- $19m
- Shares
- 367,800
Held
- Vanguard Index FDSVV
- Share
- 4.7%
- Value
- $16m
- Shares
- 45,800
Held
- Ishares TRAGG
- Share
- 2.9%
- Value
- $10m
- Shares
- 98,560
Held
- Spdr Series TrustSPIB
- Share
- 2.7%
- Value
- $9m
- Shares
- 270,400
Held
- Invesco QQQ TRQQQ
- Share
- 2.1%
- Value
- $7m
- Shares
- 9,600
Held
- Ishares TRIWM
- Share
- 2.0%
- Value
- $7m
- Shares
- 22,200
Held
- Spdr Series TrustSPAB
- Share
- 1.9%
- Value
- $6m
- Shares
- 250,600
Held
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.9%
- Value
- $3m
- Shares
- 88,500
+46%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 40.1% | $135m | 196,400 | Held |
| Ishares TRIVV | 35.2% | $118m | 158,000 | Held |
| Ishares TRIGSB | 5.7% | $19m | 367,800 | Held |
| Vanguard Index FDSVV | 4.7% | $16m | 45,800 | Held |
| Ishares TRAGG | 2.9% | $10m | 98,560 | Held |
| Spdr Series TrustSPIB | 2.7% | $9m | 270,400 | Held |
| Invesco QQQ TRQQQ | 2.1% | $7m | 9,600 | Held |
| Ishares TRIWM | 2.0% | $7m | 22,200 | Held |
| Spdr Series TrustSPAB | 1.9% | $6m | 250,600 | Held |
| LemonadeLMND | 1.1% | $4m | 56,644 | Held |
| Ishares Bitcoin Trust ETFIBIT | 0.9% | $3m | 88,500 | +46% |
| Circle Internet GroupCRCL | 0.5% | $2m | 25,994 | Held |
| Clipper RealtyCLPR | 0.2% | $630,901 | 231,949 | Held |
| GE HealthCare TechnologiesGEHC | <0.1% | $200,031 | 3,125 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 20.8% since 30 June 2025.
Where the money is
Financial services1.6%
Real estate0.2%
Health care0.1%
Other98.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.