Ehrenkranz Partners L.P.
NEW YORK, NY
$173m in 49 US stocks at the end of 30 June 2026. The top 10 are 85.7% of the money. It changed about 16.0% of the portfolio this quarter.
Value
$173m
Stocks
49
Top 10 share
85.7%
Turnover
16.0%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRITA1.3% of the fund
- Vanguard BD Index FDSBND0.2% of the fund
- CrowdStrike HoldingsCRWD0.1% of the fund
- BroadcomAVGO0.1% of the fund
- AlphabetGOOGL0.1% of the fund
- Horton D RDHI0.1% of the fund
- Goldman Sachs GroupGS0.1% of the fund
Added
Bought more of a stock they already held.
- IsharesEWJ23.6% of the fund+47%
- State STR Spdr S&P 500 ETF TSPY8.9% of the fund+26%
- Ishares TREFA6.6% of the fund+282%
- Vanguard Index FDSVTV3.1% of the fund+87%
- NvidiaNVDA0.9% of the fund+10%
- Golub Capital BDCGBDC0.6% of the fund+35%
- AppleAAPL0.5% of the fund+5%
- Eli LillyLLY0.5% of the fund+10%
- Sixth Street Specialty LendingTSLX0.4% of the fund+15%
- OracleORCL0.2% of the fund+14%
- Motorola SolutionsMSI0.2% of the fund+4%
- RTXRTX0.1% of the fund+11%
Cut
Sold some of their stake.
- Vanguard Intl Equity Index FVEU0.3% of the fund-10%
- Vanguard Index FDSVTI0.2% of the fund-5%
- Quanta ServicesPWR0.2% of the fund-5%
- BlackstoneBX0.2% of the fund-29%
- VisaV0.2% of the fund-15%
- Thermo Fisher ScientificTMO0.1% of the fund-17%
- AonAON0.1% of the fund-24%
Sold out
Sold their entire stake.
- Ishares TRQUAL-100%
- Profesionally Managed PortfoAKRE-100%
- Spdr Series TrustXBI-100%
- T-Mobile USTMUS-100%
- NextEra EnergyNEE-100%
Holdings
- IsharesEWY
- Share
- 25.9%
- Value
- $45m
- Shares
- 221,979
Held
- IsharesEWJ
- Share
- 23.6%
- Value
- $41m
- Shares
- 438,633
+47%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 8.9%
- Value
- $15m
- Shares
- 20,722
+26%
- Ishares TREFA
- Share
- 6.6%
- Value
- $11m
- Shares
- 110,458
+282%
- Invesco Exchange Traded FD TRSP
- Share
- 4.4%
- Value
- $8m
- Shares
- 35,785
Held
- Vanguard Index FDSVOO
- Share
- 4.1%
- Value
- $7m
- Shares
- 10,388
Held
- Vanguard Index FDSVO
- Share
- 3.5%
- Value
- $6m
- Shares
- 75,003
Held
- Ishares TRACWX
- Share
- 3.5%
- Value
- $6m
- Shares
- 78,989
Held
- Vanguard Index FDSVTV
- Share
- 3.1%
- Value
- $5m
- Shares
- 24,387
+87%
- Ishares TRIWF
- Share
- 2.1%
- Value
- $4m
- Shares
- 29,042
Held
- Ishares TRITA
- Share
- 1.3%
- Value
- $2m
- Shares
- 9,100
New
- Ishares TRIWR
- Share
- 0.8%
- Value
- $1m
- Shares
- 13,326
Held
- Spdr Gold TRGLD
- Share
- 0.7%
- Value
- $1m
- Shares
- 3,455
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 0.6%
- Value
- $1m
- Shares
- 13,111
Held
- Harris Oakmark ETF TrustOAKM
- Share
- 0.4%
- Value
- $613,739
- Shares
- 21,787
Held
- Vanguard Intl Equity Index FVEU
- Share
- 0.3%
- Value
- $464,361
- Shares
- 5,544
-10%
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $408,350
- Shares
- 1,103
-5%
- Vanguard BD Index FDSBND
- Share
- 0.2%
- Value
- $272,484
- Shares
- 3,711
New
- Janus Detroit STR TRJAAA
- Share
- 0.2%
- Value
- $266,688
- Shares
- 5,282
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| IsharesEWY | 25.9% | $45m | 221,979 | Held |
| IsharesEWJ | 23.6% | $41m | 438,633 | +47% |
| State STR Spdr S&P 500 ETF TSPY | 8.9% | $15m | 20,722 | +26% |
| Ishares TREFA | 6.6% | $11m | 110,458 | +282% |
| Invesco Exchange Traded FD TRSP | 4.4% | $8m | 35,785 | Held |
| Vanguard Index FDSVOO | 4.1% | $7m | 10,388 | Held |
| Vanguard Index FDSVO | 3.5% | $6m | 75,003 | Held |
| Ishares TRACWX | 3.5% | $6m | 78,989 | Held |
| Vanguard Index FDSVTV | 3.1% | $5m | 24,387 | +87% |
| Ishares TRIWF | 2.1% | $4m | 29,042 | Held |
| Ishares TRITA | 1.3% | $2m | 9,100 | New |
| NvidiaNVDA | 0.9% | $2m | 7,711 | +10% |
| Ishares TRIWR | 0.8% | $1m | 13,326 | Held |
| Spdr Gold TRGLD | 0.7% | $1m | 3,455 | Held |
| Berkshire HathawayBRK-B | 0.7% | $1m | 2,375 | Held |
| AlphabetGOOG | 0.7% | $1m | 3,252 | Held |
| MicrosoftMSFT | 0.6% | $1m | 2,929 | Held |
| Vanguard Scottsdale FDSVCIT | 0.6% | $1m | 13,111 | Held |
| Amazon.comAMZN | 0.6% | $1m | 4,341 | Held |
| Golub Capital BDCGBDC | 0.6% | $996,475 | 77,366 | +35% |
| AppleAAPL | 0.5% | $912,930 | 3,155 | +5% |
| Eli LillyLLY | 0.5% | $885,179 | 738 | +10% |
| AmphenolAPH | 0.4% | $745,833 | 4,230 | Held |
| JPMorgan ChaseJPM | 0.4% | $742,384 | 2,268 | Held |
| Sixth Street Specialty LendingTSLX | 0.4% | $738,567 | 43,015 | +15% |
| Harris Oakmark ETF TrustOAKM | 0.4% | $613,739 | 21,787 | Held |
| General ElectricGE | 0.3% | $464,546 | 1,243 | Held |
| Vanguard Intl Equity Index FVEU | 0.3% | $464,361 | 5,544 | -10% |
| GE VernovaGEV | 0.2% | $426,474 | 363 | Held |
| Morgan StanleyMS | 0.2% | $418,080 | 2,000 | Held |
| Vanguard Index FDSVTI | 0.2% | $408,350 | 1,103 | -5% |
| Meta PlatformsMETA | 0.2% | $406,132 | 721 | Held |
| OracleORCL | 0.2% | $391,874 | 2,674 | +14% |
| Analog DevicesADI | 0.2% | $349,112 | 879 | Held |
| Quanta ServicesPWR | 0.2% | $313,217 | 435 | -5% |
| Motorola SolutionsMSI | 0.2% | $290,287 | 699 | +4% |
| BlackstoneBX | 0.2% | $288,762 | 2,454 | -29% |
| VisaV | 0.2% | $280,990 | 819 | -15% |
| Coca-ColaKO | 0.2% | $276,886 | 3,407 | Held |
| Vanguard BD Index FDSBND | 0.2% | $272,484 | 3,711 | New |
| Janus Detroit STR TRJAAA | 0.2% | $266,688 | 5,282 | Held |
| Thermo Fisher ScientificTMO | 0.1% | $250,178 | 499 | -17% |
| RTXRTX | 0.1% | $240,957 | 1,270 | +11% |
| CrowdStrike HoldingsCRWD | 0.1% | $238,862 | 313 | New |
| BroadcomAVGO | 0.1% | $237,982 | 630 | New |
| AlphabetGOOGL | 0.1% | $235,864 | 660 | New |
| Horton D RDHI | 0.1% | $211,255 | 1,297 | New |
| AonAON | 0.1% | $207,637 | 626 | -24% |
| Goldman Sachs GroupGS | 0.1% | $202,274 | 200 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 51.9% since 30 September 2025.
Where the money is
Technology3.3%
Financial services1.9%
Media & telecom1.0%
Industrials0.8%
Retail & consumer0.7%
Health care0.7%
Everyday goods0.2%
Other91.3%
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.