Index Technologies Group LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$91,783
Net value change ($000)
-3,968 (-4.1%)
New positions
29
Sold out positions
36
Turnover %
30.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EEM 1,020 44.3%
IDV 951 NEW
BKF 780 NEW
IVLU 736 74.6%
FNDF 616 96.6%
BEN 611 NEW
L 560 NEW
MU 554 112.6%
CHRW 520 NEW
HAL 509 NEW
Top Reduces (Value $000, Stocks/ETFs)
AIA -1,294 -100.0%
AGX -1,252 -100.0%
ORLY -1,131 -100.0%
VOO -1,035 -100.0%
KWEB -1,005 -100.0%
IWF -800 -24.9%
KR -770 -100.0%
CWEN -649 -100.0%
IWB -623 -100.0%
EUAD -611 -62.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type