Human Investing LLC

Q4 2025 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$708,113
Net value change ($000)
+31,283 (4.6%)
New positions
8
Sold out positions
4
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/3/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VOO 10,705 5.7%
VEA 5,273 7.3%
IJH 2,003 5.5%
IJR 1,110 5.8%
BIV 878 4.5%
VYMI 776 5.6%
VGSH 741 4.1%
SLV 731 162.1%
LLY 709 40.1%
VYM 659 1.9%
Top Reduces (Value $000, Stocks/ETFs)
HRB -459 -25.7%
URI -298 -100.0%
HD -288 -24.0%
GILD -269 -100.0%
PG -259 -100.0%
DOX -234 -100.0%
ORCL -193 -38.0%
ABBV -180 -7.2%
NKE -177 -10.5%
NVO -139 -13.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type