Stanich Group LLC

Q1 2026 13F-HR Holdings

Location
Montauk, NY
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$131,192
Net value change ($000)
-1,428 (-1.1%)
New positions
3
Sold out positions
3
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 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)
ESGD 821 4.1%
SCHH 484 11.0%
ESGE 413 6.8%
GOOGL 351 NEW
ESML 317 5.5%
PBA 209 NEW
SDY 205 NEW
SPYD 87 8.0%
IVV 67 19.9%
JNJ 51 20.1%
Top Reduces (Value $000, Stocks/ETFs)
ESGV -2,228 -3.6%
QUAL -276 -5.8%
MSFT -261 -23.5%
IVE -227 -100.0%
DYNF -220 -100.0%
BRK-B -202 -100.0%
DSI -185 -6.2%
IWF -156 -11.4%
IYW -124 -9.1%
AAPL -66 -2.8%
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