BANTA ASSET MANAGEMENT LP

All 13F Filings

Location
Newport Beach, CA
Most recent 13F
Q4 2025
Holdings value ($000)
109,674
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/9/2026 17 109,674 13F-HR BANTA ASSET MANAGEMENT LP
Q2 2014 7/29/2014 29 45,992 13F-HR BANTA ASSET MANAGEMENT LP
Q1 2014 4/17/2014 30 45,701 13F-HR BANTA ASSET MANAGEMENT LP
Q4 2013 1/29/2014 30 40,704 13F-HR BANTA ASSET MANAGEMENT LP
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 82.87 K 75.6% 82.87 K 0 82.87 K
ETFs 26.81 K 24.4% 26.81 K 0 26.81 K
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Fund Snapshot

Q4 2025
Latest filed
2/9/2026
Total value ($000)
109,674
Holdings
17
QoQ value change ($000)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.