Select Asset Management & Trust
All 13F Filings
- Location
- Mechanicsburg, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 347,325
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 79 | 347,325 | 13F-HR | Select Asset Management & Trust |
| Q1 2026 | 5/14/2026 | 77 | 320,216 | 13F-HR | Select Asset Management & Trust |
| Q4 2025 | 2/10/2026 | 76 | 321,507 | 13F-HR | Select Asset Management & Trust |
| Q3 2025 | 10/30/2025 | 83 | 324,781 | 13F-HR | Select Asset Management & Trust |
| Q2 2025 | 8/14/2025 | 78 | 291,937 | 13F-HR | Select Asset Management & Trust |
| Q2 2014 | 8/6/2014 | 39 | 105,946 | 13F-HR/A - RESTATEMENT | Select Asset Management & Trust |
| Q2 2014 | 8/6/2014 | 37 | 106,722 | 13F-HR | Select Asset Management & Trust |
| Q1 2014 | 5/8/2014 | 37 | 106,722 | 13F-HR | Select Asset Management & Trust |
| Q4 2013 | 3/5/2014 | 37 | 111,377 | 13F-HR | Select Asset Management & Trust |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 84.58 K | 24.4% | 4.841 K | 0 | 4.841 K |
| ETFs | 262.7 K | 75.6% | 22.27 K | 0 | 22.27 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
347,325
Holdings
79
QoQ value change ($000)
27,109
(8.5%)
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.