Performa Ltd (US), LLC
All 13F Filings
- Location
- Charleston, SC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 441,950
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/6/2026 | 47 | 441,950 | 13F-HR | Performa Ltd (US), LLC |
| Q4 2025 | 2/10/2026 | 51 | 394,088 | 13F-HR | Performa Ltd (US), LLC |
| Q3 2025 | 11/4/2025 | 53 | 377,095 | 13F-HR | Performa Ltd (US), LLC |
| Q2 2025 | 8/11/2025 | 53 | 331,711 | 13F-HR | Performa Ltd (US), LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 651 | 0.1% | 0 | 75 | -75 |
| ETFs | 441.3 K | 99.9% | 47.93 K | 0 | 47.93 K |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
441,950
Holdings
47
QoQ value change ($000)
47,862
(12.1%)
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.