Bawa N Mallick Trust
All 13F Filings
- Location
- Forest Hills, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 269,281
- Description
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- Website
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- 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 | 3/12/2026 | 73 | 269,281 | 13F-HR | Bawa N Mallick Trust |
| Q3 2025 | 3/12/2026 | 74 | 264,270 | 13F-HR | Bawa N Mallick Trust |
| Q2 2025 | 3/12/2026 | 67 | 242,083 | 13F-HR | Bawa N Mallick Trust |
| Q1 2025 | 3/12/2026 | 65 | 211,283 | 13F-HR | Bawa N Mallick Trust |
| Q4 2024 | 3/12/2026 | 68 | 227,832 | 13F-HR | Bawa N Mallick Trust |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 198.3 K | 73.6% | 3.518 K | 0 | 3.518 K |
| ETFs | 70.8 K | 26.3% | 1.499 K | 0 | 1.499 K |
| Debt | 204 | 0.1% | 0 | 6 | -6 |
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Fund Snapshot
Q4 2025
Latest filed
3/12/2026
Total value ($000)
269,281
Holdings
73
QoQ value change ($000)
5,011
(1.9%)
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.