Pollock Investment Advisors, LLC

All 13F Filings

Location
Ann Arbor, MI
Most recent 13F
Q4 2025
Holdings value ($000)
136,014
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
Q4 2025 2/12/2026 40 136,014 13F-HR Pollock Investment Advisors, LLC
Q3 2025 11/10/2025 41 127,695 13F-HR Pollock Investment Advisors, LLC
Q2 2025 8/11/2025 40 122,713 13F-HR Pollock Investment Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 101.9 K 74.9% 9.726 K 0 9.726 K
ETFs 34.13 K 25.1% 0 1.405 K -1.405 K
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Fund Snapshot

Q4 2025
Latest filed
2/12/2026
Total value ($000)
136,014
Holdings
40
QoQ value change ($000)
8,319 (6.5%)
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.