Old Mission Investment Co LLC

All 13F Filings

Location
Traverse City, MI
Most recent 13F
Q2 2026
Holdings value ($000)
480,531
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
Q2 2026 8/14/2026 163 480,531 13F-HR Old Mission Investment Co LLC
Q1 2026 9/16/2026 149 428,357 13F-HR Old Mission Investment Co LLC
Q4 2025 9/16/2026 133 418,217 13F-HR Old Mission Investment Co LLC
Q3 2025 9/16/2026 135 410,896 13F-HR Old Mission Investment Co LLC
Q2 2025 9/16/2026 125 366,207 13F-HR Old Mission Investment Co LLC
Q1 2025 9/16/2026 122 333,491 13F-HR Old Mission Investment Co LLC
Q4 2024 9/16/2026 120 335,939 13F-HR Old Mission Investment Co LLC
Q3 2024 9/16/2026 120 327,669 13F-HR Old Mission Investment Co LLC
Q2 2024 9/16/2026 119 309,465 13F-HR Old Mission Investment Co LLC
Q1 2024 9/16/2026 117 301,013 13F-HR Old Mission Investment Co LLC
Q4 2023 9/16/2026 115 285,374 13F-HR Old Mission Investment Co LLC
Q3 2023 9/16/2026 111 257,452 13F-HR Old Mission Investment Co LLC
Q2 2023 9/16/2026 113 269,897 13F-HR Old Mission Investment Co LLC
Q1 2023 9/16/2026 113 255,864 13F-HR Old Mission Investment Co LLC
Q4 2022 9/16/2026 110 235,465 13F-HR Old Mission Investment Co LLC
Q3 2022 9/16/2026 104 213,771 13F-HR Old Mission Investment Co LLC
Q2 2022 9/16/2026 100 228,999 13F-HR Old Mission Investment Co LLC
Q1 2022 9/16/2026 111 268,149 13F-HR Old Mission Investment Co LLC
Q4 2021 9/16/2026 111 275,382 13F-HR Old Mission Investment Co LLC
Q3 2021 9/16/2026 106 247,227 13F-HR Old Mission Investment Co LLC
Q2 2021 9/16/2026 106 243,783 13F-HR Old Mission Investment Co LLC
Q1 2021 9/16/2026 101 214,956 13F-HR Old Mission Investment Co LLC
Q4 2020 9/16/2026 88 190,540 13F-HR Old Mission Investment Co LLC
Q3 2020 9/16/2026 84 166,877 13F-HR Old Mission Investment Co LLC
Q2 2020 9/16/2026 78 142,413 13F-HR Old Mission Investment Co LLC
Q1 2020 9/16/2026 68 105,999 13F-HR Old Mission Investment Co LLC
Q4 2019 9/16/2026 61 111,450 13F-HR Old Mission Investment Co LLC
Q3 2019 9/16/2026 65 104,889 13F-HR Old Mission Investment Co LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 162 K 33.7% 14.65 K 0 14.65 K
ETFs 316.2 K 65.8% 36.95 K 0 36.95 K
Debt 2.393 K 0.5% 578 0 578
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
480,531
Holdings
163
QoQ value change ($000)
52,174 (12.2%)
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.