SCM Trust - IOBAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financially Speaking Inc | History | Added to | 1,910,301 | 16,161 | 10.46% | 8.47% | 1 | +395,298 | 26.09% | Q4 2025 | Feb 10, 2026 |