Mariner, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings2,779 positions
APPLE INC | 11.6M | $1.9B | 5.5% | $119.43 | +35.86% | 18 qtrssince 2018-Q4 | Increased 81 |
ISHARES TR | 3.5M | $1.4B | 4.2% | $297.34 | +32.00% | 18 qtrssince 2018-Q4 | Increased 60 |
VANGUARD TAX-MANAGED FDS | 20.4M | $923.5M | 2.7% | $39.98 | +1.69% | 18 qtrssince 2018-Q4 | Increased 60 |
MICROSOFT CORP | 3M | $865.2M | 2.5% | $203.85 | +37.60% | 18 qtrssince 2018-Q4 | Increased 58 |
STATE STR SPDR S&P 500 ETF T | 1.2M | $503.8M | 1.5% | $317.34 | +23.52% | 18 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2M | $497.5M | 1.4% | $45.26 | +5.45% | 18 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 4.6M | $459.1M | 1.3% | $90.58 | -3.07% | 18 qtrssince 2018-Q4 | Increased 59 |
VANGUARD INDEX FDS | 3.2M | $435.8M | 1.3% | $106.74 | +19.42% | 18 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 6.5M | $433.3M | 1.3% | $55.45 | +8.26% | 18 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INTL EQUITY INDEX F | 8.9M | $357.8M | 1.0% | $39.71 | -7.77% | 18 qtrssince 2018-Q4 | Increased 54 |
TESLA INC | 1.7M | $353.5M | 1.0% | $211.17 | -1.76% | 13 qtrssince 2020-Q1 | Increased 79 |
AMAZON COM INC | 3.2M | $335.4M | 1.0% | $117.10 | -11.79% | 18 qtrssince 2018-Q4 | Increased 49 |
PROCTER & GAMBLE CO | 2.1M | $309.3M | 0.9% | $106.87 | +26.96% | 18 qtrssince 2018-Q4 | Increased 46 |
ALPHABET INC | 3M | $308.4M | 0.9% | $101.82 | +0.91% | 18 qtrssince 2018-Q4 | Increased 47 |
VANGUARD INDEX FDS | 1.2M | $289M | 0.8% | $33.76 | +21.01% | 18 qtrssince 2018-Q4 | Increased 47 |
NVIDIA CORPORATION | 1M | $286.4M | 0.8% | $13.46 | +105.74% | 18 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 1.4M | $284.8M | 0.8% | $188.05 | +3.68% | 18 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 894,172 | $276.1M | 0.8% | $292.96 | +5.40% | 18 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 3.6M | $259.9M | 0.8% | $54.26 | +19.07% | 18 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 3.9M | $251.2M | 0.7% | $60.15 | +4.11% | 18 qtrssince 2018-Q4 | Decreased 0 |
Mariner, LLC manages $34.4B across 2779 positions as of Q1 2023. Top holdings: AAPL (5.5%), IVV (4.2%), VEA (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 216 new positions, 174 exits, 1450 increased. Top move: AAPL (INCREASED, conviction 81). Portfolio: $34.4B across 2779 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR