Mariner, LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings718 positions
iShares Trust CORE S&P500 ETF | 2.1M | $665.8M | 6.7% | $236.41 | +19.91% | 7 qtrssince 2018-Q4 | Increased 65 |
Apple Inc. | 939,196 | $342.6M | 3.4% | $46.51 | +89.68% | 7 qtrssince 2018-Q4 | Increased 61 |
Microsoft Corp. | 1.2M | $236.7M | 2.4% | $111.29 | +73.49% | 7 qtrssince 2018-Q4 | Increased 56 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 660,364 | $203.6M | 2.0% | $241.33 | +17.38% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI USA MIN VOL FACTOR ETF | 3.2M | $192.9M | 1.9% | $49.39 | +10.94% | 7 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 1.6M | $187.2M | 1.9% | $91.59 | +7.47% | 7 qtrssince 2018-Q4 | Increased 64 |
iShares Trust MSCI EAFE ETF | 2.6M | $158.2M | 1.6% | $47.64 | +8.52% | 7 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB U.S. LARGE-CAP GROWTH ETF | 1.5M | $150M | 1.5% | $8.81 | +40.12% | 7 qtrssince 2018-Q4 | Increased 50 |
SCHWAB U.S. LARGE-CAP ETF | 2M | $144.9M | 1.5% | $9.35 | +21.37% | 7 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 3.7M | $142.2M | 1.4% | $30.91 | +4.33% | 7 qtrssince 2018-Q4 | Increased 52 |
The Procter & Gamble Co. | 1.2M | $139.7M | 1.4% | $85.16 | +19.78% | 7 qtrssince 2018-Q4 | Increased 52 |
ISHARES CORE MSCI EAFE ETF | 2.3M | $133.8M | 1.3% | $47.09 | +2.70% | 7 qtrssince 2018-Q4 | Increased 49 |
Amazon.com, Inc. | 46,616 | $128.6M | 1.3% | $88.33 | +56.17% | 7 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 1.3M | $128M | 1.3% | $84.09 | +2.06% | 7 qtrssince 2018-Q4 | Increased 57 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 557,208 | $112.6M | 1.1% | $23.82 | +36.54% | 7 qtrssince 2018-Q4 | Increased 51 |
Visa Inc | 541,531 | $104.6M | 1.0% | $133.22 | +38.58% | 7 qtrssince 2018-Q4 | Increased 48 |
UnitedHealth Group Inc. | 330,900 | $97.6M | 1.0% | $217.36 | +21.71% | 7 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 667,931 | $93.9M | 0.9% | $108.26 | +9.42% | 7 qtrssince 2018-Q4 | Increased 44 |
ISHARES TR | 430,393 | $89.3M | 0.9% | $40.82 | +21.94% | 7 qtrssince 2018-Q4 | Increased 53 |
SCHWAB INTERNATIONAL EQUITY ETF | 2.8M | $84M | 0.8% | $11.90 | +4.75% | 7 qtrssince 2018-Q4 | Decreased 0 |
Mariner, LLC manages $10B across 718 positions as of Q2 2020. Top holdings: IVV (6.7%), AAPL (3.4%), MSFT (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 83 new positions, 65 exits, 369 increased. Top move: IVV (INCREASED, conviction 65). Portfolio: $10.0B across 718 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR