Mariner, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings1,370 positions
ISHARES TR | 3.1M | $1.2B | 4.8% | $288.29 | +23.87% | 15 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 6.4M | $879.9M | 3.6% | $95.53 | +40.18% | 15 qtrssince 2018-Q4 | Increased 63 |
VANGUARD TAX-MANAGED FDS | 18.1M | $739M | 3.0% | $40.06 | -10.00% | 15 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT CORP | 2.3M | $581.8M | 2.4% | $191.55 | +29.48% | 15 qtrssince 2018-Q4 | Increased 58 |
VANGUARD INDEX FDS | 2.8M | $367.3M | 1.5% | $104.52 | +14.13% | 15 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 1.6M | $363.5M | 1.5% | $45.18 | -5.82% | 15 qtrssince 2018-Q4 | Increased 50 |
SPDR S&P 500 ETF TR | 913,245 | $344.5M | 1.4% | $299.39 | +19.15% | 15 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 5.4M | $317.1M | 1.3% | $55.92 | -5.16% | 15 qtrssince 2018-Q4 | Increased 49 |
VANGUARD INTL EQUITY INDEX F | 7.1M | $296M | 1.2% | $41.66 | -12.08% | 15 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.9M | $281M | 1.2% | $93.23 | -5.77% | 15 qtrssince 2018-Q4 | Increased 55 |
APOLLO GLOBAL MGMT INC | 5.7M | $277.5M | 1.1% | $57.18 | -21.15% | 2 qtrssince 2022-Q1 | Increased 49 |
VANGUARD INDEX FDS | 1.4M | $255M | 1.0% | $188.75 | -5.78% | 15 qtrssince 2018-Q4 | Increased 49 |
AMAZON COM INC | 2.3M | $246.4M | 1.0% | $125.03 | -15.06% | 15 qtrssince 2018-Q4 | Increased 78 |
ISHARES TR | 4M | $239.7M | 1.0% | $60.19 | -2.49% | 15 qtrssince 2018-Q4 | Increased 44 |
PROCTER AND GAMBLE CO | 1.7M | $239.4M | 1.0% | $100.53 | +27.97% | 15 qtrssince 2018-Q4 | Increased 45 |
UNITEDHEALTH GROUP INC | 428,800 | $220.2M | 0.9% | $280.52 | +68.92% | 15 qtrssince 2018-Q4 | Increased 44 |
VANGUARD INDEX FDS | 978,434 | $218.1M | 0.9% | $33.08 | +9.71% | 15 qtrssince 2018-Q4 | Increased 47 |
BERKSHIRE HATHAWAY INC DEL | 797,287 | $217.7M | 0.9% | $292.11 | -6.54% | 15 qtrssince 2018-Q4 | Increased 46 |
ISHARES TR | 3.6M | $217.4M | 0.9% | $53.56 | +6.09% | 15 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 558,486 | $193.7M | 0.8% | $353.49 | -7.49% | 15 qtrssince 2018-Q4 | Decreased 0 |
Mariner, LLC manages $24.4B across 1370 positions as of Q2 2022. Top holdings: IVV (4.8%), AAPL (3.6%), VEA (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 111 new positions, 120 exits, 787 increased. Top move: AMZN (INCREASED, conviction 78). Portfolio: $24.4B across 1370 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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