Mariner, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings2,827 positions
Apple Inc | 11.6M | $2.3B | 6.0% | $119.77 | +59.57% | 19 qtrssince 2018-Q4 | Increased 62 |
iShares Core S&P 500 ETF | 3.6M | $1.6B | 4.2% | $299.94 | +42.32% | 19 qtrssince 2018-Q4 | Increased 60 |
Microsoft Corp | 3.1M | $1.1B | 2.9% | $209.31 | +58.64% | 19 qtrssince 2018-Q4 | Increased 57 |
VANGUARD FTSE DEV MKT ETF | 21.3M | $985.6M | 2.6% | $40.07 | +4.71% | 19 qtrssince 2018-Q4 | Increased 57 |
Tesla Inc | 2.2M | $572.2M | 1.5% | $222.32 | +17.75% | 14 qtrssince 2020-Q1 | Increased 62 |
SPDR S&P 500 ETF Trust | 1.3M | $561.4M | 1.5% | $320.39 | +32.96% | 19 qtrssince 2018-Q4 | Increased 51 |
ISHARES CORE S&P MID-CAP ETF | 2.1M | $539.3M | 1.4% | $45.43 | +10.14% | 19 qtrssince 2018-Q4 | Increased 51 |
ISHARES CORE MSCI EAFE ETF | 7.9M | $533.8M | 1.4% | $56.52 | +8.57% | 19 qtrssince 2018-Q4 | Increased 60 |
Vanguard Value ETF | 3.2M | $455.3M | 1.2% | $107.13 | +23.24% | 19 qtrssince 2018-Q4 | Increased 50 |
NVIDIA Corp | 1M | $440.7M | 1.2% | $13.75 | +206.69% | 19 qtrssince 2018-Q4 | Increased 50 |
Amazon.com Inc | 3.3M | $435.7M | 1.2% | $117.47 | +10.97% | 19 qtrssince 2018-Q4 | Increased 51 |
iShares Core U.S. Aggregate Bond ETF | 4.3M | $425M | 1.1% | $90.58 | -3.98% | 19 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD EMERGING MARKETS ETF | 9.3M | $379.8M | 1.0% | $39.58 | -6.30% | 19 qtrssince 2018-Q4 | Increased 52 |
Alphabet Inc | 3M | $362.7M | 1.0% | $102.13 | +16.10% | 19 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 1.3M | $357M | 1.0% | $34.79 | +33.39% | 19 qtrssince 2018-Q4 | Increased 48 |
Procter & Gamble Co/The | 2.2M | $326.7M | 0.9% | $107.98 | +29.05% | 19 qtrssince 2018-Q4 | Increased 45 |
Berkshire Hathaway Inc | 914,860 | $311.9M | 0.8% | $294.05 | +15.97% | 19 qtrssince 2018-Q4 | Increased 45 |
VANGUARD TOTAL STOCK MARKET ETF | 1.4M | $311.8M | 0.8% | $188.37 | +12.14% | 19 qtrssince 2018-Q4 | Increased 44 |
JPMorgan Chase & Co | 1.9M | $281.9M | 0.8% | $105.24 | +28.50% | 19 qtrssince 2018-Q4 | Increased 44 |
Apollo Global Management Inc | 3.6M | $279.4M | 0.7% | $57.19 | +28.08% | 6 qtrssince 2022-Q1 | Increased 43 |
Mariner, LLC manages $37.4B across 2827 positions as of Q2 2023. Top holdings: AAPL (6.0%), IVV (4.2%), MSFT (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 205 new positions, 157 exits, 1442 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $37.4B across 2827 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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Top Losers
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