Mariner, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings2,893 positions
APPLE INC | 11.9M | $2B | 5.4% | $120.76 | +39.89% | 20 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 3.7M | $1.6B | 4.3% | $305.03 | +35.45% | 20 qtrssince 2018-Q4 | Increased 61 |
MICROSOFT CORP | 3.2M | $1B | 2.7% | $212.21 | +45.38% | 20 qtrssince 2018-Q4 | Increased 56 |
VANGUARD TAX-MANAGED FDS | 22.8M | $994.7M | 2.7% | $40.06 | -0.18% | 20 qtrssince 2018-Q4 | Increased 58 |
TESLA INC | 2.3M | $586.3M | 1.6% | $224.19 | +11.61% | 15 qtrssince 2020-Q1 | Increased 53 |
ISHARES TR | 2.2M | $541.6M | 1.5% | $45.56 | +5.21% | 20 qtrssince 2018-Q4 | Increased 52 |
SPDR S&P 500 ETF TR | 1.2M | $531.9M | 1.4% | $320.39 | +28.68% | 20 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORPORATION | 1.1M | $468.4M | 1.3% | $14.71 | +194.89% | 20 qtrssince 2018-Q4 | Increased 51 |
AMAZON COM INC | 3.6M | $458.4M | 1.2% | $118.18 | +7.56% | 20 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 7.1M | $453.7M | 1.2% | $56.52 | +4.70% | 20 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 3.3M | $452.2M | 1.2% | $107.62 | +19.83% | 20 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 4.7M | $445.4M | 1.2% | $90.04 | -6.52% | 20 qtrssince 2018-Q4 | Increased 54 |
ALPHABET INC | 3.1M | $412.2M | 1.1% | $103.17 | +25.64% | 20 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INTL EQUITY INDEX F | 9.8M | $384.3M | 1.0% | $39.41 | -8.57% | 20 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 1.3M | $361.1M | 1.0% | $35.27 | +26.79% | 20 qtrssince 2018-Q4 | Increased 46 |
PROCTER AND GAMBLE CO | 2.3M | $335.2M | 0.9% | $109.67 | +22.90% | 20 qtrssince 2018-Q4 | Increased 47 |
APOLLO GLOBAL MGMT INC | 3.6M | $327.5M | 0.9% | $57.27 | +50.27% | 7 qtrssince 2022-Q1 | Increased 44 |
BERKSHIRE HATHAWAY INC DEL | 926,496 | $324.6M | 0.9% | $294.75 | +18.84% | 20 qtrssince 2018-Q4 | Increased 44 |
VANGUARD INDEX FDS | 1.4M | $306.1M | 0.8% | $188.66 | +8.36% | 20 qtrssince 2018-Q4 | Increased 44 |
ELI LILLY & CO | 525,302 | $282.2M | 0.8% | $212.92 | +147.13% | 20 qtrssince 2018-Q4 | Increased 45 |
Mariner, LLC manages $37.3B across 2893 positions as of Q3 2023. Top holdings: AAPL (5.4%), IVV (4.3%), MSFT (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 252 new positions, 186 exits, 1633 increased. Top move: AAPL (INCREASED, conviction 63). Portfolio: $37.3B across 2893 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR