Severin Investments, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Severin Investments, LLC maintained a portfolio of 198 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 5.9%. Conversely, Severin Investments, LLC completely exited their position in APPLOVIN CORP.
PCA Score Concentration Risk
Risk ENB
Total Positions
198
Quarter
2025 Q4
Top Holding
VEA (4.1%)
Top 10 Concentration
21.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 198
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VEA
VANGUARD TAX-MA...
ETF 4.08% 4.10% #1
Prev: #1
4.1 -2,884 -3.8%
P
S
73,944 $4,619,261 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GVI
ISHARES TR
Bond/Debt 3.95% 3.76% #2
Prev: #2
5.1 2,335 5.9%
P
S
41,623 $4,468,209 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Unknown 2.29% 1.93% #3
Prev: #3
3.9 2,253 19.4%
P
S
13,892 $2,590,809 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TSM
TAIWAN SEMICOND...
Unknown 1.87% 1.21% #4 7
Prev: #11
3.7 2,112 43.4%
P
S
6,975 $2,119,707 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Unknown 1.83% 1.84% #5 1
Prev: #4
3.2 288 7.2%
P
S
4,288 $2,073,900 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Unknown 1.68% 0.98% #6 11
Prev: #17
3.2 1,572 34.8%
P
S
6,091 $1,906,375 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Unknown 1.67% 1.32% #7
Prev: #7
3.2 975 21.7%
P
S
5,469 $1,892,950 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 1.37% 1.26% #8 1
Prev: #9
2.5 2,719 10.4%
P
S
28,922 $1,554,848 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Unknown 1.33% 1.36% #9 3
Prev: #6
1.0 -192 -4.0%
P
S
4,657 $1,500,444 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WFC
WELLS FARGO CO ...
Unknown 1.24% 1.28% #10 2
Prev: #8
1.0 -2,056 -12.0%
P
S
15,095 $1,406,852 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRK
MERCK & CO INC
Unknown 1.16% 0.93% #11 10
Prev: #21
1.0 -5 -0.0%
P
S
12,463 $1,311,832 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Unknown 1.16% 1.07% #12 1
Prev: #13
1.0 122 1.0%
P
S
11,766 $1,310,795 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Unknown 1.13% 1.22% #13 3
Prev: #10
1.0 -681 -12.6%
P
S
4,719 $1,282,844 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBM
INTERNATIONAL B...
Unknown 1.11% 1.07% #14
Prev: #14
0.9 -22 -0.5%
P
S
4,222 $1,250,614 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IJR
ISHARES TR
ETF 1.05% 0.86% #15 8
Prev: #23
2.9 1,752 21.5%
P
S
9,894 $1,189,066 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
C
CITIGROUP INC
Unknown 1.04% 0.91% #16 6
Prev: #22
0.9 -56 -0.6%
P
S
10,044 $1,172,067 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CVS
CVS HEALTH CORP
Unknown 1.03% 0.99% #17 1
Prev: #16
0.9 -168 -1.1%
P
S
14,621 $1,160,339 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Unknown 0.99% 1.70% #18 13
Prev: #5
0.4 -905 -34.8%
P
S
1,694 $1,117,895 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TNL
TRAVEL PLUS LEI...
Unknown 0.98% 0.84% #19 10
Prev: #29
0.9 -81 -0.5%
P
S
15,750 $1,110,832 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEM
NEWMONT CORP
Unknown 0.98% 0.47% #20 56
Prev: #76
3.4 4,818 76.9%
P
S
11,086 $1,106,963 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CAT
CATERPILLAR INC
Unknown 0.96% 0.48% #21 50
Prev: #71
3.4 770 68.3%
P
S
1,898 $1,087,200 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC
Unknown 0.96% 0.85% #22 2
Prev: #24
0.9 59 0.4%
P
S
14,029 $1,080,663 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
SELECT SECTOR S...
Unknown 0.93% 0.94% #23 4
Prev: #19
3.4 3,522 93.6%
P
S
7,285 $1,048,872 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
USB
US BANCORP DEL
Unknown 0.92% 0.84% #24 2
Prev: #26
0.9 6 0.0%
P
S
19,595 $1,045,567 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BAC
BANK AMERICA CO...
Unknown 0.92% 0.96% #25 7
Prev: #18
0.9 -1,891 -9.1%
P
S
18,976 $1,043,686 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APP
APPLOVIN CORP
Unknown 0.00% 1.10%
Sold All 😨
(Was: #12)
0.0 -1,720 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CMCSA
COMCAST CORP NE...
Unknown 0.00% 0.60%
Sold All 😨
(Was: #53)
0.0 -21,374 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNH
UNITEDHEALTH GR...
Unknown 0.00% 0.53%
Sold All 😨
(Was: #65)
0.0 -1,731 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CRM
SALESFORCE INC
Unknown 0.00% 0.53%
Sold All 😨
(Was: #66)
0.0 -2,508 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GNW
GENWORTH FINL I...
Unknown 0.00% 0.47%
Sold All 😨
(Was: #74)
0.0 -59,479 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ICE
INTERCONTINENTA...
Unknown 0.00% 0.46%
Sold All 😨
(Was: #78)
0.0 -3,083 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NKE
NIKE INC
Unknown 0.00% 0.45%
Sold All 😨
(Was: #87)
0.0 -7,284 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KR
KROGER CO
Unknown 0.00% 0.45%
Sold All 😨
(Was: #88)
0.0 -7,489 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ATGE
ADTALEM GLOBAL ...
Unknown 0.00% 0.45%
Sold All 😨
(Was: #90)
0.0 -3,253 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LPLA
LPL FINL HLDGS ...
Unknown 0.00% 0.45%
Sold All 😨
(Was: #91)
0.0 -1,510 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NOW
SERVICENOW INC
Unknown 0.00% 0.44%
Sold All 😨
(Was: #92)
0.0 -541 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COP
CONOCOPHILLIPS
Unknown 0.00% 0.42%
Sold All 😨
(Was: #99)
0.0 -5,006 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DLR
DIGITAL RLTY TR...
Unknown 0.00% 0.40%
Sold All 😨
(Was: #105)
0.0 -2,624 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WTRG
ESSENTIAL UTILS...
Unknown 0.00% 0.40%
Sold All 😨
(Was: #107)
0.0 -11,265 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PCAR
PACCAR INC
Unknown 0.00% 0.38%
Sold All 😨
(Was: #111)
0.0 -4,383 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Unknown 0.00% 0.37%
Sold All 😨
(Was: #113)
0.0 -445 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GEO
GEO GROUP INC N...
Unknown 0.00% 0.36%
Sold All 😨
(Was: #119)
0.0 -19,867 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FLXS
FLEXSTEEL INDS ...
Unknown 0.00% 0.34%
Sold All 😨
(Was: #122)
0.0 -8,335 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TDG
TRANSDIGM GROUP...
Unknown 0.00% 0.33%
Sold All 😨
(Was: #130)
0.0 -280 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AES
AES CORP
Unknown 0.00% 0.30%
Sold All 😨
(Was: #141)
0.0 -25,361 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RGLD
ROYAL GOLD INC
Unknown 0.00% 0.28%
Sold All 😨
(Was: #145)
0.0 -1,594 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PRDO
PERDOCEO ED COR...
Unknown 0.00% 0.28%
Sold All 😨
(Was: #148)
0.0 -8,301 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GRMN
GARMIN LTD
Unknown 0.00% 0.26%
Sold All 😨
(Was: #155)
0.0 -1,179 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NE
NOBLE CORP PLC
Unknown 0.00% 0.24%
Sold All 😨
(Was: #160)
0.0 -9,460 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DD
DUPONT DE NEMOU...
Unknown 0.00% 0.23%
Sold All 😨
(Was: #162)
0.0 -3,265 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BBW
BUILD-A-BEAR WO...
Unknown 0.00% 0.22%
Sold All 😨
(Was: #163)
0.0 -3,823 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ORAAF
AURA MINERALS I...
Unknown 0.00% 0.22%
Sold All 😨
(Was: #164)
0.0 -6,573 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HPQ
HP INC
Unknown 0.00% 0.21%
Sold All 😨
(Was: #168)
0.0 -8,508 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SONY
SONY GROUP CORP
Unknown 0.00% 0.19%
Sold All 😨
(Was: #170)
0.0 -7,245 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FNF
FIDELITY NATION...
Unknown 0.00% 0.18%
Sold All 😨
(Was: #172)
0.0 -3,386 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OC
OWENS CORNING N...
Unknown 0.00% 0.18%
Sold All 😨
(Was: #173)
0.0 -1,441 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 198 holdings

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