Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Algorithmic Investment Models, LLC (CIK 1806628) reported $81.0M across 32 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XLE ($6.9M, 8.57%), FLQM ($6.0M, 7.39%), XLB ($5.7M, 7.05%), XLV ($5.5M, 6.78%), XLP ($5.5M, 6.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XLE | SELECT SECTOR SPDR TR | $6.9M | 8.57% | 113,416 | Added |
| 2 | FLQM | FRANKLIN TEMPLETON ETF TR | $6.0M | 7.39% | 109,070 | Added |
| 3 | XLB | SELECT SECTOR SPDR TR | $5.7M | 7.05% | 114,338 | Added |
| 4 | XLV | SELECT SECTOR SPDR TR | $5.5M | 6.78% | 37,458 | Added |
| 5 | XLP | SELECT SECTOR SPDR TR | $5.5M | 6.76% | 66,858 | New |
| 6 | XLI | SELECT SECTOR SPDR TR | $5.5M | 6.73% | 33,726 | Trimmed |
| 7 | XLU | SELECT SECTOR SPDR TR | $5.4M | 6.68% | 117,918 | Added |
| 8 | XLC | SELECT SECTOR SPDR TR | $5.4M | 6.65% | 48,590 | Added |
| 9 | XLRE | SELECT SECTOR SPDR TR | $5.4M | 6.63% | 131,530 | Added |
| 10 | XLK | SELECT SECTOR SPDR TR | $5.3M | 6.58% | 40,140 | Added |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $4.1M | 5.09% | 54,939 | Trimmed |
| 12 | XSOE | WISDOMTREE TR | $4.0M | 4.93% | 99,674 | Trimmed |
| 13 | AMLP | ALPS ETF TR | $2.0M | 2.53% | 38,908 | Trimmed |
| 14 | DXJ | WISDOMTREE TR | $1.3M | 1.59% | 8,128 | New |
| 15 | RPV | INVESCO EXCHANGE TRADED FD T | $1.2M | 1.51% | 11,420 | New |
| 16 | XBI | SPDR SERIES TRUST | $1.2M | 1.49% | 9,476 | Added |
| 17 | COMT | ISHARES U S ETF TR | $1.2M | 1.49% | 35,704 | New |
| 18 | DBND | DOUBLELINE ETF TRUST | $1.2M | 1.48% | 26,243 | Trimmed |
| 19 | USDU | WISDOMTREE TR | $1.2M | 1.47% | 45,369 | New |
| 20 | IEF | ISHARES TR | $1.2M | 1.46% | 12,421 | Added |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | $1.2M | 1.42% | 14,530 | Added |
| 22 | SHV | ISHARES TR | $736,301 | 0.91% | 6,670 | Trimmed |
| 23 | GVI | ISHARES TR | $659,595 | 0.81% | 6,183 | Trimmed |
| 24 | LVHI | LEGG MASON ETF INVT | $640,005 | 0.79% | 15,787 | Trimmed |
| 25 | EWX | SPDR INDEX SHS FDS | $612,337 | 0.76% | 9,261 | Added |
Source: SEC Form 13F filings · as of 2026-03-31