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.
Aurdan Capital Management, LLC (CIK 2057382) reported $333.2M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($42.9M, 12.86%), IUSG ($37.6M, 11.29%), IVV ($35.5M, 10.67%), PVAL ($20.0M, 6.01%), VGIT ($16.7M, 5.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $42.9M | 12.86% | 199,269 | Added |
| 2 | IUSG | ISHARES TR | $37.6M | 11.29% | 242,473 | Trimmed |
| 3 | IVV | ISHARES TR | $35.5M | 10.67% | 54,411 | Added |
| 4 | PVAL | PUTNAM ETF TRUST | $20.0M | 6.01% | 431,563 | Added |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $16.7M | 5.01% | 280,457 | Added |
| 6 | VXF | VANGUARD INDEX FDS | $16.6M | 4.99% | 80,792 | Added |
| 7 | DFIV | DIMENSIONAL ETF TRUST | $12.3M | 3.70% | 233,625 | New |
| 8 | GWW | WW GRAINGER INC | $8.7M | 2.60% | 7,938 | Trimmed |
| 9 | ROST | ROSS STORES INC | $8.4M | 2.51% | 38,648 | Added |
| 10 | ABC | CENCORA INC | $8.2M | 2.47% | 26,180 | Added |
| 11 | PM | PHILIP MORRIS INTL INC | $8.0M | 2.41% | 48,502 | Added |
| 12 | LOW | LOWES COS INC | $7.4M | 2.22% | 31,374 | Trimmed |
| 13 | JGRO | J P MORGAN EXCHANGE TRADED F | $6.4M | 1.93% | 75,919 | Added |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $5.7M | 1.71% | 134,112 | Trimmed |
| 15 | MMC | MARSH & MCLENNAN COS INC | $5.7M | 1.71% | 32,773 | Trimmed |
| 16 | CVX | CHEVRON CORPORATION | $5.1M | 1.54% | 24,844 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $4.7M | 1.40% | 19,118 | Added |
| 18 | VTI | VANGUARD INDEX FDS | $4.5M | 1.36% | 14,153 | Added |
| 19 | STT | STATE STR CORP | $4.4M | 1.31% | 34,557 | Added |
| 20 | MCHP | MICROCHIP TECHNOLOGY INC. | $4.3M | 1.28% | 66,216 | Added |
| 21 | CGGR | CAPITAL GROUP GROWTH ETF | $4.0M | 1.21% | 100,636 | Trimmed |
| 22 | AMGN | AMGEN INC | $4.0M | 1.21% | 11,499 | Trimmed |
| 23 | GPIQ | GOLDMAN SACHS ETF TR | $3.5M | 1.05% | 70,763 | Added |
| 24 | UNH | UNITEDHEALTH GROUP INC | $3.0M | 0.91% | 11,164 | Trimmed |
| 25 | KO | COCA COLA CO | $2.6M | 0.77% | 33,665 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31