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.
Deane Retirement Strategies, Inc. (CIK 1659346) reported $236.2M across 52 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTIP ($24.9M, 10.55%), STIP ($19.5M, 8.26%), CTA ($15.5M, 6.56%), PTLC ($12.7M, 5.39%), IAU ($9.3M, 3.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $24.9M | 10.55% | 495,958 | Added |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $19.5M | 8.26% | 190,880 | Trimmed |
| 3 | CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | $15.5M | 6.56% | 597,723 | Added |
| 4 | PTLC | PACER TRENDPILOT US LARGE CAP ETF | $12.7M | 5.39% | 218,676 | Trimmed |
| 5 | IAU | ISHARES GOLD TRUST | $9.3M | 3.95% | 123,603 | Added |
| 6 | GLD | SPDR GOLD SHARES | $8.9M | 3.77% | 24,163 | Added |
| 7 | GOOGL | GOOGLE INC | $7.3M | 3.09% | 20,402 | Added |
| 8 | CF | CF INDUSTRIES HOLD COM | $6.7M | 2.84% | 62,022 | Added |
| 9 | CVX | CHEVRON CORPORATION COM | $6.6M | 2.78% | 39,525 | New |
| 10 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $6.6M | 2.78% | 47,958 | New |
| 11 | AMZN | AMAZON.COM INC | $6.4M | 2.69% | 26,643 | Added |
| 12 | VLO | VALERO ENERGY CORP | $5.6M | 2.39% | 21,657 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON COM | $5.6M | 2.37% | 22,015 | New |
| 14 | LIN | LINDE PLC SHS | $5.6M | 2.37% | 10,808 | Trimmed |
| 15 | DOW | DOW HLDGS INC COM | $5.5M | 2.33% | 200,666 | Added |
| 16 | V | VISA INC | $5.4M | 2.28% | 15,716 | New |
| 17 | UNP | UNION PAC CORP COM | $5.2M | 2.19% | 19,019 | New |
| 18 | PG | PROCTER & GAMBLE CO COM | $5.2M | 2.19% | 35,240 | New |
| 19 | MCK | MCKESSON CORP COM | $5.1M | 2.15% | 6,734 | New |
| 20 | NOW | SERVICENOW INC COM | $4.8M | 2.05% | 48,758 | Added |
| 21 | MDLZ | MONDELEZ INTL INC CL A | $4.8M | 2.03% | 82,580 | New |
| 22 | CRM | SALESFORCE INC COM | $4.8M | 2.03% | 30,620 | Added |
| 23 | ADBE | ADOBE SYS INC | $4.8M | 2.03% | 23,361 | Trimmed |
| 24 | HCA | HCA HEALTHCARE INC COM | $4.8M | 2.03% | 12,298 | New |
| 25 | MSFT | MICROSOFT | $4.8M | 2.02% | 12,790 | New |
Source: SEC Form 13F filings · as of 2026-06-30