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 $248.6M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TIP ($23.7M, 9.52%), STIP ($20.5M, 8.24%), VTIP ($19.1M, 7.70%), XOP ($14.5M, 5.85%), SH ($13.0M, 5.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TIP | ISHARES TIPS BOND ETF | $23.7M | 9.52% | 214,432 | Added |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $20.5M | 8.24% | 198,076 | Added |
| 3 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $19.1M | 7.70% | 383,074 | Added |
| 4 | XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $14.5M | 5.85% | 79,861 | Added |
| 5 | SH | PROSHARES SHORT S&P500 | $13.0M | 5.22% | 342,365 | New |
| 6 | CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | $12.1M | 4.86% | 399,338 | Added |
| 7 | PTLC | PACER TRENDPILOT US LARGE CAP ETF | $11.7M | 4.69% | 222,333 | Trimmed |
| 8 | PSQ | PROSHARES SHORT QQQ | $9.5M | 3.83% | 295,660 | New |
| 9 | GLD | SPDR GOLD SHARES | $8.9M | 3.59% | 20,759 | Added |
| 10 | IAU | ISHARES GOLD TRUST | $8.0M | 3.21% | 90,528 | Added |
| 11 | ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $7.4M | 2.98% | 33,876 | New |
| 12 | ADBE | ADOBE SYS INC | $6.7M | 2.71% | 27,712 | Added |
| 13 | CF | CF INDUSTRIES HOLD COM | $6.3M | 2.55% | 48,802 | New |
| 14 | DOW | DOW HLDGS INC COM | $6.1M | 2.46% | 147,075 | Trimmed |
| 15 | LMT | LOCKHEED MARTIN CORP | $5.9M | 2.38% | 9,785 | Trimmed |
| 16 | HII | HUNTINGTON INGALLS INDS INC COM | $5.9M | 2.36% | 15,488 | Trimmed |
| 17 | XOM | EXXON MOBIL CORP COM | $5.6M | 2.25% | 32,885 | Trimmed |
| 18 | VLO | VALERO ENERGY CORP | $5.5M | 2.21% | 22,216 | New |
| 19 | OIH | VANECK OIL SERVICES ETF | $5.4M | 2.19% | 13,475 | New |
| 20 | LIN | LINDE PLC SHS | $5.4M | 2.19% | 10,965 | Added |
| 21 | TXN | TEXAS INSTRS INC COM | $5.2M | 2.09% | 26,793 | Trimmed |
| 22 | EOG | EOG RESOURCES INC | $5.2M | 2.07% | 35,631 | New |
| 23 | PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $5.0M | 2.03% | 99,448 | New |
| 24 | CAT | CATERPILLAR INC COM | $5.0M | 2.01% | 7,078 | Trimmed |
| 25 | CRM | SALESFORCE INC COM | $4.9M | 1.96% | 26,075 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31