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.
J. R. Prunier Capital Management LLC (CIK 2136331) reported $235.2M across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($46.0M, 19.53%), VOO ($36.4M, 15.45%), VIG ($22.5M, 9.56%), IXUS ($16.4M, 6.98%), GLD ($13.9M, 5.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Index Funds | $46.0M | 19.53% | 143,243 | Trimmed |
| 2 | VOO | Vanguard Index Funds | $36.4M | 15.45% | 60,843 | Added |
| 3 | VIG | Vanguard Specialized Funds | $22.5M | 9.56% | 104,559 | Trimmed |
| 4 | IXUS | iShares Trust | $16.4M | 6.98% | 189,530 | Added |
| 5 | GLD | SPDR Gold Trust | $13.9M | 5.91% | 32,286 | Trimmed |
| 6 | JHMM | John Hancock Exchange-Traded Fund Trust | $12.1M | 5.13% | 179,959 | Added |
| 7 | RSP | Invesco Exchange-Traded Fund Trust II | $10.8M | 4.61% | 56,515 | Added |
| 8 | IVV | iShares Trust | $6.4M | 2.73% | 9,845 | Added |
| 9 | DFAI | Dimensional ETF Trust | $6.4M | 2.73% | 164,691 | Added |
| 10 | IEMG | iShares Trust | $6.2M | 2.65% | 89,395 | Added |
| 11 | QQQ | Invesco QQQ Trust | $4.5M | 1.91% | 7,795 | Trimmed |
| 12 | IJR | iShares Trust | $4.2M | 1.79% | 33,799 | Trimmed |
| 13 | IDEV | iShares Trust | $3.9M | 1.64% | 46,231 | Added |
| 14 | UITB | Victory Portfolios II | $2.9M | 1.22% | 61,143 | Added |
| 15 | VEA | Vanguard Tax-Managed Funds | $2.8M | 1.17% | 43,033 | Trimmed |
| 16 | EFA | iShares Trust | $2.5M | 1.06% | 25,680 | Trimmed |
| 17 | DFAS | Dimensional ETF Trust | $2.3M | 0.97% | 32,032 | Added |
| 18 | AAPL | Apple Inc. | $2.2M | 0.92% | 8,487 | Trimmed |
| 19 | VFLO | Victory Portfolios II | $1.9M | 0.81% | 48,051 | New |
| 20 | JHMB | John Hancock Exchange-Traded Fund Trust | $1.7M | 0.73% | 78,499 | Added |
| 21 | IAU | iShares Gold Trust | $1.7M | 0.73% | 19,505 | Added |
| 22 | NEE | NextEra Energy Inc. | $1.6M | 0.68% | 17,313 | Added |
| 23 | MCO | Moody's Corporation | $1.5M | 0.64% | 3,460 | Hold |
| 24 | JCPB | JPMorgan Exchange-Traded Fund Trust | $1.5M | 0.62% | 31,215 | Trimmed |
| 25 | JQUA | JPMorgan Exchange-Traded Fund Trust | $1.4M | 0.59% | 22,678 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31