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.
MARINO, STRAM & ASSOCIATES LLC (CIK 1099762) reported $556.6M across 185 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VYM ($82.9M, 14.89%), IVV ($58.9M, 10.59%), VUG ($42.7M, 7.68%), SDY ($40.7M, 7.31%), VTV ($34.7M, 6.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | $82.9M | 14.89% | 559,760 | Added |
| 2 | IVV | ISHARES TR | $58.9M | 10.59% | 90,246 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $42.7M | 7.68% | 97,846 | Added |
| 4 | SDY | SPDR SERIES TRUST | $40.7M | 7.31% | 278,651 | Trimmed |
| 5 | VTV | VANGUARD INDEX FDS | $34.7M | 6.24% | 177,091 | Added |
| 6 | IJH | ISHARES TR | $18.7M | 3.36% | 277,089 | Added |
| 7 | IJR | ISHARES TR | $13.7M | 2.46% | 110,136 | Added |
| 8 | AAPL | APPLE INC | $11.7M | 2.10% | 46,139 | Trimmed |
| 9 | HFXI | NEW YORK LIFE INVESTMENTS ET | $8.4M | 1.51% | 250,304 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $8.4M | 1.51% | 28,550 | Added |
| 11 | MSFT | MICROSOFT CORP | $7.4M | 1.33% | 20,023 | Added |
| 12 | QUAL | ISHARES TR | $6.6M | 1.19% | 34,656 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $6.0M | 1.07% | 18,563 | Added |
| 14 | DGRO | ISHARES TR | $5.8M | 1.05% | 83,100 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.8M | 1.04% | 12,059 | Added |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $5.8M | 1.03% | 29,979 | Added |
| 17 | IMCG | ISHARES TR | $5.6M | 1.00% | 70,492 | Added |
| 18 | QQQ | INVESCO QQQ TR | $5.4M | 0.97% | 9,314 | Added |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $5.1M | 0.91% | 23,580 | Added |
| 20 | AMZN | AMAZON COM INC | $4.2M | 0.76% | 20,288 | Trimmed |
| 21 | LMT | LOCKHEED MARTIN CORP | $4.0M | 0.72% | 6,641 | Added |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.0M | 0.71% | 69,743 | Added |
| 23 | XOM | EXXON MOBIL CORP | $3.7M | 0.67% | 22,024 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $3.6M | 0.64% | 14,678 | Trimmed |
| 25 | BLK | BLACKROCK INC | $3.5M | 0.64% | 3,691 | Added |
Source: SEC Form 13F filings · as of 2026-03-31