Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Spectrum Financial Alliance Ltd LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Spectrum Financial Alliance Ltd LLC (CIK 1566531) reported $520.3M across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: C ($74.7M, 14.35%), BA ($67.6M, 12.99%), LMT ($63.1M, 12.12%), BAC ($58.8M, 11.31%), DE ($49.9M, 9.59%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CCITIGROUP INC$74.7M14.35%658,445Added
2BABOEING CO$67.6M12.99%339,466Added
3LMTLOCKHEED MARTIN CORP$63.1M12.12%104,321Added
4BACBANK AMERICA CORP$58.8M11.31%1.2MAdded
5DEDEERE & CO$49.9M9.59%88,561Added
6MUMICRON TECHNOLOGY INC$42.1M8.09%124,638Trimmed
7QCOMQUALCOMM INC$41.5M7.98%322,430Added
8GEGE AEROSPACE$37.6M7.22%132,388Added
9METAMETA PLATFORMS INC$14.5M2.78%25,271New
10UPROPROSHARES TR$12.6M2.42%129,902Added
11VBVANGUARD INDEX FDS$11.9M2.29%45,501Added
12MRVLMARVELL TECHNOLOGY INC$11.4M2.19%115,228New
13SCHWSCHWAB CHARLES CORP$7.7M1.49%82,419Trimmed
14FFORD MTR CO$6.8M1.31%588,830New
15VGSHVANGUARD SCOTTSDALE FDS$6.3M1.22%108,286Added
16SCOPROSHARES TR II$5.6M1.08%674,350New
17UDOWPROSHARES TR$4.5M0.86%88,732Added
18IPINTERNATIONAL PAPER CO$410,5500.08%11,500Hold
19QQQINVESCO QQQ TR$427,6900.08%741Added
20XFIVBONDBLOXX ETF TRUST$380,0560.07%7,731Hold
21UFIVRBB FD INC$386,0630.07%7,908Hold
22MSFTMICROSOFT CORP$293,3670.06%793Added
23ORCLORACLE CORP$290,9840.06%1,978Hold
24NVDANVIDIA CORPORATION$243,2580.05%1,395Added
25VFHVANGUARD WORLD FD$273,0310.05%2,260Hold

Source: SEC Form 13F filings · as of 2026-03-31