Holdings of Bleakley Financial Group, LLC
668 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 28.6 % of the equity sleeve
Sector breakdown
- Funds 16.5 %
- Technology 12.4 %
- Financials 4.2 %
- Health care 4.2 %
- Communication 3.8 %
- Consumer discretionary 3.1 %
- Industrials 2.3 %
- Consumer staples 2.1 %
- Energy 1.4 %
- Utilities 0.9 %
- Materials 0.5 %
- Real estate 0.3 %
- Unattributed 48.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 98.2 %
- GB 0.4 %
- TW 0.4 %
- NL 0.2 %
- JP 0.2 %
- FR 0.1 %
- DE 0.1 %
- BR 0.1 %
- ES 0.1 %
- KR 0.1 %
- DK 0.0 %
- IE 0.0 %
- Other countries 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 627 | 5.6B $ | 98.17 % |
| 2 | GB | 13 | 25.7M $ | 0.45 % |
| 3 | TW | 2 | 23.5M $ | 0.41 % |
| 4 | NL | 3 | 14M $ | 0.24 % |
| 5 | JP | 4 | 9.7M $ | 0.17 % |
| 6 | FR | 1 | 7.6M $ | 0.13 % |
| 7 | DE | 1 | 4.6M $ | 0.08 % |
| 8 | BR | 4 | 3.4M $ | 0.06 % |
| 9 | ES | 3 | 3.3M $ | 0.06 % |
| 10 | KR | 3 | 3.1M $ | 0.05 % |
| 11 | DK | 1 | 2.8M $ | 0.05 % |
| 12 | IE | 1 | 2M $ | 0.03 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 601 | Perella Weinberg Partners | 20,866 | 378.9K $ | |
| 602 | Magnolia Oil & Gas Corp | 11,857 | 374.3K $ | |
| 603 | CAPITAL GROUP GLOBAL EQUITY ETF | 12,079 | 368.4K $ | |
| 604 | Remitly Global Inc | 23,217 | 363.8K $ | |
| 605 | Match Group Inc | 11,828 | 363.2K $ | |
| 606 | CBIZ Inc | 13,354 | 358.6K $ | |
| 607 | Global X Funds | 10,739 | 356.7K $ | |
| 608 | CAPITAL GROUP MUNICIPAL INCOME ETF | 13,053 | 354.4K $ | |
| 609 | NPK International Inc | 24,360 | 353K $ | |
| 610 | Kyndryl Holdings Inc | 26,630 | 349.4K $ | |
| 611 | Amarin Corp PLC | 23,564 | 340.7K $ | |
| 612 | FS Specialty Lending Fund | 26,889 | 336.4K $ | |
| 613 | Vistance Networks Inc | 18,083 | 329.1K $ | |
| 614 | Fluence Energy Inc | 23,846 | 328.1K $ | |
| 615 | Enviri Corp | 16,380 | 321.4K $ | |
| 616 | Valley National Bancorp | 25,526 | 313.5K $ | |
| 617 | Grindr Inc | 25,617 | 309.7K $ | |
| 618 | Host Hotels & Resorts Inc | 16,002 | 306.6K $ | |
| 619 | Haleon PLC | 29,924 | 299.5K $ | |
| 620 | Heritage Insurance Holdings Inc | 11,247 | 295.2K $ | |
| 621 | SoFi Technologies Inc | 18,413 | 292.4K $ | |
| 622 | Syndax Pharmaceuticals Inc | 12,488 | 291.7K $ | |
| 623 | SkyWater Technology Inc | 10,620 | 291.1K $ | |
| 624 | Bluerock Total Incom | 17,470 | 290.2K $ | |
| 625 | NB Bancorp Inc | 13,563 | 285.8K $ | |
| 626 | BellRing Brands Inc | 17,673 | 284.4K $ | |
| 627 | Koninklijke Philips NV | 10,252 | 280.9K $ | |
| 628 | Schwab US Broad Market ETF | 11,058 | 277.6K $ | |
| 629 | Hecla Mining Co | 14,868 | 277K $ | |
| 630 | Hallador Energy Co | 16,979 | 276.4K $ | |
| 631 | Keurig Dr Pepper Inc | 10,459 | 275.4K $ | |
| 632 | Lexeo Therapeutics Inc | 47,964 | 275.3K $ | |
| 633 | Outfront Media Inc | 10,257 | 271.8K $ | |
| 634 | GameStop Corp | 11,795 | 271.8K $ | |
| 635 | Janux Therapeutics Inc | 19,048 | 264.8K $ | |
| 636 | Bowhead Specialty Holdings Inc | 11,717 | 262.8K $ | |
| 637 | KalVista Pharmaceuticals Inc | 12,954 | 260.8K $ | |
| 638 | Upstream Bio Inc | 28,864 | 259.8K $ | |
| 639 | Crescent Energy Co | 19,213 | 259.4K $ | |
| 640 | Tango Therapeutics Inc | 12,381 | 259K $ | |
| 641 | James River Group Holdings Inc | 40,158 | 253K $ | |
| 642 | NRX Therapeutics Inc | 117,204 | 249.6K $ | |
| 643 | Macerich Co/The | 13,163 | 248.8K $ | |
| 644 | Gap Inc/The | 10,022 | 242.5K $ | |
| 645 | Groupon Inc | 19,850 | 236.2K $ | |
| 646 | Target Hospitality Corp | 25,019 | 232.2K $ | |
| 647 | QXO Inc | 11,930 | 231.7K $ | |
| 648 | Ares Capital Corp | 12,643 | 227.8K $ | |
| 649 | AES Corp/The | 15,929 | 224.4K $ | |
| 650 | ASE Technology Holding Co Ltd | 10,337 | 224.1K $ | |
| 651 | Patterson-UTI Energy Inc | 20,248 | 219.3K $ | |
| 652 | Bath & Body Works Inc | 11,595 | 216.5K $ | |
| 653 | VanEck BDC Income ETF | 16,875 | 216K $ | |
| 654 | Nokia Oyj | 26,801 | 215.5K $ | |
| 655 | LUCKY STRIKE ENTERTAINMENT CORPORATION | 25,752 | 214.3K $ | |
| 656 | Viatris Inc | 15,678 | 211.8K $ | |
| 657 | Rapid7 Inc | 38,180 | 210.4K $ | |
| 658 | Lumen Technologies Inc | 30,056 | 208.9K $ | |
| 659 | Ethereum Investment Trust | 12,110 | 206.7K $ | |
| 660 | Coeur Mining Inc | 11,002 | 206.5K $ | |
| 661 | SoundHound AI Inc | 30,039 | 206.4K $ | |
| 662 | Sotera Health Co | 14,360 | 205.9K $ | |
| 663 | Newmark Group Inc | 13,671 | 204.9K $ | |
| 664 | Pinterest Inc | 11,117 | 203.9K $ | |
| 665 | FS Credit Opportunities Corp | 39,764 | 202.8K $ | |
| 666 | Lloyds Banking Group PLC | 40,305 | 202.7K $ | |
| 667 | Helix Energy Solutions Group Inc | 20,408 | 201.8K $ | |
| 668 | iShares Global Clean Energy ETF | 10,992 | 201K $ | |