Holdings of Bedminster, LLC
50 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 73 % of the equity sleeve
Sector breakdown
- Funds 44.1 %
- Technology 2.7 %
- Energy 1.1 %
- Utilities 1.0 %
- Industrials 0.9 %
- Consumer discretionary 0.8 %
- Consumer staples 0.3 %
- Real estate 0.2 %
- Unattributed 48.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 50 | 100.2M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | iShares Core S&P 500 ETF | 42,774 | 27.9M $ | |
| 2 | State Street SPDR S&P 500 ETF Trust | 14,193 | 9.2M $ | |
| 3 | BlackRock ETF Trust | 120,736 | 7M $ | |
| 4 | BlackRock ETF Trust II | 96,009 | 5M $ | |
| 5 | iShares Trust | 24,771 | 4.8M $ | |
| 6 | Vanguard Charlotte Funds | 94,305 | 4.5M $ | |
| 7 | Vanguard International Equity Index Funds | 77,189 | 4.2M $ | |
| 8 | iShares Trust | 161,302 | 3.7M $ | |
| 9 | iShares Trust | 36,537 | 3.7M $ | |
| 10 | Ishares Gold Trust | 36,027 | 3.2M $ | |
| 11 | BlackRock ETF Trust | 71,645 | 2.6M $ | |
| 12 | Global X Funds | 35,230 | 2.5M $ | |
| 13 | State Street Spdr Dow Jones Industrial Average Etf Trust | 4,196 | 1.9M $ | |
| 14 | State Street SPDR S&P MidCap 400 ETF Trust | 2,457 | 1.5M $ | |
| 15 | BlackRock ETF Trust | 36,634 | 1.5M $ | |
| 16 | iShares Core S&P Small-Cap ETF | 10,626 | 1.3M $ | |
| 17 | iShares Core MSCI EAFE ETF | 13,016 | 1.2M $ | |
| 18 | Exxon Mobil Corp | 6,547 | 1.1M $ | |
| 19 | Microsoft Corp | 2,930 | 1.1M $ | |
| 20 | iShares MSCI EAFE ETF | 9,994 | 970.7K $ | |
| 21 | iShares U.S. Technology ETF | 3,957 | 717.9K $ | |
| 22 | iShares Trust | 5,757 | 651.2K $ | |
| 23 | Sempra | 6,283 | 610.5K $ | |
| 24 | Applied Materials Inc | 1,700 | 581K $ | |
| 25 | Apple Inc | 2,254 | 572.2K $ | |
| 26 | Hanover Insurance Group Inc/The | 2,865 | 496.6K $ | |
| 27 | iShares Trust | 6,235 | 463.6K $ | |
| 28 | iShares Russell 2000 ETF | 1,808 | 448.4K $ | |
| 29 | NVIDIA Corp | 2,450 | 427.3K $ | |
| 30 | Caterpillar Inc | 600 | 425.1K $ | |
| 31 | Consolidated Edison Inc | 3,650 | 413.1K $ | |
| 32 | Dimensional ETF Trust | 10,125 | 393.5K $ | |
| 33 | iShares MBS ETF | 4,050 | 384.5K $ | |
| 34 | iShares Core S&P Mid-Cap ETF | 5,197 | 350.9K $ | |
| 35 | Amazon.com Inc | 1,635 | 340.5K $ | |
| 36 | Walmart Inc | 2,625 | 326.2K $ | |
| 37 | iShares Russell 1000 Growth ETF | 753 | 321.1K $ | |
| 38 | Ishares Gold Trust Micro | 6,832 | 319.1K $ | |
| 39 | iShares ESG MSCI KLD 400 ETF | 2,570 | 311.5K $ | |
| 40 | iShares Trust | 3,481 | 309.8K $ | |
| 41 | iShares Select U.S. REIT ETF | 4,693 | 290.5K $ | |
| 42 | Home Depot Inc/The | 846 | 278.3K $ | |
| 43 | iShares MSCI EAFE Growth ETF | 2,375 | 264.5K $ | |
| 44 | SCHWAB STRATEGIC TRUST | 6,755 | 258.4K $ | |
| 45 | SELECT SECTOR SPDR TRUST (THE) | 1,826 | 242.7K $ | |
| 46 | 3M Co | 1,613 | 234.3K $ | |
| 47 | Realty Income Corp | 3,750 | 229.4K $ | |
| 48 | Honeywell International Inc | 930 | 210.2K $ | |
| 49 | iShares Trust | 995 | 210.1K $ | |
| 50 | Lowe's Cos Inc | 860 | 203.2K $ | |