Stelac Advisory Services LLC
SEC Form 13F institutional filer · CIK 0001519676
13F-HR · 68 reported holdings · 2026-03-31
Reported long-US-equity value
$0.33B
Top-10 concentration
53.3%
Stelac Advisory Services LLC — $328M AUM allocation strategy
Stelac Advisory Services LLC files SEC Form 13F and reports $328M of long US equity value across 68 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.3%, followed by Communication Services 11.8% and Industrials 8.2%.
The top 10 holdings account for 53% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Stelac Advisory Services LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$328M
total across 68 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
53% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +67.7K sh · +$10.8M+$AMZN +61.7K sh · +$12.7M+$GOOG +44.7K sh · +$10.6M
Biggest trims (shares)
−$PLD −15K sh · −$1.36M−$XLK −4.67K sh · −$870K−$DIA −1.17K sh · −$709K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services11.8%—
- Semiconductors9.6%—
- Systems Software6.8%—
- Industrial REITs4.9%—
- Broadline Retail4.2%—
- Pharmaceuticals4.0%—
- Asset Management & Custody Banks3.4%—
- Electrical Components & Equipment3.2%—
- Other holdings52.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 134K | $38.4M | +44.7K | 11.7% |
| $NVDA | NVIDIA Corporation | 146K | $25.4M | +67.7K | 7.7% |
| $PLD | Prologis Inc | 122K | $16.2M | -15K | 4.9% |
| $MSFT | Microsoft Corporation | 41.9K | $15.5M | +22.6K | 4.7% |
| $AMZN | Amazon.com Inc | 66.3K | $13.8M | +61.7K | 4.2% |
| $LLY | Eli Lilly and Company | 14.4K | $13.2M | +4.13K | 4.0% |
| $IVZ | Invesco Ltd | 135K | $11.2M | +76 | 3.4% |
| $VRT | Vertiv Holdings LLC | 41.9K | $10.5M | — | 3.2% |
…and 60 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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