Eldridge Investment Advisors, Inc.
SEC Form 13F institutional filer · CIK 0001727993
13F-HR · 60 reported holdings · 2026-03-31
Reported long-US-equity value
$0.26B
Top-10 concentration
81.3%
Eldridge Investment Advisors, Inc. — $262M AUM allocation strategy
Eldridge Investment Advisors, Inc. files SEC Form 13F and reports $262M of long US equity value across 60 reported holdings for 2026-03-31.
Its largest sector bet is Financials 24.9%, followed by Information Technology 3.2% and Industrials 1.4%.
The top 10 holdings account for 81% 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.
Eldridge Investment Advisors, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$262M
total across 60 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
81% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GS +53.7K sh · +$2.59M+$SPYM +41.1K sh · +$1.65M+$SPGI +29.6K sh · +$1.96M
Biggest trims (shares)
−$MS −14.3K sh · −$1.26M−$MRK −1.07K sh · −$10.9K−$NVDA −595 sh · −$145K
Exited to nil (held last quarter, gone now)
$PG ($257K last qtr)$GOOG ($254K last qtr)$AXP ($241K last qtr)$DIS ($205K last qtr)
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)
- Investment Banking & Brokerage13.3%—
- Asset Management & Custody Banks7.1%—
- Financial Exchanges & Data3.4%—
- Technology Hardware, Storage & Peripherals2.2%—
- Construction Machinery & Heavy Transportation Equipment1.4%—
- Systems Software0.9%—
- Integrated Oil & Gas0.8%—
- Biotechnology0.8%—
- Other holdings70.1%—
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
5 of 5 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MS | Morgan Stanley | 369K | $18.1M | -14.3K | 6.9% |
| $GS | Goldman Sachs Group Inc | 233K | $16.6M | +53.7K | 6.3% |
| $BLK | BlackRock Inc | 295K | $12.5M | +19.5K | 4.8% |
| $SPGI | S&P Global Inc | 96.6K | $8.76M | +29.6K | 3.3% |
| $IVZ | Invesco Ltd | 32K | $6.13M | -457 | 2.3% |
…and 55 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
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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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