Center For Asset Management LLC
SEC Form 13F institutional filer · CIK 0001844878
13F-HR · 75 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
60.8%
Center For Asset Management LLC — $101M AUM allocation strategy
Center For Asset Management LLC files SEC Form 13F and reports $101M of long US equity value across 75 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 14.9%, followed by Communication Services 9.6% and Financials 3.9%.
The top 10 holdings account for 61% 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.
Center For Asset Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$101M
total across 75 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
61% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +55.8K sh · +$2.97M+$SCHW +4.14K sh · +$113K+$MSFT +2.82K sh · −$53.5K
Exited to nil (held last quarter, gone now)
$VST ($638K last qtr)$BLDR ($460K last qtr)$PFE ($400K last qtr)$VRTX ($307K last qtr)$SPYM ($231K 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)
- Semiconductors6.3%—
- Interactive Media & Services5.0%—
- Systems Software4.6%—
- Technology Hardware, Storage & Peripherals4.0%—
- Integrated Telecommunication Services3.1%—
- Multi-Utilities2.3%—
- Personal Care Products1.8%—
- Gold1.7%—
- Other holdings71.1%—
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
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 12.5K | $4.63M | +2.82K | 4.6% |
| $AAPL | Apple Inc | 15.6K | $3.96M | -237 | 3.9% |
| $NVDA | NVIDIA Corporation | 21.8K | $3.8M | +346 | 3.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 10.1K | $2.89M | +562 | 2.9% |
| $AVGO | Broadcom Inc | 8.38K | $2.59M | +160 | 2.6% |
| $NEE | NextEra Energy Inc | 24.9K | $2.31M | +5 | 2.3% |
| $META | Meta Platforms Inc | 3.78K | $2.16M | +238 | 2.1% |
| $T | AT&T Inc | 63.4K | $1.84M | +328 | 1.8% |
…and 67 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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