Breakwater Capital Group Q4 2025 Filing

Filed January 9, 2026

Portfolio Value

$716.6M

Holdings

352

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (352 positions)

StockValue
4I1PHILIP MORRIS INTL INC
$270K
DNLIDENALI THERAPEUTICS INC
$270K
IQDGWISDOMTREE TR
$263K
FLOTISHARES TR
$261K
FHEQFIDELITY GREENWOOD STREET TR
$260K
MLMMARTIN MARIETTA MATLS INC
$260K
GLWCORNING INC
$259K
MRSHMARSH & MCLENNAN COS INC
$258K
CYTKCYTOKINETICS INC
$250K
BXBLACKSTONE INC
$248K
MATXMATSON INC
$247K
LQDISHARES TR
$247K
XNXNXNUVEEN N Y SELECT TAX FREE I
$246K
MBBISHARES TR
$244K
VYMIVANGUARD WHITEHALL FDS
$244K
LRCXLAM RESEARCH CORP
$241K
SCMBSCHWAB STRATEGIC TR
$240K
DALDELTA AIR LINES INC DEL
$239K
ROKROCKWELL AUTOMATION INC
$236K
WMWASTE MGMT INC DEL
$233K
TDTORONTO DOMINION BK ONT
$230K
DGRWWISDOMTREE TR
$229K
EPDENTERPRISE PRODS PARTNERS L
$228K
AURAURORA INNOVATION INC
$228K
CMCSACOMCAST CORP NEW
$224K
PLTRPALANTIR TECHNOLOGIES INC
$223K
MPABLACKROCK MUNIYIELD PA QLTY
$223K
JMEEJ P MORGAN EXCHANGE TRADED F
$222K
ACWXISHARES TR
$221K
USMVISHARES TR
$221K
XYLXYLEM INC
$220K
SAPSAP SE
$220K
RQICOHEN & STEERS QUALITY INCOM
$214K
VBVANGUARD INDEX FDS
$214K
XLVSELECT SECTOR SPDR TR
$211K
SOXXISHARES TR
$211K
CGCPCAPITAL GRP FIXED INCM ETF T
$210K
VIOVVANGUARD ADMIRAL FDS INC
$208K
QGROAMERICAN CENTY ETF TR
$207K
DEMWISDOMTREE TR
$204K
ISRGINTUITIVE SURGICAL INC
$201K
GMGENERAL MTRS CO
$200K
COPCONOCOPHILLIPS
$200K
GEHCGE HEALTHCARE TECHNOLOGIES I
$200K
GQ9SPDR GOLD TR
$200K
VLYVALLEY NATL BANCORP
$176K
NANNUVEEN NEW YORK QLT MUN INC
$175K
NRKNUVEEN NEW YORK AMT QLT MUNI
$155K
MHNBLACKROCK MUNIHLDGS NY QLTY
$132K
LYGLLOYDS BANKING GROUP PLC
$111K
TEITEMPLETON EMERGING MKTS INCO
$109K
RXRXRECURSION PHARMACEUTICALS IN
$80K
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