Breakwater Investment Management Q3 2025 Filing

Filed October 3, 2025

Portfolio Value

$271.2M

Holdings

530

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (530 positions)

StockValue
IEMGISHARES INC
$17K
IBITISHARES BITCOIN TRUST ETF
$16K
IJRISHARES TR
$16K
INDYISHARES TR
$16K
ILFISHARES TR
$16K
EWNISHARES INC
$16K
PEPPEPSICO INC
$15K
CATCATERPILLAR INC
$15K
OEFISHARES TR
$15K
WFCWELLS FARGO CO NEW
$15K
TXNTEXAS INSTRS INC
$14K
VAWVANGUARD WORLD FD
$13K
RWXSPDR INDEX SHS FDS
$13K
EIRLISHARES TR
$13K
VLTOVERALTO CORP
$13K
IGEISHARES TR
$13K
JPXNISHARES TR
$12K
INDAISHARES TR
$12K
EWCISHARES INC
$12K
BBJPJ P MORGAN EXCHANGE TRADED F
$12K
ICLNISHARES TR
$12K
MBBISHARES TR
$11K
BKNGBOOKING HOLDINGS INC
$11K
NEENEXTERA ENERGY INC
$10K
SCHJSCHWAB STRATEGIC TR
$10K
SPTISPDR SERIES TRUST
$10K
PBWINVESCO EXCHANGE TRADED FD T
$10K
SPYGSPDR SERIES TRUST
$9K
IBBISHARES TR
$9K
AQLTISHARES TR
$9K
BHPBHP GROUP LTD
$9K
BBCAJ P MORGAN EXCHANGE TRADED F
$9K
CARRCARRIER GLOBAL CORPORATION
$9K
CMCSACOMCAST CORP NEW
$8K
SCHGSCHWAB STRATEGIC TR
$8K
IBNDSPDR SERIES TRUST
$8K
EWDISHARES INC
$8K
IWSISHARES TR
$8K
DISDISNEY WALT CO
$8K
DWXSPDR INDEX SHS FDS
$7K
DTMDT MIDSTREAM INC
$7K
MDLZMONDELEZ INTL INC
$7K
SHELSHELL PLC
$7K
DFIVDIMENSIONAL ETF TRUST
$7K
RIVNRIVIAN AUTOMOTIVE INC
$7K
OTISOTIS WORLDWIDE CORP
$7K
ALKALASKA AIR GROUP INC
$6K
TSLATESLA INC
$6K
FFORD MTR CO
$6K
WTHWORTHINGTON ENTERPRISES INC
$6K
IXCISHARES TR
$6K
LINLINDE PLC
$6K
IWNISHARES TR
$5K
PFEPFIZER INC
$5K
DWDMORGAN STANLEY
$5K
WYWEYERHAEUSER CO MTN BE
$5K
BBAXJ P MORGAN EXCHANGE TRADED F
$5K
SPMDSPDR SERIES TRUST
$5K
USRTISHARES TR
$5K
EZAISHARES INC
$5K
UNHUNITEDHEALTH GROUP INC
$4K
SPSMSPDR SERIES TRUST
$4K
MLMMARTIN MARIETTA MATLS INC
$4K
ETNEATON CORP PLC
$4K
LHXL3HARRIS TECHNOLOGIES INC
$4K
XLRESELECT SECTOR SPDR TR
$3K
CBCHUBB LIMITED
$3K
WSWORTHINGTON STL INC
$3K
PGRPROGRESSIVE CORP
$3K
AJGGALLAGHER ARTHUR J & CO
$3K
GEMGOLDMAN SACHS ETF TR
$3K
BSXBOSTON SCIENTIFIC CORP
$3K
EWIISHARES INC
$3K
TRVTRAVELERS COMPANIES INC
$3K
NFLXNETFLIX INC
$2K
BACVERIZON COMMUNICATIONS INC
$2K
ORLYOREILLY AUTOMOTIVE INC
$2K
WCNWASTE CONNECTIONS INC
$2K
NSCNORFOLK SOUTHN CORP
$2K
EWSISHARES INC
$2K
INTUINTUIT
$2K
STZCONSTELLATION BRANDS INC
$2K
IBKRINTERACTIVE BROKERS GROUP IN
$2K
BKKTBAKKT HOLDINGS INC
$2K
AMATAPPLIED MATLS INC
$2K
NOWSERVICENOW INC
$2K
TRVCCITIGROUP INC
$2K
GDGENERAL DYNAMICS CORP
$2K
ADIANALOG DEVICES INC
$1K
SPYVSPDR SERIES TRUST
$1K
LNGCHENIERE ENERGY INC
$1K
ADSKAUTODESK INC
$1K
GEGE AEROSPACE
$1K
TMUST-MOBILE US INC
$1K
NXPINXP SEMICONDUCTORS N V
$1K
AMDADVANCED MICRO DEVICES INC
$1K
IBMINTERNATIONAL BUSINESS MACHS
$1K
SHVISHARES TR
$1K
EWEDWARDS LIFESCIENCES CORP
$1K
ABTABBOTT LABS
$1K
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