Spectrum Financial Alliance Ltd LLC

CIK: 0001566531SEC EDGAR →

Portfolio Value

$506.0M

Holdings

29

As of

Q4 2025

New Positions

2

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

CITIGROUP INC

641,023$74.8M
14.78%
2

MICRON TECHNOLOGY INC

255,908$73.0M
14.43%
3

BOEING CO

322,580$70.0M
13.84%
4

BANK AMERICA CORP

1,135,769$62.5M
12.34%
5

QUALCOMM INC

303,616$51.9M
10.26%
6

LOCKHEED MARTIN CORP

98,931$47.9M
9.46%
7

DEERE & CO

85,351$39.7M
7.85%
8

GE AEROSPACE

124,664$38.4M
7.59%
9

PROSHARES TR

125,596$14.5M
2.87%
10

VANGUARD INDEX FDS

45,190$11.7M
2.30%

Quarterly Changes

Top Buys

MU↑ Increased
$33.3M
DE↑ Increased
$14.7M
TRVC↑ Increased
$13.8M
BA↑ Increased
$8.9M
BAC↑ Increased
$8.1M

Top Sells

ORCL↓ Decreased
$424K
IP↓ Decreased
$203K
COF↓ Decreased
$84K
VB↓ Decreased
$65K
BACLOSED
$47K

New Positions (5)

$389K · 8K shares
$382K · 8K shares
$256K · 3K shares
$250K · 1K shares
$204K · 885 shares

Closed Positions (1)

$47K · 100 shares

Sector Breakdown

Sector# HoldingsValue%
Industrials4$196.0M38.7%
Technology6$126.2M24.9%
Financial Services15$107.9M21.3%
Unknown2$75.3M14.9%
Consumer Cyclical2$656K0.1%