1888 Investments, LLC

Wealth advisor Mechanical financials specialist (95%) CIK 1885092
Long book
$63.0M
Q1 2026
Positions
3
Top-10 weight
100%
concentration
Last quarter
-5.9%
SPY +14.8%
Turnover
33%
of book per quarter

Strategy in plain words

auto-generated from filings

1888 Investments, LLC is a wealth-management firm allocating client money, specialised in financials (95% of the long book), running a $63.0M US long book across 3 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: SS SPDR P ST TERM TSY ETF, CIRCLE INTERNET GROUP INC, SEER INC.

Over the last 9 quarters its long book ran on average 2.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-13.3%
Q2 2024
-0.7%
Q3 2024
+24.7%
Q4 2024
-19.1%
Q1 2025
+26.8%
Q2 2025
-1.0%
Q3 2025
-13.8%
Q4 2025
+18.5%
Q1 2026
-5.9%

Sector allocation

Financials
95%
Healthcare
5%

Long book by quarter

$1.5M
Q1 2024
$1.3M
Q2 2024
$1.8M
Q3 2024
$4.3M
Q4 2024
$1.6M
Q1 2025
$1.7M
Q2 2025
$1.9M
Q3 2025
$10.3M
Q4 2025
$63.0M
Q1 2026

What does 1888 Investments, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
CRCL CIRCLE INTERNET GROUP INCFinancials121.8K$11.6M18.4%Held
SEER SEER INCHealthcare359.1K$603K1.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 20263$63.0M canonicalSEC ↗
Q4 202513F-HRFeb 11, 20262$10.3M canonicalSEC ↗
Q3 202513F-HRNov 5, 20253$1.9M canonicalSEC ↗
Q2 202513F-HRAug 8, 20253$1.7M canonicalSEC ↗
Q1 202513F-HRMay 6, 20253$1.6M canonicalSEC ↗
Q4 202413F-HRFeb 12, 20253$4.3M canonicalSEC ↗
Q3 202413F-HRNov 12, 20242$1.8M canonicalSEC ↗
Q2 202413F-HRAug 9, 20242$1.3M canonicalSEC ↗
Q1 202413F-HRMay 8, 20242$1.5M canonicalSEC ↗