Index Technologies Group LLC
Long book
$91.8M
Q1 2026
Positions
135
Top-10 weight
27%
concentration
Last quarter
+13.5%
SPY +14.8%
Turnover
38%
of book per quarter
Strategy in plain words
auto-generated from filingsIndex Technologies Group LLC is an institutional manager, running a $91.8M US long book across 135 positions.
The portfolio is moderately concentrated (top 10 ≈ 27% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES MSCI EMERGING MARKET, ISHARES MSCI EAFE VALUE ETF, NVIDIA CORP, ISHARES RUSSELL 1000 GROWTH, APPLE INC.
Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+0.5%
Q1 2026
+13.5%
Sector allocation
Technology 35%
Consumer discretionary 13%
Industrials 12%
Financials 11%
Utilities 9%
Other 6%
Healthcare 4%
Services media 3%
Long book by quarter
What does Index Technologies own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 17.0K | $3.0M | 3.2% | +4.1% |
| AAPL APPLE INC | Technology | 9.3K | $2.4M | 2.6% | +4.6% |
| GOOG ALPHABET INC-CL C | Technology | 7.7K | $2.2M | 2.4% | +1.1% |
| MSFT MICROSOFT CORP | Technology | 5.0K | $1.8M | 2.0% | +5.4% |
| META META PLATFORMS INC-CLASS A | Technology | 2.3K | $1.3M | 1.4% | +0.3% |
| AVGO BROADCOM INC | Technology | 4.1K | $1.3M | 1.4% | +4.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 5.8K | $1.2M | 1.3% | +6.0% |
| MCK MCKESSON CORP | Consumer discretionary | 1.3K | $1.1M | 1.2% | +11.0% |
| LRCX LAM RESEARCH CORP | Industrials | 5.0K | $1.1M | 1.2% | +0.6% |
| MU MICRON TECHNOLOGY INC | Technology | 3.1K | $1.0M | 1.1% | +79.6% |
| FIVE FIVE BELOW | Consumer discretionary | 4.1K | $944K | 1.0% | +4.0% |
| DGX QUEST DIAGNOSTICS INC | Healthcare | 4.5K | $877K | 1.0% | -5.3% |
| SGI SOMNIGROUP INTERNATIONAL INC | Other | 11.8K | $872K | 1.0% | +6.6% |
| WMB WILLIAMS COS INC | Utilities | 11.9K | $866K | 0.9% | -2.7% |
| TIGO MILLICOM INTL CELLULAR S.A. | Communications | 11.3K | $847K | 0.9% | +7.5% |
| NFLX NETFLIX INC | Services media | 7.7K | $742K | 0.8% | -8.5% |
| LH LABCORP HOLDINGS INC | Healthcare | 2.8K | $736K | 0.8% | -4.4% |
| DOV DOVER CORP | Industrials | 3.5K | $729K | 0.8% | +10.8% |
| GOOGL ALPHABET INC-CL A | Technology | 2.5K | $707K | 0.8% | +11.1% |
| AN AUTONATION INC | Consumer discretionary | 3.6K | $703K | 0.8% | -1.8% |
| APH AMPHENOL CORP-CL A | Technology | 5.5K | $692K | 0.8% | -0.7% |
| TTWO TAKE-TWO INTERACTIVE SOFTWRE | Technology | 3.5K | $683K | 0.7% | -0.9% |
| APPF APPFOLIO INC - A | Technology | 4.2K | $667K | 0.7% | +4.9% |
| CBRE CBRE GROUP INC - A | Real estate | 4.9K | $660K | 0.7% | -6.3% |
| WMT WALMART INC | Consumer discretionary | 4.9K | $615K | 0.7% | +101.9% |
| BEN FRANKLIN RESOURCES INC | Financials | 25.9K | $611K | 0.7% | New |
| VST VISTRA CORP | Utilities | 3.9K | $592K | 0.6% | -13.5% |
| EBC EASTERN BANKSHARES INC | Financials | 30.2K | $591K | 0.6% | -3.8% |
| MTZ MASTEC INC | Industrials | 1.8K | $567K | 0.6% | -2.2% |
| CHRD CHORD ENERGY CORP | Energy | 3.9K | $561K | 0.6% | +2.3% |
| L LOEWS CORP | Financials | 5.3K | $560K | 0.6% | New |
| CLH CLEAN HARBORS INC | Utilities | 1.9K | $543K | 0.6% | -5.0% |
| CW CURTISS-WRIGHT CORP | Industrials | 793 | $540K | 0.6% | -9.6% |
| SOFI SOFI TECHNOLOGIES INC | Financials | 33.6K | $534K | 0.6% | +28.7% |
| BKR BAKER HUGHES CO | Industrials | 8.7K | $529K | 0.6% | -9.8% |
| CHRW C.H. ROBINSON WORLDWIDE INC | Industrials | 3.1K | $520K | 0.6% | New |
| AXS AXIS CAPITAL HOLDINGS LTD | Financials | 5.0K | $511K | 0.6% | +4.9% |
| HAL HALLIBURTON CO | Energy | 13.1K | $509K | 0.6% | New |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 502 | $500K | 0.5% | +2.9% |
| HWM HOWMET AEROSPACE INC | Industrials | 2.1K | $477K | 0.5% | -4.0% |
| CEG CONSTELLATION ENERGY | Utilities | 1.7K | $476K | 0.5% | -9.9% |
| AMCR AMCOR PLC | Other | 11.8K | $471K | 0.5% | New |
| BC BRUNSWICK CORP | Industrials | 6.2K | $454K | 0.5% | New |
| MSI MOTOROLA SOLUTIONS INC | Technology | 1.0K | $448K | 0.5% | -13.6% |
| NEE NEXTERA ENERGY INC | Utilities | 4.7K | $432K | 0.5% | +11.4% |
| CF CF INDUSTRIES HOLDINGS INC | Other | 3.2K | $416K | 0.5% | +14.4% |
| RGLD ROYAL GOLD INC | Financials | 1.6K | $395K | 0.4% | -18.6% |
| LNG CHENIERE ENERGY INC | Utilities | 1.4K | $390K | 0.4% | +31.1% |
| AXP AMERICAN EXPRESS CO | Financials | 1.2K | $377K | 0.4% | +0.2% |
| TER TERADYNE INC | Technology | 1.3K | $377K | 0.4% | +1.2% |
13F filing history
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