Macco Financial Group, Inc.
Long book
$132.1M
Q1 2026
Positions
21
Top-10 weight
89%
concentration
Last quarter
+12.7%
SPY +14.8%
Turnover
52%
of book per quarter
Strategy in plain words
auto-generated from filingsMacco Financial Group, Inc. is a wealth-management firm allocating client money, specialised in financials (87% of the long book), running a $132.1M US long book across 21 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: STE STR SPDR PT S&P 500 ETF, STE STR SPDR PT DW EU ETF, VANGUARD DIVIDEND APPREC ETF, ISHARES CORE MSCI EAFE ETF, ISHARES RUSSELL 2000 ETF.
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
Q4 2025
-1.6%
Q1 2026
+12.7%
Sector allocation
Financials 87%
Industrials 13%