Inherent Management Corp. Portfolio Stock Holdings
Inherent Management Corp. disclosed 9 stock positions valued at approximately $196.8 million in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, ISHARES INC, and NEXTERA ENERGY INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 9
- Portfolio Value
- $196.8M
Holdings by Sector
Inherent Management Corp. Portfolio Holdings in Q1 2026
8 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 38.15% | 1,171,437 | - | - | $75,065,683 |
| ISHARES INC | IEMG | Other | 14.73% | 415,605 | - | - | $28,988,449 |
| NEXTERA ENERGY INC | NEE | Utilities | 13.43% | 284,500 | +24,500 | +9.42% | $26,424,360 |
| SOTERA HEALTH CO | SHC | Healthcare | 12.10% | 1,660,128 | +487,333 | +41.55% | $23,806,236 |
| TRANSDIGM GROUP INC | TDG | Industrials | 5.89% | 10,000 | +2,300 | +29.87% | $11,589,600 |
| STEPSTONE GROUP INC | STEP | Financial Services | 5.67% | 233,729 | +233,729 | +100.00% | $11,153,548 |
| ISHARES INC | URTH | Other | 5.55% | 60,650 | - | - | $10,918,213 |
| RIDGEPOST CAP INC | PX | Financial Services | 2.03% | 550,000 | +550,000 | +100.00% | $3,993,000 |