Prodigy Asset Management Llc Portfolio Stock Holdings

Prodigy Asset Management Llc disclosed 29 stock positions valued at approximately $332.1 million in its latest SEC 13F filing. The largest holdings include MORGAN STANLEY ETF TRUST, GMO ETF TRUST, and VANGUARD SPECIALIZED FUNDS. The filing reflects positions held as of June 30, 2026 and was filed on July 7, 2026.

Report Period
June 30, 2026
No. of Stocks
29
Portfolio Value
$332.1M
Holdings by Sector
Prodigy Asset Management Llc Portfolio Holdings in Q2 2026

29 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MORGAN STANLEY ETF TRUSTEVTROther34.77%2,276,545-14,021-0.61%$115,443,587
GMO ETF TRUSTQLTYOther15.47%1,234,416+273,297+28.44%$51,376,393
VANGUARD SPECIALIZED FUNDSVIGOther14.35%201,427+22,583+12.63%$47,661,577
T ROWE PRICE ETF INCTSPAOther10.14%708,088+5,390+0.77%$33,655,412
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services8.80%39-7-15.22%$29,205,150
DIMENSIONAL ETF TRUSTDFAUOther3.56%228,674+3,872+1.72%$11,820,147
2023 ETF SERIES TRUSTEAGLOther3.11%320,634--$10,314,808
VANGUARD INDEX FDSVTIOther2.78%24,956+846+3.51%$9,234,599
DIMENSIONAL ETF TRUSTDFAIOther2.75%221,412+7,125+3.32%$9,133,253
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.85%5,648-715-11.24%$2,826,203
MICROSOFT CORPMSFTTechnology0.58%5,178-25-0.48%$1,931,682
APPLE INCAAPLTechnology0.44%5,073--$1,467,919
MICRON TECHNOLOGY INCMUTechnology0.37%1,074--$1,239,707
CATERPILLAR INCCATIndustrials0.32%1,000--$1,064,900
ALPHABET INCGOOGLCommunication Services0.25%2,307--$824,516
ISHARES BITCOIN TRUST ETFIBITOther0.18%17,600--$585,904
ISHARES TRIJHOther0.14%6,161--$475,070
AMAZON COM INCAMZNConsumer Cyclical0.14%1,951+625+47.13%$465,001
VANGUARD TAX-MANAGED FDSVEAOther0.14%6,433--$458,351
VANGUARD INDEX FDSVOOOther0.12%564--$387,568
ISHARES TRIVVOther0.11%502--$375,943
AMGEN INCAMGNHealthcare0.11%1,028--$372,259
ELEDON PHARMACEUTICALS INCELDNHealthcare0.10%86,703+86,703+100.00%$341,610
VISA INCVFinancial Services0.10%959-25-2.54%$328,888
ASSOCIATED BANC-CORPASBFinancial Services0.09%10,238+10,238+100.00%$315,008
STATE STR SPDR S&P 500 ETF TSPYOther0.09%411--$306,922
APPLIED MATLS INCAMATTechnology0.09%399+399+100.00%$288,597
MANNKIND CORPMNKDHealthcare0.03%20,000+20,000+100.00%$85,200
SANA BIOTECHNOLOGY INCSANAHealthcare0.02%20,050--$69,975
Prodigy Asset Management Llc Portfolio Stock Holdings | InsiderSet