Collier Financial - Portfolio overview

Collier Financial has 145 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPYG - STATE STREET, 14.59%
2. SPTI - STATE STREET, 13.52%
3. SPYV - STATE STREET, 12.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.