MATTERS CAPITAL LLC - Portfolio overview

MATTERS CAPITAL LLC has 64 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IWY - ISHARES TR, 6.99%
2. IEFA - ISHARES TR, 4.93%
3. SPY - STATE STR SPDR S&P 500 ETF T, 4.67%

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

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