ISLAY CAPITAL MANAGEMENT, LLC - Portfolio overview

ISLAY CAPITAL MANAGEMENT, LLC has 259 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 7.93%
2. SCHD - SCHWAB STRATEGIC TR, 7.08%
3. UYLD - ANGEL OAK FUNDS TRUST, 4.21%

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

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