Shilanski & Associates, Inc. - Portfolio overview

Shilanski & Associates, Inc. has 109 reported holdings in this dataset, with the latest filing dated 2025-10-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. SPY - SPDR S&P 500 ETF TR, 12.00%
  2. SCHB - SCHWAB STRATEGIC TR, 8.40%
  3. FNDF - SCHWAB STRATEGIC TR, 3.85%

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

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