SB Capital Management Inc - Portfolio overview

SB Capital Management Inc has 93 reported holdings in this dataset, with the latest filing dated 2026-02-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. STIP - ISHARES TR, 13.55%
2. DUHP - DIMENSIONAL ETF TRUST, 4.77%
3. DFUV - DIMENSIONAL ETF TRUST, 4.52%

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

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