MAGNOLIA CAPITAL MANAGEMENT LTD - Portfolio overview

MAGNOLIA CAPITAL MANAGEMENT LTD has 40 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IJH - iShares Core S&P Mid-Cap, 15.35%
2. AAPL - Apple Inc, 14.62%
3. IJR - iShares Core S & P Small Cap, 8.04%

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

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