Latest MYCIO WEALTH PARTNERS, LLC Stock Portfolio

MYCIO WEALTH PARTNERS, LLC Performance:

2025 Q4: 7.17%YTD: 13.55%2024: 18.2%

Performance for 2025 Q4 is 7.17%, and YTD is 13.55%, and 2024 is 18.2%.

About MYCIO WEALTH PARTNERS, LLC and 13F Hedge Fund Stock Holdings

MYCIO WEALTH PARTNERS, LLC is a hedge fund based in Philadelphia, PA. On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, MYCIO WEALTH PARTNERS, LLC reported an equity portfolio of $483 Millions as of 31 Dec, 2025.

The top stock holdings of MYCIO WEALTH PARTNERS, LLC are CB, IBCE, IJR. The fund has invested 63.5% of it's portfolio in CHUBB LIMITED and 4.4% of portfolio in ISHARES TR.

They significantly reduced their stock positions in AIR PRODS & CHEMS INC (APD), ISHARES TR (IJR) and ALPHABET INC (GOOG). MYCIO WEALTH PARTNERS, LLC opened new stock positions in VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), SPDR S&P 500 ETF TR (SPY) and VANGUARD SCOTTSDALE FDS (BNDW).

MYCIO WEALTH PARTNERS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MYCIO WEALTH PARTNERS, LLC made a return of 7.17% in the last quarter. In trailing 12 months, it's portfolio return was 13.55%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard index fds	122,374

New stocks bought by MYCIO WEALTH PARTNERS, LLC

Additions

Ticker	% Inc.
invesco exchange traded fd t	55.69
spdr s&p 500 etf tr	15.78
vanguard scottsdale fds	10.46
chubb limited	5.78
nvidia corporation	2.72
ishares tr	2.27
microsoft corp	2.17
ishares tr	1.6

Additions to existing portfolio by MYCIO WEALTH PARTNERS, LLC

Reductions

Ticker	% Reduced
air prods & chems inc	-45.4
ishares tr	-1.97
alphabet inc	-1.24
alphabet inc	-0.39

MYCIO WEALTH PARTNERS, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by MYCIO WEALTH PARTNERS, LLC

Sector Distribution

MYCIO WEALTH PARTNERS, LLC has about 64.2% of it's holdings in Financial Services sector.

Sector	%
Financial Services	64.2
Others	29.5
Technology	3.7

Market Cap. Distribution

MYCIO WEALTH PARTNERS, LLC has about 69.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	65.2
UNALLOCATED	29.5
MEGA-CAP	4.2
MID-CAP	1.1

Stocks belong to which Index?

About 68.7% of the stocks held by MYCIO WEALTH PARTNERS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	68.7
Others	30.2

Top 5 Winners (%)		%
GOOG	alphabet inc	28.7 %
GOOG	alphabet inc	28.7 %
VFC	v f corp	25.2 %
CB	chubb limited	10.3 %
AAPL	apple inc	6.8 %

Top 5 Winners ($)		$
CB	chubb limited	28.5 M
AAPL	apple inc	1.1 M
IBCE	ishares tr	0.5 M
IJR	ishares tr	0.5 M
SPY	spdr s&p 500 etf tr	0.4 M

Top 5 Losers (%)		%
APD	air prods & chems inc	-7.3 %
MSFT	microsoft corp	-6.6 %
PPL	ppl corp	-5.8 %
IJR	ishares tr	-3.3 %
VB	vanguard index fds	-3.2 %

Top 5 Losers ($)		$
APD	air prods & chems inc	-0.3 M
BNL	broadstone net lease inc	-0.1 M
LMT	lockheed martin corp	-0.1 M
KKR	kkr & co inc	-0.1 M
PPL	ppl corp	0.0 M

MYCIO WEALTH PARTNERS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MYCIO WEALTH PARTNERS, LLC

MYCIO WEALTH PARTNERS, LLC has 48 stocks in it's portfolio. About 90% of the portfolio is in top 10 stocks. APD proved to be the most loss making stock for the portfolio. CB was the most profitable stock for MYCIO WEALTH PARTNERS, LLC last quarter.

Last Reported on: 10 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.48	61,908	16,830,300	added	0.03

AAXJ	ishares tr	0.27	18,434	1,316,360	added	2.27

AAXJ	ishares tr	0.20	8,372	953,692	added	1.6

APD	air prods & chems inc	0.40	7,876	1,945,530	reduced	-45.4

BIL	spdr series trust	0.87	30,306	4,217,380	added	0.69

BIV	vanguard bd index fds	0.09	5,550	411,119	added	1.3

BNDW	vanguard scottsdale fds	0.09	4,360	433,908	unchanged	0.00

BNDW	vanguard scottsdale fds	0.06	2,576	313,662	added	10.46

BNDW	vanguard scottsdale fds	0.02	316	94,814	added	0.32

BNL	broadstone net lease inc	1.03	286,604	4,978,300	added	0.23

BZQ	proshares tr	1.85	86,024	8,952,510	added	0.54

CB	chubb limited	63.50	982,564	306,678,000	added	5.78

CSD	invesco exchange traded fd t	0.25	6,290	1,204,980	added	55.69

EMGF	ishares inc	0.56	40,264	2,706,550	added	0.72

GOOG	alphabet inc	0.25	3,854	1,206,300	reduced	-0.39

GOOG	alphabet inc	0.24	3,735	1,172,040	reduced	-1.24

IBCE	ishares tr	4.40	237,620	21,257,500	added	1.54

IJR	ishares tr	4.38	30,912	21,173,000	added	0.57

IJR	ishares tr	2.53	127,084	12,203,900	added	0.95

IJR	ishares tr	1.76	17,958	8,499,540	added	0.09