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Latest Almanack Investment Partners, LLC. Stock Portfolio

$592Million– No. of Holdings #177

Almanack Investment Partners, LLC. Performance:
2026 Q1: 3.48%YTD: 3.48%2025: 13.88%
Performance for 2026 Q1 is 3.48%, and YTD is 3.48%, and 2025 is 13.88%.

About Almanack Investment Partners, LLC. and 13F Hedge Fund Stock Holdings

Almanack Investment Partners, LLC. is a hedge fund based in Wayne, PA. On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Almanack Investment Partners, LLC. reported an equity portfolio of $592.4 Millions as of 31 Mar, 2026.

The top stock holdings of Almanack Investment Partners, LLC. are BOB, VZ, SGOL. The fund has invested 29.2% of it's portfolio in EA SERIES TRUST and 7.9% of portfolio in VERIZON COMMUNICATIONS INC.

The fund managers got completely rid off BLACKROCK ETF TRUST (BECO), INVESCO EXCHANGE TRADED FD T (CSD) and VANGUARD WORLD FD (EDV) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), VANECK ETF TRUST (BUZZ) and ISHARES INC (EMGF). Almanack Investment Partners, LLC. opened new stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), EA SERIES TRUST and PIMCO ETF TR (BOND). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO ACTVELY MNGD ETC FD (PDBC), ABRDN SILVER ETF TRUST (SIVR) and SIMPLIFY EXCHANGE TRADED FUN (AGGH).
Almanack Investment Partners, LLC. Equity Portfolio Value
Last Reported on: 05 May, 2026

Almanack Investment Partners, LLC. Annual Return Estimates Vs S&P 500

Our best estimate is that Almanack Investment Partners, LLC. made a return of 3.48% in the last quarter. In trailing 12 months, it's portfolio return was 16.64%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
simplify exchange traded fun2,618,200
ea series trust1,247,280
pimco etf tr985,498
harbor etf trust527,294
spdr series trust471,030
spdr series trust362,369
schwab strategic tr328,571
comcast corp new322,643
New stocks bought by Almanack Investment Partners, LLC.

Additions

Ticker% Inc.
invesco actvely mngd etc fd450
abrdn silver etf trust390
simplify exchange traded fun353
spdr gold tr276
visa inc154
vaneck etf trust138
schwab strategic tr89.58
hershey co87.94
Additions to existing portfolio by Almanack Investment Partners, LLC.

Reductions

Ticker% Reduced
spdr series trust-84.52
vaneck etf trust-83.23
ishares inc-74.38
vaneck bitcoin etf-73.93
guggenheim strategic opportu-54.04
blackstone secd lending fd-50.00
series portfolios tr-48.21
janus detroit str tr-46.04
Almanack Investment Partners, LLC. reduced stake in above stock

Sold off

Ticker$ Sold
blackrock etf trust-8,803,090
first tr exch traded fd iii-5,555,200
invesco exchange traded fd t-6,156,290
ishares gold tr-3,003,620
vanguard world fd-6,118,500
strive inc-9,539
schwab strategic tr-653,655
fidelity natl information sv-216,793
Almanack Investment Partners, LLC. got rid off the above stocks

Sector Distribution

Almanack Investment Partners, LLC. has about 82.4% of it's holdings in Others sector.

  • Others
  • Communication Services
  • Technology
  • Consumer Cyclical
Sector%
Others82.4
Communication Services9
Technology3
Consumer Cyclical1.2

Market Cap. Distribution

Almanack Investment Partners, LLC. has about 16.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED82.4
MEGA-CAP14.1
LARGE-CAP2
MID-CAP1.1

Stocks belong to which Index?

About 16.9% of the stocks held by Almanack Investment Partners, LLC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others83.1
S&P 50015.4
RUSSELL 20001.5
Top 5 Winners (%)%
VRT
vertiv holdings co
54.0 %
XOM
exxon mobil corp
39.8 %
CVX
chevron corporation
35.4 %
XLB
select sector spdr tr
32.7 %
LMT
lockheed martin corp
24.6 %
Top 5 Winners ($)$
VZ
verizon communications inc
8.9 M
BOB
ea series trust
8.6 M
SGOL
etfs gold tr
3.5 M
XLB
select sector spdr tr
2.9 M
FNDA
schwab strategic tr
1.6 M
Top 5 Losers (%)%
volatility shs tr
-46.9 %
procap finl inc
-40.2 %
nakamoto inc
-37.1 %
FICO
fair isaac corp
-36.5 %
CTM
castellum inc
-34.7 %
Top 5 Losers ($)$
FNDA
schwab strategic tr
-1.4 M
FNDA
schwab strategic tr
-1.3 M
MSFT
microsoft corp
-0.9 M
VB
vanguard index fds
-0.9 M
URBN
urban outfitters inc
-0.8 M

Almanack Investment Partners, LLC. Holdings Map

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

Current Stock Holdings of Almanack Investment Partners, LLC.

Almanack Investment Partners, LLC. has 177 stocks in it's portfolio. About 68.7% of the portfolio is in top 10 stocks. FNDA proved to be the most loss making stock for the portfolio. VZ was the most profitable stock for Almanack Investment Partners, LLC. last quarter.

Last Reported on: 05 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions