Latest Relyea Zuckerberg Hanson LLC Stock Portfolio

Relyea Zuckerberg Hanson LLC Performance:

2026 Q1: -3.15%YTD: -3.15%2025: 17%

Performance for 2026 Q1 is -3.15%, and YTD is -3.15%, and 2025 is 17%.

About Relyea Zuckerberg Hanson LLC and 13F Hedge Fund Stock Holdings

Relyea Zuckerberg Hanson LLC is a hedge fund based in Stamford, CT. On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Relyea Zuckerberg Hanson LLC reported an equity portfolio of $994.6 Millions as of 31 Mar, 2026.

The top stock holdings of Relyea Zuckerberg Hanson LLC are VB, VB, IJR. The fund has invested 10.8% of it's portfolio in VANGUARD INDEX FDS and 9.2% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), PAYPAL HLDGS INC (PYPL) and VIRTUS DIVERSIFIED INCM & CO stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES INC (EMGF) and STAR BULK CARRIERS CORP. (SBLK). Relyea Zuckerberg Hanson LLC opened new stock positions in AMERICAN CENTY ETF TR, WILLIAMS COS INC (WMB) and THE CIGNA GROUP (CI). The fund showed a lot of confidence in some stocks as they added substantially to BEELINE HOLDINGS INC (EAST), FIDELITY WISE ORIGIN BITCOIN and MARSH & MCLENNAN COS INC (MMC).

Relyea Zuckerberg Hanson LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Relyea Zuckerberg Hanson LLC made a return of -3.15% in the last quarter. In trailing 12 months, it's portfolio return was 17.97%.

Performance
S&P 500

New Buys

Ticker	$ Bought
american centy etf tr	17,451,800
ea series trust	16,625,100
williams cos inc	376,639
the cigna group	259,735
phillips 66	255,599
global x fds	238,872
enterprise prods partners l	238,392
motorola solutions inc	234,779

New stocks bought by Relyea Zuckerberg Hanson LLC

Additions

Ticker	% Inc.
beeline holdings inc	185
fidelity wise origin bitcoin	174
marsh & mclennan cos inc	157
ishares tr	128
danaher corp del	99.06
ishares tr	99.01
pangaea logistics solution l	61.32
vanguard scottsdale fds	53.23

Additions to existing portfolio by Relyea Zuckerberg Hanson LLC

Reductions

Ticker	% Reduced
select sector spdr tr	-57.53
ishares inc	-54.57
star bulk carriers corp.	-48.64
3m co	-48.59
select sector spdr tr	-47.54
blackrock inc	-46.91
accenture plc ireland	-42.22
altria group inc	-40.3

Relyea Zuckerberg Hanson LLC reduced stake in above stock

Sold off

Ticker	$ Sold
select sector spdr tr	-2,344,040
virtus diversified incm & co	-264,241
paypal hldgs inc	-420,163
j p morgan exchange traded f	-249,247
united parcel service inc	-225,003
nasdaq inc	-210,082
vanguard scottsdale fds	-203,859
adobe inc	-234,493

Relyea Zuckerberg Hanson LLC got rid off the above stocks

Sector Distribution

Relyea Zuckerberg Hanson LLC has about 75.3% of it's holdings in Others sector.

Sector	%
Others	75.3
Technology	10
Healthcare	2.9
Financial Services	2.9
Communication Services	2.3
Industrials	1.8
Consumer Cyclical	1.7
Consumer Defensive	1.3

Market Cap. Distribution

Relyea Zuckerberg Hanson LLC has about 22.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	75.4
MEGA-CAP	17.4
LARGE-CAP	5.2
MID-CAP	1.1

Stocks belong to which Index?

About 22.3% of the stocks held by Relyea Zuckerberg Hanson LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	76.6
S&P 500	22.3

Top 5 Winners (%)		%
FSLY	fastly inc	180.7 %
WDC	western digital corp	56.4 %
GLW	corning inc	54.3 %
VLO	valero energy corp	51.8 %
MPC	marathon pete corp	49.9 %

Top 5 Winners ($)		$
FSLY	fastly inc	5.0 M
VB	vanguard index fds	2.4 M
XOM	exxon mobil corp	1.7 M
JNJ	johnson & johnson	1.2 M
VEA	vanguard tax-managed fds	1.0 M

Top 5 Losers (%)		%
APP	applovin corp	-39.1 %
BSX	boston scientific corp	-34.1 %
INTU	intuit	-34.0 %
III	information svcs group inc	-33.4 %
OCUL	ocular therapeutix inc	-30.2 %

Top 5 Losers ($)		$
VB	vanguard index fds	-12.5 M
MSFT	microsoft corp	-6.1 M
IJR	ishares tr	-5.5 M
AAPL	apple inc	-1.6 M
ARKF	ark etf tr	-1.5 M

Relyea Zuckerberg Hanson LLC Holdings Map

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

Current Stock Holdings of Relyea Zuckerberg Hanson LLC

Relyea Zuckerberg Hanson LLC has 276 stocks in it's portfolio. About 47.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. FSLY was the most profitable stock for Relyea Zuckerberg Hanson LLC last quarter.

Last Reported on: 30 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.07	81,130	20,590,000	reduced	-15.17

AAXJ	ishares tr	0.32	23,860	3,151,860	unchanged	0.00

AAXJ	ishares tr	0.07	6,657	708,939	added	8.02

AAXJ	ishares tr	0.03	5,724	304,059	unchanged	0.00

AAXJ	ishares tr	0.03	2,847	302,209	unchanged	0.00

AAXJ	ishares tr	0.02	4,241	222,913	added	0.57

ABBV	abbvie inc	0.61	27,837	6,054,360	reduced	-1.18

ABT	abbott laboratories	0.25	23,884	2,452,220	reduced	-7.78

ACIO	etf ser solutions	0.02	2,116	227,047	new

ACN	accenture plc ireland	0.11	5,341	1,059,010	reduced	-42.22

ACWF	ishares tr	0.04	1,961	437,017	unchanged	0.00

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.06	1,734	551,670	added	12.52

ADP	automatic data processing in	0.23	11,189	2,273,330	reduced	-23.04

AEMB	american centy etf tr	0.66	59,425	6,564,710	reduced	-0.28

AEP	american elec pwr co inc	0.03	1,887	247,348	reduced	-1.1

AFL	aflac inc	0.05	4,471	490,492	added	1.43

AGNC	agnc invt corp	0.02	16,002	160,495	new

AGNG	global x fds	0.11	22,980	1,072,480	unchanged	0.00

AGT	ishares tr	1.79	213,030	17,802,900	added	2.71