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Latest Latigo Investments, LLC Stock Portfolio

$200Million | No. of Holdings #14

Latigo Investments, LLC Performance

2026 Q1+0.65%
YTD+0.65%
2025+18.96%

About Latigo Investments, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Latigo Investments, LLC reported an equity portfolio of $200.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Latigo Investments, LLC are VB, IJR, VB. The fund has invested 16.2% of it's portfolio in VANGUARD INDEX FDS and 13.5% of portfolio in ISHARES TR. <br><br> They significantly reduced their stock positions in VANGUARD INDEX FDS (VB).
Latigo Investments, LLC Equity Portfolio Value
Last Reported on: 07 May, 2026
$200Million
  as of May 07, 2026

Latigo Investments, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Latigo Investments, LLC made a return of 0.65% in the last quarter. In trailing 12 months, it's portfolio return was 20.34%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by Latigo Investments, LLC

Additions

No additions were made to existing positions by Latigo Investments, LLC

Reductions

Ticker% Reduced
vanguard index fds-32.96
Latigo Investments, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Latigo Investments, LLC

Sector Distribution

Latigo Investments, LLC has about 100% of it's holdings in Others sector.

  • Others
Sector%
Others100

Market Cap. Distribution

Latigo Investments, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
Category%
UNALLOCATED100

Stocks belong to which Index?

About 0% of the stocks held by Latigo Investments, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
Index%
Others100
Top 5 Winners (%)%
VB
vanguard index fds
28.0 %
PHYS
sprott asset management lp
7.3 %
VB
vanguard index fds
2.7 %
VEA
vanguard tax-managed fds
2.6 %
MDY
state str spdr s&p midcap 40
2.2 %
Top 5 Winners ($)$
VB
vanguard index fds
2.8 M
PHYS
sprott asset management lp
0.5 M
VEA
vanguard tax-managed fds
0.5 M
VB
vanguard index fds
0.4 M
IJR
ishares tr
0.3 M
Top 5 Losers (%)%
VB
vanguard index fds
-5.1 %
IJR
ishares tr
-4.5 %
VB
vanguard index fds
-4.3 %
BNDW
vanguard scottsdale fds
-1.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.7 M
VB
vanguard index fds
-1.2 M
IJR
ishares tr
-0.7 M
BNDW
vanguard scottsdale fds
-0.1 M

Latigo Investments, LLC Holdings Map

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

Current Stock Holdings of Latigo Investments, LLC

Latigo Investments, LLC has 14 stocks in it's portfolio. About 86.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Latigo Investments, LLC last quarter.

$200.75MTotal Value
14.00Positions
07 May, 2026Last Reported
Current holdings of Current Stock Holdings of Latigo Investments, LLC, last reported on 07 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Latigo Investments, LLC's holding in Vanguard Scottsdale Fds over time
3.55%86,019
$7.12M
3.55%
unchanged 0 percentunchanged
IJR
Ishares Tr

Ishares Tr

IJR
Latigo Investments, LLC's holding in Ishares Tr over time
13.48%278,590
$27.06M
13.48%
unchanged 0 percentunchanged
IJR
Ishares Tr

Ishares Tr

IJR
Latigo Investments, LLC's holding in Ishares Tr over time
7.56%42,556
$15.17M
7.56%
unchanged 0 percentunchanged
IJR
Ishares Tr

Ishares Tr

IJR
Latigo Investments, LLC's holding in Ishares Tr over time
6.24%50,522
$12.53M
6.24%
unchanged 0 percentunchanged
MDY
State Str Spdr S&P Midcap 40

State Str Spdr S&P Midcap 40

MDY
Latigo Investments, LLC's holding in State Str Spdr S&P Midcap 40 over time
3.37%10,962
$6.76M
3.37%
unchanged 0 percentunchanged
PHYS
Sprott Asset Management Lp

Sprott Asset Management Lp

PHYS
Latigo Investments, LLC's holding in Sprott Asset Management Lp over time
3.78%214,134
$7.59M
3.78%
unchanged 0 percentunchanged
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Latigo Investments, LLC's holding in Vanguard Index Fds over time
16.22%108,982
$32.57M
16.22%
unchanged 0 percentunchanged
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Latigo Investments, LLC's holding in Vanguard Index Fds over time
12.92%80,845
$25.94M
12.92%
unchanged 0 percentunchanged
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Latigo Investments, LLC's holding in Vanguard Index Fds over time
7.32%74,917
$14.70M
7.32%
unchanged 0 percentunchanged
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Latigo Investments, LLC's holding in Vanguard Index Fds over time
4.39%13,526
$8.81M
4.39%
decreased 32.96 percentreduced
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Latigo Investments, LLC's holding in Vanguard Index Fds over time
4%30,671
$8.03M
4%
unchanged 0 percentunchanged
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Latigo Investments, LLC's holding in Vanguard Index Fds over time
3.14%70,972
$6.30M
3.14%
unchanged 0 percentunchanged
VEA
Vanguard Tax-Managed Fds

Vanguard Tax-Managed Fds

VEA
Latigo Investments, LLC's holding in Vanguard Tax-Managed Fds over time
9.8%306,975
$19.67M
9.8%
unchanged 0 percentunchanged
VXUS
Vanguard Star Fds

Vanguard Star Fds

VXUS
Latigo Investments, LLC's holding in Vanguard Star Fds over time
4.23%110,240
$8.50M
4.23%
unchanged 0 percentunchanged