Latest Latigo Investments, LLC Stock Portfolio
Latigo Investments, LLC Performance:
2025 Q4: 2.42%YTD: 18.96%2024: 10.06%
Performance for 2025 Q4 is 2.42%, and YTD is 18.96%, and 2024 is 10.06%.
About Latigo Investments, LLC and 13F Hedge Fund Stock Holdings
On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Latigo Investments, LLC reported an equity portfolio of $203.2 Millions as of 31 Dec, 2025.
The top stock holdings of Latigo Investments, LLC are VB, VB, IJR. The fund has invested 16.9% of it's portfolio in VANGUARD INDEX FDS and 13.3% of portfolio in VANGUARD INDEX FDS.
The top stock holdings of Latigo Investments, LLC are VB, VB, IJR. The fund has invested 16.9% of it's portfolio in VANGUARD INDEX FDS and 13.3% of portfolio in VANGUARD INDEX FDS.
Latigo Investments, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Latigo Investments, LLC made a return of 2.42% in the last quarter. In trailing 12 months, it's portfolio return was 18.96%.
- Performance
- S&P 500
New Buys
Additions
Reductions
Sold off
Sector Distribution
Latigo Investments, LLC has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
Latigo Investments, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by Latigo Investments, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| PHYS | 11.5 % | |
| VEA | 4.3 % | |
| IJR | 2.9 % | |
| VXUS | 2.7 % | |
| VB | 2.4 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VEA | 0.8 M | |
| VB | 0.8 M | |
| IJR | 0.7 M | |
| PHYS | 0.7 M | |
| VB | 0.6 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| VB | -3.2 % | |
| BNDW | -0.4 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | -0.2 M | |
| BNDW | 0.0 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 86.6% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Latigo Investments, LLC last quarter.
Last Reported on: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BNDW | vanguard scottsdale fds | 3.54 | 86,019 | 7,204,090 | unchanged | 0.00 | ||
| IJR | ishares tr | 13.16 | 278,590 | 26,753,000 | unchanged | 0.00 | ||
| IJR | ishares tr | 7.82 | 42,556 | 15,892,100 | unchanged | 0.00 | ||
| IJR | ishares tr | 6.12 | 50,522 | 12,436,500 | unchanged | 0.00 | ||
| MDY | spdr s&p midcap 400 etf tr | 3.25 | 10,962 | 6,613,160 | unchanged | 0.00 | ||
| PHYS | sprott asset management lp | 3.48 | 214,134 | 7,070,700 | unchanged | 0.00 | ||
| VB | vanguard index fds | 16.88 | 108,982 | 34,307,500 | unchanged | 0.00 | ||
| VB | vanguard index fds | 13.34 | 80,845 | 27,104,900 | unchanged | 0.00 | ||
| VB | vanguard index fds | 7.04 | 74,917 | 14,308,400 | unchanged | 0.00 | ||
| VB | vanguard index fds | 4.84 | 20,175 | 9,842,580 | unchanged | 0.00 | ||
| VB | vanguard index fds | 3.89 | 30,671 | 7,911,580 | unchanged | 0.00 | ||
| VB | vanguard index fds | 3.09 | 70,972 | 6,280,310 | unchanged | 0.00 | ||
| VEA | vanguard tax-managed fds | 9.44 | 306,975 | 19,176,700 | unchanged | 0.00 | ||
| VXUS | vanguard star fds | 4.09 | 110,240 | 8,316,510 | unchanged | 0.00 | ||