Pollock Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Pollock Investment Advisors, LLC held in its portfolio 40 assets valued at $136,014,027 (i.e. $136.01M).
The most valuable assets in the portfolio included: SEI EXCHANGE TRADED FUNDS ($51.51M), FIRST TR EXCHANGE-TRADED FD ($33.47M), and DIMENSIONAL ETF TRUST ($14.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pollock Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SEI EXCHANGE TRADED FUNDS | 1594323 | 51512576 | ENHANCED LOW VOL |
| FIRST TR EXCHANGE-TRADED FD | 361802 | 33470882 | CAP STRENGTH ETF |
| DIMENSIONAL ETF TRUST | 359703 | 14240642 | US CORE EQUITY 2 |
| TJX COS INC NEW | 14185 | 2178958 | COM |
| OREILLY AUTOMOTIVE INC | 23730 | 2164413 | COM |
| MASTERCARD INCORPORATED | 3584 | 2046034 | CL A |
| ALPHABET INC | 5430 | 1703934 | CAP STK CL C |
| LOCKHEED MARTIN CORP | 3393 | 1641092 | COM |
| APPLE INC | 5863 | 1593915 | COM |
| CME GROUP INC | 5453 | 1489105 | COM |
| ABBOTT LABS | 11175 | 1400116 | COM |
| JOHNSON & JOHNSON | 6667 | 1379736 | COM |
| MICROSOFT CORP | 2780 | 1344464 | COM |
| TRACTOR SUPPLY CO | 26113 | 1305911 | COM |
| VISA INC | 3687 | 1293068 | COM CL A |
| COSTCO WHSL CORP NEW | 1390 | 1198653 | COM |
| BECTON DICKINSON & CO | 5842 | 1133757 | COM |
| ECOLAB INC | 4150 | 1089458 | COM |
| BOEING CO | 4976 | 1080389 | COM |
| ROSS STORES INC | 5750 | 1035805 | COM |
| WEC ENERGY GROUP INC | 9799 | 1033403 | COM |
| STRYKER CORPORATION | 2910 | 1022778 | COM |
| WALMART INC | 9101 | 1013942 | COM |
| HERSHEY CO | 5450 | 991791 | COM |
| ALPHABET INC | 2900 | 907700 | CAP STK CL A |
| PEPSICO INC | 5934 | 851648 | COM |
| WW GRAINGER INC | 830 | 837512 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 985 | 594231 | UTSER1 S&PDCRP |
| PROCTER AND GAMBLE CO | 4037 | 578542 | COM |
| EXPEDITORS INTL WASH INC | 3659 | 545228 | COM |
| MCCORMICK & CO INC | 7418 | 505240 | COM NON VTG |
| MONSTER BEVERAGE CORP NEW | 6300 | 483021 | COM |
| WESCO INTL INC | 1797 | 439618 | COM |
| ISHARES TR | 5425 | 358050 | CORE S&P MCP ETF |
| WORKDAY INC | 1600 | 343648 | CL A |
| AMAZON COM INC | 1471 | 339536 | COM |
| ISHARES TR | 2540 | 305257 | CORE S&P SCP ETF |
| CISCO SYS INC | 3493 | 269066 | COM |
| BERKSHIRE HATHAWAY INC DEL | 535 | 268918 | CL B NEW |
| SMARTRENT INC | 10886 | 21990 | COM CL A |
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