Kent Ziegler
- SEC CIK
- 0001214816
- Latest filing
- Jul 28, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 28, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 3
- +1 vs. Q3 2025
- Portfolio value
- $284.9M
- +$21.0M (+8.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 413,884 | $259.6M | 91.1% | 00.0% | Unchanged | – |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 378,788 | $14.6M | 5.1% | +378,788 | New | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 146,362 | $10.8M | 3.8% | 00.0% | Unchanged | – |