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Reflection Asset Management

SEC CIK
0002108398
Latest filing
Aug 26, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Mar 2, 2026. Long positions only.

Institution overview
Positions
504
No filing for Q3 2025
Portfolio value
$140.7M
No filing for Q3 2025
Filed
Mar 2, 2026
SEC

Reflection Asset Management did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Reflection Asset Management in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
DUKDuke Energy CORPStock0$1<0.1%––History
AEPAmerican Electric Power Co IncStock0$1<0.1%––History
ETNEaton Corp plcStock0$1<0.1%––History
MOAltria Group, Inc.Stock0$1<0.1%––History
HNIHni CorpStock1$43<0.1%––History
NVAXNovavax IncCOM NEW25$183<0.1%––History
MRNAModerna, Inc.Stock7$222<0.1%––History
TIGOMillicom International Cellular SACOM STK21$319<0.1%––History
FGF&G Annuities & Life, Inc.COMMON STOCK15$466<0.1%––History
VNOVornado Realty TrustSH BEN INT15$500<0.1%––History
iShares Tr464287739U.S. REAL ES ETF7$655<0.1%–––
SEDGSolaredge Technologies, Inc.COM25$802<0.1%––History
UNFIUnited Natural Foods IncCOM26$850<0.1%––History
DFTXDefinium Therapeutics, Inc.Stock66$898<0.1%––History
LELands' End, Inc.COM69$1.02K<0.1%––History
QUBTQuantum Computing Inc.COM100$1.21K<0.1%––History
BENFranklin Templeton IncCOM50$1.23K<0.1%––History
TUTelus CorpCOM129$1.67K<0.1%––History
iShares Tr464287697U.S. UTILITS ETF16$1.71K<0.1%–––
PAYCPaycom Software, Inc.Stock13$1.99K<0.1%––History
CFCF Industries Holdings, Inc.COM26$2.07K<0.1%––History
ACHRArcher Aviation Inc.Stock250$2.14K<0.1%––History
CSIQCanadian Solar Inc.COM100$2.35K<0.1%––History
MANManpowerGroup Inc.COM86$2.60K<0.1%––History
ESIElement Solutions IncCOM116$3.10K<0.1%––History
TMETencent Music Entertainment GroupSPON ADS171$3.11K<0.1%––History
ACBAurora Cannabis IncCOM800$3.40K<0.1%––History
MDXGMimedx Group, Inc.COM540$3.43K<0.1%––History
BBYBest Buy Co IncStock53$3.73K<0.1%––History
SFMSprouts Farmers Market, Inc.COM48$3.82K<0.1%––History
Vanguard Ftse Emerging Markets ETF922042858ETF78$4.31K<0.1%–––
SNYSanofiSPONSORED ADR96$4.54K<0.1%––History
CEGConstellation Energy CorpStock15$5.29K<0.1%––History
NIONIO Inc.ADR1,100$5.38K<0.1%––History
RACEFerrari N.V.COM15$5.60K<0.1%––History
SPDR Series Trust78464A201ST STR SP600GRWO63$6.05K<0.1%–––
DVNDevon Energy CorpStock173$6.20K<0.1%––History
PUKPrudential PLCADR228$7.34K<0.1%––History
RELXRELX PLCSPONSORED ADR181$7.51K<0.1%––History
Vanguard Morningstar Small-Cap Value ETF922908611ETF37$8.01K<0.1%–––
OXYOccidental Petroleum CorpStock200$8.11K<0.1%––History
TELFYTelefonica S ASPONSORED ADR2,311$9.22K<0.1%––History
EPDEnterprise Products Partners L.P.Stock300$9.52K<0.1%––History
XOMExxonMobil Holdings CorpCOM79$9.62K<0.1%––History
MASMasco CorpCOM151$9.80K<0.1%––History
NHINational Health Investors IncCOM130$9.86K<0.1%––History
BSTBlackRock Science & Technology TrustSHS243$9.86K<0.1%––History
COPConocoPhillipsStock107$10.1K<0.1%––History
KSSKOHLS CorpStock510$10.9K<0.1%––History
Vanguard Total International Bond ETF92203J407ETF230$11.1K<0.1%–––
AEOAmerican Eagle Outfitters IncCOM418$11.1K<0.1%––History
iShares Tr464287838U.S. BAS MTL ETF73$11.6K<0.1%–––
VKTXViking Therapeutics, Inc.COM350$11.7K<0.1%––History
Vanguard Morningstar Small-Cap Growth ETF922908595ETF39$12.1K<0.1%–––
CSXCSX CorpStock341$12.2K<0.1%––History
Vanguard S&P 500 ETF922908363ETF21$13.3K<0.1%–––
Schwab U.S. REIT ETF808524847ETF644$13.4K<0.1%–––
CNICanadian National Railway CoStock16,106$13.5K<0.1%––History
ARCCAres Capital CorpCEF671$13.6K<0.1%––History
FNFFidelity National Financial, Inc.COM SHS252$13.8K<0.1%––History
FFIVF5, Inc.Stock54$13.8K<0.1%––History
OKTAOkta, Inc.CL A160$13.8K<0.1%––History
CVXChevron CorpStock85$13.9K<0.1%––History
PHGKoninklijke Philips NVNY REGIS SHS NEW504$14.0K<0.1%––History
iShares Tr464287796U.S. ENERGY ETF291$14.3K<0.1%–––
RSReliance, Inc.COM50$14.4K<0.1%––History
LIILennox International IncCOM30$14.6K<0.1%––History
NVRNVR IncCOM2$14.6K<0.1%––History
DECKDeckers Outdoor CorpCOM141$14.6K<0.1%––History
PINSPinterest, Inc.CL A569$14.7K<0.1%––History
XPOXPO, Inc.COM109$14.8K<0.1%––History
GENGen Digital Inc.Stock546$14.8K<0.1%––History
SUISun Communities IncCOM121$15.0K<0.1%––History
BRK.BBerkshire Hathaway IncStock30$15.0K<0.1%––History
TOSTToast, Inc.Stock436$15.5K<0.1%––History
MAAMid America Apartment Communities Inc.COM112$15.6K<0.1%––History
AZNAstraZeneca PLCSPONSORED ADR175$15.8K<0.1%––History
APTVAptiv PLCStock208$15.8K<0.1%––History
HOLXHologic IncCOM214$15.9K<0.1%––History
DKNGDraftKings Inc.Stock464$16.0K<0.1%––History
TRUTransUnionCOM187$16.0K<0.1%––History
GWREGuidewire Software, Inc.COM80$16.1K<0.1%––History
ESSEssex Property Trust, Inc.COM62$16.2K<0.1%––History
DDDuPont de Nemours, Inc.COM405$16.3K<0.1%––History
IFFInternational Flavors & Fragrances IncCOM243$16.4K<0.1%––History
TTDTrade Desk, Inc.Stock432$16.4K<0.1%––History
PNRPENTAIR plcSHS158$16.5K<0.1%––History
GPCGenuine Parts CoStock134$16.5K<0.1%––History
INVHInvitation Homes Inc.COM593$16.5K<0.1%––History
SNASnap-on IncCOM48$16.5K<0.1%––History
WYWeyerhaeuser CoCOM NEW703$16.7K<0.1%––History
MKCMcCormick & Co IncStock245$16.7K<0.1%––History
USFDUS Foods Holding Corp.COM223$16.8K<0.1%––History
GDDYGoDaddy Inc.CL A137$17.0K<0.1%––History
ROLRollins IncCOM286$17.2K<0.1%––History
ZBHZimmer Biomet Holdings, Inc.Stock191$17.2K<0.1%––History
THCTenet Healthcare CorpCOM NEW87$17.3K<0.1%––History
PKGPackaging Corp of AmericaStock85$17.5K<0.1%––History
STZConstellation Brands, Inc.Stock131$18.1K<0.1%––History
SSNCSS&C Technologies Holdings IncCOM207$18.1K<0.1%––History