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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
TRMBTrimble Inc.COM231$18.1K<0.1%––History
GPNGlobal Payments IncStock234$18.1K<0.1%––History
INCYIncyte CorpCOM185$18.3K<0.1%––History
BROBrown & Brown, Inc.Stock230$18.3K<0.1%––History
ITGartner IncCOM73$18.4K<0.1%––History
Vanguard Morningstar Mid-Cap ETF922908629ETF63$18.5K<0.1%–––
TYLTyler Technologies IncCOM41$18.6K<0.1%––History
AMCRAmcor plcORD2,236$18.6K<0.1%––History
DGXQuest Diagnostics IncCOM108$18.7K<0.1%––History
PFGPrincipal Financial Group IncCOM215$19.0K<0.1%––History
WSTWest Pharmaceutical Services IncCOM69$19.0K<0.1%––History
CHTRCharter Communications, Inc.CL A91$19.0K<0.1%––History
SLFSun Life Financial IncCOM303$19.3K<0.1%––History
PODDInsulet CorpStock68$19.3K<0.1%––History
CASYCaseys General Stores IncCOM35$19.3K<0.1%––History
AFRMAffirm Holdings, Inc.COM CL A260$19.4K<0.1%––History
ILMNIllumina, Inc.COM148$19.4K<0.1%––History
EXPDExpeditors International of Washington IncCOM131$19.5K<0.1%––History
NEENextera Energy IncStock246$19.6K<0.1%––History
CPAYCorpay, Inc.COM SHS65$19.6K<0.1%––History
CNCCentene CorpStock479$19.7K<0.1%––History
SBACSba Communications CorpCL A102$19.7K<0.1%––History
PTCPTC Inc.Stock114$19.9K<0.1%––History
CHDChurch & Dwight Co IncCOM237$19.9K<0.1%––History
LHLabcorp Holdings Inc.Stock80$20.1K<0.1%––History
WRBBerkley W R CorpCOM289$20.3K<0.1%––History
HPQHP IncStock912$20.3K<0.1%––History
WSMWilliams Sonoma IncCOM114$20.4K<0.1%––History
DRIDarden Restaurants IncCOM112$20.6K<0.1%––History
NTAPNetApp, Inc.Stock193$20.7K<0.1%––History
NWGNatWest Group plcSPONS ADR1,149$20.8K<0.1%––History
FWONKLiberty Media CorpCOM LBTY ONE S C212$20.9K<0.1%––History
LYVLive Nation Entertainment, Inc.COM149$21.2K<0.1%––History
CRWVCoreWeave, Inc.Stock297$21.3K<0.1%––History
TROWPrice T Rowe Group IncStock209$21.4K<0.1%––History
UTHRUnited Therapeutics CorpCOM44$21.4K<0.1%––History
NVONovo Nordisk A SADR395$21.5K<0.1%––History
WATWaters CorpCOM57$21.6K<0.1%––History
ZMZoom Communications, Inc.Stock251$21.7K<0.1%––History
FLEXFlex Ltd.Stock359$21.7K<0.1%––History
ONOn Semiconductor CorpStock403$21.8K<0.1%––History
VRSNVerisign IncCOM90$21.9K<0.1%––History
KEYKeycorpCOM1,062$21.9K<0.1%––History
PPGPPG Industries IncStock219$22.4K<0.1%––History
LUVSouthwest Airlines CoCOM547$22.6K<0.1%––History
PHMPultegroup IncCOM193$22.6K<0.1%––History
LENLennar CorpCL A221$22.7K<0.1%––History
SMCISuper Micro Computer, Inc.Stock779$22.8K<0.1%––History
STLDSteel Dynamics IncCOM135$22.9K<0.1%––History
VMRKVivmark ResidentialSH BEN INT365$23.0K<0.1%––History
FTAIFTAI Aviation Ltd.SHS117$23.0K<0.1%––History
BABAAlibaba Group Holding LtdADR150$23.0K<0.1%––History
LVSLas Vegas Sands CorpCOM357$23.2K<0.1%––History
IRMIron Mountain IncCOM284$23.6K<0.1%––History
ELEstee Lauder Companies IncCL A226$23.7K<0.1%––History
WITWipro LtdSPON ADR 1 SH8,319$23.9K<0.1%––History
STESTERIS plcSHS USD95$24.1K<0.1%––History
CINFCincinnati Financial CorpCOM148$24.2K<0.1%––History
HBANHuntington Bancshares IncCOM1,400$24.3K<0.1%––History
GISGeneral Mills IncStock530$24.6K<0.1%––History
AWKAmerican Water Works Company, Inc.Stock189$24.7K<0.1%––History
BIIBBiogen Inc.COM141$24.8K<0.1%––History
AVBAvalonbay Communities IncCOM137$24.8K<0.1%––History
DLTRDollar Tree, Inc.COM202$24.8K<0.1%––History
DXCMDexcom IncCOM375$24.9K<0.1%––History
CRDOCredo Technology Group Holding LtdStock173$24.9K<0.1%––History
BRBroadridge Financial Solutions, Inc.Stock112$25.0K<0.1%––History
ALABAstera Labs, Inc.Stock151$25.1K<0.1%––History
NTRSNorthern Trust CorpCOM185$25.3K<0.1%––History
FSLRFirst Solar, Inc.Stock98$25.6K<0.1%––History
TSCOTractor Supply CoCOM514$25.7K<0.1%––History
DOVDOVER CorpCOM132$25.8K<0.1%––History
MKLMarkel Group Inc.COM12$25.8K<0.1%––History
EFXEquifax IncCOM119$25.8K<0.1%––History
HSYHershey CoCOM142$25.8K<0.1%––History
INFYInfosys LtdSPONSORED ADR1,441$25.9K<0.1%––History
iShares Tr464288646ISHS 1-5YR INVS496$26.2K<0.1%–––
EXRExtra Space Storage Inc.COM203$26.4K<0.1%––History
MTDMettler Toledo International IncCOM19$26.5K<0.1%––History
IBKRInteractive Brokers Group, Inc.Stock412$26.5K<0.1%––History
CSGPCostar Group, Inc.COM404$27.2K<0.1%––History
SOFISoFi Technologies, Inc.Stock1,052$27.5K<0.1%––History
ODFLOld Dominion Freight Line, Inc.COM176$27.6K<0.1%––History
KHCKraft Heinz CoStock1,146$27.8K<0.1%––History
RJFRaymond James Financial IncCOM175$28.1K<0.1%––History
DGDollar General CorpCOM212$28.1K<0.1%––History
CPNGCoupang, Inc.CL A1,208$28.5K<0.1%––History
NTRANatera, Inc.COM125$28.6K<0.1%––History
VICIVici Properties Inc.COM1,025$28.8K<0.1%––History
HUMHumana IncStock115$29.5K<0.1%––History
RKLBRocket Lab CorpCOM424$29.6K<0.1%––History
Vanguard Communication Services ETF92204A884ETF152$29.6K<0.1%–––
INSMINSMED IncCOM PAR $.01171$29.8K<0.1%––History
ULUnilever PLCSPON ADR NEW625$29.8K<0.1%––History
FITBFifth Third BancorpCOM644$30.1K<0.1%––History
VRSKVerisk Analytics, Inc.COM135$30.2K<0.1%––History
HPEHewlett Packard Enterprise CoCOM1,270$30.5K<0.1%––History
SYFSynchrony FinancialCOM368$30.7K<0.1%––History
IRIngersoll Rand Inc.COM390$30.9K<0.1%––History
MTBM&T Bank CorpCOM154$31.0K<0.1%––History