account_balance

Investment manager · 13F filer · SEC CIK 2095578

Es4, LLC

Reported value$191Mas of Sep 30, 2026
Positions31 1 new, 2 sold out
Top 10 weight79.9%AGG alone is 18%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AGG iShares Tr 17.8% Added +74%
IEUR iShares Tr 14.1% Held
XLK Select Sector SPDR Tr 10.4% Added +3%
EMXC iShares Inc 10.3% Held
OEF iShares Tr 6.0% Held
IXUS iShares Tr 5.6% Trimmed −42%
iShares Tr 5.5% New
FLJP Franklin Templeton ETF Tr 4.2% Held
XLV Select Sector SPDR Tr 3.2% Trimmed −4%
FLCA Franklin Templeton ETF Tr 2.6% Held
IPAC iShares Tr 2.3% Held
XLY Select Sector SPDR Tr 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Jul 29, 2026 filing
add_circleNew
  • iShares Tr $10.5M
arrow_upwardAdded
  • AGG +74%
  • XLP +22%
  • XLF +15%
  • XLK +3%
arrow_downwardTrimmed
  • IXUS −42%
  • XLE −25%
  • XLC −16%
  • XLB −11%
remove_circleSold out
  • IBTJ $10.6M
  • IBDS $5.28M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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