Orcam Financial Group Portfolio Holdings
Q3 2025•54 long positions•$83.2M portfolio value
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Holding55 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $12.5M 15.09% | -$3.2K Sold | — 91.1K shares | 91.1K → 91.1K −$3.2K | -0.03% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.4M 10.09% | -$13.6K Sold | — 326.4K shares | 326.9K → 326.4K −$13.6K | -0.16% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.3M 10.02% | +$266.1K Bought | — 25.4K shares | 24.6K → 25.4K +$266.1K | +3.3% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.2M 6.3% | -$41.9K Sold | — 225.3K shares | 227.1K → 225.3K −$41.9K | -0.79% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.2M 6.27% | +$337.3K Bought | — 71.0K shares | 66.4K → 71.0K +$337.3K | +6.92% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1M 3.73% | -$168.9K Sold | — 51.7K shares | 54.5K → 51.7K −$168.9K | -5.16% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.0M 3.6% | +$4.4K Bought | — 101.0K shares | 100.8K → 101.0K +$4.4K | +0.15% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.9M 3.52% | +$60.1K Bought | — 87.6K shares | 85.8K → 87.6K +$60.1K | +2.1% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 2.91% | +$1.5K Bought | — 40.3K shares | 40.3K → 40.3K +$1.5K | +0.06% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.0M 2.44% | +$47.0K Bought | — 24.1K shares | 23.6K → 24.1K +$47.0K | +2.37% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 2.3% | +$8.2K Bought | — 76.7K shares | 76.3K → 76.7K +$8.2K | +0.43% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.6M 1.98% | +$57.5K Bought | — 30.3K shares | 29.3K → 30.3K +$57.5K | +3.63% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.6M 1.97% | — | — 2.5K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.6M 1.89% | +$113.4K Bought | — 8.4K shares | 7.8K → 8.4K +$113.4K | +7.77% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.6M 1.88% | +$2.4K Bought | — 2.6K shares | 2.6K → 2.6K +$2.4K | +0.16% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.4M 1.68% | +$3.8K Bought | — 19.6K shares | 19.6K → 19.6K +$3.8K | +0.27% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.2M 1.43% | +$4.3K Bought | — 50.7K shares | 50.5K → 50.7K +$4.3K | +0.36% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 1.39% | +$5.9K Bought | — 20.4K shares | 20.3K → 20.4K +$5.9K | +0.51% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 1.32% | -$32.3K Sold | — 18.7K shares | 19.3K → 18.7K −$32.3K | -2.85% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.1M 1.32% | +$105.4 Bought | — 41.7K shares | 41.7K → 41.7K +$105.4 | +0.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 1.3% | +$763.5 Bought | — 21.2K shares | 21.2K → 21.2K +$763.5 | +0.07% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.1M 1.28% | -$8.8K Sold | — 33.7K shares | 34.0K → 33.7K −$8.8K | -0.82% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $774.1K 0.93% | -$2.6K Sold | — 28.4K shares | 28.5K → 28.4K −$2.6K | -0.34% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $767.2K 0.922% | — | — 15.3K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $765.5K 0.92% | +$594.9 Bought | — 10.3K shares | 10.3K → 10.3K +$594.9 | +0.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $730.0K 0.877% | -$8.6K Sold | — 9.1K shares | 9.2K → 9.1K −$8.6K | -1.16% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $642.4K 0.772% | +$54.2K Bought | — 13.7K shares | 12.6K → 13.7K +$54.2K | +9.22% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $620.5K 0.746% | — | — 8.8K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $609.7K 0.733% | — | — 3.2K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Consumer Electronics Technology | $590.0K 0.709% | +$163.0K Bought | 0.0% 2.3K shares | 1.7K → 2.3K +$163.0K | +38.16% | $3.78T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $583.7K 0.702% | +$1.5K Bought | — 2.0K shares | 2.0K → 2.0K +$1.5K | +0.25% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $560.6K 0.674% | +$45.0K Bought | — 934.0 shares | 859.0 → 934.0 +$45.0K | +8.73% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $549.4K 0.66% | +$746.5 Bought | — 736.0 shares | 735.0 → 736.0 +$746.5 | +0.14% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $528.6K 0.635% | — | — 7.3K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Oil & Gas Integrated Energy | $502.1K 0.603% | +$502.1K Bought | 0.0% 4.5K shares | — | — | $480.68B Mega Cap | Q1 2023 Held for 2y 8m | |
Aerospace & Defense Industrials | $450.3K 0.541% | — | 0.011% 34.7K shares | — | — | $4.0B Mid Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $384.8K 0.463% | — | — 575.0 shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $351.2K 0.422% | +$351.2K New | — 750.0 shares | 0 → 750.0 +$351.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $333.3K 0.401% | +$574.7 Bought | — 1.7K shares | 1.7K → 1.7K +$574.7 | +0.17% | — — | Q3 2024 Held for 1y 2m | |
Drug Manufacturers - General Healthcare | $315.2K 0.379% | +$64.9K Bought | 0.0% 1.7K shares | 1.4K → 1.7K +$64.9K | +25.93% | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $310.8K 0.374% | +$88.1K Bought | 0.0% 600.0 shares | 430.0 → 600.0 +$88.1K | +39.53% | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $289.8K 0.348% | +$289.8K New | 0.0% 1.3K shares | 0 → 1.3K +$289.8K | New | $2.34T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $285.1K 0.343% | +$778.6 Bought | — 2.6K shares | 2.6K → 2.6K +$778.6 | +0.27% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $283.6K 0.341% | — | — 10.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $278.9K 0.335% | — | — 3.1K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Insurance - Life Financial Services | $268.1K 0.322% | — | 0.0% 2.4K shares | — | — | $59.7B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $264.0K 0.317% | — | — 7.3K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $260.3K 0.313% | — | — 22.0K shares | — | — | — — | Q2 2022 Held for 3y 5m | |
Unknown Unknown | $230.0K 0.276% | — | — 9.0K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $229.1K 0.275% | +$756.5 Bought | — 5.5K shares | 5.4K → 5.5K +$756.5 | +0.33% | — — | Q2 2025 Held for 5 months |
