Pollock Investment Advisors, LLC
RIA/Wealth
Pollock Investment Advisors, LLC is a RIA/Wealth based in Ann Arbor, MI led by Robert Newton Pollock, reporting $322.4M in AUM as of Q3 2025 with 72% ETF concentration, 81% concentrated in top 10 holdings, and 39% allocation to SELV.
Managing PartnerRobert Newton Pollock
- Portfolio Value
- $127.7M
- Positions
- 41
- Top Holding
- SELV at 39.16%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pollock Investment Advisors, LLC's portfolio (81.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $50.0M | 39.16% | -$18.4K Sold | — 1.6M shares | |
ETF ETF | $34.8M | 27.28% | -$1.6M Sold | — 372.0K shares | |
ETF ETF | $6.2M | 4.86% | +$1.4M Bought | — 161.0K shares | |
Specialty Retail Consumer Cyclical | $2.6M | 2.00% | -$161.7K Sold | 0.00% 23.7K shares | |
Apparel - Retail Consumer Cyclical | $2.1M | 1.61% | — | 0.00% 14.2K shares | |
Financial - Credit Services Financial Services | $2.0M | 1.60% | — | 0.00% 3.6K shares | |
Aerospace & Defense Industrials | $1.7M | 1.33% | — | 0.00% 3.4K shares | |
Medical - Devices Healthcare | $1.5M | 1.17% | — | 0.00% 11.2K shares | |
Consumer Electronics Technology | $1.5M | 1.17% | +$6.4K Bought | 0.00% 5.9K shares | |
Specialty Retail Consumer Cyclical | $1.5M | 1.16% | — | 0.00% 26.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pollock Investment Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+29.39% | |
+17.7% | |
+16.12% | |
+0.75% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-28.36% | |
-5.95% | |
-4.33% | |
-0.12% | |
-0.04% |
Analytics
Portfolio insights and performance metrics for Pollock Investment Advisors, LLC
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