Tacita Capital Inc
Private Equity
Tacita Capital Inc is a Private Equity based in Boston, MA led by Edward Joseph Keefe, reporting $1.1B in AUM as of Q3 2025 with 45% ETF concentration and minimal technology exposure.
CFOEdward Joseph Keefe
- Portfolio Value
- $165.2M
- Positions
- 213
- Top Holding
- ACWV at 6.23%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Tacita Capital Inc's portfolio (39.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $10.3M | 6.23% | +$142.5K Bought | — 85.8K shares | |
ETF ETF | $8.4M | 5.11% | -$242.1K Sold | — 32.9K shares | |
Asset Management Financial Services | $7.9M | 4.77% | +$11.7K Bought | 0.01% 114.7K shares | |
ETF ETF | $7.4M | 4.48% | +$119.6K Bought | — 35.4K shares | |
ETF ETF | $6.4M | 3.85% | +$26.5K Bought | — 64.1K shares | |
ETF ETF | $5.3M | 3.23% | -$4.9K Sold | — 80.9K shares | |
ETF ETF | $5.2M | 3.18% | +$58.7K Bought | — 109.6K shares | |
Banks - Diversified Financial Services | $5.1M | 3.09% | +$173.9K Bought | 0.00% 34.7K shares | |
ETF ETF | $4.9M | 2.98% | -$94.7K Sold | — 25.3K shares | |
Diversified Utilities Utilities | $4.7M | 2.84% | — | 0.03% 142.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Tacita Capital Inc's latest filing
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Market Value
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Tacita Capital Inc
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