Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Larch Capital Partners

Latest statistics and disclosures from Larch Capital Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are NU, IVV, IEF, VALE, RSP, and represent 80.42% of Larch Capital Partners's stock portfolio.
Added to shares of these 10 stocks: IVV (+$12M), IEF (+$10M), IAU (+$8.2M), VCIT (+$6.7M), IEI (+$5.7M), HYS, BINC, IJR, IGEB, PBR.A.
Started 22 new stock positions in HYS, AGG, SHY, IGEB, IVV, META, VCIT, QQQ, IJR, MUB. MLKN, ACWX, PBR.A, IEF, CMDT, SID, GGB, IAU, VOO, VTI, BINC, IEI.
Reduced shares in these 10 stocks: VALE (-$12M), PBR (-$6.5M), NU (-$6.2M), SPY, BBD, HELO, JBS, HOOD, IBM, MGK.
Sold out of its positions in IBM, HOOD, MGK.
Larch Capital Partners was a net buyer of stock by $37M.
Larch Capital Partners has $690M in assets under management (AUM), dropping by -5.36%.
Central Index Key (CIK): 0002112646

Tip: Access up to 7 years of quarterly data

Positions held by Larch Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Larch Capital Partners

Larch Capital Partners holds 53 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nu Hldgs Ord Shs Cl A (NU)	74.5	$514M		36M	14.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$12M	NEW	18k	653.20	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.5	$10M	NEW	106k	95.44	View chart
Vale S A Sponsored Ads (VALE)	1.4	$10M	-54%	627k	15.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$9.4M	+4%	49k	191.92	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$8.2M	NEW	93k	88.16	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.2	$8.0M		58k	138.37	View chart
Ishares Msci Emrg Chn (EMXC)	1.2	$8.0M		101k	78.66	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	1.1	$7.6M	-12%	2.0M	3.84	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.0	$6.7M	+3%	145k	46.07	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.0	$6.7M	NEW	81k	82.75	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	1.0	$6.6M	-49%	318k	20.75	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.9	$6.2M		95k	65.69	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.8	$5.7M	NEW	48k	118.60	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.8	$5.6M	+9%	315k	17.75	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.7	$5.1M	+6%	55k	93.93	View chart
Ishares Tr Core Msci Euro (IEUR)	0.7	$4.6M		66k	70.27	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.6	$4.4M	NEW	47k	93.27	View chart
Ishares Msci Japan Etf (EWJ)	0.6	$4.3M		51k	84.44	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.6	$4.1M		97k	42.31	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$3.7M		66k	56.79	View chart
Ishares Tr Global Tech Etf (IXN)	0.5	$3.6M	+3%	36k	99.97	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$3.6M	NEW	69k	51.93	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.4	$3.1M	+5%	176k	17.54	View chart
Ishares Tr Put (IJR)	0.4	$3.0M	NEW	24k	124.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$3.0M	+12%	46k	64.08	View chart
Ishares Tr Investment Grade (IGEB)	0.4	$2.9M	NEW	64k	45.06	View chart
Petroleo Brasileiro S A Sp Adr Non Vtg (PBR.A)	0.4	$2.7M	NEW	145k	18.75	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.3	$2.4M		25k	96.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$2.3M		12k	191.81	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$2.2M	-16%	35k	63.91	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$1.5M		31k	46.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$965k	NEW	1.6k	598.00	View chart
Spdr Index Shs Fds Sst Spdr Msci (NZAC)	0.1	$954k		24k	40.64	View chart
JBS Cl A Shs (JBS)	0.1	$844k	-34%	47k	17.96	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$726k	-59%	1.1k	652.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$519k		9.6k	54.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$517k	NEW	896.00	577.18	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$512k	NEW	6.2k	82.57	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$510k		10k	50.95	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$498k	NEW	1.6k	320.80	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$488k	NEW	4.9k	99.26	View chart
Gerdau Sa Spon Adr Rep Pfd (GGB)	0.1	$484k	NEW	134k	3.61	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$418k		8.3k	50.61	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.0	$344k	NEW	11k	32.27	View chart
Spdr Series Trust State Street Spd (SPSB)	0.0	$334k		11k	30.07	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$279k	NEW	4.1k	68.47	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$255k	NEW	2.4k	106.15	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$243k		3.0k	82.43	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$232k		4.6k	50.57	View chart
Meta Platforms Cl A (META)	0.0	$203k	NEW	354.00	572.13	View chart
Herman Miller (MLKN)	0.0	$172k	NEW	12k	14.61	View chart
Companhia Siderurgica Nacion Sponsored Adr (SID)	0.0	$29k	NEW	23k	1.24	View chart

Past Filings by Larch Capital Partners

SEC 13F filings are viewable for Larch Capital Partners going back to 2025

Larch Capital Partners 2026 Q1 filed May 15, 2026
Larch Capital Partners 2025 Q4 filed Feb. 20, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z