National Mutual Funds Management

Latest statistics and disclosures from National Mutual Funds Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IBIT, and represent 100.00% of National Mutual Funds Management's stock portfolio.
  • Added to shares of these 1 stock: IBIT.
  • Started 1 new stock position in IBIT.
  • Reduced shares in these 1 stock: LQD (-$7.9M).
  • Sold out of its position in LQD.
  • National Mutual Funds Management was a net seller of stock by $-7.6M.
  • National Mutual Funds Management has $251k in assets under management (AUM), dropping by -96.82%.
  • Central Index Key (CIK): 0001966440

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Positions held by National Mutual Funds Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for National Mutual Funds Management

National Mutual Funds Management holds 1 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 100.0 $251k NEW 5.0k 49.83
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Past Filings by National Mutual Funds Management

SEC 13F filings are viewable for National Mutual Funds Management going back to 2023