Pollock Investment Advisors
Latest statistics and disclosures from Pollock Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SELV, FTCS, DFAC, ORLY, TJX, and represent 74.92% of Pollock Investment Advisors's stock portfolio.
- Added to shares of these 8 stocks: DFAC, GOOGL, CME, BDX, MSFT, AAPL, JNJ, AMZN.
- Started 1 new stock position in GOOGL.
- Reduced shares in these 5 stocks: FTCS, BA, ORLY, SELV, PEP.
- Pollock Investment Advisors was a net buyer of stock by $321k.
- Pollock Investment Advisors has $128M in assets under management (AUM), dropping by 4.06%.
- Central Index Key (CIK): 0002049804
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Portfolio Holdings for Pollock Investment Advisors
Pollock Investment Advisors holds 41 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sei Exchange Traded Funds Enhanced Low Vol (SELV) | 39.2 | $50M | 1.6M | 31.94 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 27.3 | $35M | -4% | 372k | 93.64 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 4.9 | $6.2M | +29% | 161k | 38.57 |
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| O'reilly Automotive (ORLY) | 2.0 | $2.6M | -5% | 24k | 107.81 |
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| TJX Companies (TJX) | 1.6 | $2.1M | 14k | 144.54 |
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| Mastercard Incorporated Cl A (MA) | 1.6 | $2.0M | 3.6k | 568.81 |
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| Lockheed Martin Corporation (LMT) | 1.3 | $1.7M | 3.4k | 499.21 |
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| Abbott Laboratories (ABT) | 1.2 | $1.5M | 11k | 133.94 |
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| Apple (AAPL) | 1.2 | $1.5M | 5.9k | 254.63 |
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| Tractor Supply Company (TSCO) | 1.2 | $1.5M | 26k | 56.87 |
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| Cme (CME) | 1.2 | $1.5M | +17% | 5.5k | 270.19 |
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| Microsoft Corporation (MSFT) | 1.1 | $1.5M | 2.8k | 517.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.3M | 5.4k | 243.55 |
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| Costco Wholesale Corporation (COST) | 1.0 | $1.3M | 1.4k | 925.63 |
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| Visa Com Cl A (V) | 1.0 | $1.3M | 3.7k | 341.38 |
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| Johnson & Johnson (JNJ) | 1.0 | $1.2M | 6.7k | 185.42 |
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| Ecolab (ECL) | 0.9 | $1.1M | 4.2k | 273.86 |
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| Wec Energy Group (WEC) | 0.9 | $1.1M | 9.8k | 114.59 |
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| Becton, Dickinson and (BDX) | 0.9 | $1.1M | +16% | 5.8k | 187.17 |
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| Boeing Company (BA) | 0.9 | $1.1M | -28% | 5.1k | 215.83 |
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| Stryker Corporation (SYK) | 0.8 | $1.1M | 2.9k | 369.67 |
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| Hershey Company (HSY) | 0.8 | $1.0M | 5.5k | 187.05 |
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| Wal-Mart Stores (WMT) | 0.7 | $928k | 9.0k | 103.06 |
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| Ross Stores (ROST) | 0.7 | $876k | 5.8k | 152.39 |
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| Pepsi (PEP) | 0.7 | $834k | 5.9k | 140.44 |
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| W.W. Grainger (GWW) | 0.6 | $791k | 830.00 | 952.96 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $705k | NEW | 2.9k | 243.10 |
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| Procter & Gamble Company (PG) | 0.5 | $620k | 4.0k | 153.65 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $587k | 985.00 | 596.03 |
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| Expeditors International of Washington (EXPD) | 0.4 | $449k | 3.7k | 122.59 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $443k | 6.6k | 66.91 |
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| Monster Beverage Corp (MNST) | 0.3 | $424k | 6.3k | 67.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $403k | 6.2k | 65.26 |
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| Workday Cl A (WDAY) | 0.3 | $385k | 1.6k | 240.73 |
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| WESCO International (WCC) | 0.3 | $380k | 1.8k | 211.50 |
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| Amazon (AMZN) | 0.3 | $323k | 1.5k | 219.57 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $302k | 2.5k | 118.83 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $276k | 2.2k | 124.34 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $269k | 535.00 | 502.74 |
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| Cisco Systems (CSCO) | 0.2 | $239k | 3.5k | 68.42 |
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| Smartrent Com Cl A (SMRT) | 0.0 | $15k | 11k | 1.41 |
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Past Filings by Pollock Investment Advisors
SEC 13F filings are viewable for Pollock Investment Advisors going back to 2024
- Pollock Investment Advisors 2025 Q3 filed Nov. 10, 2025
- Pollock Investment Advisors 2025 Q2 filed Aug. 11, 2025
- Pollock Investment Advisors 2025 Q1 filed May 13, 2025
- Pollock Investment Advisors 2024 Q4 filed Feb. 10, 2025