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, TJX, ORLY, and represent 76.14% of Pollock Investment Advisors's stock portfolio.
- Added to shares of these 5 stocks: DFAC (+$7.9M), SELV, MKC, WMT, AAPL.
- Reduced shares in these 8 stocks: FTCS, KMB, IJH, BA, MSFT, JNJ, PEP, EXPD.
- Sold out of its position in KMB.
- Pollock Investment Advisors was a net buyer of stock by $7.5M.
- Pollock Investment Advisors has $136M in assets under management (AUM), dropping by 6.51%.
- Central Index Key (CIK): 0002049804
Tip: Access up to 7 years of quarterly data
Positions held by Pollock Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Pollock Investment Advisors
Pollock Investment Advisors holds 40 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 | |
|---|---|---|---|---|---|---|
| Sei Exchange Traded Funds Enhanced Low Vol (SELV) | 37.9 | $52M | 1.6M | 32.31 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 24.6 | $34M | -2% | 362k | 92.51 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 10.5 | $14M | +123% | 360k | 39.59 |
|
| TJX Companies (TJX) | 1.6 | $2.2M | 14k | 153.61 |
|
|
| O'reilly Automotive (ORLY) | 1.6 | $2.2M | 24k | 91.21 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.5 | $2.0M | 3.6k | 570.88 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $1.7M | 5.4k | 313.80 |
|
|
| Lockheed Martin Corporation (LMT) | 1.2 | $1.6M | 3.4k | 483.67 |
|
|
| Apple (AAPL) | 1.2 | $1.6M | 5.9k | 271.86 |
|
|
| Cme (CME) | 1.1 | $1.5M | 5.5k | 273.08 |
|
|
| Abbott Laboratories (ABT) | 1.0 | $1.4M | 11k | 125.29 |
|
|
| Johnson & Johnson (JNJ) | 1.0 | $1.4M | 6.7k | 206.95 |
|
|
| Microsoft Corporation (MSFT) | 1.0 | $1.3M | 2.8k | 483.62 |
|
|
| Tractor Supply Company (TSCO) | 1.0 | $1.3M | 26k | 50.01 |
|
|
| Visa Com Cl A (V) | 1.0 | $1.3M | 3.7k | 350.71 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $1.2M | 1.4k | 862.34 |
|
|
| Becton, Dickinson and (BDX) | 0.8 | $1.1M | 5.8k | 194.07 |
|
|
| Ecolab (ECL) | 0.8 | $1.1M | 4.2k | 262.52 |
|
|
| Boeing Company (BA) | 0.8 | $1.1M | 5.0k | 217.12 |
|
|
| Ross Stores (ROST) | 0.8 | $1.0M | 5.8k | 180.14 |
|
|
| Wec Energy Group (WEC) | 0.8 | $1.0M | 9.8k | 105.46 |
|
|
| Stryker Corporation (SYK) | 0.8 | $1.0M | 2.9k | 351.47 |
|
|
| Wal-Mart Stores (WMT) | 0.7 | $1.0M | 9.1k | 111.41 |
|
|
| Hershey Company (HSY) | 0.7 | $992k | 5.5k | 181.98 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $908k | 2.9k | 313.00 |
|
|
| Pepsi (PEP) | 0.6 | $852k | 5.9k | 143.52 |
|
|
| W.W. Grainger (GWW) | 0.6 | $838k | 830.00 | 1009.05 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $594k | 985.00 | 603.28 |
|
|
| Procter & Gamble Company (PG) | 0.4 | $579k | 4.0k | 143.31 |
|
|
| Expeditors International of Washington (EXPD) | 0.4 | $545k | 3.7k | 149.01 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.4 | $505k | +12% | 7.4k | 68.11 |
|
| Monster Beverage Corp (MNST) | 0.4 | $483k | 6.3k | 76.67 |
|
|
| WESCO International (WCC) | 0.3 | $440k | 1.8k | 244.64 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $358k | -12% | 5.4k | 66.00 |
|
| Workday Cl A (WDAY) | 0.3 | $344k | 1.6k | 214.78 |
|
|
| Amazon (AMZN) | 0.2 | $340k | 1.5k | 230.82 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $305k | 2.5k | 120.18 |
|
|
| Cisco Systems (CSCO) | 0.2 | $269k | 3.5k | 77.03 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $269k | 535.00 | 502.65 |
|
|
| Smartrent Com Cl A (SMRT) | 0.0 | $22k | 11k | 2.02 |
|
Past Filings by Pollock Investment Advisors
SEC 13F filings are viewable for Pollock Investment Advisors going back to 2024
- Pollock Investment Advisors 2025 Q4 filed Feb. 12, 2026
- 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