Spectrum Strategic Capital Management, LLC has disclosed its investment holdings for the third quarter of 2026, reflecting a total value of $203,325,288. This filing is significant as it provides insight into the firm's investment strategy and positions within the financial services sector.
The report, filed on October 22, 2026, covers the period ending September 30, 2026. It showcases the firm's strategic allocations across various sectors, with substantial investments in technology giants such as Apple Inc., Microsoft Corp., and Amazon.com Inc.
Background
Spectrum Strategic Capital Management, LLC is based in Corvallis, Oregon. The firm operates under the Central Index Key (CIK) 0001554961 and is categorized under the financial services sector. The firm primarily focuses on managing investments and providing strategic financial advice. Recent filings include a series of 13F-HR forms, with the latest submission indicating active management of a diverse portfolio.
What the Filing Says
The recent filing indicates that Spectrum Strategic Capital Management holds a total of 72 different securities. Notable investments include:
"STATE STR SPDR S&P 500 ETF T" valued at $27,737,997,
"APPLE INC" valued at $8,760,091,
"MICROSOFT CORP" valued at $8,401,558.
The firm has exercised sole investment discretion over its holdings, indicating a focused strategy in managing its assets.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors within the asset management industry. By revealing its holdings, Spectrum Strategic Capital Management provides transparency that can influence market perceptions and investment strategies among peers.
What's Next
The filing does not specify what actions will follow this disclosure. However, continued monitoring of the firm's investment activities will be essential as it navigates the evolving market landscape.