Systelligence, LLC has disclosed its latest investment holdings, reporting a total value of approximately $604.9 million as of September 30, 2026. This filing, made on November 5, 2026, is significant as it provides insight into the company's investment strategies and portfolio management.
Founded in Minnesota, Systelligence, LLC is categorized under investment management. The company has been actively filing various forms with the SEC, including multiple 13F-HR forms, which detail its holdings in publicly traded securities.
According to the recent filing, the total number of entries listed was 57, indicating a diverse portfolio. The filing indicates that Systelligence has maintained a strong focus on exchange-traded funds (ETFs), which have become increasingly popular among investors seeking diversification and lower expense ratios.
In the filing, Systelligence's Chief Compliance Officer, Kelly M. Christopher, signed off on the report, confirming the accuracy of the disclosed information. The report also includes details about the company's address in Bloomington, Minnesota, and its contact information.
The impact of this filing may extend beyond Systelligence itself, as it reflects broader trends in the investment management industry. The growing interest in ETFs and diversified portfolios suggests that other companies in this sector may need to adapt their strategies to remain competitive.
Details were not available in the SEC filing regarding future plans or specific actions that Systelligence may take following this report. Investors and industry observers will be watching closely to see how the company’s strategies evolve in response to market conditions.
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