Almanack Investment Partners, LLC. has disclosed its latest investment holdings in a recent filing, reporting a total portfolio value exceeding $833 million as of September 30, 2026. This filing, made on November 3, 2026, is significant as it provides insights into the firm’s investment strategies and positions across various sectors.
The firm, based in Newtown Square, Pennsylvania, specializes in investment management and operates under the SEC's regulations for institutional investment managers. Almanack's recent filing indicates a diverse investment approach, with substantial holdings in major companies across different industries.
The filing reveals that Almanack holds investments in well-known corporations such as Apple Inc., Amazon.com Inc., and Alphabet Inc. These holdings reflect the firm’s strategy of investing in established companies with strong market positions. The report also lists investments in technology, healthcare, and consumer goods, showcasing a balanced portfolio aimed at mitigating risks while maximizing returns.
According to the filing, the total number of entries in the report is 324, with a total value of $833,435,224. This substantial portfolio value indicates the firm's significant presence in the investment landscape, potentially influencing market trends and investment strategies among competitors.
Almanack’s filing is part of the 13F-HR report, which institutional investment managers are required to submit quarterly. This report provides transparency regarding the investment strategies of firms managing over $100 million in assets. It serves as a valuable resource for investors and analysts looking to understand market movements and investment trends.
The impact of this filing may extend beyond Almanack itself, as other firms in the investment management industry analyze its holdings and strategies. With major competitors also closely monitoring these disclosures, the report could lead to shifts in investment strategies across the sector.
Looking ahead, it remains to be seen how Almanack’s investment decisions will influence its performance in the coming quarters. The firm’s approach to diversifying its portfolio may serve as a model for other investment managers aiming to navigate the complexities of the current market environment.
Details were not available in the SEC filing regarding future actions or changes in strategy from Almanack Investment Partners.
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