D'Orazio & Associates, Inc. has filed its latest 13F-HR report, revealing its investment holdings as of September 30, 2026. The firm reported a total value of approximately $902.4 million in assets under management. This filing is significant as it provides insights into the company's investment strategies and positions across various sectors.
According to the filing, D'Orazio & Associates is based in Vienna, Virginia, and operates in the financial services sector. The firm’s address is 8614 Westwood Center Drive, Suite 310, Vienna, VA 22182. The company is not publicly traded and does not have a stock ticker. The latest filing was submitted on November 4, 2026, with an accession number of 0001646821-26-000006.
The filing indicates that D'Orazio & Associates holds significant investments in various companies. Among the notable holdings are:
- Alphabet Inc. - $5,336,009
- Amazon.com Inc. - $5,532,179
- AbbVie Inc. - $1,717,830
- Apple Inc. - $16,701,869
- Advanced Micro Devices Inc. - $1,573,521
The report also shows that D'Orazio & Associates has diversified its portfolio with investments in various sectors, including technology, healthcare, and consumer goods. The total number of reported holdings stands at 328, indicating a broad investment strategy.
This filing is particularly relevant for stakeholders in the financial services industry, as it reflects the ongoing trends in investment strategies and market positioning. The report serves as a benchmark for other firms in the sector, showcasing how D'Orazio & Associates is navigating the current economic landscape.
What's next for D'Orazio & Associates remains unclear, as the filing does not specify any upcoming actions or changes in strategy. However, the firm’s continued reporting and transparency may provide valuable insights for investors and analysts alike.
Overall, D'Orazio & Associates' latest filing highlights its significant presence in the financial services sector and its strategic investments in major companies, reflecting a proactive approach to managing assets in a dynamic market.
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