Marino, Stram & Associates LLC has filed its latest 13F-HR report with the SEC, revealing a total value of approximately $644 million in holdings as of September 30, 2026. This filing is crucial as it provides insights into the firm's investment strategies and positions across various sectors.
The report indicates that Marino, Stram & Associates is actively managing a diverse portfolio, which includes significant investments in major companies such as Apple Inc., Amazon.com Inc., and American Express Co. The firm's holdings reflect a strategic approach to asset management, aiming to optimize returns for its clients.
Background
Marino, Stram & Associates LLC is an investment management firm based in Braintree, Massachusetts. The firm specializes in managing client assets and providing investment advisory services. According to its SEC filings, the firm has consistently reported its holdings through various 13F-HR submissions, with the latest being filed on October 22, 2026. The firm operates under the Central Index Key (CIK) number 0001099762.
What the Filing Says
The recent filing details a total of 205 positions held by the firm, with a reported total value of $643,999,898. The filing was signed by Richard Stram, the Chief Compliance Officer. It states, "This report reflects the investment discretion exercised by the firm over its holdings." This indicates a proactive management style aimed at maximizing investment performance.
Impact
This filing may affect various stakeholders, including clients, competitors, and the broader investment management industry. Clients may gain insights into the firm's strategies and performance, while competitors may analyze Marino, Stram's positions to gauge market trends and investment strategies. The filing also highlights the competitive landscape, with other managers such as Columbia, Congress, Eagle, Harding Loevner, MAS, and Wedgewood also listed as included managers.
What's Next
The filing does not specify what happens next for Marino, Stram & Associates. However, it is expected that the firm will continue to monitor its investments and adjust its portfolio as necessary in response to market conditions.