Powerhouse Assets LLC has disclosed its latest holdings in a 13F filing, reporting a total value of $124.8 million as of September 30, 2026. This filing is significant as it showcases the firm’s investment strategies and portfolio composition, which may impact the broader asset management industry.
Powerhouse Assets LLC, based in Lincoln, MA, is categorized under the SEC's filings as an investment management firm. The company has a history of filing various forms with the SEC, including multiple 13F reports throughout 2026, indicating its active management of investment portfolios.
The recent 13F filing, accession number 0001564396-26-000004, reveals that Powerhouse holds a diverse range of assets, with a total of 54 entries listed in the information table. This diversity is indicative of the firm’s strategy to mitigate risks and capitalize on various market opportunities.
Some notable holdings include significant investments in major companies such as Alphabet Inc., Apple Inc., and Microsoft Corp. The firm’s investment discretion is classified as sole, meaning it has full control over these assets without shared authority.
The filing may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. With a total value of $124.8 million, Powerhouse's holdings could influence market perceptions and investment strategies among its peers.
Looking ahead, the filing does not specify what actions Powerhouse Assets LLC plans to take next. However, continued monitoring of their investment decisions will be crucial for understanding their long-term strategy in the competitive asset management landscape.