Squire Investment Management Company, LLC has recently submitted its 13F-HR filing, disclosing its investment holdings as of September 30, 2026. This filing is crucial as it provides insights into the company's investment strategies and portfolio management.

According to the filing, Squire Investment Management reported a total value of $427.66 million in holdings. This substantial figure indicates the firm's active involvement in the investment landscape, showcasing its commitment to managing a diverse portfolio.

Background

Squire Investment Management Company, LLC is based in Orem, Utah, and operates under the Central Index Key (CIK) number 0002031291. The firm specializes in investment management and is categorized under the SEC's filing guidelines. Its recent filings include the 13F-HR submitted on November 3, 2026, and other forms such as N-PX and additional 13F-HR reports throughout 2026.

What the Filing Says

The latest filing, with accession number 0001725547-26-000390, reveals that Squire Investment Management holds a total of 98 different securities. The firm has made significant investments in various sectors, including technology, healthcare, and consumer goods. The filing indicates that the firm has exercised sole investment discretion over its holdings, reflecting a strategic approach to portfolio management.

Impact

This filing may impact various stakeholders, including investors and analysts who track Squire Investment Management's activities. The firm's focus on major companies such as Alphabet Inc., Amazon, and Apple Inc. highlights its strategy to invest in well-established market players. This could influence perceptions of the firm's investment acumen and its ability to navigate market challenges.

What's Next

The filing does not specify what actions Squire Investment Management will take next. However, ongoing monitoring of its investment portfolio and potential future filings will provide further insights into the firm's strategies and market positioning.