What does Collier Financial hold?

Collier Financial's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1902901.

What is Collier Financial's AUM?

Collier Financial reported approximately $146.2M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $160.5M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Collier Financial's holdings?

All Collier Financial holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1902901. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Collier Financial's 13F data updated on 13F Pro?

Collier Financial's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Collier Financial

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1902901

Institutional-grade research for retail investors

Sector Allocation

Other92.9%$135.8M
Financials6.3%$9.2M
Technology0.3%$470,121
Industrials0.2%$227,905
Consumer Discretionary0.1%$139,744
Consumer Staples0.1%$133,389
Healthcare0.1%$108,940
Utilities0.0%$25,027
Real Estate0.0%$20,350
Communication Services0.0%$18,976

AUM History

13fpro.ai/research/fund/collier-financial-1902901

Conviction and streaks

Diversifying · top 10 = 78.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold14.9% weight · held 5 quarters

$Conviction hold13.8% weight · held 5 quarters

$Conviction hold13.2% weight · held 5 quarters

$Conviction hold7.5% weight · held 5 quarters

$Conviction hold7.3% weight · held 6 quarters

$Accumulating+2178% shares · 5 quarters running

$Accumulating+392% shares · 5 quarters running

$Accumulating+198% shares · 5 quarters running

$Accumulating+2% shares · 5 quarters running

$MMMAccumulating+3% shares · 5 quarters running

$IVZTrimming-70% shares · 5 quarters running

$IVZTrimming-44% shares · 5 quarters running

$Trimming-58% shares · 5 quarters running

$Trimming-11% shares · 4 quarters running

$HDTrimming-67% shares · 4 quarters running

Largest positions — Q2 2026

STATE
$21.7M
STATE
$20.1M
STATE
$19.3M
STATE
$11.0M
STATE
$10.6M
STATE
$10.6M
STATE
$7.6M
STATE
$5.1M
IVZ
$4.5M
ISHARES
$3.6M
STATE
$3.5M
STATE
$3.4M
SPGI
$2.4M
STATE
$1.8M
ISHARES
$1.7M
STATE
$1.5M
STATE
$1.2M
ISHARES
$1.1M
FIRST
$948K
STATE
$902K

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/collier-financial-1902901

Collier Financial 13F holdings — Q2 2026

$146.2M portfolio (+11.5% QoQ) · 141 holdings · Q2 2026 13F · top 10 are 78% of the stock portfolio

1
STATE STREET - MF Closed and MF Open
$21.7M
14.9% of stocks
-11%This quarter—Since filed—Held
AIQuality—Est. buy—
2
STATE STREET - MF Closed and MF Open
$20.1M
13.8% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—
3
STATE STREET - MF Closed and MF Open
$19.3M
13.2% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
4
STATE STREET - MF Closed and MF Open
$11.0M
7.5% of stocks
-21%This quarter—Since filed—Held
AIQuality—Est. buy—
5
STATE STREET - MF Closed and MF Open
$10.6M
7.3% of stocks
-0.6%This quarter—Since filed—Held
AIQuality—Est. buy—
6
STATE STREET - MF Closed and MF Open
$10.6M
7.2% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
7
STATE STREET - MF Closed and MF Open
$7.6M
5.2% of stocks
-11%This quarter—Since filed—Held
AIQuality—Est. buy—
8
STATE STREET - MF Closed and MF Open
$5.1M
3.5% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
9
Invesco Ltd.
$IVZ
$4.5M
3.0% of stocks
-1%This quarter-3.0%Since filed6+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row
10
ISHARES MSCI - MF Closed and MF Open
$3.6M
2.5% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	STATE STREET - MF Closed and MF Open	$21.7M	14.9%	-11%	—	—	—	—
2	STATE STREET - MF Closed and MF Open	$20.1M	13.8%	+9%	—	—	—	—
3	STATE STREET - MF Closed and MF Open	$19.3M	13.2%	+5%	—	—	—	—
4	STATE STREET - MF Closed and MF Open	$11.0M	7.5%	-21%	—	—	—	—
5	STATE STREET - MF Closed and MF Open	$10.6M	7.3%	-0.6%	—	—	—	—
6	STATE STREET - MF Closed and MF Open	$10.6M	7.2%	+4%	—	—	—	—
7	STATE STREET - MF Closed and MF Open	$7.6M	5.2%	-11%	—	—	—	—
8	STATE STREET - MF Closed and MF Open	$5.1M	3.5%	+6%	—	—	—	—
9	Invesco Ltd.$IVZ	$4.5M	3.0%	-1%	-3.0%	6+ qtrsTrimmed 5 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
10	ISHARES MSCI - MF Closed and MF Open	$3.6M	2.5%	New	—	New this quarter	—	—

All holdings — Collier Financial (Q2 2026)

Sort

141 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	STATE STREET - MF Closed and MF Open	—	$3.5M	2.4%	29K	+31%	—	—	13F
12	—	STATE STREET - MF Closed and MF Open	—	$3.4M	2.3%	31K	+4266%	—	—	13F
13	$SPGI	S&P Global Inc.	Financials	$2.4M	1.6%	5,899	+0.2%	6+ qtrs	75.7	13F
14	—	STATE STREET - MF Closed and MF Open	—	$1.8M	1.2%	20K	-2%	—	—	13F
15	—	ISHARES U S - MF Closed and MF Openetf/fund	—	$1.7M	1.1%	74K	+6%	—	—	13F
16	—	STATE STREET - MF Closed and MF Open	—	$1.5M	1.0%	31K	+4%	—	—	13F
17	—	STATE STREET - MF Closed and MF Open	—	$1.2M	0.8%	13K	-7%	—	—	13F
18	—	ISHARES 0-3 - MF Closed and MF Openetf/fund	—	$1.1M	0.8%	11K	-7%	—	—	13F
19	—	FIRST TRUST - MF Closed and MF Open	—	$948K	0.7%	30K	-11%	—	—	13F
20	—	STATE STREET - MF Closed and MF Open	—	$902K	0.6%	9,073	-9%	—	—	13F
21	—	ISHARES 0-5 - MF Closed and MF Openetf/fund	—	$900K	0.6%	8,814	+14%	—	—	13F
22	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$749K	0.5%	1	—	6+ qtrs	73.5	13F
23	—	GOLDMAN SACHS - MF Closed and MF Open	—	$677K	0.5%	11K	New	—	—	13F
24	—	ISHARES CORE - MF Closed and MF Openetf/fund	—	$646K	0.4%	862	+1%	—	—	13F
25	—	ISHARES S&P - MF Closed and MF Openetf/fund	—	$604K	0.4%	3,209	-1%	—	—	13F
26	—	ISHARES CORE - MF Closed and MF Open	—	$502K	0.3%	8,149	-13%
27	—	ISHARES CORE - MF Closed and MF Open	—	$484K	0.3%	5,844	+6%
28	—	ISHARES CORE - MF Closed and MF Open	—	$463K	0.3%	4,202	-0.3%
29	—	GOLDMAN SACHS - MF Closed and MF Open	—	$450K	0.3%	8,090	+6%
30	$IVZ	Invesco Ltd.	Financials	$447K	0.3%	4,295	-2%
31	—	ISHARES CORE - MF Closed and MF Open	—	$412K	0.3%	2,776	+5%
32	$IVZ	Invesco Ltd.	Financials	$401K	0.3%	1,886	-9%
33	—	ISHARES CORE - MF Closed and MF Open	—	$326K	0.2%	3,376	+8%
34	—	VANGUARD TOTAL - MF Closed and MF Open	—	$322K	0.2%	871	-24%
35	—	FIRST TRUST - MF Closed and MF Open	—	$259K	0.2%	2,881	-2%
36	—	INVESCO S&P - MF Closed and MF Open	—	$258K	0.2%	9,273	-6%
37	—	ISHARES CORE - MF Closed and MF Open	—	$258K	0.2%	3,342	-10%
38	—	STATE STREET - MF Closed and MF Open	—	$252K	0.2%	404	—
39	—	FIRST TRUST - MF Closed and MF Open	—	$250K	0.2%	1,858	-2%
40	—	COLUMBIA TR - MF Closed and MF Open	—	$240K	0.2%	4,681	+0.2%
41	—	ISHARES GLOBAL - MF Closed and MF Open	—	$231K	0.2%	3,471	+4%
42	$IVZ	Invesco Ltd.	Financials	$219K	0.1%	3,638	—
43	$AAPL	Apple Inc.	Technology	$169K	0.1%	584	—
44	—	ISHARES RUSSELL - MF Closed and MF Open	—	$162K	0.1%	668	+16%
45	—	STATE STREET - MF Closed and MF Open	—	$154K	0.1%	973	—
46	—	JPMORGAN INFLATION - MF Closed and MF Open	—	$149K	0.1%	3,120	+0.2%
47	—	ISHARES RUSSELL - MF Closed and MF Open	—	$146K	0.1%	487	-9%
48	—	AVANTIS U S - MF Closed and MF Open	—	$129K	0.1%	1,431	New
49	$LMT	LOCKHEED MARTIN CORP	Industrials	$118K	0.1%	231	-12%
50	—	INVESCO INVESTMENT - MF Closed and MF Open	—	$111K	0.1%	4,530	-2%
51	—	ISHARES S&P - MF Closed and MF Open	—	$108K	0.1%	782	+0.1%
52	—	GLOBAL X - MF Closed and MF Open	—	$107K	0.1%	5,809	-87%
53	$AVGO	Broadcom Inc.	Technology	$103K	0.1%	273	-8%
54	—	STATE STREET - MF Closed and MF Open	—	$101K	0.1%	3,854	+0.7%
55	—	GLOBAL X - MF Closed and MF Open	—	$94K	0.1%	1,439	—
56	—	ISHARES S&P - MF Closed and MF Open	—	$88K	0.1%	242	+0.4%
57	—	STATE STREET - MF Closed and MF Open	—	$88K	0.1%	3,024	+0.1%
58	—	ISHARES U S - MF Closed and MF Open	—	$86K	0.1%	1,271	-31%
59	—	ISHARES SHORT - MF Closed and MF Open	—	$84K	0.1%	785	+0.5%
60	$PANW	Palo Alto Networks Inc	Technology	$82K	0.1%	240	—
61	$IVZ	Invesco Ltd.	Financials	$81K	0.1%	1,117	—
62	$IVZ	Invesco Ltd.	Financials	$78K	0.1%	1,213	—
63	—	GLOBAL X - MF Closed and MF Open	—	$77K	0.1%	1,900	-39%
64	$SSB	SouthState Bank Corp	Financials	$77K	0.1%	766	+0.7%
65	—	VANGUARD FTSE - MF Closed and MF Open	—	$68K	0.1%	950	+0.2%
66	$HD	HOME DEPOT, INC.	Consumer Discretionary	$68K	0.1%	192	-9%
67	$DHI	HORTON D R INC /DE/	Industrials	$65K	0.0%	400	—
68	$AMD	ADVANCED MICRO DEVICES INC	Technology	$65K	0.0%	112	—
69	—	AVANTIS INTL - MF Closed and MF Open	—	$63K	0.0%	706	New
70	$JPM	JPMORGAN CHASE & CO	Financials	$62K	0.0%	190	—
71	—	STATE STREET - MF Closed and MF Open	—	$62K	0.0%	407	—
72	—	STATE STREET - MF Closed and MF Open	—	$56K	0.0%	1,064	—
73	$MMM	3M CO	Healthcare	$55K	0.0%	342	+0.6%
74	—	STATE STREET - MF Closed and MF Open	—	$52K	0.0%	443	—
75	—	AVANTIS US - MF Closed and MF Open	—	$50K	0.0%	550	New
76	—	STATE STREET - MF Closed and MF Open	—	$49K	0.0%	1,696	—
77	—	STATE STREET - MF Closed and MF Open	—	$47K	0.0%	690	—
78	$IVZ	Invesco Ltd.	Financials	$46K	0.0%	1,949	+0.3%
79	—	ISHARES MSCI - MF Closed and MF Open	—	$46K	0.0%	599	+3%
80	$IVZ	Invesco Ltd.	Financials	$45K	0.0%	1,930	+0.3%
81	$IVZ	Invesco Ltd.	Financials	$45K	0.0%	804	—
82	$PG	PROCTER & GAMBLE Co	Consumer Staples	$45K	0.0%	306	—
83	—	ISHARES MSCI - MF Closed and MF Open	—	$44K	0.0%	353	+0.9%
84	—	AVANTIS EMERGING - MF Closed and MF Open	—	$43K	0.0%	447	New
85	—	ISHARES TECHNOLOGY - MF Closed and MF Open	—	$41K	0.0%	163	-7%
86	—	STATE STREET - MF Closed and MF Open	—	$39K	0.0%	910	—
87	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$36K	0.0%	38	—
88	$BAC	BANK OF AMERICA CORP /DE/	Financials	$33K	0.0%	585	—
89	—	STATE STREET - MF Closed and MF Open	—	$33K	0.0%	1,286	+1%
90	—	ISHARES CORE - MF Closed and MF Open	—	$32K	0.0%	704	+1%
91	$CI	Cigna Group	Healthcare	$32K	0.0%	117	—
92	$BLK	BlackRock, Inc.	Financials	$30K	0.0%	31	—
93	$SBUX	STARBUCKS CORP	Consumer Discretionary	$30K	0.0%	293	—
94	$WMT	Walmart Inc.	Consumer Staples	$28K	0.0%	246	—
95	—	JOHN HANCOCK - MF Closed and MF Open	—	$26K	0.0%	343	New
96	$IVZ	Invesco Ltd.	Financials	$26K	0.0%	512	-5%
97	$AMZN	AMAZON COM INC	Consumer Discretionary	$23K	0.0%	98	—
98	—	STATES STREET - MF Closed and MF Open	—	$23K	0.0%	300	—
99	$TGT	TARGET CORP	Consumer Staples	$22K	0.0%	166	—
100	—	VANGUARD FSTE - MF Closed and MF Open	—	$21K	0.0%	360	—
101	—	STATE STREET - MF Closed and MF Open	—	$21K	0.0%	530	+0.4%
102	$ORCL	ORACLE CORP	Technology	$20K	0.0%	138	+0.7%
103	$DIS	Walt Disney Co	Communication Services	$19K	0.0%	197	—
104	$MCD	MCDONALDS CORP	Consumer Discretionary	$19K	0.0%	70	—
105	$RTX	RTX Corp	Industrials	$18K	0.0%	96	—
106	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$18K	0.0%	36	—
107	—	ISHARES GLOBAL - MF Closed and MF Open	—	$17K	0.0%	348	+1%
108	$SRE	SEMPRA	Utilities	$17K	0.0%	184	—
109	$MSFT	MICROSOFT CORP	Technology	$16K	0.0%	43	—
110	—	ISHARES RUSSELL - MF Closed and MF Open	—	$16K	0.0%	128	+967%
111	$CRM	Salesforce, Inc.	Technology	$15K	0.0%	95	—
112	$WELL	WELLTOWER INC.	Real Estate	$14K	0.0%	64	-79%
113	—	ISHARES CURRENCY - MF Closed and MF Open	—	$14K	0.0%	298	—
114	—	AVANTIS U S - MF Closed and MF Open	—	$14K	0.0%	109	New
115	$IVZ	Invesco Ltd.	Financials	$13K	0.0%	575	—
116	$CVS	CVS HEALTH Corp	Healthcare	$11K	0.0%	108	—
117	—	ISHARES S&P - MF Closed and MF Open	—	$11K	0.0%	49	+2%
118	—	VANECK MORNINGSTAR - MF Closed and MF Open	—	$11K	0.0%	106	-79%
119	—	FIRST TRUST - MF Closed and MF Open	—	$10K	0.0%	127	-79%
120	$BA	BOEING CO	Industrials	$10K	0.0%	44	-52%
121	$FDX	FEDEX CORP	Industrials	$9K	0.0%	30	—
122	—	VANGUARD MEGA - MF Closed and MF Open	—	$9K	0.0%	33	-78%
123	$XEL	XCEL ENERGY INC	Utilities	$8K	0.0%	99	-79%
124	$ABT	ABBOTT LABORATORIES	Healthcare	$8K	0.0%	83	—
125	—	ISHARES FLEXIBLE - MF Closed and MF Open	—	$7K	0.0%	138	+1%
126	—	VANECK SEMICONDUCTOR - MF Closed and MF Open	—	$7K	0.0%	11	—
127	$GLW	CORNING INC /NY	Materials	$7K	0.0%	27	-72%
128	—	ISHARES ESG - MF Closed and MF Open	—	$6K	0.0%	41	-79%
129	$VMRK	VIVMARK RESIDENTIAL	Real Estate	$6K	0.0%	87	-79%
130	$GD	GENERAL DYNAMICS CORP	Industrials	$6K	0.0%	16	—
131	—	ISHARES IBOXX - MF Closed and MF Open	—	$4K	0.0%	34	+3%
132	$PEP	PEPSICO INC	Consumer Staples	$3K	0.0%	25	—
133	$IBIT	iShares Bitcoin Trust ETF	Financials	$3K	0.0%	96	—
134	—	ISHARES HIGH - MF Closed and MF Open	—	$3K	0.0%	55	+2%
135	$FDXF	FedEx Freight Holding Company, Inc.	Industrials	$2K	0.0%	15	New
136	$BAX	BAXTER INTERNATIONAL INC	Healthcare	$2K	0.0%	73	—
137	$AGI	ALAMOS GOLD INC	Materials	$1K	0.0%	33	—
138	$TAK	TAKEDA PHARMACEUTICAL CO LTD	Healthcare	$802	0.0%	50	—
139	$ZBH	ZIMMER BIOMET HOLDINGS, INC.	Healthcare	$345	0.0%	4	—
140	$SM	SM Energy Co	Energy	$339	0.0%	13	—
141	$WHR	WHIRLPOOL CORP /DE/	Technology	$51	0.0%	1	—

What changed in Q2 2026

Against the previous quarter's 13F: 8 new, 42 added to, 39 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (8)

GOLDMAN SACHS - MF Closed and MF Open$677K
first bought this quarter
AVANTIS U S - MF Closed and MF Open$129K
first bought this quarter
AVANTIS INTL - MF Closed and MF Open$63K
first bought this quarter
AVANTIS US - MF Closed and MF Open$50K
first bought this quarter
AVANTIS EMERGING - MF Closed and MF Open$43K
first bought this quarter
JOHN HANCOCK - MF Closed and MF Open$26K
first bought this quarter

+2 more in the Excel export

Added to (42)

ISHARES 0-5 - MF Closed and MF Open+14%
now $900K
ISHARES U S - MF Closed and MF Open+6%
now $1.7M
ISHARES RUSSELL - MF Closed and MF Open+16%
now $162K
ISHARES GLOBAL - MF Closed and MF Open+4%
now $231K
ISHARES CORE - MF Closed and MF Open+1%
now $646K
$SPGIS&P Global Inc.+0.2%
now $2.4M · held 6+ qtrs

+36 more in the Excel export

Trimmed (39)

STATE STREET - MF Closed and MF Open-11%
now $21.7M
GLOBAL X - MF Closed and MF Open-87%
now $107K
FIRST TRUST - MF Closed and MF Open-11%
now $948K
VANGUARD TOTAL - MF Closed and MF Open-24%
now $322K
ISHARES 0-3 - MF Closed and MF Open-7%
now $1.1M
$IVZInvesco Ltd.-1%
now $4.5M · held 6+ qtrs, 5 trims in a row

+33 more in the Excel export

Sold out (3)

ISHARES COREwas $38K
$TSLATesla, Inc.was $20K
held 1 qtr
$AURAurora Innovation, Inc.was $13K
held 1 qtr

Firm AUM (Form ADV): $160.5M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Collier Financial has filed, 5 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Collier Financial?

Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Collier Financial's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+0.5%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 26% over the last 4

Top 10 weight

78%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

99%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Collier Financial disclosed 141 positions worth $146.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 8 new positions and exited 3. The portfolio is most concentrated in Other (92.9% of disclosed assets). All figures are sourced directly from Collier Financial’s Form 13F-HR filing with the SEC under CIK 1902901.

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AI-Powered Hedge Fund Analysis: Collier Financial

13F Pro is an AI hedge fund tracker and stock research platform. For Collier Financial (SEC CIK: 1902901), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Collier Financial's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.