Macco Financial Group, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2111816
Institutional-grade research for retail investors
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13F Reported Value

ⓘ

$153.9M

Holdings

22

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Macco Financial Group, Inc. disclosed 22 positions worth $153.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 1. The portfolio is most concentrated in Other (99.6% of disclosed assets). All figures are sourced directly from Macco Financial Group, Inc.’s Form 13F-HR filing with the SEC under CIK 2111816.

Sector Allocation

OtherFinancialsMaterials

13fpro.ai/research/fund/macco-financial-group-inc-2111816

AUM History

13fpro.ai/research/fund/macco-financial-group-inc-2111816

Top Equity Holdings by Value

13fpro.ai/research/fund/macco-financial-group-inc-2111816

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • SPDR SERIES TRUST - ST STR P500ETF

    —

    Quality

    $55.7M633,400 sh
  • SPDR INDEX SHS FDS - ST STR PO EX ETF

    —

    Quality

    $17.5M347,222 sh
  • SPDR SERIES TRUST - ST STR P500GRW

    —

    Quality

    $15.5M129,904 sh
  • VANGUARD INDEX FDS - VALUE ETF

    —

    Quality

    $11.7M53,513 sh
  • J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP

    —

    Quality

    $10.8M138,964 sh
  • INNOVATOR ETFS TRUST - US EQT BUFR APR

    —

    Quality

    $7.5M141,289 sh
  • ISHARES TR - CORE MSCI EAFE

    —

    Quality

    $7.2M74,181 sh
  • ISHARES TR - RUSSELL 2000 ETF

    —

    Quality

    $6.8M22,612 sh
  • VANGUARD INDEX FDS - MID CAP ETF

    —

    Quality

    $4.0M49,042 sh
  • INNOVATOR ETFS TRUST - U S EQ 10 BUFFER

    —

    Quality

    $3.5M103,128 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Macco Financial Group, Inc.'s 22 positions.

Showing top 10 of 22 holdings.

Sector Allocation

Other

$153.3M

Financials

$537,080

Materials

$101,430

Full Holdings — Macco Financial Group, Inc. (Q2 2026)

All 22 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
—SPDR SERIES TRUST - ST STR P500ETF$55.7M
—SPDR INDEX SHS FDS - ST STR PO EX ETF$17.5M
—SPDR SERIES TRUST - ST STR P500GRW$15.5M
—VANGUARD INDEX FDS - VALUE ETF$11.7M
—J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP$10.8M
—INNOVATOR ETFS TRUST - US EQT BUFR APR$7.5M
—ISHARES TR - CORE MSCI EAFE$7.2M
—ISHARES TR - RUSSELL 2000 ETF$6.8M
—VANGUARD INDEX FDS - MID CAP ETF$4.0M
—INNOVATOR ETFS TRUST - U S EQ 10 BUFFER$3.5M
—PGIM ETF TR - PGIM ULTRA SH BD$2.8M
—VANGUARD SPECIALIZED FUNDS - DIV APP ETF$2.4M
—SPDR SERIES TRUST - ST STR BLO 1 ETF$2.4M
—VANGUARD INDEX FDS - S&P 500 ETF SHS$1.7M
—VANGUARD INDEX FDS - EXTEND MKT ETF$1.2M
—VANGUARD WHITEHALL FDS - HIGH DIV YLD$1.1M
—ISHARES TR - RUS 1000 VAL ETF$678,319
—AMERICAN CENTY ETF TR - US SML CP VALU$573,147
BFC$BFCBank First Corp$322,216
—VANGUARD WHITEHALL FDS - INTL HIGH ETF$273,487
WFC$WFCWELLS FARGO & COMPANY/MN$214,864
BWEN$BWENBROADWIND, INC.$101,430

New Positions (2)

VANGUARD WHITEHALL FDS - INTL HIGH ETF$273,487
WFC$WFC WELLS FARGO & COMPANY/MN$214,864

Exited Positions (1)

VANGUARD SCOTTSDALE FDS

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AI-Powered Hedge Fund Analysis: Macco Financial Group, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Macco Financial Group, Inc. (SEC CIK: 2111816), 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 Macco Financial Group, Inc.'s portfolio is scored on a 32-signal AI quality ranking (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.