13F

Investor

Passaic Partners LLC

CIK 0001905809 · filed 2026-05-15 · SEC filing

13F book

$1.07B

Positions

13

2 new · 3 sold

Largest name

29.6%

Spdr S&P 500 Etf Tr

Est. mark

−$14.3M

Price effect on 11 names still held. Flow −$126.1M.
NameTickerSharesValueWeightEst. markChange
Spdr S&P 500 Etf Tr486.1K$316.1M29.6%−$15.4MCut−$21.1M
Ishares Tr2.04M$184.4M17.2%$2.18MCut−$17.4M
Ishares Inc1.12M$78.3M7.3%$2.84MCut−$41M
Ishares Tr103.5K$67.6M6.3%−$3.28MCut−$4.85M
Vanguard Index Fds69.1K$41.3M3.9%−$2.04MCut−$4.98M
Ishares Tr346.7K$34.4M3.2%New
Select Sector Spdr Tr118.6K$17.4M1.6%−$971.4KCut−$2.52M
Ishares Tr183.3K$17.3M1.6%New
Select Sector Spdr Tr375.6K$17.2M1.6%$1.2MCut−$2.64M
Select Sector Spdr Tr209.8K$17.2M1.6%$902.1KCut−$2.74M
Ishares Tr155.6K$17.2M1.6%$70KCut−$22.8M
Spdr Series Trust88K$8.69M0.8%−$373.3KCut−$21M
Invesco Db Multi-Sector Comm316.7K$8.65M0.8%$570.1KCut−$1.32M

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.