13F

Investor

SB Capital Management Inc

CIK 0001302815 · filed 2026-02-20 · SEC filing

13F book

$272.8M

Positions

93

Largest name

13.6%

Ishares Tr

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Ishares Tr361.2K$37M13.6%Held
Dimensional Etf Trust342.5K$13M4.8%Held
Dimensional Etf Trust264.6K$12.3M4.5%Held
Vanguard Malvern Fds242.6K$12M4.4%Held
Capricor Therapeutics, Inc.CAPR400K$11.5M4.2%Held
Dimensional Etf Trust246.8K$9.38M3.4%Held
Dimensional Etf Trust129.7K$9.03M3.3%Held
Ishares Tr116.6K$8.77M3.2%Held
Dimensional Etf Trust113.7K$8.44M3.1%Held
Dimensional Etf Trust219.9K$8.38M3.1%Held
Dimensional Etf Trust155.8K$7.78M2.9%Held
Dimensional Etf Trust130.2K$7.75M2.8%Held
Dimensional Etf Trust224K$7.66M2.8%Held
Dimensional Etf Trust217.1K$7.15M2.6%Held
Vanguard Intl Equity Index F48.7K$6.88M2.5%Held
Ishares Tr78.8K$6.87M2.5%Held
Dimensional Etf Trust197.1K$6.24M2.3%Held
Oramed Pharmaceuticals Inc.ORMP1.9M$5.42M2.0%Held
Ishares Tr66.9K$5.19M1.9%Held
Ishares Tr34.4K$4.87M1.8%Held
Dimensional Etf Trust122.2K$3.98M1.5%Held
Dbx Etf Tr77.8K$3.74M1.4%Held
Dimensional Etf Trust105K$3.39M1.2%Held
Vanguard Index Fds4.88K$3.06M1.1%Held
Ishares Tr12.8K$2.68M1.0%Held
Ishares Tr19.3K$2.54M0.9%Held
Spdr S&P 500 Etf Tr3.67K$2.5M0.9%Held
Ishares Tr6.03K$2.25M0.8%Held
Apple Inc.AAPL7.94K$2.16M0.8%Held
Levi Strauss & Co New97.5K$2.02M0.7%Held
Dimensional Etf Trust39.3K$1.89M0.7%Held
Ishares Tr44.4K$1.84M0.7%Held
Dimensional Etf Trust53.4K$1.8M0.7%Held
Dimensional Etf Trust36K$1.68M0.6%Held
Vanguard Tax-Managed Fds26.7K$1.67M0.6%Held
Spdr Index Shs Fds31.1K$1.57M0.6%Held
Proshares Tr115.2K$1.46M0.5%Held
Ishares Tr22K$1.45M0.5%Held
Ishares Tr11.8K$1.41M0.5%Held
Dimensional Etf Trust31.2K$1.34M0.5%Held
Alphabet Inc4.09K$1.28M0.5%Held
Spdr Series Trust13.7K$1.25M0.5%Held
Ishares Tr1.81K$1.24M0.5%Held
Alphabet Inc3.87K$1.21M0.4%Held
Disney Walt Co10.6K$1.2M0.4%Held
Ishares Tr12.1K$1.18M0.4%Held
Ishares Tr7.41K$1.05M0.4%Held
Direxion Shs Etf Tr109.3K$1.03M0.4%Held
Ishares Tr4.49K$953.1K0.3%Held
Ishares Tr9.85K$948.7K0.3%Held
Nvidia CorpNVDA5.07K$945.4K0.3%Held
Pimco Etf Tr20.2K$916.4K0.3%Held
Tesla, Inc.TSLA2.03K$911.6K0.3%Held
Microsoft CorpMSFT1.82K$881.1K0.3%Held
Invesco Qqq Tr1.43K$876.9K0.3%Held
Dimensional Etf Trust20.2K$876.6K0.3%Held
Ishares Tr8.15K$783.2K0.3%Held
Amazon Com IncAMZN3.37K$776.9K0.3%Held
Vanguard Bd Index Fds9.99K$740.1K0.3%Held
Dimensional Etf Trust14.7K$736.9K0.3%Held
Ishares Tr5.49K$623.9K0.2%Held
Snap IncSNAP73.9K$596.1K0.2%Held
Pepsico IncPEP4.15K$595.9K0.2%Held
Ishares Tr1.22K$576.3K0.2%Held
Ishares Gold Tr6.92K$561.7K0.2%Held
Dimensional Etf Trust17K$559.3K0.2%Held
Ishares Tr6.76K$558.9K0.2%Held
Ishares Tr4.41K$544.1K0.2%Held
Ishares Tr9.92K$542.6K0.2%Held
Kla CorpKLAC424$515.2K0.2%Held
Berkshire Hathaway Inc Del990$497.6K0.2%Held
Dimensional Etf Trust11.9K$495.2K0.2%Held
Ishares Tr5.25K$469.6K0.2%Held
Vanguard Index Fds1.4K$469.4K0.2%Held
Dimensional World Equity5.81K$429.7K0.2%Held
Dimensional Etf Trust6.44K$389.9K0.1%Held
Select Sector Spdr Tr2.43K$349.4K0.1%Held
Ishares Tr1.71K$340.1K0.1%Held
Dimensional Etf Trust9.81K$321.1K0.1%Held
Netflix IncNFLX3.33K$312.2K0.1%Held
Vaneck Etf Trust855$307.9K0.1%Held
Vanguard Intl Equity Index F5.61K$301.8K0.1%Held
Yum Brands IncYUM1.8K$272.6K0.1%Held
Spdr Index Shs Fds6.21K$264.8K0.1%Held
Ishares Tr2.68K$259.4K0.1%Held
Advanced Micro Devices IncAMD1.19K$254.6K0.1%Held
Fidelity Comwlth Tr2.55K$233.1K0.1%Held
Broadcom Inc.AVGO652$225.7K0.1%Held
Dimensional Etf Trust6.76K$223.8K0.1%Held
Ishares Tr578$223.8K0.1%Held
Ishares Tr1.48K$209.1K0.1%Held
Fidelity Wise Origin Bitcoin2.73K$208.1K0.1%Held
Walmart Inc.WMT1.8K$200.2K0.1%Held

Positions as of Q4 2025. 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.