IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Gresham Partners, LLC

Portfolio Profile

CIK: 0001614775 | CHICAGO, IL

$26.2K
AUM
7
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Ishares Msci Emerging Markets ETF(IEMG)398,781$16.1K61.54%
2Spdr S&p500 ETF Trust S&P 500 ETF USD DIS(SPY)53,236$3.5K13.35%
3Ishares Core Msci ETF(IEFA)35,188$1.9K7.25%
4Invesco Exchange Traded FD TR S&p500 EQL WGT(RSP)20,150$1.7K6.46%
5Ishares Russell 2000 ETF(IWM)29,193$1.6K6.24%
6Ishares Trust Msci EMG Mkts ETF USD DIS(EEM)9,014$1.2K4.60%
7Ishares Msci Eafe ETF(EFA)2,742$1470.56%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $26.2K

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified100%

AUM History

$62.8K | 19 pos.
$60.0K | 18 pos.
$70.7K | 12 pos.
$70.7K | 14 pos.
$72.6K | 13 pos.
$5.0K | 8 pos.
100%
0%
$35.1K | 13 pos.
$18.4K | 13 pos.
$14.6K | 15 pos.
$14.1K | 10 pos.
$44.2K | 10 pos.
$26.2K | 14 pos.
Q4
14
Q1
15
Q2
15
Q3
15
Q4
15
Q3
18
Q4
18
Q1
19
Q2
19
Q3
19
Q4
19
Q1
20

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
5
Increased
2
Decreased
0
Unchanged