Institutional filer · SEC 13F · Q4 2025
MISHPACHA HOLDINGS CORP
The reported 13F portfolio of MISHPACHA HOLDINGS CORP (CIK 2111655) - top holdings, how concentrated the book is, and what changed last quarter.
- $74.5M
- Reported book
- 11
- Positions
- #318
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, MISHPACHA HOLDINGS CORP ranks #318 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2025 the reported book is $74.5M across 11 positions, a concentrated portfolio led by a few core positions.
- $74.5M
- reported 13F value
- 11
- disclosed positions
- 24.6%
- in ALPHABET INC CLASS A C
- #318
- of 360 filers
Top-5 share 82.1% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, MISHPACHA HOLDINGS CORP ranks #318 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where MISHPACHA HOLDINGS CORP sits by disclosed position count
MISHPACHA HOLDINGS CORP reports 11 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
MISHPACHA HOLDINGS CORP vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
11 336th of 360 higher than 24 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
MISHPACHA HOLDINGS CORP reports $0.07B across 11 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2111655 · Q4 2025 $75M book
BOOK-LIGHT · POS-CORE · CONC-DOM · LEAD-DOM · NEAR-PEER · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #318/360
- POS-CORE 11 names
- CONC-DOM 82% top-5
- LEAD-DOM 24.6% ALPHABET CLASS A COM…
- NEAR-PEER KERR FINANCIAL PLANN…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2025
Photo-finish peer on reported book: KERR FINANCIAL PLANNING Corp
Read with: Ownership concentration guide - MISHPACHA HOLDINGS CORP's top-five positions weigh 82% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · MISHPACHA HOLDINGS CORP
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$74.5M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | ALPHABET INC CLASS A COMMON STOCK | $18.3M | 24.6% |
| 2 | ALPHABET INC CLASS C CAPITAL STOCK | $17.6M | 23.6% |
| 3 | BANK OF AMERICA CORP | $9.2M | 12.3% |
| 4 | CARNIVAL CORP COMMON PAIRED STOCK | $8.1M | 10.8% |
| 5 | AMAZON.COM INC | $8.0M | 10.8% |
| 6 | META PLATFORMS INC CLASS A COMMON STOCK | $6.9M | 9.3% |
| 7 | TESLA INC COMMON STOCK | $5.3M | 7.1% |
| 8 | MICRON TECHNOLOGY INC | $541K | 0.7% |
| 9 | UNITED THERAPEUTICS CORP DEL | $487K | 0.7% |
| 10 | TAIWAN SEMICONDUCTOR MFG CO | $85K | 0.1% |
| 11 | NVIDIA CORPORATION | $74K | 0.1% |
Latest Quarter Trades · Q4 2025
New positions (11)
Frequently Asked Questions
- How big is MISHPACHA HOLDINGS CORP's 13F portfolio?
- MISHPACHA HOLDINGS CORP reports $74.5M of long US-equity positions across 11 securities as of Q4 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does MISHPACHA HOLDINGS CORP sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, MISHPACHA HOLDINGS CORP ranks #318 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is MISHPACHA HOLDINGS CORP's largest position?
- MISHPACHA HOLDINGS CORP's largest reported position is ALPHABET INC CLASS A COMMON STOCK at $18.3M, about 24.6% of its reported book as of Q4 2025.
- What did MISHPACHA HOLDINGS CORP trade last quarter?
- In its Q4 2025 filing, MISHPACHA HOLDINGS CORP opened 11 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for MISHPACHA HOLDINGS CORP: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($74.5M here).
Similar holding count
Nearest filers by number of disclosed positions (11 here).
Using this filing
- The rankings sort every tracked filer the same way MISHPACHA HOLDINGS CORP was placed above, so you can see exactly how the rest of the field compares. View the rankings
- KERR FINANCIAL PLANNING Corp reported the nearest book value ($70.9M) this quarter, a useful scale comparison for MISHPACHA HOLDINGS CORP. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.