FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.32-0.17%
XLE56.76-0.18%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,869.800.13%
RUT2,788.130.04%
GSPC7,172.360.10%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001055980

Ameritas Investment Partners, Inc.

Lincoln, NE · File #028-06722

Latest AUM
$3.28B
Positions
3,698
Top-10 Concentration
47.4%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCEVANGUARD BD INDEX FDS921937835-298,785-$22.1M-$92,728
REDUCECOMFORT SYS USA INC199908104-6,284-$5.9M+$713,410
ADDNETFLIX INCNFLX+37,701+$3.5M-$4.3M
REDUCEECHOSTAR CORPSATS-31,500-$3.4M+$1.2M
REDUCEFLEX LTDFLEX-46,001-$2.8M+$172,372
ADDHECLA MNG CO422704106+125,175+$2.4M+$355,592
ADDLUMENTUM HLDGS INCLITE+6,234+$2.3M+$206
ADDSALESFORCE INCCRM+8,461+$2.2M+$1,630
ADDSEAGATE TECHNOLOGY HLDNGS PLSE+7,721+$2.1M+$76,261
REDUCEELECTRONIC ARTS INCEA-10,363-$2.1M+$29,072

Sector Allocation

Technology
23.0%$755.7M
Industrials
7.1%$234.7M
Healthcare
6.7%$219.8M
Financials
5.0%$163.5M
Energy
2.3%$75.5M
Materials
1.6%$52.2M
Utilities
1.2%$40.5M
Real Estate
1.0%$33.1M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CORPORATIONNVDA536,326$100.0M8.31%
2APPLE INCAAPL326,205$88.7M7.37%
3MICROSOFT CORPMSFT164,082$79.4M6.59%
4AMAZON COM INCAMZN227,332$52.5M4.36%
5SPDR SERIES TRUST78468R754358,735$47.8M3.97%
6ISHARES TR46428720069,532$47.6M3.96%
7ALPHABET INCGOOG128,421$40.2M3.34%
8META PLATFORMS INCMETA58,014$38.3M3.18%
9VANGUARD INDEX FDS92290836361,000$38.3M3.18%
10TESLA INCTSLA83,173$37.4M3.11%
11BROADCOM INCAVGO104,237$36.1M3.00%
12ISHARES TR464287226354,000$35.4M2.94%
13ALPHABET INCGOOG112,578$35.3M2.94%
14VANGUARD TAX-MANAGED FDS921943858371,000$23.2M1.93%
15ISHARES TR464287309188,000$23.2M1.93%
16VANGUARD BD INDEX FDS921937835298,000$22.1M1.83%
17VANGUARD SCOTTSDALE FDS92206C870239,305$20.0M1.67%
18ISHARES TR46428740888,000$18.7M1.55%
19CAPITAL GROUP CORE EQUITY ET14020V108458,673$18.5M1.53%
20PALANTIR TECHNOLOGIES INCPLTR103,093$18.3M1.52%