Angeles Investment Advisors, LLC
CIK
1535695
Location
SANTA MONICA, CA
Portfolio Value
Micro
$24,548,430
Diversification
Highly concentrated
Filing Date
Global Rank
#7,894
/ 8,710
▼ 6177
Top Industry
Engineering & Construction
42.5%
Period ended 3 months ago
Filed Jul 22, 2026 · 2mo
26 quarters · since Mar 2020
Portfolio Concentration
4 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
42.5%
−18.6 pts
Top 5
100.0%
+9.7 pts
Top 10
100.0%
+1.4 pts
HHI
3,454
Highly concentrated−625
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 42.5% | $10,428,629 |
| Basic Materials | 34.6% | $8,491,311 |
| Utilities | 21.2% | $5,205,230 |
| Consumer Defensive | 1.7% | $423,260 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ECG | Everus Construction Group, Inc. | −1,739 | 62,842 | $10,428,629 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | 1,432,386 | $844,207,983 | |
| VXUS | Vanguard Total International Stock ETF | 2,943,879 | $227,002,509 | |
| BNDW | Vanguard Total World Bond ETF | 1,385,500 | $65,049,225 | |
| ACLO | TCW AAA CLO ETF | 764,656 | $58,343,252 | |
| — | 712,400 | $53,230,528 | ||
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | 584,760 | $35,822,397 | |
| EDV | Vanguard World Funds Extended Duration ETF | 362,141 | $33,547,843 | |
| ACSG | American Century Small Cap Growth Insights ETF | 295,050 | $29,463,693 | |
| DCOR | Dimensional US Core Equity 1 ETF | 110,007 | $4,664,296 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 76,085 | $4,150,177 | |
| VCHY | Vanguard U.S. High-Yield Corporate Bond Index ETF | 52,582 | $3,981,896 | |
| VEA | Vanguard FTSE Developed Markets ETF | 4,468 | $286,309 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 1,252,334 | $0 | |
| No positions match the current search. | ||||
4 tracked positions ·
$24,548,430 total
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ECG |
Everus Construction Group, Inc.
Industrials
|
Reduced | 62,842 | $10,428,629 | 42.48% | |
| KNF |
Knife River Corp
Basic Materials
|
Held | 101,510 | $8,491,311 | 34.59% | |
| MDU |
Mdu Resources Group Inc
Utilities
|
Held | 245,414 | $5,205,230 | 21.20% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 3,126 | $423,260 | 1.72% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.