Galilei Investment Office LLP
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $996,071,870 | Corporations (59%) |
| Apr 2025 to Mar 2026 | $1,066,026,872 | Corporations (69%) |
| Apr 2024 to Mar 2025 | $976,547,903 | Corporations (54%) |
| Oct 2023 to Mar 2024 | $828,055,702 | Other (50%) |
| May 2023 to Sep 2023 | $958,661,382 | Individuals and high net worth (54%) |
| Apr 2023 | $958,661,382 | Individuals and high net worth (54%) |
In the firm's words
- Index / passive:
Otherwise, a passive exposure can be used when the benefit of active management is limited.
- Multi-asset:
Our long-term strategic asset allocation is broadly stable to benefit from the natural beta of each asset class within an optimized portfolio.
- Fixed income / rates:
Equity risk is best balanced by exposure to other sources of return, primarily from fixed income/credit and alternative investments.
- Wealth management / planning:
Obtaining exposure to particular niches and alternative sources of return is generally difficult unless done through specialists in those areas and we will tend to own active managers for this purpose.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 84.8%; sector active share 69.4% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 82.3% | $181,287,745 |
| Financial Services | 4.6% | $10,114,520 |
| Communication Services | 4.3% | $9,452,602 |
| Technology | 2.7% | $6,026,121 |
| Consumer Defensive | 2.3% | $5,089,355 |
| Energy | 2.2% | $4,956,356 |
| Industrials | 1.2% | $2,754,609 |
| Consumer Cyclical | 0.3% | $705,608 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +87,951 | 175,902 | $9,878,656 | ||
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | +38,775 | 253,721 | $13,297,517 | |
| BKLN | Invesco Ltd. | +4,900 | 19,600 | $399,252 | |
| IEMG | iShares Trust | +2,500 | 102,000 | $8,449,680 | |
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | +2,000 | 328,614 | $29,095,483 | |
| VOO | VANGUARD 500 INDEX FUND | +859 | 71,908 | $49,387,133 | |
| BTI | British American Tobacco p.l.c. | +783 | 56,644 | $3,498,333 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | −4,313 | 32,623 | $5,120,179 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 76,730 | $57,299,662 | 26.00% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 71,908 | $49,387,133 | 22.41% | |
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
Added | 328,614 | $29,095,483 | 13.20% | |
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Added | 253,721 | $13,297,517 | 6.03% | |
|
|
Added | 175,902 | $9,878,656 | 4.48% | ||
| IEMG |
iShares Trust
|
Added | 102,000 | $8,449,680 | 3.83% | |
| EMXC |
iShares MSCI Emerging Markets ex China ETF
|
Held | 58,133 | $5,947,005 | 2.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 14,900 | $5,324,813 | 2.42% | |
| VT |
VANGUARD TOTAL WORLD STOCK INDEX FUND
|
Reduced | 32,623 | $5,120,179 | 2.32% | |
| SHEL |
Shell plc
Energy
|
Held | 63,920 | $4,956,356 | 2.25% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 9,690 | $4,848,779 | 2.20% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 7,328 | $4,127,789 | 1.87% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Added | 56,644 | $3,498,333 | 1.59% | |
| AXP |
American Express Co
Financial Services
|
Held | 9,974 | $3,373,705 | 1.53% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 6,985 | $2,605,544 | 1.18% | |
| AAPL |
Apple Inc.
Technology
|
Held | 8,449 | $2,444,802 | 1.11% | |
| FDX |
Fedex Corp
Industrials
|
Held | 7,088 | $2,219,465 | 1.01% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 19,577 | $1,591,022 | 0.72% | |
| IWM |
iShares Russell 2000 ETF
|
Held | 5,000 | $1,502,250 | 0.68% | |
| V |
Visa Inc.
Financial Services
|
Held | 4,351 | $1,492,784 | 0.68% | |
| S |
SentinelOne, Inc.
Technology
|
Held | 57,500 | $975,775 | 0.44% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Held | 11,825 | $705,834 | 0.32% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Held | 17,189 | $705,608 | 0.32% | |
| FDXF |
FedEx Freight Holding Company, Inc.
Industrials
|
NEW | 3,544 | $535,144 | 0.24% | |
| BKLN |
Invesco Ltd.
Financial Services
|
Added | 19,600 | $399,252 | 0.18% | |
| GDX |
VanEck Gold Miners ETF
|
NEW | 4,277 | $322,699 | 0.15% | |
| ICSH |
iShares Ultra Short Duration Bond Active ETF
|
Held | 4,000 | $202,320 | 0.09% | |
| SGOL |
abrdn Gold ETF Trust
|
NEW | 2,075 | $79,327 | 0.04% |
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.