PROEQUITIES, INC.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.
Closest benchmark: no common-share positions to compare.
Over time 22 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 Trend
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 0.0% | $0 |
| Healthcare | 0.0% | $0 |
| Industrials | 0.0% | $0 |
| Financial Services | 0.0% | $0 |
| Utilities | 0.0% | $0 |
| Technology | 0.0% | $0 |
| Consumer Cyclical | 0.0% | $0 |
| Energy | 0.0% | $0 |
| Basic Materials | 0.0% | $0 |
| Consumer Defensive | 0.0% | $0 |
| Communication Services | 0.0% | $0 |
| Real Estate | 0.0% | $0 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RPT |
Rithm Property Trust Inc.
Real Estate
|
Held | 0 | $0 | — | |
|
|
Held | 0 | $0 | — | ||
| IBN |
Icici Bank Ltd
Financial Services
|
Held | 0 | $0 | — | |
| BCAL |
California BanCorp \ CA
Financial Services
|
Held | 0 | $0 | — | |
| MAA |
Mid America Apartment Communities Inc.
Real Estate
|
Held | 0 | $0 | — | |
| PKBK |
Parke Bancorp, Inc.
Financial Services
|
Held | 0 | $0 | — | |
| MBIN |
Merchants Bancorp
Financial Services
|
Held | 0 | $0 | — | |
| ESLT |
Elbit Systems Ltd
Industrials
|
Held | 0 | $0 | — | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Held | 0 | $0 | — | |
| OPAD |
Offerpad Solutions Inc.
Real Estate
|
Held | 0 | $0 | — | |
| GOF |
Guggenheim Strategic Opportunities Fund
Financial Services
|
Held | 0 | $0 | — | |
| ANIK |
Anika Therapeutics, Inc.
Healthcare
|
Held | 0 | $0 | — | |
| DGNX |
Diginex Ltd
Industrials
|
Held | 0 | $0 | — | |
| OWL |
Blue Owl Capital Inc.
Financial Services
|
Held | 0 | $0 | — | |
| NTR |
Nutrien Ltd.
Basic Materials
|
Held | 0 | $0 | — | |
| ATS |
ATS Corp
Industrials
|
Held | 0 | $0 | — | |
| BNDW |
Vanguard Scottsdale Funds
|
Held | 0 | $0 | — | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Held | 0 | $0 | — | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Held | 0 | $0 | — | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Held | 0 | $0 | — | |
| VGLT |
VANGUARD LONG-TERM TREASURY INDEX FUND
|
Held | 0 | $0 | — | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Held | 0 | $0 | — | |
| VMBS |
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND
|
Held | 0 | $0 | — | |
| VONE |
VANGUARD RUSSELL 1000 INDEX FUND
|
Held | 0 | $0 | — | |
| VONG |
VANGUARD RUSSELL 1000 GROWTH INDEX FUND
|
Held | 0 | $0 | — | |
| VONV |
VANGUARD RUSSELL 1000 VALUE INDEX FUND
|
Held | 0 | $0 | — | |
| VTC |
VANGUARD TOTAL CORPORATE BOND ETF
|
Held | 0 | $0 | — | |
| VTHR |
VANGUARD RUSSELL 3000 INDEX FUND
|
Held | 0 | $0 | — | |
| VTWG |
VANGUARD RUSSELL 2000 GROWTH INDEX FUND
|
Held | 0 | $0 | — | |
| VTWO |
VANGUARD RUSSELL 2000 INDEX FUND
|
Held | 0 | $0 | — | |
| VTWV |
VANGUARD RUSSELL 2000 VALUE INDEX FUND
|
Held | 0 | $0 | — | |
| EDD |
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
Financial Services
|
Held | 0 | $0 | — | |
| VHC |
VirnetX Holding Corp
Technology
|
Held | 0 | $0 | — | |
| IDEQ |
Lazard International Dynamic Equity ETF
|
Held | 0 | $0 | — | |
| JPY |
Lazard Japanese Equity ETF
|
Held | 0 | $0 | — | |
| TEKY |
Lazard Next Gen Technologies ETF
|
Held | 0 | $0 | — | |
| THMZ |
Lazard Equity Megatrends ETF
|
Held | 0 | $0 | — | |
|
|
Held | 0 | $0 | — | ||
| MSBI |
Midland States Bancorp, Inc.
Financial Services
|
Held | 0 | $0 | — | |
| CNEY |
Cn Energy Group. Inc.
Basic Materials
|
Held | 0 | $0 | — | |
| CENN |
Cenntro Inc.
Consumer Cyclical
|
Held | 0 | $0 | — | |
| MTUS |
Metallus Inc.
Basic Materials
|
Held | 0 | $0 | — | |
| BKCG |
BNY Mellon Concentrated Growth ETF
|
Held | 0 | $0 | — | |
| BKDV |
BNY Mellon Dynamic Value ETF
|
Held | 0 | $0 | — | |
| SMRT |
SmartRent, Inc.
Technology
|
Held | 0 | $0 | — | |
| BJRI |
BJs RESTAURANTS INC
Consumer Cyclical
|
Held | 0 | $0 | — | |
| MLR |
Miller Industries Inc
Consumer Cyclical
|
Held | 0 | $0 | — | |
| AGQ |
ProShares Trust II
|
Held | 0 | $0 | — | |
| BOIL |
|
Held | 0 | $0 | — | |
| EUO |
|
Held | 0 | $0 | — |
Showing the top 50 of 10,189 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.