Elliott Investment Management, founded by Paul Singer, is one of the world's most influential activist hedge funds. Known for taking aggressive positions and pushing for corporate changes.
| # | Company | Ticker | Sector | % of Portfolio | Activity | Change |
|---|---|---|---|---|---|---|
| 1 | ISHARES S&P 500 INDEX | — | Other | 27.4% | — Unchanged | -2% |
| 2 | INVESCO QQQ TRUST | — | Other | 18.2% | — Unchanged | -2% |
| 3 | SCHWAB US LARGE CAP GROWTH | — | Other | 10.5% | — Unchanged | -1% |
| 4 | VANGUARD HIGH DIVIDEND YIELD | — | Other | 7.2% | — Unchanged | +1% |
| 5 | ISHARES CORE S&P SMALL-CAP | — | Other | 6.5% | — Unchanged | +1% |
| 6 | SCHWAB US DIVIDEND EQUITY | — | Other | 5.8% | — Unchanged | -0% |
| 7 | SCHWAB US MID CAP | — | Other | 5.0% | — Unchanged | +0% |
| 8 | APPLE INC. | AAPL | Technology | 4.3% | ▼ Decreasing | -4% |
| 9 | VANGUARD TOTAL STOCK MARKET | — | Other | 2.9% | ▲ Increasing | +2% |
| 10 | ISHARES CORE S&P MID-CAP | — | Other | 1.3% | — Unchanged | +1% |
| 11 | NVIDIA CORP | NVDA | Technology | 0.9% | ▼ Decreasing | -11% |
| 12 | VANGUARD DIVIDEND APPRECIATION | — | Other | 0.9% | ▼ Decreasing | -27% |
| 13 | ELI LILLY AND CO | LLY | Other | 0.7% | ▼ Decreasing | -3% |
| 14 | ISHARES RUSSELL MID-CAP | — | Other | 0.7% | — Unchanged | +0% |
| 15 | SPDR S&P DIVIDEND | — | Other | 0.7% | ▼ Decreasing | -15% |
| 16 | TESLA, INC. | TSLA | Technology | 0.6% | — Unchanged | — |
| 17 | AMAZON.COM INC. | AMZN | Technology | 0.5% | ▲ Increasing | +3% |
| 18 | ISHARES RUSSELL 1000 GROWTH | — | Other | 0.5% | — Unchanged | — |
| 19 | ISHARES HIGH DIVIDEND | — | Other | 0.5% | ▲ Increasing | +9% |
| 20 | STRYKER CORP | SYK | Other | 0.5% | ▼ Decreasing | -33% |
| 21 | ISHARES SELECT DIVIDEND | — | Other | 0.3% | ▼ Decreasing | -5% |
| 22 | JOHNSON & JOHNSON | JNJ | Other | 0.3% | ▼ Decreasing | -8% |
| 23 | BADGER METER INC | — | Other | 0.3% | — Unchanged | — |
| 24 | J.P. MORGAN CHASE & CO. | JPM | Financials | 0.3% | ▲ Increasing | +8% |
| 25 | MARATHON PETE CORP | MPC | Other | 0.3% | — Unchanged | — |
| 26 | WISDOMTREE US AL ENHANCED VALUE | — | Other | 0.3% | — Unchanged | — |
| 27 | ISHARES MORNINGSTAR SMALL-CAP | — | Other | 0.2% | — Unchanged | — |
| 28 | PFIZER INCORPORATED | PFE | Other | 0.2% | — Unchanged | +2% |
| 29 | ISHARES RUSSELL 2000 | — | Other | 0.2% | — Unchanged | — |
| 30 | VISA INC | V | Technology | 0.2% | ▲ Increasing | +2% |
| … and 11 more positions. View full portfolio → | ||||||
The table above shows Elliott Investment Management's most recent reported positions from their latest SEC 13F filing. New positions (marked ● New) represent stocks they added since the prior quarter. This data is from their 2026-03-31 filing.
Institutional investors are required to file 13F reports quarterly (within 45 days of each quarter-end: March 31, June 30, September 30, December 31). Some filers may take up to 135 days. Bogen Capital updates this page automatically whenever a new filing is available.
This data is for informational purposes only. 13F filings are delayed by up to 135 days and don't include short positions, options strategies, or non-US holdings. The fund may have already sold or changed these positions by the time you see them. Always do your own research and consider consulting a financial advisor.
All holdings data is sourced directly from public SEC EDGAR 13F filings. We fetch the raw XML filings and process them automatically. The source data is free and publicly available at SEC EDGAR ↗.