MARKIN ASSET MANAGEMENT, LP

PrivateCIK: 2110806
Location

RYE, NY

47
Positions
$116.85M
Total AUM (reported)
1M
Total Shares

Allocation by class

TOTAL AUM$116.85M47 positions
CORE US AGGBD ET$28.79M24.6%
ST STR TECHN ETF$14.33M12.3%
TR UNIT$8.77M7.5%
COM$8.51M7.3%
TRS FLT RT BD$7.00M6.0%
ST STR FINL ETF$5.03M4.3%
S&P500 EQL WGT$4.62M4.0%

Portfolio Concentration

Top 344.4%4–1026.9%11–2522.0%Rest6.8%TOP 1071.3%0%100%
Top 3$51.89M44.4%
4–10$31.38M26.9%
11–25$25.69M22.0%
Rest$7.89M6.8%

Top 3 weight

44.4%

Top 10 weight

71.3%

Voting Authority Distribution

Total shares with voting rights: 1M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole47
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings47
Rows:

ISHARES TR

SOLE
CORE US AGGBD ET
Shares290.90K
TypeSH
Market value$28.79M
24.64%
Sole
0.00
Shared
0.00
None
290.90K

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares75.24K
TypeSH
Market value$14.33M
12.27%
Sole
0.00
Shared
0.00
None
75.24K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares11.74K
TypeSH
Market value$8.77M
7.50%
Sole
0.00
Shared
0.00
None
11.74K

ISHARES TR

SOLE
TRS FLT RT BD
Shares138.28K
TypeSH
Market value$7.00M
5.99%
Sole
0.00
Shared
0.00
None
138.28K

SELECT SECTOR SPDR TR

SOLE
ST STR FINL ETF
Shares93.80K
TypeSH
Market value$5.03M
4.30%
Sole
0.00
Shared
0.00
None
93.80K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares21.70K
TypeSH
Market value$4.62M
3.95%
Sole
0.00
Shared
0.00
None
21.70K

SELECT SECTOR SPDR TR

SOLE
ST STR CARE ETF
Shares24.04K
TypeSH
Market value$3.81M
3.26%
Sole
0.00
Shared
0.00
None
24.04K

SELECT SECTOR SPDR TR

SOLE
ST STR INDL ETF
Shares19.71K
TypeSH
Market value$3.65M
3.12%
Sole
0.00
Shared
0.00
None
19.71K

SELECT SECTOR SPDR TR

SOLE
ST STR DISCR ETF
Shares31.06K
TypeSH
Market value$3.64M
3.12%
Sole
0.00
Shared
0.00
None
31.06K

SELECT SECTOR SPDR TR

SOLE
ST STR SVC ETF
Shares33.83K
TypeSH
Market value$3.62M
3.10%
Sole
0.00
Shared
0.00
None
33.83K

VANGUARD INTL EQUITY INDEX F

SOLE
ALLWRLD EX US
Shares38.12K
TypeSH
Market value$3.19M
2.73%
Sole
0.00
Shared
0.00
None
38.12K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares3.28K
TypeSH
Market value$2.41M
2.06%
Sole
0.00
Shared
0.00
None
3.28K

ISHARES TR

SOLE
3 7 YR TREAS BD
Shares19.53K
TypeSH
Market value$2.29M
1.96%
Sole
0.00
Shared
0.00
None
19.53K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares3.15K
TypeSH
Market value$2.16M
1.85%
Sole
0.00
Shared
0.00
None
3.15K

APPLE INC

SOLE
COM
Shares7.39K
TypeSH
Market value$2.14M
1.83%
Sole
0.00
Shared
0.00
None
7.39K

ALPHABET INC

SOLE
CAP STK CL C
Shares5.73K
TypeSH
Market value$2.03M
1.73%
Sole
0.00
Shared
0.00
None
5.73K

SPDR GOLD TR

SOLE
GOLD SHS
Shares5.48K
TypeSH
Market value$2.02M
1.73%
Sole
0.00
Shared
0.00
None
5.48K

SELECT SECTOR SPDR TR

SOLE
ST STR STAPL ETF
Shares23.69K
TypeSH
Market value$1.97M
1.68%
Sole
0.00
Shared
0.00
None
23.69K

MICROSOFT CORP

SOLE
COM
Shares4.64K
TypeSH
Market value$1.73M
1.48%
Sole
0.00
Shared
0.00
None
4.64K

ISHARES TR

SOLE
1 3 YR TREAS BD
Shares13.29K
TypeSH
Market value$1.09M
0.93%
Sole
0.00
Shared
0.00
None
13.29K

NVIDIA CORPORATION

SOLE
COM
Shares5.37K
TypeSH
Market value$1.07M
0.92%
Sole
0.00
Shared
0.00
None
5.37K

SELECT SECTOR SPDR TR

SOLE
ST STR UTIL ETF
Shares21.47K
TypeSH
Market value$973.5K
0.83%
Sole
0.00
Shared
0.00
None
21.47K

SELECT SECTOR SPDR TR

SOLE
ST STR REAL ETF
Shares20.44K
TypeSH
Market value$900.1K
0.77%
Sole
0.00
Shared
0.00
None
20.44K

SELECT SECTOR SPDR TR

SOLE
ST STR ENERG ETF
Shares16.56K
TypeSH
Market value$879.3K
0.75%
Sole
0.00
Shared
0.00
None
16.56K

AMAZON COM INC

SOLE
COM
Shares3.49K
TypeSH
Market value$831.8K
0.71%
Sole
0.00
Shared
0.00
None
3.49K
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