PASSAIC PARTNERS LLC

PrivateCIK: 1905809
Location

NEWARK, NJ

📋 What this filing means

PASSAIC PARTNERS LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $826.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

10
Positions
$826.80M
Total AUM (reported)
5.09M
Total Shares

Allocation by class

TOTAL AUM$826.80M10 positions
TR UNIT$362.95M43.9%
CORE MSCI EAFE$168.42M20.4%
CORE MSCI EMKT$73.20M8.9%
CORE S&P500 ETF$67.78M8.2%
S&P 500 ETF SHS$52.61M6.4%
CORE US AGGBD ET$40.56M4.9%
U.S. REAL ES ETF$20.58M2.5%

Portfolio Concentration

Top 373.1%4–1026.9%TOP 10100.0%0%100%
Top 3$604.57M73.1%
4–10$222.23M26.9%

Top 3 weight

73.1%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 5.09M

Sole

Full voting authority

5.09M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares587.44K
TypeSH
Market value$362.95M
43.90%
Sole
587.44K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE MSCI EAFE
Shares2.02M
TypeSH
Market value$168.42M
20.37%
Sole
2.02M
Shared
0.00
None
0.00

ISHARES INC

SOLE
CORE MSCI EMKT
Shares1.22M
TypeSH
Market value$73.20M
8.85%
Sole
1.22M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares109.16K
TypeSH
Market value$67.78M
8.20%
Sole
109.16K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares92.61K
TypeSH
Market value$52.61M
6.36%
Sole
92.61K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE US AGGBD ET
Shares408.90K
TypeSH
Market value$40.56M
4.91%
Sole
408.90K
Shared
0.00
None
0.00

ISHARES TR

SOLE
U.S. REAL ES ETF
Shares217.13K
TypeSH
Market value$20.58M
2.49%
Sole
217.13K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
SBI INT-UTILS
Shares166.74K
TypeSH
Market value$13.62M
1.65%
Sole
166.74K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
SBI CONS STPLS
Shares167.31K
TypeSH
Market value$13.55M
1.64%
Sole
167.31K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
SBI HEALTHCARE
Shares100.42K
TypeSH
Market value$13.54M
1.64%
Sole
100.42K
Shared
0.00
None
0.00
PASSAIC PARTNERS LLC 13F Holdings — 10 Positions | Finecho