Gridiron Partners 13F annual report
Gridiron Partners is an investment fund managing more than $157 billion ran by Michael Schneck. There are currently 57 companies in Mr. Schneck’s portfolio. The largest investments include Ishares Tr and Vanguard Bd Index Fds, together worth $79.3 billion.
$157 billion Assets Under Management (AUM)
As of 16th July 2024, Gridiron Partners’s top holding is 424,138 shares of Ishares Tr currently worth over $42.2 billion and making up 26.9% of the portfolio value.
In addition, the fund holds 515,207 shares of Vanguard Bd Index Fds worth $37.2 billion.
The third-largest holding is Spdr S&p 500 Etf Tr worth $14.1 billion and the next is Vanguard Index Fds worth $7.31 billion, with 27,335 shares owned.
Currently, Gridiron Partners's portfolio is worth at least $157 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Gridiron Partners
The Gridiron Partners office and employees reside in Wexford, Pennsylvania. According to the last 13-F report filed with the SEC, Michael Schneck serves as the Chief Compliance Officer at Gridiron Partners.
Recent trades
In the most recent 13F filing, Gridiron Partners revealed that it had increased its stake in
Ishares Tr and bought 3,046 additional shares worth around .
On the other hand, Michael Schneck disclosed a decreased stake in Spdr S&p 500 Etf Tr by approximately 0.1%.
This leaves the value of the investment at $14.1 billion and 26,000 shares.
One of the smallest hedge funds
The two most similar investment funds to Gridiron Partners are Mid-american Wealth Advisory and Asset Management Resources. They manage $157 billion and $157 billion respectively.
Michael Schneck investment strategy
Gridiron Partners’s portfolio is diversified across 3 sectors.
Currently, their heaviest sector is Technology — making up 1.2% of
the total portfolio value.
The fund focuses on investments in the United States as
5.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
5% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $652 billion.
The complete list of Gridiron Partners trades based on 13F SEC filings
These positions were updated on July 23rd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
0.72%
424,138
|
$42,164,410,000 | 26.92% |
| Vanguard Bd Index Fds |
0.24%
515,207
|
$37,172,712,000 | 23.73% |
| Spdr S&p 500 Etf Tr |
0.82%
26,000
|
$14,149,720,000 | 9.03% |
| Vanguard Index Fds |
No change
27,335
|
$7,312,386,000 | 4.67% |
| Nuveen Mun High Income Oppor |
0.02%
502,338
|
$5,420,227,000 | 3.46% |
| Pimco Mun Income Fd Ii |
No change
547,484
|
$4,670,039,000 | 2.98% |
| Nuveen Municipal Credit Inc |
0.58%
306,681
|
$3,787,510,000 | 2.42% |
| Nuveen Amt Free Mun Cr Inc F |
0.70%
258,838
|
$3,225,121,000 | 2.06% |
| Blackrock Munivest Fd Inc |
No change
403,146
|
$2,890,557,000 | 1.85% |
| Bny Mellon Strategic Muns In |
0.02%
403,774
|
$2,471,097,000 | 1.58% |
| Flaherty & Crumrine Pfd Secs |
No change
147,931
|
$2,187,899,000 | 1.40% |
| Nuveen Amt Free Qlty Mun Inc |
No change
174,878
|
$2,004,102,000 | 1.28% |
| Microsoft Corporation |
No change
4,265
|
$1,906,242,000 | 1.22% |
| Spdr S&p Midcap 400 Etf Tr |
No change
3,373
|
$1,804,825,000 | 1.15% |
| Nuveen Mun Cr Opportunities |
No change
154,849
|
$1,707,984,000 | 1.09% |
| Blackrock Mun Target Term Tr |
No change
75,855
|
$1,575,508,000 | 1.01% |
| Invesco Tr Invt Grade Muns |
0.24%
149,983
|
$1,540,325,000 | 0.98% |
| Vanguard Intl Equity Index F |
No change
33,718
|
$1,475,500,000 | 0.94% |
| Vanguard Tax-managed Fds |
No change
29,111
|
$1,438,666,000 | 0.92% |
| Vanguard Star Fds |
No change
20,633
|
$1,244,170,000 | 0.79% |
| Virtus Convertible & Inc Fd |
No change
359,310
|
$1,049,185,000 | 0.67% |
| Pimco Mun Income Fd |
No change
104,330
|
$956,706,000 | 0.61% |
| Vanguard Scottsdale Fds |
No change
11,865
|
$916,868,000 | 0.59% |
| Invesco Mun Opportunity Tr |
No change
90,638
|
$913,631,000 | 0.58% |
| KKR & Co. Inc |
No change
8,617
|
$906,853,000 | 0.58% |
| Cohen & Steers Select Pfd & |
0.93%
40,295
|
$797,035,000 | 0.51% |
| Blackrock Mun Income Tr |
0.46%
74,225
|
$757,837,000 | 0.48% |
| Virtus Convertible & Income |
No change
206,961
|
$676,762,000 | 0.43% |
| Pioneer Municipal High Incom |
3.15%
114,284
|
$971,065,000 | 0.62% |
| Saba Capital Income & Oprnt |
36.23%
81,640
|
$619,627,000 | 0.40% |
| Doubleline Opportunistic Cr |
4.24%
40,017
|
$614,661,000 | 0.39% |
| Blackstone Inc |
No change
4,948
|
$612,562,000 | 0.39% |
| Blackrock Tax Municpal Bd Tr |
6.12%
30,531
|
$499,182,000 | 0.32% |
| First Tr Inter Duratn Pfd & |
3.52%
26,558
|
$487,870,000 | 0.31% |
| Abrdn Asia Pacific Income Fu |
2.70%
179,945
|
$482,253,000 | 0.31% |
| Doubleline Yield Opportuniti |
9.23%
27,066
|
$427,101,000 | 0.27% |
| Brookfield Real Assets Incom |
2.77%
31,552
|
$402,604,000 | 0.26% |
| Pimco Dynamic Income Oprnts |
3.73%
29,970
|
$398,301,000 | 0.25% |
| Nuveen Pfd & Income Opportun |
No change
52,969
|
$395,678,000 | 0.25% |
| Eaton Vance Muni Income Trus |
4.12%
38,195
|
$395,318,000 | 0.25% |
| Invesco Value Mun Income Tr |
No change
28,741
|
$354,664,000 | 0.23% |
| Ppg Inds Inc |
No change
2,709
|
$341,036,000 | 0.22% |
| Bny Mellon Strategic Mun Bd |
No change
48,891
|
$290,413,000 | 0.19% |
| Nuveen Taxable Municpal Inm |
3.85%
18,000
|
$279,180,000 | 0.18% |
| Blackrock Munivest Fd Ii Inc |
No change
24,077
|
$266,051,000 | 0.17% |
| Doubleline Income Solutions |
1.20%
19,136
|
$239,583,000 | 0.15% |
| Blackrock Municipal Income |
11.41%
17,533
|
$216,357,000 | 0.14% |
| Templeton Emerging Mkts Inco |
No change
36,570
|
$194,918,000 | 0.12% |
| Invesco Sr Income Tr |
5.75%
37,139
|
$160,069,000 | 0.10% |
| Guggenheim Strategic Opportu |
10.35%
10,000
|
$149,100,000 | 0.10% |
| Blackrock Floating Rate Inco |
1.02%
10,807
|
$139,843,000 | 0.09% |
| Virtus Total Return Fd Inc |
14.53%
24,189
|
$131,951,000 | 0.08% |
| Eaton Vance Mun Bd Fd |
3.99%
12,410
|
$131,298,000 | 0.08% |
| Putnam Premier Income Tr |
No change
28,985
|
$103,766,000 | 0.07% |
| Dws Mun Income Tr New |
1.24%
10,445
|
$98,914,000 | 0.06% |
| Mfs Mun Income Tr |
No change
11,873
|
$64,827,000 | 0.04% |
| Putnam Master Inter Income T |
No change
10,507
|
$33,885,000 | 0.02% |
| No transactions found | |||
| Showing first 500 out of 57 holdings | |||
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