SEC 13F Intelligence

Managers / Q1 2026

STANSBERRY ASSET MANAGEMENT, LLC

CIK 0001725910 · 1600 SOLANA BOULEVARD, BUILDING 8, SUITE 8100, WESTLAKE, TX, 76262 · 646-854-4542

Reported Value
$973M
Q1 2026
Positions
141
Filings on Record
31
2019–present window
Filed
May 15, 2026
original filing

Summary

Stansberry Asset Management, Llc reported $973M in U.S.-listed holdings across 141 positions for Q1 2026.

Its largest position, SGOV, represents 4.6% of the portfolio.

Compared with Q4 2025, the fund opened 8 new positions and exited 12.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $318MQ4 ’18Q1 ’19: $291MQ2 ’19: $254MQ3 ’19: $226MQ4 ’19: $246MQ4 ’19Q1 ’20: $190MQ2 ’20: $232MQ3 ’20: $293MQ4 ’20: $356MQ4 ’20Q1 ’21: $378MQ2 ’21: $414MQ3 ’21: $497MQ4 ’21: $624MQ4 ’21Q1 ’22: $616MQ2 ’22: $470MQ3 ’22: $463MQ4 ’22: $484.3BQ4 ’22Q1 ’23: $516MQ2 ’23: $547MQ3 ’23: $571MQ4 ’23: $602MQ4 ’23Q1 ’24: $741MQ2 ’24: $763MQ3 ’24: $801MQ4 ’24: $770MQ4 ’24Q1 ’25: $833MQ2 ’25: $915MQ3 ’25: $956MQ4 ’25: $987MQ4 ’25Q1 ’26: $973Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 74.0%ETP: 12.1%Other: 5.7%ADR: 2.8%REIT: 2.4%Other: 2.9%
  • Common Stock · 74.0% · $720M
  • ETP · 12.1% · $118M
  • Other · 5.7% · $55M
  • ADR · 2.8% · $28M
  • REIT · 2.4% · $24M
  • Other · 2.9% · $29M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$973M141May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$987M145Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$956M148Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$915M141Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$833M128May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$770M123Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$801M125Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$763M127Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$741M123May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$602M112Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$571M109Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$547M94Aug 17, 2023RESTATEMENTchanges · EDGAR ↗
Q1 2023$516M100May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$484.3B103Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$463M99Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$470M109Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$616M102May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$624M92Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$497M85Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$414M51Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$378M47May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$356M42Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$293M39Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$232M34Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$190M34May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$246M51Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$226M48Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$254M54Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$291M68May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$318M69Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.