SEC 13F Intelligence

Managers / Q4 2018 · view latest →

MACRO Consulting Group

CIK 0001762388 · 1639 ROUTE 10 EAST FIRST FLOOR, PARSIPPANY, NJ, 070805437 · 9734519400

Reported Value
$102M
Q4 2018
Positions
57
Filings on Record
11
2019–present window
Filed
Jan 23, 2019
original filing

Summary

Macro Consulting Group reported $102M in U.S.-listed holdings across 57 positions for Q4 2018.

Its largest position, IAUUSD, represents 12.9% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+50.2%
share of reported value
Largest Position
+12.9%
Ishares Gold

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $102MQ4 ’18Q1 ’19: $104MQ2 ’19: $116MQ2 ’19Q3 ’19: $117MQ4 ’19: $127MQ4 ’19Q1 ’20: $130MQ2 ’20: $144MQ2 ’20Q3 ’20: $152MQ4 ’20: $172MQ4 ’20Q1 ’21: $185MQ2 ’21: $194MQ2 ’21filingsflow.com

Portfolio Composition

By security type
ETP: 51.4%Common Stock: 44.1%ADR: 3.1%Other: 1.4%
  • ETP · 51.4% · $53M
  • Common Stock · 44.1% · $45M
  • ADR · 3.1% · $3M
  • Other · 1.4% · $1M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
IAUUSDISHARES GOLD TRUSTNEW+1.08M1.08M+$13M$13M
ISHARES TRNEW+49.6K49.6K+$8M$8M
ISHARES TRNEW+133.9K133.9K+$7M$7M
ISHARES TRNEW+61.5K61.5K+$4M$4M
ISHARES TRNEW+31.3K31.3K+$4M$4M
ISHARES TRNEW+27.1K27.1K+$4M$4M
SPDR SER TRNEW+37.6K37.6K+$3M$3M
ICEINTERCONTINENTAL EXCHANGE INNEW+37.4K37.4K+$3M$3M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2018

40 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE S&P MCP ETF · FLTG RATE NT ETF · CORE S&P SCP ETF · SP SMCP600VL ETF · S&P MC 400VL ETF · GLOBAL ENERG ETF · CORE S&P500 ETF · CORE S&P US GWT · RUSSELL 3000 ETF · S&P MC 400GR ETF31.68%$32M412.2K
2IAUUSDISHARES GOLD TRUSThistory →ISHARES12.94%$13M1.08M
3SPDR SER TRSPDR BLOOMBERG3.36%$3M37.6K
4ICEINTERCONTINENTAL EXCHANGE INhistory →COM2.75%$3M37.4K
5VANGUARD WORLD FDMEGA GRWTH IND2.19%$2M21.0K
6SBUXSTARBUCKS CORPhistory →COM1.91%$2M30.4K
7ABTABBOTT LABShistory →COM1.84%$2M26.1K
8MSFTMICROSOFT CORPhistory →COM1.78%$2M18.0K
9PGRPROGRESSIVE CORP OHIOhistory →COM1.71%$2M29.1K
10RSGREPUBLIC SVCS INChistory →COM1.64%$2M23.4K
11CSCOCISCO SYS INChistory →COM1.61%$2M38.0K
12SABRSABRE CORPhistory →COM1.60%$2M75.7K
13WMWASTE MGMT INC DELhistory →COM1.60%$2M18.5K
14NVSNNOVARTIS A Ghistory →SPONSORED ADR1.56%$2M18.6K
15BDXBECTON DICKINSON & COhistory →COM1.54%$2M7.0K
16BACVERIZON COMMUNICATIONS INChistory →COM1.53%$2M27.9K
17WMTWALMART INChistory →COM1.52%$2M16.7K
18KOCOCA COLA COhistory →COM1.51%$2M32.8K
19UNPUNION PAC CORPhistory →COM1.51%$2M11.2K
20DGEDDIAGEO P L Chistory →SPON ADR NEW1.50%$2M10.8K
21CMECME GROUP INChistory →COM CL A1.49%$2M8.1K
22JNJJOHNSON & JOHNSONhistory →COM1.44%$1M11.4K
23BNYBANK NEW YORK MELLON CORPhistory →COM1.43%$1M31.2K
24CVSCVS HEALTH CORPhistory →COM1.42%$1M22.1K
25MDLZMONDELEZ INTL INChistory →CL A1.40%$1M36.0K
26DOWDUPONT INCCOM1.40%$1M26.7K
27CMCSACOMCAST CORP NEWhistory →CL A1.39%$1M41.7K
28DALDELTA AIR LINES INC DELhistory →COM NEW1.35%$1M27.8K
29MOALTRIA GROUP INChistory →COM1.30%$1M27.0K
30UPSUNITED PARCEL SERVICE INChistory →CL B1.24%$1M13.0K
31WFCWELLS FARGO CO NEWhistory →COM1.24%$1M27.4K
32DGXQUEST DIAGNOSTICS INChistory →COM1.24%$1M15.2K
33BLKCHFBLACKROCK INChistory →COM1.20%$1M3.1K
344I1PHILIP MORRIS INTL INChistory →COM1.10%$1M16.9K
35VUGVANGUARD INDEX FDSTOTAL STK MKT · GROWTH ETF0.85%$874,0006.7K
36BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.59%$602,0002.9K
37TWLOTWILIO INCCL A0.34%$352,0004.0K
38AMZNAMAZON COM INCCOM0.30%$308,000202
39PYPLPAYPAL HLDGS INCCOM0.30%$307,0003.6K
40VVISA INCCOM CL A0.26%$264,0002.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2021$194M102Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$185M102May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$172M102Jan 29, 202113F-HRchanges · EDGAR ↗
Q3 2020$152M95Nov 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$144M93Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$130M84May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$127M66Jan 28, 202013F-HRchanges · EDGAR ↗
Q3 2019$117M60Nov 6, 201913F-HRchanges · EDGAR ↗
Q2 2019$116M57Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$104M51May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$102M57Jan 23, 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 ↗.