SEC 13F Intelligence

Managers / Q1 2026

Mason & Associates Inc

CIK 0001917686 · 7474 N FIGUEROA STREET, LOS ANGELES, CA, 90041 · 3232543072

Reported Value
$516M
Q1 2026
Positions
160
Filings on Record
18
2019–present window
Filed
Apr 30, 2026
original filing

Summary

Mason & Associates Inc reported $516M in U.S.-listed holdings across 160 positions for Q1 2026.

Compared with Q4 2025, the fund opened 12 new positions and exited 11.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $327MQ1 ’22Q2 ’22: $285MQ3 ’22: $282MQ4 ’22: $313.3BQ4 ’22Q1 ’23: $327MQ2 ’23: $339MQ3 ’23: $312MQ3 ’23Q4 ’23: $340MQ1 ’24: $375MQ2 ’24: $376MQ2 ’24Q3 ’24: $401MQ4 ’24: $425MQ1 ’25: $402MQ1 ’25Q2 ’25: $433MQ3 ’25: $497MQ4 ’25: $531MQ4 ’25Q1 ’26: $516Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$516M160Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$531M157Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$497M133Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$433M120Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$402M113Apr 17, 202513F-HRchanges · EDGAR ↗
Q4 2024$425M105Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$401M109Oct 23, 202413F-HRchanges · EDGAR ↗
Q2 2024$376M107Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$375M112Apr 23, 202413F-HRchanges · EDGAR ↗
Q4 2023$340M81Jan 17, 202413F-HRchanges · EDGAR ↗
Q3 2023$312M83Oct 20, 202313F-HRchanges · EDGAR ↗
Q2 2023$339M90Jul 21, 202313F-HRchanges · EDGAR ↗
Q1 2023$327M84Apr 21, 202313F-HRchanges · EDGAR ↗
Q4 2022$313.3B81Jan 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$282M81Oct 20, 202213F-HRchanges · EDGAR ↗
Q2 2022$285M86Jul 26, 202213F-HRchanges · EDGAR ↗
Q1 2022$327M108Apr 19, 202213F-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 ↗.