CIK 2020860

Embree Financial Group

Institutional 13F holdings & portfolio

Holdings

233

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 201–233 of 233

Ticker	Company	Shares	Value	Type
LIN	LINDE PLC	598	$100K–$500K	SH
LFUS	LITTELFUSE INC	1K	$100K–$500K	SH
CRWD	CROWDSTRIKE HLDGS INC	536	$100K–$500K	SH
VEA	VANGUARD TAX-MANAGED FDS	4K	$100K–$500K	SH
SUB	ISHARES TR	2K	$100K–$500K	SH
SCHH	SCHWAB STRATEGIC TR	12K	$100K–$500K	SH
JEPI	J P MORGAN EXCHANGE TRADED F	4K	$100K–$500K	SH
SCIO	FIRST TR EXCHANGE-TRADED FD	12K	$100K–$500K	SH
NOC	NORTHROP GRUMMAN CORP	405	$100K–$500K	SH
FNDF	SCHWAB STRATEGIC TR	5K	$100K–$500K	SH
SHW	SHERWIN WILLIAMS CO	674	$100K–$500K	SH
UL	UNILEVER PLC	3K	$100K–$500K	SH
HD	HOME DEPOT INC	631	$100K–$500K	SH
IUSG	ISHARES TR	1K	$100K–$500K	SH
LMT	LOCKHEED MARTIN CORP	446	$100K–$500K	SH
DIS	DISNEY WALT CO	2K	$100K–$500K	SH
ITA	ISHARES TR	983	$100K–$500K	SH
PSX	PHILLIPS 66	2K	$100K–$500K	SH
GE	GE AEROSPACE	673	$100K–$500K	SH
SYK	STRYKER CORPORATION	589	$100K–$500K	SH
VTWO	VANGUARD SCOTTSDALE FDS	2K	$100K–$500K	SH
PGR	PROGRESSIVE CORP	904	$100K–$500K	SH
ORLY	OREILLY AUTOMOTIVE INC	2K	$100K–$500K	SH
CIM	CHIMERA INVT CORP	12K	$100K–$500K	SH
TELA	TELA BIO INC	111K	$100K–$500K	SH
EOSE	EOS ENERGY ENTERPRISES INC	8K	$50K–$100K	SH (Call)
AMGN	AMGEN INC	257	$50K–$100K	SH
ENVX	ENOVIX CORPORATION	11K	$50K–$100K	SH
IWM	ISHARES TR	300	$50K–$100K	SH (Call)
META	META PLATFORMS INC	100	$50K–$100K	SH (Call)
MU	MICRON TECHNOLOGY INC	100	$15K–$50K	SH (Call)
AMD	ADVANCED MICRO DEVICES INC	100	$15K–$50K	SH (Call)
PCT	PURECYCLE TECHNOLOGIES INC	900	$1K–$15K	SH (Call)