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Warwick Investment Management, Inc.

Q2 2025 · 13F-HR

Warwick Investment Management, Inc.holdings as filed

Filed 2025-07-22 · accession 0001754960-25-000445

$515.5M
Reported value
122
Positions
2025-06-30
Period end
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The Brief · Warwick Investment Management, Inc. · Q2 2025

AI · grounded in 13F

Warwick Investment Management, Inc. established a new position in SCHK valued at $121.9M. The fund also initiated new stakes in DFAC for $89.5M and VTV for $44.8M. Additional new positions include QQQ at $20.5M, DFUS at $19.8M, and XLRE at $19.4M. The fund ended the period with 122 positions and total AUM of $515.5M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524722SCHKSCHWAB STRATEGIC TR$121.9M23.6%4,087,699CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$89.5M17.4%2,496,805CommonNONE
922908744VTVVANGUARD INDEX FDS$44.8M8.70%253,652CommonNONE
46090E103QQQINVESCO QQQ TR$20.5M3.97%37,077CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$19.8M3.84%295,718CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$19.4M3.76%468,173CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$16.7M3.25%165,410CommonNONE
922908769VTIVANGUARD INDEX FDS$15.0M2.92%49,494CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$9.7M1.88%15,711CommonNONE
922908736VUGVANGUARD INDEX FDS$7.3M1.41%16,571CommonNONE
922908751VBVANGUARD INDEX FDS$7.2M1.39%30,178CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$6.8M1.32%232,369CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$6.7M1.31%79,475CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$5.7M1.10%99,665CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$5.3M1.03%209,390CommonNONE
037833100AAPLAPPLE INC$5.1M0.99%24,808CommonNONE
922908652VXFVANGUARD INDEX FDS$5.0M0.96%25,808CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$4.9M0.96%62,127CommonNONE
921909768VXUSVANGUARD STAR FDS$4.8M0.93%69,416CommonNONE
922908637VVVANGUARD INDEX FDS$4.6M0.89%16,042CommonNONE
922908363VOOVANGUARD INDEX FDS$4.3M0.83%7,539CommonNONE
922908553VNQVANGUARD INDEX FDS$3.9M0.77%44,302CommonNONE
594918104MSFTMICROSOFT CORP$3.7M0.72%7,445CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.6M0.69%134,456CommonNONE
464287465EFAISHARES TR$3.5M0.69%39,566CommonNONE
921937819BIVVANGUARD BD INDEX FDS$3.4M0.67%44,340CommonNONE
67066G104NVDANVIDIA CORPORATION$3.4M0.66%21,565CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$3.0M0.59%66,294CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$2.9M0.55%27,167CommonNONE
30231G102XOMEXXON MOBIL CORP$2.8M0.55%26,344CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$2.5M0.49%50,216CommonNONE
023135106AMZNAMAZON COM INC$2.4M0.46%10,806CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$2.2M0.42%51,314CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$2.1M0.40%40,888CommonNONE
32020R109FFINFIRST FINL BANKSHARES INC$2.0M0.39%56,102CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.8M0.35%80,987CommonNONE
921078101OUNZVANECK MERK GOLD ETF$1.7M0.33%53,661CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.7M0.32%67,668CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.6M0.31%63,775CommonNONE
464287242LQDISHARES TR$1.6M0.31%14,369CommonNONE
30303M102METAMETA PLATFORMS INC$1.5M0.28%1,969CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.4M0.27%28,293CommonNONE
464287598IWDISHARES TR$1.3M0.24%6,461CommonNONE
92204A702VGTVANGUARD WORLD FD$1.2M0.24%1,837CommonNONE
11135F101AVGOBROADCOM INC$1.2M0.23%4,369CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$1.2M0.23%18,443CommonNONE
46434G103IEMGISHARES INC$1.2M0.22%19,281CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.21%2,255CommonNONE
464287473IWSISHARES TR$1.1M0.21%8,133CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.0M0.20%3,516CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.0M0.20%3,419CommonNONE
02079K305GOOGLALPHABET INC$965,5640.19%5,479CommonNONE
464287200IVVISHARES TR$938,4990.18%1,512CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$873,4840.17%20,620CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$867,9740.17%16,086CommonNONE
88160R101TSLATESLA INC$835,1280.16%2,629CommonNONE
922908629VOVANGUARD INDEX FDS$783,8040.15%2,801CommonNONE
931142103WMTWALMART INC$758,6550.15%7,759CommonNONE
02079K107GOOGALPHABET INC$696,4330.14%3,926CommonNONE
464287168DVYISHARES TR$644,2610.12%4,851CommonNONE
20825C104COPCONOCOPHILLIPS$633,1020.12%7,055CommonNONE
478160104JNJJOHNSON & JOHNSON$567,0790.11%3,712CommonNONE
88579Y101MMM3M CO$548,0640.11%3,600CommonNONE
532457108LLYELI LILLY & CO$544,1120.11%698CommonNONE
64110L106NFLXNETFLIX INC$531,6350.10%397CommonNONE
92826C839VVISA INC$522,3370.10%1,471CommonNONE
369604301GEGE AEROSPACE$506,9300.10%1,970CommonNONE
060505104BACBANK AMERICA CORP$501,6870.10%10,602CommonNONE
437076102HDHOME DEPOT INC$468,4780.09%1,278CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$449,4090.09%8,008CommonNONE
149123101CATCATERPILLAR INC$447,9940.09%1,154CommonNONE
742718109PGPROCTER AND GAMBLE CO$422,3300.08%2,651CommonNONE
166764100CVXCHEVRON CORP NEW$415,1640.08%2,899CommonNONE
244199105DEDEERE & CO$402,3080.08%791CommonNONE
00287Y109ABBVABBVIE INC$386,4610.07%2,082CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$380,1370.07%384CommonNONE
92206C573VTCVANGUARD SCOTTSDALE FDS$374,9730.07%4,849CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$361,1750.07%4,356CommonNONE
718172109PMPHILIP MORRIS INTL INC$357,8730.07%1,965CommonNONE
808524706SCHESCHWAB STRATEGIC TR$357,0990.07%11,848CommonNONE
57636Q104MAMASTERCARD INCORPORATED$355,7080.07%633CommonNONE
949746101WMT2WELLS FARGO CO NEW$354,2110.07%4,421CommonNONE
58933Y105MRKMERCK & CO INC$352,1190.07%4,448CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$351,5630.07%5,981CommonNONE
75513E101RTXRTX CORPORATION$348,6000.07%2,387CommonNONE
191216100KOCOCA COLA CO$339,0340.07%4,792CommonNONE
98389B100XELXCEL ENERGY INC$328,9230.06%4,830CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$326,8950.06%2,398CommonNONE
68389X105ORCLORACLE CORP$326,6330.06%1,494CommonNONE
921937835BNDVANGUARD BD INDEX FDS$323,9520.06%4,400CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$320,1020.06%726CommonNONE
718546104PSXPHILLIPS 66$304,3340.06%2,551CommonNONE
842587107SOSOUTHERN CO$302,4880.06%3,294CommonNONE
907818108UNPUNION PAC CORP$286,2200.06%1,244CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$282,3390.05%8,167CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$273,8820.05%1,507CommonNONE
229899109CFRCULLEN FROST BANKERS INC$267,3630.05%2,080CommonNONE
85207K107PSLVSPROTT PHYSICAL SILVER TR$264,5680.05%21,615CommonNONE
713448108PEPPEPSICO INC$263,4500.05%1,995CommonNONE
038222105AMATAPPLIED MATLS INC$257,5790.05%1,407CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$254,0490.05%10,661CommonNONE
17275R102CSCOCISCO SYS INC$253,4450.05%3,653CommonNONE
031162100AMGNAMGEN INC$252,9900.05%906CommonNONE
G54950103LINLINDE PLC$249,9470.05%533CommonNONE
097023105BABOEING CO$249,5500.05%1,191CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$249,1280.05%352CommonNONE
65339F101NEENEXTERA ENERGY INC$247,6510.05%3,567CommonNONE
747525103QCOMQUALCOMM INC$233,8610.05%1,468CommonNONE
78409V104SPGIS&P GLOBAL INC$233,5800.05%443CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$231,4820.04%742CommonNONE
78781J109SAILSAILPOINT INC$228,6000.04%10,000CommonNONE
56585A102MPCMARATHON PETE CORP$228,0690.04%1,373CommonNONE
617446448MSMORGAN STANLEY$227,7710.04%1,617CommonNONE
002824100ABTABBOTT LABS$227,6810.04%1,674CommonNONE
92204A504VHTVANGUARD WORLD FD$225,7410.04%909CommonNONE
580135101MCDMCDONALDS CORP$219,4200.04%751CommonNONE
438516106HONHONEYWELL INTL INC$216,8110.04%931CommonNONE
25434V625DCORDIMENSIONAL ETF TRUST$214,8560.04%3,214CommonNONE
74340W103PLDPROLOGIS INC.$209,4870.04%1,993CommonNONE
36828A101GEVGE VERNOVA INC$206,3690.04%390CommonNONE
29444U700EQIXEQUINIX INC$204,4360.04%257CommonNONE
594960304MVISMICROVISION INC DEL$32,6290.01%28,622CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.