Endurance Services Ltd — 13F Holdings & Portfolio

CIK 2011025 · latest 13F-HR filed 2026-05-13

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$593.8M

Long-equity book

Holdings

8

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+2 / −0 / ↑1 / ↓1

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$26.7M +16.6%
Show all 1

Top Trims

  • WISDOMTREE TR-$2.7M -22.0%
Show all 1

New Positions

  • INVESCO EXCH TRADED FD TR II$15.2M
  • SPDR SERIES TRUST$1.5M
Show all 2

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $217.3M 36.59% 332,601 SH
2 ISHARES TR HYG 464288513 $188.1M 31.67% 2,363,696 SH
3 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $98.1M 16.52% 511,000 SH
4 DIREXION SHS ETF TR QQQE 25459Y207 $34.2M 5.77% 347,500 SH
5 JANUS DETROIT STR TR JAAA 47103U845 $29.9M 5.03% 592,887 SH
6 INVESCO EXCH TRADED FD TR II BKLN 46138G508 $15.2M 2.56% 743,494 SH
7 WISDOMTREE TR WCLD 97717Y691 $9.7M 1.63% 354,500 SH
8 SPDR SERIES TRUST SPYM 78464A854 $1.5M 0.25% 19,200 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $593.8M 8 0002011025-26-000002
2025-12-31 2026-02-11 $565.0M 6 0002011025-26-000001
2025-09-30 2025-11-12 $597.1M 14 0002011025-25-000008