Agilis Partners is an investment fund managing more than $329 billion ran by Terence Mahoney. There are currently 13 companies in Mr. Mahoney’s portfolio. The largest investments include Vanguard Index Fds and Schwab Strategic Tr, together worth $187 billion.
As of 31st July 2024, Agilis Partners’s top holding is 490,507 shares of Vanguard Index Fds currently worth over $131 billion and making up 39.9% of the portfolio value.
In addition, the fund holds 884,366 shares of Schwab Strategic Tr worth $55.6 billion.
The third-largest holding is Vanguard Scottsdale Fds worth $37 billion and the next is Ishares Tr worth $49.9 billion, with 8,613,492 shares owned.
Currently, Agilis Partners's portfolio is worth at least $329 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Agilis Partners office and employees reside in Waltham, Massachusetts. According to the last 13-F report filed with the SEC, Terence Mahoney serves as the Chief Compliance Officer at Agilis Partners.
In the most recent 13F filing, Agilis Partners revealed that it had increased its stake in
Ishares Tr and bought 6,937,702 additional shares worth around .
On the other hand, Terence Mahoney disclosed a decreased stake in Vanguard Index Fds by approximately 0.1%.
This leaves the value of the investment at $131 billion and 490,507 shares.
The two most similar investment funds to Agilis Partners are Home Federal Bank Of Tennessee and Francis. They manage $329 billion and $329 billion respectively.
These positions were updated on August 7th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
0.56%
490,507
|
$131,215,528,000 | 39.93% |
| Schwab Strategic Tr |
1.56%
884,366
|
$55,600,092,000 | 16.92% |
| Vanguard Scottsdale Fds |
41.40%
512,685
|
$37,019,960,000 | 11.26% |
| Ishares Tr |
414.00%
8,613,492
|
$49,946,859,000 | 15.20% |
| Pimco Etf Tr |
1.95%
142,536
|
$13,550,898,000 | 4.12% |
| Vanguard Tax-managed Funds |
1.31%
222,457
|
$10,993,825,000 | 3.35% |
| Vanguard Whitehall Fds |
2.89%
64,451
|
$7,643,889,000 | 2.33% |
| Vanguard Bd Index Fds |
3.03%
88,120
|
$6,349,046,000 | 1.93% |
| Vanguard Index Funds |
1.89%
65,006
|
$5,444,903,000 | 1.66% |
| First Tr Exch Traded Fd Iii |
No change
198,219
|
$3,441,082,000 | 1.05% |
| Vanguard Intl Equity Index F |
3.20%
68,380
|
$2,992,309,000 | 0.91% |
| Spdr Ser Tr |
No change
24,360
|
$2,296,417,000 | 0.70% |
| Fidelity Merrimack Str Tr |
No change
47,727
|
$2,144,374,000 | 0.65% |
| No transactions found | |||
| Showing first 500 out of 13 holdings | |||