Reflection Asset Management quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2025-12-31 to 2026-03-31, Reflection Asset Management opened 0 positions, added to 78, reduced 18, sold out of 340 and left 4 unchanged. The largest increase in value was AAPL (+$6,740,003); the largest decrease was MCO (-$820,545).
- MCO: Country of operation United States; Class COM; Shares 2025-12-31 3,438; Shares 2026-03-31 2,145.
- NOW: Country of operation United States; Class COM; Shares 2025-12-31 8,424; Shares 2026-03-31 5,739.
- META: Country of operation United States; Class CL A; Shares 2025-12-31 6,381; Shares 2026-03-31 6,289.
- DIS: Country of operation United States; Class COM; Shares 2025-12-31 17,560; Shares 2026-03-31 15,540.
Two Form 13F-HR filings compared (SEC CIK 2108398): 2025-12-31 (filed 2026-03-02) and 2026-03-31 (filed 2026-08-26). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Balanced Rock Investment Advisors LLC | United States | $0.141B | 92 |
| Hauser Brothers GmbH | Germany | $0.141B | 4 |
| BRIGHTLIGHT CAPITAL MANAGEMENT LP | United States | $0.141B | 9 |
| Ipsen Advisor Group LLC | United States | $0.141B | 102 |
| Bulwark Capital Corp | United States | $0.141B | 101 |
| Kagan Cocozza Asset Management | United States | $0.141B | 64 |
| Isabella Capital Management LLP | United Kingdom | $0.141B | 8 |
| DeLarme Wealth Management, Inc. | United States | $0.141B | 62 |
| Pine Haven Investment Counsel, Inc | United States | $0.141B | 116 |
| PERSPECTIVE WEALTH ADVISORS LLC | United States | $0.140B | 54 |