Mason & Associates Inc
Mason & Associates Inc reported 161 positions worth $619.0M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: IWB (11.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWB | SH | $68.0M | 10.99% | 166,139 | — | — | |
| ▸ 2 | RECS | SH | $43.6M | 7.05% | 1,008,482 | — | — | |
| ▸ 3 | DFUS | SH | $39.5M | 6.37% | 481,535 | — | — | |
| ▸ 4 | SMH | SH | $25.7M | 4.16% | 39,237 | — | — | |
| ▸ 5 | HFXI | SH | $24.9M | 4.02% | 653,490 | — | — | |
| ▸ 6 | AVDE | SH | $24.3M | 3.93% | 272,600 | — | — | |
| ▸ 7 | JAAA | SH | $18.8M | 3.04% | 372,620 | — | — | |
| ▸ 8 | VCSH | SH | $18.3M | 2.96% | 231,559 | — | — | |
| ▸ 9 | JQUA | SH | $17.9M | 2.88% | 247,077 | — | — | |
| ▸ 10 | SJNK | SH | $15.9M | 2.57% | 634,715 | — | — |
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Frequently Asked Questions
What stocks does Mason & Associates Inc hold as of Q2 2026?
Mason & Associates Inc reported 161 positions worth $619.0M in its Q2 2026 13F filing. Largest positions: IWB (11.0%), RECS (7.1%), DFUS (6.4%), SMH (4.2%) and HFXI (4.0%).
What did Mason & Associates Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Mason & Associates Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.