Inherent Management Corp.
9 holdingsFiling period: 2026-03-31Current AUM: $214.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 1.17M | $75.1M | $82.7M | 38.65% | -- | 2026-03-31 |
| 2 | IEMG | ISHARES INC | 415.6K | $29.0M | $32.3M | 15.07% | -- | 2026-03-31 |
| 3 | NEE | NEXTERA ENERGY INC | 284.5K | $26.4M | $24.7M | 11.55% | +24.5K | 2026-03-31 |
| 4 | SHC | SOTERA HEALTH CO | 1.66M | $23.8M | $29.6M | 13.85% | +487.3K | 2026-03-31 |
| 5 | TDG | TRANSDIGM GROUP INC | 10.0K | $11.6M | $12.5M | 5.86% | +2.3K | 2026-03-31 |
| 6 | STEP | STEPSTONE GROUP INC | 233.7K | $11.2M | $10.3M | 4.79% | -- | 2026-03-31 |
| 7 | URTH | ISHARES INC | 60.6K | $10.9M | $12.3M | 5.76% | -- | 2026-03-31 |
| 8 | — | VERTICAL AEROSPACE LTD | 2.18M | $4.8M | $4.8M | 2.25% | +850.0K | 2026-03-31 |
| 9 | RPC | RIDGEPOST CAP INC | 550.0K | $4.0M | $4.7M | 2.21% | -- | 2026-03-31 |
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