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CONQUIS FINANCIAL LLC 13F portfolio summary

CONQUIS FINANCIAL LLC of CONQUIS FINANCIAL LLC has 54 current stock holdings with a reported portfolio value of $120.6M. The portfolio 1 year return is +15.22%. Top holdings include CMF (0.00%), LMUB (0.00%), BIV (0.00%), BAC-PL (0.00%), NYF (0.00%).

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CONQUIS FINANCIAL LLC

CONQUIS FINANCIAL LLC
Latest filing: 2026-03-31

CONQUIS FINANCIAL LLC runs CONQUIS FINANCIAL LLC and currently holds 54 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $120.65M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CONQUIS FINANCIAL LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CONQUIS FINANCIAL LLC's portfolio at CONQUIS FINANCIAL LLC has delivered returns of +15.22%. Their 3-year annualized return is +13.11%. Looking at the 5-year horizon, CONQUIS FINANCIAL LLC has achieved +13.11% annualized returns at CONQUIS FINANCIAL LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.22%
#0/1000
3 Year
+13.11%
#0/1000
5 Year
+13.11%
#0/1000

Portfolio Value

$120.65M

Alpha Score

12.1

#0 of 1000

Holdings

54

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change