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SCHUSTERMAN INTERESTS, LLC 13F portfolio summary

SCHUSTERMAN INTERESTS, LLC of SCHUSTERMAN INTERESTS, LLC has 9 current stock holdings with a reported portfolio value of $383.3M. The portfolio 1 year return is -1.78%. Top holdings include RSP (34.69%), SPY (26.10%), KRMN (19.63%), CGMS (12.96%), URTH (0.28%).

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SCHUSTERMAN INTERESTS, LLC

SCHUSTERMAN INTERESTS, LLC
Latest filing: 2026-06-30

SCHUSTERMAN INTERESTS, LLC runs SCHUSTERMAN INTERESTS, LLC and currently holds 9 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $383.30M. Their top holdings are RSP, SPY, KRMN, CGMS, URTH. The top five represent 93.7% of reported portfolio weight. SCHUSTERMAN INTERESTS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SCHUSTERMAN INTERESTS, LLC initiated 1 new position. They trimmed 1 position. Their current best-performing preview position is IWM with returns of +21.15%.

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Top 5 Holdings
RSP34.7%
SPY26.1%
KRMN19.6%
CGMS13.0%
URTH0.3%
Top 5: 93.7%
Portfolio Returns
1 Year
-1.78%
#0/1000
3 Year
+141.48%
#0/1000
5 Year
+63.74%
#0/1000

Portfolio Value

$383.30M

Alpha Score

67.0

#0 of 1000

Holdings

9

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9 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
RSP
INVESCO EXCHANGE TRADED FD T
34.69%$188.17$221.67+17.80%
Held
SPY
STATE STR SPDR S&P 500 ETF T
26.10%$591.62$765.62+29.41%
Held
KRMN
KARMAN HLDGS INC
19.63%$72.20$53.40-26.05%
Trimmed
-26.48%
CGMS
CAPITAL GRP FIXED INCM ETF T
12.96%$27.33$27.14-0.70%
New Buy
URTH
ISHARES INC
0.28%$185.77$209.06+12.54%
Held
EFA
ISHARES TR
0.28%$96.03$108.26+12.73%
Held
IWM
ISHARES TR
0.15%$246.16$299.93+21.84%
Held
BIL
SPDR SERIES TRUST
0.13%$91.82$91.60-0.24%
Held