Index Performance
-4.28%
PELA Portfolio
+2.88%
SPY
+10.45%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of February 17, 2026
CSV download
| Blackstone, Inc. (BX) | 23.85% | $161.45B | 17.34% | 98.99% | 9.85 |
| KKR Group Co., Inc. (KKR) | 21.37% | $91.42B | 5.75% | 53.05% | N/A |
| Ares Management Corp. (ARES) | 17.26% | $42.63B | 53.49% | 78.53% | N/A |
| The Carlyle Group Inc. (CG) | 14.87% | $19.55B | -7.46% | 67.03% | 6.66 |
| Apollo Global Management, Inc. (APO) | 13.96% | $72.64B | 21.94% | 100.00% | 3.09 |
| EQT AB (EQT) | 4.74% | $38.73B | -3.97% | 79.83% | 15.34 |
| TPG, Inc. (TPG) | 3.95% | $17.73B | 33.40% | 96.90% | 5.94 |
Market data by FactSet
