Sign In
test

Kathy M. Cavaco

Performa Ltd (us), Llc

Assets Managed
$441.95M
Holdings
47
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
12.15%(2Q avg: 8.33%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Performa Ltd (us), Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Performa Ltd (us), Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 441.95M in assets, with a quarterly growth rate of 12.15% and a 2-quarter average growth rate of 8.33%. The portfolio is managed by Kathy M. Cavaco, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.91%
26.7%
$117.974M
197,430 shares@ $597.56 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 16.54%
16.21%
$71.637M
249,449 shares@ $287.19 avg price
HYLB
Xtrackers Usd High Yield Cor
Recent Activity
Increased 8.52%
13.43%
$59.321M
1.641M shares@ $36.16 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -15.39%
12%
$53.025M
81,535 shares@ $650.35 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 32.57%
8.8%
$38.888M
517,813 shares@ $75.1 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 12.49%
4.85%
$21.411M
98,553 shares@ $217.25 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 19890000%
4.38%
$19.339M
198,901 shares@ $97.23 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
New Position
3.03%
$13.379M
69,712 shares@ $191.92 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
2.17%
$9.588M
31,723 shares@ $302.26 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -9.72%
1.87%
$8.25M
66,370 shares@ $124.32 avg price

1-10 of 47