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Melissa Reiner

Prodigy Asset Management Llc

Assets Managed
$299.509M
Holdings
28
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
5.15%(2Q avg: 16.86%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Prodigy Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 28 positions.

Assets under management

The assets under management (AUM) of Prodigy Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 299.509M in assets, with a quarterly growth rate of 5.15% and a 2-quarter average growth rate of 16.86%. The portfolio is managed by Melissa Reiner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EVTR
Eaton Vance Total Return
Recent Activity
Increased 3.77%
38.82%
$116.246M
2.291M shares@ $50.76 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 3.61%
12.85%
$38.462M
178,844 shares@ $215.06 avg price
QLTY
Gmo U.s. Quality Etf
Recent Activity
Increased 49.14%
11.62%
$34.773M
961,119 shares@ $36.18 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
11.03%
$33.034M
46 shares@ $718140.0 avg price
TSPA
T Rowe Price Us Eqy Research
Recent Activity
Increased 3.13%
9.6%
$28.74M
702,698 shares@ $40.9 avg price
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 28.01%
3.39%
$10.143M
224,802 shares@ $45.13 avg price
EAGL
Eagle Capital Select Eqty
Recent Activity
3.26%
$9.754M
320,634 shares@ $30.43 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 6.73%
2.79%
$8.349M
214,287 shares@ $38.96 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 36.22%
2.59%
$7.735M
24,110 shares@ $320.82 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
1.02%
$3.049M
6,363 shares@ $479.21 avg price

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