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MARK MERRITT

Millbank Dartmoor Portsmouth Llc

Assets Managed
$153.731M
Holdings
2
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
-24.45%(2Q avg: -12.22%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Millbank Dartmoor Portsmouth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2 positions.

Assets under management

The assets under management (AUM) of Millbank Dartmoor Portsmouth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 153.731M in assets, with a quarterly growth rate of -24.45% and a 2-quarter average growth rate of -12.22%. The portfolio is managed by MARK MERRITT, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -23.12%
97.05%
$149.189M
229,402 shares@ $650.35 avg price
IBIT
Ishares Bitcoin Trust Etf
Recent Activity
New Position
2.96%
$4.541M
118,200 shares@ $38.42 avg price

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