Sign In
test

Steven Toto

Ethos Capital Management, Inc.

Assets Managed
$116.571M
Holdings
56
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
9.82%(2Q avg: 4.91%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Ethos Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Ethos Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 116.571M in assets, with a quarterly growth rate of 9.82% and a 2-quarter average growth rate of 4.91%. The portfolio is managed by Steven Toto, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 20.28%
11.6%
$13.52M
130,714 shares@ $103.43 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 19.76%
8.72%
$10.159M
131,628 shares@ $77.18 avg price
IMTB
Ishares Core 5-10 Year Usd
Recent Activity
Increased 19.67%
8.28%
$9.651M
220,238 shares@ $43.83 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 16.77%
3.51%
$4.083M
13,192 shares@ $309.52 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 15.2%
3.4%
$3.958M
22,696 shares@ $174.41 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 23.76%
2.72%
$3.162M
21,613 shares@ $146.29 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Increased 16.25%
2.42%
$2.815M
3,327 shares@ $845.97 avg price
MU
Micron Technology Inc
Recent Activity
Increased 9.94%
2.38%
$2.766M
8,188 shares@ $337.83 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 18.56%
2.16%
$2.512M
14,804 shares@ $169.66 avg price
NFLX
Netflix Inc
Recent Activity
Increased 25.43%
2.03%
$2.365M
24,595 shares@ $96.15 avg price

1-10 of 56