1y return+21.4%S&P 500 +20.9%
3y return+50.8%S&P 500 +68.5%
5y return+37.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $230 against $334 in the S&P 500.2
Millburn Ridgefield LLC /DE/S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IJHIshares Tr | $674.4M | 12.8% | +5.6% |
| IWBIshares Tr | $670.7M | 12.7% | |
| IWMIshares Tr | $448.1M | 8.5% | −7.0% |
| USMVIshares Tr | $429.8M | 8.1% | +5.0% |
| VWOVanguard Intl Equity Index F | $421.1M | 8.0% | |
| SPYState Str Spdr S&p 500 Etf T | $399.7M | 7.6% | +2.1% |
| IJRIshares Tr | $361.0M | 6.8% | |
| VOOVanguard Index Fds | $179.6M | 3.4% | +2.4% |
| VVVanguard Index Fds | $156.8M | 3.0% | +2.5% |
| Dimensional Etf TrustCUSIP 25434V708 | $146.3M | 2.8% | |
| INDAIshares Tr | $137.9M | 2.6% | −10.5% |
| VOVanguard Index Fds | $135.2M | 2.6% | |
| VNQVanguard Index Fds | $132.9M | 2.5% | −1.0% |
| VBVanguard Index Fds | $107.6M | 2.0% | +1.3% |
| IWRIshares Tr | $84.8M | 1.6% | |
| IQLTIshares Tr | $81.8M | 1.5% | +5.0% |
| EWTIshares Inc | $80.4M | 1.5% | −24.1% |
| EWJIshares Inc | $78.8M | 1.5% | +5.6% |
| EWUIshares Tr | $69.8M | 1.3% | +5.1% |
| DFAEDimensional Etf Trust | $63.1M | 1.2% | −8.1% |
| DFICDimensional Etf Trust | $60.6M | 1.1% | +5.1% |
| QUALIshares Tr | $54.5M | 1.0% | |
| Dimensional Etf TrustCUSIP 25434V831 | $48.9M | 0.9% | |
| EWLIshares Inc | $36.2M | 0.7% | +6.4% |
| EPIWisdomtree Tr | $26.4M | 0.5% | +5.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| EWTIshares Inc | June 30, 2020 | +170.0% | $80.4M |
| EWPIshares Inc | June 30, 2020 | +164.4% | $13.2M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $179.6M |
| VVVanguard Index Fds | June 30, 2020 | +140.5% | $156.8M |
| IWBIshares Tr | June 30, 2020 | +138.5% | $670.7M |
| EWWIshares Inc | June 30, 2020 | +136.1% | $25.6M |
| EWCIshares Inc | June 30, 2020 | +122.7% | $24.9M |
| IJRIshares Tr | June 30, 2020 | +117.2% | $361.0M |
| IJHIshares Tr | June 30, 2020 | +116.8% | $674.4M |
| EPIWisdomtree Tr | June 30, 2020 | +113.6% | $26.4M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.2% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | −2.1% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −5.0% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +4.0% | +7.0% |
| December 31, 2022 | +8.2% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −15.9% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
| December 31, 2021 | +5.8% | +10.7% |
| September 30, 2021 | −2.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Millburn Ridgefield LLC /DE/ Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1294571&type=13F-HR&dateb=&owner=include&count=40CIK 1294571
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1294571/000137647426000500/Filed July 21, 2026 · accession 0001376474-26-000500