1y return+20.5%S&P 500 +20.9%
3y return+53.5%S&P 500 +68.5%
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, 2021: $138 against $157 in the S&P 500.2
Passaic Partners LLCS&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 |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $359.3M | 34.4% | −1.0% |
| IEFAIshares Tr | $229.7M | 22.0% | +16.8% |
| IEMGIshares Inc | $109.6M | 10.5% | +17.9% |
| IVVIshares Tr | $86.5M | 8.3% | +11.7% |
| VOOVanguard Index Fds | $42.5M | 4.1% | −10.5% |
| TIPIshares Tr | $38.2M | 3.7% | +124.5% |
| MDYState Str Spdr S&p Midcap 40 | $19.3M | 1.8% | New |
| XHBSpdr Series Trust | $19.3M | 1.8% | +89.6% |
| XLBSelect Sector Spdr Tr | $19.2M | 1.8% | New |
| AGGIshares Tr | $19.1M | 1.8% | −44.3% |
| XLUSelect Sector Spdr Tr | $19.1M | 1.8% | +12.1% |
| XLVSelect Sector Spdr Tr | $19.1M | 1.8% | +1.2% |
| IYRIshares Tr | $19.0M | 1.8% | +1.5% |
| XLPSelect Sector Spdr Tr | $19.0M | 1.8% | +9.1% |
| XLESelect Sector Spdr Tr | $19.0M | 1.8% | New |
| DBAInvesco Db Multi-sector Comm | $7.7M | 0.7% | −8.8% |
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 |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | December 31, 2021 | +57.2% | $359.3M |
| VOOVanguard Index Fds | March 31, 2024 | +42.9% | $42.5M |
| IVVIshares Tr | March 31, 2024 | +42.4% | $86.5M |
| IEMGIshares Inc | December 31, 2021 | +38.4% | $109.6M |
| IEFAIshares Tr | December 31, 2021 | +29.4% | $229.7M |
| XLUSelect Sector Spdr Tr | September 30, 2024 | +12.3% | $19.1M |
| IYRIshares Tr | March 31, 2026 | +8.1% | $19.0M |
| DBAInvesco Db Multi-sector Comm | December 31, 2025 | +4.5% | $7.7M |
| XHBSpdr Series Trust | September 30, 2025 | +4.3% | $19.3M |
| XLVSelect Sector Spdr Tr | September 30, 2024 | +3.0% | $19.1M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −0.4% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +8.6% | +10.5% |
| March 31, 2025 | +0.2% | −4.6% |
| December 31, 2024 | −3.5% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +6.6% | +7.0% |
| December 31, 2022 | +9.2% | +7.1% |
| September 30, 2022 | −7.7% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −5.5% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Passaic Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1905809&type=13F-HR&dateb=&owner=include&count=40CIK 1905809
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1905809/000190580926000007/Filed August 14, 2026 · accession 0001905809-26-000007