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Directional Asset Management

Directional Asset Management is an Investment Adviser institutional filer with the SEC under CIK 2105817, reporting 90 portfolio positions, with 4 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: IL
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-22

Top 10 portfolio positions

The largest reported holdings in Directional Asset Management's most recent 13F filing, ranked by reported market value.

  1. APPLE INC (AAPL)
  2. ALPHABET INC (GOOG)
  3. OPTION CARE HEALTH INC (OPCH)
  4. WALMART INC (WMT)
  5. GE AEROSPACE (GE)
  6. ISHARES TR (DGRO)
  7. J P MORGAN EXCHANGE TRADED F (JPST)
  8. JOHNSON & JOHNSON (JNJ)
  9. AMAZON COM INC (AMZN)
  10. GOLDMAN SACHS GROUP INC (GS)
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