Markin Asset Management, LP

Q4 2025 13F Holdings

  • Location
    rye, NY
  • Num holdings

    45

  • Value ($000)

    $90,971

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0002110806
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AGG

ISHARES TR

CORE US AGGBD ET
$13.56M
15 %

135,753

TFLO

ISHARES TR

TRS FLT RT BD
$10.96M
12 %

217,212

XLK

SELECT SECTOR SPDR TR

STATE STREET TEC
$8.87M
10 %

61,588

GQ9

SPDR GOLD TR

GOLD SHS
$4.4M
5 %

11,107

SPY

SPDR S&P 500 ETF TR

TR UNIT
$3.97M
4 %

5,819

XLF

SELECT SECTOR SPDR TR

STATE STREET FIN
$3.57M
4 %

65,256

IEF

ISHARES TR

7-10 YR TRSY BD
$3.46M
4 %

35,984

IEI

ISHARES TR

3 7 YR TREAS BD
$3.32M
4 %

27,792

VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$3.16M
4 %

5,041

NDQ

INVESCO QQQ TR

UNIT SER 1
$3.05M
3 %

4,959

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