SBB Research Group LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001896711 · NORTHBROOK, IL

As of Sep 30, 2023, SBB Research Group LLC reported 34 positions worth $56.1M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
SPDR S&P 500 ETF TRUST	SPY	—	32,496	3.9M	24.78%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	35,153	$7.5M	13.32%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	18,232	$6.4M	11.39%
ISHARES 20+ YEAR TREASURY BOND ETF	TLT	—	43,438	$3.9M	6.87%
ISHARES RUSSELL 2000 ETF	IWM	—	16,596	$2.9M	5.23%
BECTON DICKINSON & CO	BDX	Healthcare	8,857	$2.3M	4.09%
APPLE INC	AAPL	Technology	13,080	$2.2M	4.00%
COSTCO WHOLESALE CORP	COST	Consumer Defensive	3,859	$2.2M	3.89%
ALPHABET INC	GOOG	Equity	15,700	$2.1M	3.69%
ABBOTT LABORATORIES	ABT	Healthcare	13,474	.3M	2.33%
ISHARES 10-20 YEAR TREASURY BOND ETF	TLH	—	12,822	.3M	2.25%
MICROSOFT CORP	MSFT	Technology	2,943	$929.3K	1.66%
STARBUCKS CORP	SBUX	Consumer Cyclical	8,886	$811.0K	1.45%
ISHARES 7-10 YEAR TREASURY BOND ETF	IEF	—	8,179	$749.1K	1.34%
CVS HEALTH CORP	CVS	Healthcare	10,281	$717.8K	1.28%
UNITED PARCEL SERVICE INC	UPS	Industrials	4,592	$715.8K	1.28%
FEDEX CORP	FDX	Industrials	2,346	$621.5K	1.11%
EXXON MOBIL CORP	XOM	Energy	4,551	$535.1K	0.95%
STURM RUGER & CO INC	RGR	Industrials	10,000	$521.2K	0.93%
AMAZON.COM INC	AMZN	Equity	4,000	$508.5K	0.91%
INTEL CORP	INTC	Technology	13,699	$487.0K	0.87%
UNIVERSAL CORP	UVV	Consumer Defensive	10,000	$472.1K	0.84%
ISHARES 3-7 YEAR TREASURY BOND ETF	IEI	—	3,612	$408.7K	0.73%
UNITED RENTALS INC	URI	Industrials	900	$400.1K	0.71%
MCDONALDS CORP	MCD	Consumer Cyclical	1,433	$377.4K	0.67%