Binnacle Investments Inc.
Binnacle Investments Inc is a US-based registered investment advisory firm headquartered in Urbandale, Iowa. With approximately 8 employees, the firm manages investment portfolios for both high net worth and retail individual clients, primarily in the United States. The company focuses on asset and wealth management services and operates under SEC regulation. Its disclosed operations date back at least to 2011.
Investment Strategy
Binnacle Investments Inc primarily manages discretionary investment accounts for individuals, with a focus on both traditional and high net worth individuals. The firm constructs portfolios that include large-cap equities, such as Apple, Microsoft, and Broadcom, along with other diversified holdings. Their strategy emphasizes long-term growth and capital preservation tailored to client risk profiles, with all assets managed on a discretionary basis according to customized investment plans.
Top Holdings
Equity Positions (764)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 11.43% | $17.6M | 490,049 | $33.15 | $35.84 | +$2.3M |
D DFCF | DIMENSIONAL ETF TRUST | 11.14% | $17.1M | 405,103 | $42.07 | $42.26 | +$917.2K |
D DFAU | DIMENSIONAL ETF TRUST | 8.57% | $13.2M | 311,005 | $38.64 | $42.36 | +$1.8M |
D DFAX | DIMENSIONAL ETF TRUST | 7.08% | $10.9M | 370,708 | $26.25 | $29.37 | +$1.3M |
D DFAI | DIMENSIONAL ETF TRUST | 5.79% | $8.9M | 257,318 | $31.28 | $34.57 | +$968.7K |