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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.
Latest 13F Filing Activity
Binnacle Investments Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 764 equity positions with a total 13F market value of $154M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Binnacle Investments Inc. reduced exposure to Apple Inc., Tractor Supply Co., Sila Realty Trust Inc. among others.
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 |
Industry Allocation
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