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Ethic Inc.
Ethic is a tech-driven platform for sustainable and personalized investing. It empowers wealth advisors and institutional investors to create portfolios that align personal values with financial goals.
Investment Strategy
Personalized, values-aligned, and tax-smart investing using ESG data and direct indexing
Latest 13F Filing Activity
Ethic Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 1,172 equity positions with a total 13F market value of $6B. The fund increased holdings in Apple Inc., Nvidia Corporation, Alphabet Inc. Cap Stock CL A among other positions. Ethic Inc. reduced exposure to SPDR S&P 500 Etf Trust, Fiserv Inc., Accenture PLC Ireland Class A among others.
Top Holdings
Equity Positions (1,172)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.03% | $427.3M | 2,290,183 | $128.12 | $186.58 | +$72.2M |
A AAPL | APPLE INC | 5.88% | $357.6M | 1,404,405 | $176.45 | $254.63 | +$77.4M |
M MSFT | MICROSOFT CORP | 5.68% | $344.9M | 665,975 | $330.15 | $517.95 | +$5.3M |
A AMZN | AMAZON.COM INC | 2.70% | $164.0M | 747,081 | $152.64 | $219.57 | -$1.8M |
| ALPHABET INC CAP STOCK CL A | 2.22% | $135.2M | 556,193 | $137.75 | $243.10 | +$46.2M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
B Bahrudin Kajtezovic | Senior Associate | New York, NY , United States | |
 | Portfolio Manager | Washington, DC , United States | |
 | Portfolio Manager | New York, NY , United States | |
R Robert Barrett | Portfolio Manager | NY , United States | |
R Rob Wilson | Portfolio Manager | New York, NY , United States |
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