Galaxy Group Investments LLC

CIK 0001912562 · Q4 2025

13F Equity AUM

$937.9M

-50.2% QoQ

Positions

+52 QoQ

AUM Rank

#2,913

Top 23%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 71.5%Top 10: 79.9%Top 20: 88.7%

IBIT40.7%

ARKB15.8%

BTCO6.7%

23I5.7%

BLSH2.5%

HECO2.5%

BABA1.6%

PURR1.6%

ETHA1.3%

CAN1.3%

Others (77)20.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services79.5%

Technology9.3%

Financials5.7%

Other5.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 87Median: 0.21%Avg: 1.15%

0–0.5%

63(9.1%)

0.5–1%

12(8.7%)

1–3%

8(13.1%)

3–5%

0(0.0%)

5%+

4(69.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 70Unique: 17vs 20 funds

1%Low

Fund positions

7,201

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 8 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.3%

BANK OF AMERICA CORP /DE/

1.3%

1.3%

1.5%

1.8%

1.5%

GEODE CAPITAL MANAGEMENT, LLC

1.4%

VANGUARD GROUP INC

1.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New69Increased3Decreased8Exited17

New Positions

BABA1.6%

+105K

PURR1.6%

+4.3M

CAN1.3%

+17.5M

RIOT1.0%

+745K

RSP0.9%

+46K

ZM0.9%

+100K

SLV0.9%

+133K

MU0.6%

+21K

GQ90.6%

+14K

GOOGL0.6%

+17K

Increased

BITF0.6%

+1.6M(+235%)

IBIT40.7%

+666K(+9%)

CLSK0.7%

+560K(+1120%)

Decreased

DEFI0.4%

-4,028,305(-45%)

ETHA1.3%

-1,500,000(-73%)

CORZ1.2%

-770,460(-50%)

HECO2.5%

-430,000(-42%)

ARKB15.8%

-175,180(-3%)

FCRS-WT0.2%

-150,000(-43%)

ASHR0.9%

-72,500(-21%)

KWEB0.1%

-14,300(-30%)

Exited

-894,500

-90,000

-153,100

-645,000

-363,000

SUIG

-1,584,137

CRCL

-35,000

HCM II ACQUISITION C…

-100,000

HIVE

-310,000

CAEP

-50,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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