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BG Investment Services, LLC - Portfolio Stock Holdings

BG Investment Services, LLC disclosed 153 stock positions in a recent SEC 13F filing. $675,155,979 of stock holdings were filed, with the largest holdings including NVDA, GOOG, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $868,461,096 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from corporations and other businesses.

Report Period:

Sept. 30, 2026

No. of Stocks:

153

Est. Stock Holding Value:

$675,155,979

Top Stock Holdings By Sector

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Portfolio Stock Holdings - BG Investment Services, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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