What stocks does Millburn Ridgefield own?

As of Q2 2026, Millburn Ridgefield reported 39 positions with a combined 13F value of $5.3B. Its largest stock positions are IJH ($674.4M), IWB ($670.7M) and IWM ($448.1M).

How often does Millburn Ridgefield update its portfolio?

Millburn Ridgefield files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Jul 21, 2026. The next one is due by Nov 16, 2026.

What does Millburn Ridgefield's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Millburn Ridgefield's portfolio data come from?

From the 13F filings Millburn Ridgefield makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Millburn Ridgefield LLC

Return history

Last 4 years · filing-date model

$100,000 to $187,659

$100,000 in SPY: $229,980.

Total return

+87.7%

Annualized (4Y CAGR)

+17%

vs SPY

−6.1 pts/yr

Moves a year

500

Avg hold

17.7 months

17 filings · quarters -9.2% to +15.6%

All time

+167% since Feb 6, 2017

Fund size $5B today

Oct 12, 2022 to Oct 11, 2026 · min. 98% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

Added to IJH and trimmed IWB in Q2 2026.

$5.3B in this filing39 positions

Holdings as of Jun 30, 2026. Filed Jul 21, 2026.

Share change vs Mar 31

1IJHiShares TR12.77%
$674.4M - 8.7M shares+5.6%
2IWBiShares TR12.70%
$670.7M - 1.6M shares-0.2%
3IWMiShares TR8.48%
$448.1M - 1.5M shares-7.0%

#	Stock				At Jun 30	Now
1	IJHiShares TR	12.77%	$674.4M	+5.6%	$77.11	-
2	IWBiShares TR	12.70%	$670.7M	-0.2%	$409.50	-
3	IWMiShares TR	8.48%	$448.1M	-7.0%	$300.45	$276.70 -7.9%

36 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 36 holdings

What is missing

Top 10 concentration: 74%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

VO AddedView disclosure

Common questions

What stocks does Millburn Ridgefield own?: As of Q2 2026, Millburn Ridgefield reported 39 positions with a combined 13F value of $5.3B. Its largest stock positions are IJH ($674.4M), IWB ($670.7M) and IWM ($448.1M).
How often does Millburn Ridgefield update its portfolio?: Millburn Ridgefield files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Jul 21, 2026. The next one is due by Nov 16, 2026.
What does Millburn Ridgefield's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Millburn Ridgefield's portfolio data come from?: From the 13F filings Millburn Ridgefield makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.