Dravo Bay LLC - Q42025 Holdings

Dravo Bay LLC holds 51 stocks with a total portfolio value of $ 240.66M as of Q42025. In Q42025, Dravo Bay LLC added 5 new positions, increased stakes in 28 stocks, reduced 15 holdings, and fully exited 2 positions. The largest holding is Schwab Strategic Tr (SCHG), representing 16.45% of the total portfolio.