eCIO, Inc.
Follow13F filer, CIK 1830823, MADISON, WI
eCIO, Inc. reported $227,592,923 across 42 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-14. Its ten largest share positions make up 78.9% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001830823-26-000004
- Period
- 2026-03-31
- Reported value
- $228M
- Holdings
- 42
- Top 10 weight
- 78.9%
- New
- 3
- Sold out
- 153
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SCHFadded | +241,724 | $5.98M |
| AGGadded | +56,972 | $5.66M |
| IEMGadded | +79,745 | $5.56M |
| VBILadded | +58,783 | $4.45M |
| XHLFadded | +55,864 | $2.81M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| Schwab US Mid-Cap Indexexited | -866,702 | -$12.5M |
| SCHDreduced | -70,586 | -$2.17M |
| IJRreduced | -3,351 | -$417K |
| CASCADE PRIVATE CAPITAL FUN…exited | -20,368 | -$411K |
| IUSVexited | -3,657 | -$375K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 42 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| Schwab US Mid-Cap IndexSchwab US Mid-Cap Index | 866,702 | $12.5M | shares |
| CASCADE PRIVATE CAPITAL FUN…CASCADE PRIVATE CAPITAL FUND CLAS… | 20,368 | $411K | shares |
| IUSVISHARES TR | 3,657 | $375K | shares |
| EXASEXACT SCIENCES CORP | 3,345 | $340K | shares |
| AMZNAMAZON COM INC | 1,366 | $315K | shares |
| VGTVANGUARD WORLD FD | 385 | $290K | shares |
| TXNTEXAS INSTRS INC | 1,538 | $267K | shares |
| NEENEXTERA ENERGY INC | 2,964 | $238K | shares |
| HONHONEYWELL INTL INC | 1,198 | $234K | shares |
| ADIANALOG DEVICES INC | 850 | $231K | shares |
| LOWLOWES COS INC | 941 | $227K | shares |
| BLKBLACKROCK INC | 200 | $214K | shares |
| SMHVANECK ETF TRUST | 584 | $210K | shares |
| XOMEXXON MOBIL CORP | 1,701 | $205K | shares |
| CVXCHEVRON CORPORATION | 1,340 | $204K | shares |
| CMECME GROUP INC | 718 | $196K | shares |
| JPMJPMORGAN CHASE & CO | 589 | $190K | shares |
| HDHOME DEPOT INC | 522 | $180K | shares |
| TELTE CONNECTIVITY PLC | 769 | $175K | shares |
| MSMORGAN STANLEY | 941 | $167K | shares |
| ACGLARCH CAP GROUP LTD | 1,687 | $162K | shares |
| UNPUNION PAC CORP | 693 | $160K | shares |
| ABBVABBVIE INC | 693 | $158K | shares |
| MDTMEDTRONIC PLC | 1,605 | $154K | shares |
| BACBANK OF AMER CORP | 2,671 | $147K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 563 | $145K | shares |
| ITWILLINOIS TOOL WKS INC | 583 | $144K | shares |
| VVISA INC | 394 | $138K | shares |
| DHRDANAHER CORP DEL | 602 | $138K | shares |
| ORCLORACLE CORP | 706 | $138K | shares |
| XLYSELECT SECTOR SPDR TR | 1,136 | $136K | shares |
| ABTABBOTT LABORATORIES | 1,073 | $134K | shares |
| MRSHMARSH & MCLENNAN COS INC | 724 | $134K | shares |
| MCDMCDONALDS CORP | 435 | $133K | shares |
| KEYSKEYSIGHT TECHNOLOGIES INC | 653 | $133K | shares |
| Eaton Vance Richard Bern Eq…Eaton Vance Richard Bern Eq St I | 7,285 | $132K | shares |
| QCOMQUALCOMM INC | 761 | $130K | shares |
| XLCSELECT SECTOR SPDR TR | 1,086 | $128K | shares |
| PGPROCTER & GAMBLE CO | 885 | $127K | shares |
| DGROISHARES TR | 1,807 | $125K | shares |
| EOGEOG RES INC | 1,139 | $120K | shares |
| FERGFERGUSON ENTERPRISES INC | 528 | $118K | shares |
| VNQVANGUARD INDEX FDS | 1,320 | $117K | shares |
| PHPARKER-HANNIFIN CORP | 131 | $115K | shares |
| ROSTROSS STORES INC | 632 | $114K | shares |
| DEDEERE & CO | 241 | $112K | shares |
| AAPLAPPLE INC | 412 | $112K | shares |
| FASTFASTENAL CO | 2,766 | $111K | shares |
| BlackRock International Ins…BlackRock International Instl | 4,892 | $108K | shares |
| SPGPINVESCO EXCHANGE TRADED FD T | 952 | $108K | shares |
| PCARPACCAR INC | 963 | $105K | shares |
| VYMVANGUARD WHITEHALL FDS | 725 | $104K | shares |
| PGRPROGRESSIVE CORP | 455 | $104K | shares |
| PEPPEPSICO INC | 717 | $103K | shares |
| SDOGALPS ETF TR | 1,634 | $98.8K | shares |
| AAGILENT TECHNOLOGIES INC | 716 | $97.4K | shares |
| JEPIJ P MORGAN EXCHANGE TRADED F | 1,696 | $97.1K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 966 | $96.5K | shares |
| TJXTJX COS INC NEW | 620 | $95.2K | shares |
| ROKROCKWELL AUTOMATION INC | 223 | $86.8K | shares |
| BNBROOKFIELD CORP | 1,870 | $85.8K | shares |
| CMICUMMINS INC | 168 | $85.8K | shares |
| ACNACCENTURE PLC IRELAND | 311 | $83.4K | shares |
| APHAMPHENOL CORP | 609 | $82.3K | shares |
| HSYHERSHEY CO | 442 | $80.4K | shares |
| XLVSELECT SECTOR SPDR TR | 518 | $80.2K | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 316 | $78.1K | shares |
| CLCOLGATE PALMOLIVE CO | 947 | $74.8K | shares |
| ITGARTNER INC | 290 | $73.2K | shares |
| NKENIKE INC | 1,096 | $69.8K | shares |
| BROBROWN & BROWN INC | 841 | $67K | shares |
| ABNBAIRBNB INC | 489 | $66.4K | shares |
| METAMETA PLATFORMS INC | 100 | $66K | shares |
| MEDPMEDPACE HLDGS INC | 117 | $65.7K | shares |
| IAUISHARES GOLD TR | 801 | $65K | shares |
| CSLCARLISLE COS INC | 202 | $64.6K | shares |
| MKSIMKS INC. | 394 | $63K | shares |
| CPRTCOPART INC | 1,599 | $62.6K | shares |
| CDWCDW CORP | 450 | $61.3K | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 166 | $58.2K | shares |
| LHLABCORP HOLDINGS INC | 231 | $58K | shares |
| WIPSPDR SERIES TRUST | 1,470 | $57.9K | shares |
| DBCINVESCO DB COMMDY INDX TRCK | 2,569 | $57.4K | shares |
| FWONKLIBERTY MEDIA CORP DEL | 580 | $57.1K | shares |
| XLFSELECT SECTOR SPDR TR | 1,038 | $56.8K | shares |
| VISVANGUARD WORLD FD | 181 | $54.2K | shares |
| WRBBERKLEY W R CORP | 770 | $54K | shares |
| ANETARISTA NETWORKS INC | 407 | $53.3K | shares |
| WMWASTE MGMT INC DEL | 228 | $50.1K | shares |
| WATWATERS CORP | 129 | $49K | shares |
| MSCIMSCI INC | 85 | $48.8K | shares |
| THOTHOR INDS INC | 473 | $48.6K | shares |
| TDYTELEDYNE TECHNOLOGIES INC | 92 | $47K | shares |
| CSCOCISCO SYS INC | 604 | $46.5K | shares |
| GENCGENCOR INDS INC | 3,533 | $45.8K | shares |
| MGEEMGE ENERGY INC | 568 | $44.6K | shares |
| SBUXSTARBUCKS CORP | 520 | $43.8K | shares |
| VDCVANGUARD WORLD FD | 206 | $43.6K | shares |
| BAMBROOKFIELD ASSET MANAGMT LTD | 802 | $42K | shares |
| LADLITHIA MTRS INC | 125 | $41.5K | shares |
| FNDFLOOR & DECOR HLDGS INC | 675 | $41.1K | shares |
| LINLINDE PLC | 95 | $40.5K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 45 | $38.8K | shares |
| EEMXSPDR INDEX SHS FDS | 896 | $38.2K | shares |
| AOSSMITH A O CORP | 551 | $36.9K | shares |
| TRVTRAVELERS COMPANIES INC | 127 | $36.8K | shares |
| EXPDEXPEDITORS INTL WASH INC | 245 | $36.5K | shares |
| WDAYWORKDAY INC | 167 | $35.9K | shares |
| ALCALCON AG | 439 | $34.6K | shares |
| ABGASBURY AUTOMOTIVE GROUP INC | 144 | $33.5K | shares |
| MCMOELIS & CO | 483 | $33.2K | shares |
| TTANSERVICETITAN INC | 286 | $30.5K | shares |
| LBRDKLIBERTY BROADBAND CORP | 626 | $30.4K | shares |
| TECHBIO-TECHNE CORP | 511 | $30.1K | shares |
| KNSLKINSALE CAP GROUP INC | 73 | $28.6K | shares |
| PPAINVESCO EXCHANGE TRADED FD T | 177 | $27.7K | shares |
| PAVEGLOBAL X FDS | 571 | $27.3K | shares |
| MSAMSA SAFETY INC | 167 | $26.7K | shares |
| CIBRFIRST TR EXCHANGE-TRADED FD | 345 | $24.6K | shares |
| CFRCULLEN FROST BANKERS INC | 176 | $22.3K | shares |
| IBBISHARES TR | 128 | $21.6K | shares |
| ECLECOLAB INC | 81 | $21.3K | shares |
| GBCIGLACIER BANCORP INC NEW | 481 | $21.2K | shares |
| CORCENCORA INC | 62 | $20.9K | shares |
| XLRESELECT SECTOR SPDR TR | 490 | $19.8K | shares |
| GGGGRACO INC | 237 | $19.4K | shares |
| MRKMERCK & CO INC | 180 | $18.9K | shares |
| EFXEQUIFAX INC | 87 | $18.9K | shares |
| UNHUNITEDHEALTH GROUP INC | 57 | $18.8K | shares |
| CRMSALESFORCE INC | 59 | $15.6K | shares |
| KBWBINVESCO EXCH TRADED FD TR II | 185 | $15.6K | shares |
| SBGSYSCHNEIDER ELECT SE-UNSP ADR | 268 | $14.7K | shares |
| AFLAFLAC INC | 120 | $13.2K | shares |
| ITBISHARES TR | 137 | $13.2K | shares |
| NUENUCOR CORP | 79 | $12.9K | shares |
| SCHCSCHWAB STRATEGIC TR | 270 | $12.3K | shares |
| XLESELECT SECTOR SPDR TR | 258 | $11.5K | shares |
| USBUS BANCORP | 200 | $10.7K | shares |
| SPGIS&P GLOBAL INC | 20 | $10.5K | shares |
| VAWVANGUARD WORLD FD | 45 | $9.38K | shares |
| IFRAISHARES TR | 155 | $8.15K | shares |
| MMM3M CO | 51 | $8.12K | shares |
| FUTYFIDELITY COVINGTON TRUST | 143 | $7.89K | shares |
| ICLNISHARES TR | 436 | $7.16K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 15 | $6.8K | shares |
| EYENATIONAL VISION HLDGS INC | 133 | $3.43K | shares |
| BAXBAXTER INTL INC | 100 | $1.91K | shares |
| KVUEKENVUE INC | 100 | $1.73K | shares |
| SOLVSOLVENTUM CORP | 21 | $1.66K | shares |
| SRVRPACER FDS TR | 50 | $1.43K | shares |
| INTCINTEL CORP | 27 | $996 | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 0 | $0 | shares |
| WMBWILLIAMS COS INC | 0 | $0 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001830823-26-000004 | base | 2026-04-14 | acceptance time not in the bulk data set |