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| Happy Holidays!! thanks for using AUM13F!! |
| Pollock Investment Advisors LLC
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| CRD # | 153350 |
| SEC # | 801-71361 |
| CIK # | 0002049804 |
| AUM | $322.4 M (2025-03-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 734-929-2520 |
| Address | 412 East Huron Ann Arbor, MI 48104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| O Reilly Automotive Inc | 2.3 | ||
| Mastercard Inc | 2.0 | ||
| TJX Companies Inc /DE/ | 1.8 | ||
| Lockheed Martin Corp | 1.6 | ||
| Abbott Laboratories | 1.5 | ||
| Boeing Co | 1.5 | ||
| Microsoft Corp | 1.4 | ||
| Tractor Supply Co /DE/ | 1.4 | ||
| Costco Wholesale Corp /NEW | 1.4 | ||
| VISA Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 0.0 |
| (b) Individuals (high net worth individuals) | 121 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 721 | 0.3 |
| By Discretionary | ||
| Discretionary | 716 | 0.3 |
| Non-Discretionary | 5 | 0.0 |
| Total | 721 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 721 | 0.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002049804] |
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|---|---|---|
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TX | 0.3 |
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GA | 0.3 |
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0.3 | |
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NY | 0.3 |
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ABLE Wealth Management LLC
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NJ | 0.3 |
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Cascades Capital Asset Management LLC
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NC | 0.3 |
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Birmingham Capital Management Co Inc
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AL | 0.3 |
|
Optimum Investment Advisors LLC
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IL | 0.3 |
|
S&A Financial Services Inc
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KS | 0.3 |