Bawa N Mallick Trust

Q4 2024 13F-HR Holdings

Location
Forest Hills, NY
Holdings as of
12/31/2024
Date filed
3/12/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$227,832
Net value change ($000)
—
New positions
68
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 3/12/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 62,945 —
QQQ 34,595 —
IVV 8,550 —
IWF 7,851 —
VOO 7,436 —
IUSG 6,986 —
VTI 6,955 —
VUG 5,233 —
IGV 5,106 —
VV 4,989 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type