MondegarAI
Ally Financial Inc. (ALLY)

Q2 2025 · 13F-HR

Ally Financial Inc. (ALLY)holdings as filed

Filed 2025-08-13 · accession 0000040729-25-000022

$885.2M
Reported value
105
Positions
2025-06-30
Period end
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The Brief · Ally Financial Inc. (ALLY) · Q2 2025

AI · grounded in 13F

Ally Financial Inc. (ALLY) established a new position in the Invesco S&p 500 Equal Weight Etf RSP valued at $217.2M. The fund also initiated new stakes in the Ishares 20 Year Treasury Bond Etf TLT for $77M and the Ishares Core S&p Small-cap Etf IJR for $67.5M. Additional new positions include Alphabet Inc GOOGL and Amazon.com Inc AMZN.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46137V357RSPInvesco S&p 500 Equal Weight Etf$217.2M24.5%1,195,000CommonSOLE
464287432TLTIshares 20 Year Treasury Bond Etf$77.0M8.70%873,000CommonSOLE
464287804IJRIshares Core S&p Small-cap Etf$67.5M7.63%618,000CommonSOLE
02079K305GOOGLAlphabet Inc$35.4M4.00%201,000CommonSOLE
023135106AMZNAmazon.com Inc$32.3M3.64%147,000CommonSOLE
464287184FXIIshares China Large-cap Etf$29.6M3.35%806,000CommonSOLE
037833100AAPLApple Inc$25.6M2.90%125,000CommonSOLE
922042858VWOVanguard Ftse Emerging Markets Etf$23.2M2.63%470,000CommonSOLE
713448108PEPPepsico Inc$13.9M1.57%105,000CommonSOLE
126650100CVSCvs Health Corp$13.2M1.49%191,000CommonSOLE
92343V104VZVerizon Communications Inc$12.5M1.42%290,000CommonSOLE
532457108LLYEli Lilly & Co$11.7M1.32%15,000CommonSOLE
717081103PFEPfizer Inc$10.8M1.22%446,000CommonSOLE
46090E103QQQInvesco Qqq Trust Series 1$10.5M1.18%19,000CommonSOLE
654106103NKENike Inc$9.4M1.07%133,000CommonSOLE
58933Y105MRKMerck & Co Inc$8.9M1.01%113,000CommonSOLE
254687106DISWalt Disney Co/the$8.9M1.01%72,000CommonSOLE
92826C839VVisa Inc$8.5M0.96%24,000CommonSOLE
01609W102BABAAlibaba Group Holding Ltd$8.5M0.96%75,000CommonSOLE
20030N101CMCSAComcast Corp$8.0M0.90%223,252CommonSOLE
00724F101ADBEAdobe Inc$7.9M0.90%20,500CommonSOLE
883556102TMOThermo Fisher Scientific Inc$7.9M0.89%19,500CommonSOLE
79466L302CRMSalesforce Inc$7.5M0.85%27,500CommonSOLE
03524A108BUDAnheuser-busch Inbev Sa/nv$7.2M0.82%105,000CommonSOLE
060505104BACBank Of America Corp$7.1M0.80%150,000CommonSOLE
438516106HONHoneywell International Inc$7.0M0.79%30,000CommonSOLE
70450Y103PYPLPaypal Holdings Inc$7.0M0.79%94,000CommonSOLE
235851102DHRDanaher Corp$6.5M0.74%33,000CommonSOLE
57636Q104MAMastercard Inc$6.2M0.70%11,000CommonSOLE
911312106UPSUnited Parcel Service Inc$6.1M0.68%60,000CommonSOLE
91324P102UNHUnitedhealth Group Inc$5.9M0.67%19,000CommonSOLE
580135101MCDMcdonald's Corp$5.3M0.59%18,000CommonSOLE
437076102HDHome Depot Inc/the$5.1M0.58%14,000CommonSOLE
00287Y109ABBVAbbvie Inc$5.0M0.57%27,000CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$4.9M0.55%10,000CommonSOLE
036752103ELVElevance Health Inc$4.7M0.53%12,000CommonSOLE
87612E106TGTTarget Corp$4.2M0.48%43,000CommonSOLE
075887109BDXBecton Dickinson & Co$4.1M0.47%24,000CommonSOLE
902973304USBUs Bancorp$4.1M0.47%91,000CommonSOLE
444859102HUMHumana Inc$3.9M0.44%16,000CommonSOLE
609207105MDLZMondelez International Inc$3.6M0.40%53,000CommonSOLE
205887102CAGConagra Brands Inc$3.6M0.40%174,000CommonSOLE
806857108SLBSchlumberger Nv$3.5M0.40%105,000CommonSOLE
143658300CCL1EURCarnival Corp$3.5M0.40%125,000CommonSOLE
31620M106FISFidelity National Information Services Inc$3.5M0.40%43,000CommonSOLE
445658107JBHTJb Hunt Transport Services Inc$3.4M0.39%24,000CommonSOLE
500754106KHCKraft Heinz Co/the$3.4M0.38%131,000CommonSOLE
74340W103PLDPrologis Inc$3.4M0.38%32,000CommonSOLE
98138H101WDAYWorkday Inc$3.4M0.38%14,000CommonSOLE
354613101BENFranklin Resources Inc$3.3M0.38%140,000CommonSOLE
539830109LMTLockheed Martin Corp$3.2M0.37%7,000CommonSOLE
097023105BABoeing Co/the$3.1M0.36%15,000CommonSOLE
071813109BAXBaxter International Inc$3.1M0.35%103,000CommonSOLE
009158106APDAir Products And Chemicals Inc$3.1M0.35%11,000CommonSOLE
115637209BF/BBrown-forman Corp$3.0M0.34%113,000CommonSOLE
458140100INTCIntel Corp$3.0M0.34%133,000CommonSOLE
37940X102GPNGlobal Payments Inc$2.9M0.33%36,000CommonSOLE
655844108NSCNorfolk Southern Corp$2.8M0.32%11,000CommonSOLE
126408103CSXCsx Corp$2.8M0.31%85,000CommonSOLE
518439104ELEstee Lauder Cos Inc/the$2.7M0.31%34,000CommonSOLE
31428X106FDXFedex Corp$2.7M0.31%12,000CommonSOLE
G1151C101ACNAccenture Plc$2.7M0.30%9,000CommonSOLE
704326107PAYXPaychex Inc$2.6M0.30%18,000CommonSOLE
742718109PGProcter & Gamble Co/the$2.5M0.29%16,000CommonSOLE
36266G107GEHCGe Healthcare Technologies Inc$2.5M0.29%34,165CommonSOLE
548661107LOWLowe's Cos Inc$2.4M0.28%11,000CommonSOLE
747525103QCOMQualcomm Inc$2.4M0.27%15,000CommonSOLE
25746U109DDominion Energy Inc$2.3M0.26%40,000CommonSOLE
038222105AMATApplied Materials Inc$2.2M0.25%12,000CommonSOLE
89832Q109TFCTruist Financial Corp$2.2M0.25%51,000CommonSOLE
09290D101BLKBlackrock Inc$2.1M0.24%2,000CommonSOLE
573874104MRVLMarvell Technology Inc$2.1M0.24%27,000CommonSOLE
934423104WBDWarner Bros Discovery Inc$1.9M0.22%168,132CommonSOLE
G54950103LINLinde Plc$1.9M0.21%4,000CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$1.8M0.21%20,000CommonSOLE
03027X100AMTAmerican Tower Corp$1.8M0.20%8,000CommonSOLE
369550108GDGeneral Dynamics Corp$1.7M0.20%6,000CommonSOLE
98978V103ZTSZoetis Inc$1.7M0.19%11,000CommonSOLE
22822V101CCICrown Castle Inc$1.6M0.19%16,000CommonSOLE
907818108UNPUnion Pacific Corp$1.6M0.18%7,000CommonSOLE
G5960L103MDTMedtronic Plc$1.6M0.18%18,000CommonSOLE
478160104JNJJohnson & Johnson$1.5M0.17%10,000CommonSOLE
88579Y101MMM3m Co$1.5M0.17%10,000CommonSOLE
666807102NOCNorthrop Grumman Corp$1.5M0.17%3,000CommonSOLE
526057104LENLennar Corp$1.4M0.16%13,000CommonSOLE
92556V106VTRSViatris Inc$1.4M0.15%152,991CommonSOLE
595017104MCHPMicrochip Technology Inc$1.3M0.15%19,000CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$1.3M0.14%110,000CommonSOLE
372460105GPCGenuine Parts Co$1.2M0.14%10,000CommonSOLE
29444U700EQIXEquinix Inc$1.2M0.13%1,500CommonSOLE
28414H103ELANElanco Animal Health Inc$1.1M0.13%79,000CommonSOLE
031162100AMGNAmgen Inc$1.1M0.13%4,000CommonSOLE
11135F101AVGOBroadcom Inc$1.1M0.12%4,000CommonSOLE
30225T102EXRExtra Space Storage Inc$1.0M0.12%7,000CommonSOLE
90353T100UBERUber Technologies Inc$1.0M0.12%11,000CommonSOLE
693475105PNCPnc Financial Services Group Inc/the$1.0M0.12%5,500CommonSOLE
55261F104MTBM&t Bank Corp$969,9500.11%5,000CommonSOLE
83444M101SOLVSolventum Corp$948,0000.11%12,500CommonSOLE
056752108BIDUBaidu Inc$943,3600.11%11,000CommonSOLE
854502101SWKStanley Black & Decker Inc$894,7740.10%13,207CommonSOLE
21036P108STZConstellation Brands Inc$813,4000.09%5,000CommonSOLE
256677105DGDollar General Corp$800,6600.09%7,000CommonSOLE
904311107UAAUnder Armour Inc$683,0000.08%100,000CommonSOLE
928662600VWAGYVolkswagen Ag$644,4000.07%60,000CommonSOLE
62955J103NOVNov Inc$310,7500.04%25,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.