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Ethic Inc.
Doug Scott · Asset Manager · Index/Passive
Founded in 2015 and based in New York City, Ethic Inc. is a technology-driven asset manager focused on sustainable investing. The firm provides a specialized platform that enables financial advisors and institutional investors to create personalized direct indexing portfolios aligned with their clients' environmental, social, and governance (ESG) values. By combining proprietary sustainability data with institutional quantitative finance, Ethic facilitates the construction of customized equity benchmarks that aim to provide market-like returns while addressing specific issues such as climate change and social equity.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +29.1% |
| YTD return | +21.7% |
| Sharpe ratio | 2.70 |
| Win rate | 71% |
| AUM | $3.4B |
| Inception | Oct 1, 2025 |
| Updated | Oct 12, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ethic.com/ |
Current Holdings
Updated on Oct 12, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 17.6% | +21.5% |
| AAPL | Apple Inc | 15.7% | +29.7% |
| GOOGL | Alphabet Inc Class A | 12.9% | +39.1% |
| MSFT | Microsoft Corporation | 12.3% | +6.9% |
| AMZN | Amazon.com Inc | 6.5% | +16.8% |
| AVGO | Broadcom Inc | 4.3% | +7.7% |
| MU | Micron Technology Inc | 4.0% | +249.2% |
| META | Meta Platforms Inc. | 3.6% | +2.5% |
| LLY | Eli Lilly and Company | 3.1% | +35.5% |
| AMD | Advanced Micro Devices Inc | 3.1% | +120.6% |
| V | Visa Inc. Class A | 2.3% | +11.8% |
| TSLA | Tesla Inc | 2.2% | -14.8% |
| CSCO | Cisco Systems Inc | 1.9% | +52.8% |
| AMAT | Applied Materials Inc | 1.7% | +38.1% |
| MA | Mastercard Inc | 1.7% | +4.8% |
| LRCX | Lam Research Corp | 1.6% | +89.7% |
| INTC | Intel Corporation | 1.5% | +4.6% |
| MRK | Merck & Company Inc | 1.5% | +10.6% |
| CAT | Caterpillar Inc | 1.4% | +61.4% |
| GS | Goldman Sachs Group Inc | 1.3% | N/A |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 12, 2026 | BUY | AMZN | 6.3% → 6.5% |
| Oct 12, 2026 | SELL | LLY | 3.0% → 3.1% |
| Oct 12, 2026 | BUY | MA | 1.6% → 1.7% |
| Oct 12, 2026 | BUY | TSLA | 2.1% → 2.2% |
| Oct 12, 2026 | BUY | NVDA | 18.1% → 17.6% |
Investment Style Analysis
Ethic Inc. is widely recognized for employing a Index/Passive strategy. As of Oct 12, 2026, the firm oversees approximately $3.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 12, Ethic Inc. made a significant move by increasing exposure to AMZN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Ethic’s philosophy is built on the premise that capital can be a catalyst for positive global change and that personalized sustainability is the future of the industry. They reject one-size-fits-all investment products, instead advocating for a transparent, data-driven approach that allows investors to tailor their holdings to reflect their unique priorities. By integrating financial rigor with values-based optimization, Ethic strives to empower investors to achieve both their financial objectives and their social impact goals through direct ownership and tracking-error-minimized portfolio management.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Ethic Inc..
Similar Investment Style
Based on Index/Passive.
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Frequently asked questions
How is the simulated portfolio for Ethic Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Ethic Inc.'s largest holding?
As of the latest filing, Ethic Inc.'s top position is NVIDIA Corporation (NVDA), representing 17.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Ethic Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +29.1% with a win rate of 71%. Notably, the portfolio maintains a Sharpe Ratio of 2.70, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Ethic Inc. primarily invest in?
Ethic Inc. has a strong preference for the Semiconductors sector, which makes up 30.5% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Ethic Inc.'s portfolio concentrated or diversified?
Ethic Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 46.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Ethic Inc. performed in 2026?
Our AI-simulated model portfolio for Ethic Inc. tracks a Year-to-Date (YTD) return of +21.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Doug Scott manage Ethic Inc. directly?
Yes, Doug Scott serves as the key portfolio manager for Ethic Inc., overseeing the investment strategy and final capital allocation decisions.