Marcus Chen
Senior Market Analyst
Senior Market Analyst at 13F Insight. Covers institutional portfolio strategy, 13F filings, and smart money trends.
A note from Marcus
Hi, I'm Marcus. I spent six years on the buy side staring at 13F filings for a hedge fund, and the thing that bothered me most wasn't the work — it was knowing that the average investor never gets to see what I was looking at, even though it's all public.
That's why I'm here. Every research piece you'll see under my name comes from real SEC data, run through real institutional logic, and translated into something you can actually act on. I write long when the data deserves it and short when it doesn't.
If you ever spot a number that looks off, email me. I'd rather be corrected than wrong.
Articles by Marcus Chen (542)
- Research
Integrated Investment Consultants Built a Style-Box ETF Core With a UWM Outlier in Q4 2025
Integrated Investment Consultants reported a Q4 2025 filing dominated by style-box ETFs, with UWMC standing out as the largest non-ETF exception.
- Research
Auto-Owners Insurance Co.'s Q4 2025 Filing Rebuilt Into a Five-ETF Reset After a Sharp Q3 Contraction
Auto-Owners came out of a thin Q3 book with a Q4 2025 filing dominated by five ETFs that together made up nearly half the reported portfolio.
- Research
PLATINUM PARAMOUNT INVESTMENT LTD.'s Q4 2025 Filing Is a Two-Stock Bet on On Holding and Restaurant Brands
Platinum Paramount reported only two Q4 2025 positions, with 65.2% in On Holding AG and 34.8% in Restaurant Brands.
- Research
TD Capital Management LLC's Q4 2025 Filing Still Put 39.0% Into Five Mega-Cap Names
TD Capital Management LLC looked diversified on the surface in Q4 2025, but ITOT, VTI, BSV still anchored the real risk budget. The top five positions reached 39.0% of reported value across 500 fetched lines.
- Research
BANK OF HAWAII's Q4 2025 Filing Still Put 39.6% Into Five Mega-Cap Names
BANK OF HAWAII looked diversified on the surface in Q4 2025, but VEA, VUG, IVV still anchored the real risk budget. The top five positions reached 39.6% of reported value across 226 fetched lines.
- Research
Rehmann Capital Advisory Group's Q4 2025 Filing Built a 25.7% Top-Five Ladder Around IVE and IVW
Rehmann Capital Advisory Group looked diversified on the surface in Q4 2025, but IVE, IVW, IEFA still anchored the real risk budget. The top five positions reached 25.7% of reported value across 500 fetched lines.
- Research
Groupama's Q4 2025 Filing Kept a U.S. Mega-Cap Spine Inside a 437-Line Global Book
Groupama looked diversified on the surface in Q4 2025, but the portfolio's real backbone still ran through U.S. software, semis, and money-center finance.
- Research
BSN Capital's Q4 2025 Filing Put 21.8% Into Nvidia and Built a 41-Line Concentration Machine
BSN Capital did not hide its hierarchy in Q4 2025: Nvidia dominated the book, and the supporting cast still left the portfolio looking intentionally concentrated.
- Research
Banque Transatlantique's Q4 2025 Portfolio Put 33.5% Into Three Names and Still Called It Diversified
Banque Transatlantique reported 278 positions in Q4 2025, but Microsoft, Nvidia, and Amazon still formed a decisive top-of-book ladder.
- Research
Employees Provident Fund Board Built a 73-Line Q4 2025 Book Around Nvidia and Microsoft
Malaysia's Employees Provident Fund Board kept its U.S. book relatively compact in Q4 2025, with Nvidia and Microsoft doing most of the heavy lifting.
- Research
HSBC's Q4 2025 Filing Still Ran Through Nvidia and Microsoft Across 11,612 Reported Holdings
HSBC reported one of the market's broadest Q4 2025 books, but the top of that book still concentrated heavily in the same U.S. platform names leading the global tape.
- Research
Mengis Capital Added 139 New Positions in Q4 2025 but Still Built the Book Around Apple and Microsoft
Mengis Capital's filing changed shape dramatically in Q4 2025. Even so, the rebuilt portfolio still chose Apple, Microsoft, Alphabet, JPMorgan, and Chevron as its opening statement.
- Research
Wick Capital's Q4 2025 Filing Puts 23.4% Into ITOT and Builds a 46.1% Top-Five ETF Fortress
Wick Capital's Q4 2025 book is not a stock-picker's filing. ITOT, VTI, IVVB, IVV, and GBXA consume 46.1% of the portfolio, making allocation structure the real signal.
- Research
NWF Advisory's $904.9M Q4 Filing Puts Berkshire, XLK, and VOO at the Center While Micron Jumps Into the Core
NWF Advisory Services built a blended portfolio in Q4 2025: Berkshire for quality, XLK for tech beta, VOO and IVV for benchmark exposure, and a fast-rising Micron line for a more specific semiconductor view.
- Research
SHP Wealth Management's ETF Fortress: $1.29B Portfolio Built on VOO Dominance
SHP Wealth Management's $1.29B portfolio centers on a 27.4% VOO allocation, demonstrating a sophisticated ETF-first strategy with factor tilts and income overlays.
- Research
Anchor Investment Management Built Netflix 938% While Keeping a 300-Stock Core
Anchor Investment Management's Q4 2025 filing stayed diversified, but the growth sleeve changed meaningfully: Netflix rose 938%, ServiceNow jumped 453%, and QQQM expanded to $19.5B.
- Research
Oak Grove Capital's Semiconductor Conviction: Micron & NVIDIA Dominate $844M Portfolio
Oak Grove Capital concentrates 50.2% of its $844M portfolio in Micron and NVIDIA, signaling conviction in AI-driven semiconductor demand across the entire chip ecosystem.
- News
Alphabet Board Chairman John Hennessy Has Sold $64M in GOOG Stock — A Decade of Systematic Exits
The Stanford president emeritus and MIPS architect who shaped modern computing has been steadily divesting his Alphabet position since 2004, with 5,684 transactions totaling $64.4M in career sales.
- News
Atlassian Co-Founders Scott Farquhar and Mike Cannon-Brookes Sell $2.5B in Coordinated Liquidation
Both co-founders of Atlassian executed synchronized stock sales on the same day, unloading over $500M each in TEAM shares while retaining significant stakes as 10% owners.
- News
Netflix CFO Spencer Neumann Sells $5.5M in Shares Under Pre-Scheduled 10b5-1 Plan
Netflix CFO Spencer Neumann sold 57,260 shares for $5.47 million on February 27, 2026, executing a pre-scheduled trading plan adopted in October 2025. The sales came after Netflix's strong Q4 earnings beat and stock surge.