Sarah Mitchell
Education Editor
Investment Education Editor at 13F Insight. Breaks down complex institutional data into actionable insights for individual investors.
A note from Sarah
Hi, I'm Sarah. I spent four years at Vanguard's Investor Education team, where my whole job was making 401(k) statements feel less like tax forms and more like something a person could actually understand.
I'm here at 13F Insight to do the same thing for institutional data. If you've ever read a headline like "Berkshire Bought Apple" and thought "okay but what does that actually mean for me," that's the gap I want to close.
I'll never assume you know what a CUSIP is. I'll always tell you why a number matters before I give you the number. And if a guide of mine ever leaves you more confused than you started, that's on me — let me know and I'll rewrite it.
Articles by Sarah Mitchell (813)
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Pipeline MLP 13Fs: Enterprise Products, Energy Transfer, MPLX
Enterprise Products Partners, Energy Transfer, MPLX, plus Western Midstream Partners and Plains All American Pipeline anchor US pipeline MLP 13F positioning. Multi-year emerging tax shelter economics, distribution coverage, plus emerging emerging LNG-driven pipeline growth drive distinctive institutional patterns.
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Mall REIT 13Fs: Simon Property, Macerich, Tanger, Kimco Decoded
Simon Property Group, Macerich, Tanger, plus Kimco Realty (post-RPT acquisition) and Regency Centers anchor US mall plus shopping center REIT 13F positioning. Multi-year emerging Class A mall recovery, outlet center growth, plus emerging emerging grocery-anchored center dynamics drive distinctive institutional patterns.
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Office REIT 13Fs: BXP, Vornado, Highwoods, Cousins Decoded
BXP (Boston Properties), Vornado Realty Trust, Highwoods Properties, Cousins Properties, Kilroy Realty, plus SL Green and Brandywine Realty Trust anchor US office REIT 13F positioning. Multi-year emerging post-pandemic office occupancy, return-to-office dynamics, plus emerging emerging Sun Belt vs gateway divergence drive distinctive institutional patterns.
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Solar 13Fs: First Solar, Enphase, SunPower, Sunrun Inside Eyes
First Solar, Enphase Energy, SolarEdge, Sunrun, plus Array Technologies, Nextracker, and Shoals Technologies anchor US solar energy 13F positioning. Multi-year IRA tax credits, residential solar dynamics, plus emerging emerging utility-scale solar growth drive distinctive institutional patterns.
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LNG Export 13Fs: Cheniere, Venture Global, NextDecade Decoded
Cheniere Energy, Venture Global LNG, NextDecade, plus Excelerate Energy and New Fortress Energy anchor US LNG export 13F positioning. Multi-year capacity expansion, long-term contract economics, plus emerging emerging Trump LNG export approval wave drive distinctive institutional patterns.
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Oilfield Services 13Fs: SLB, Halliburton, Baker Hughes, Liberty
SLB (Schlumberger), Halliburton, Baker Hughes, plus Liberty Energy, Patterson-UTI Energy, and ChampionX anchor US oilfield services 13F positioning. Multi-year international vs North America mix, completion plus production technology, plus emerging emerging LNG-driven gas activity drive distinctive institutional patterns.
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Shale E&P 13Fs: Diamondback, Permian Resources, Coterra Inside
Diamondback Energy, Permian Resources, Coterra Energy, EOG Resources, Devon Energy, plus Matador Resources and Civitas Resources anchor US shale exploration & production 13F positioning. Multi-year Permian Basin consolidation, capital discipline, plus emerging emerging M&A waves drive distinctive institutional patterns.
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Integrated Oil 13Fs: ExxonMobil, Chevron, ConocoPhillips, Shell
ExxonMobil, Chevron, ConocoPhillips, plus Shell and BP anchor US-traded integrated oil major 13F positioning. Multi-year emerging Permian Basin focus, OPEC+ dynamics, capital discipline, plus emerging emerging energy transition drive distinctive institutional patterns.
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Card Acquirer 13Fs: Fiserv, FIS, Block, Global Payments Decoded
Fiserv, Fidelity National Information Services, Block, Global Payments, plus PayPal Holdings and Shift4 Payments anchor US card acquirer-merchant processor 13F positioning. Multi-year emerging payment volume growth, integrated software vendor channel, plus emerging emerging Stripe-Adyen private competition drive distinctive institutional patterns.
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Payment Network 13Fs: Visa, Mastercard, American Express Inside
Visa, Mastercard, American Express, plus Discover Financial (pending Capital One merger) anchor US payment network 13F positioning. Multi-year payment volume growth, cross-border travel recovery, plus emerging emerging instant payment dynamics drive distinctive institutional patterns.
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Cybersecurity 13Fs: Palo Alto, CrowdStrike, Fortinet, Zscaler
Palo Alto Networks, CrowdStrike, Fortinet, Zscaler, SentinelOne, plus CyberArk and Tenable anchor US cybersecurity 13F positioning. Multi-year emerging platform consolidation, AI-driven threat detection, plus emerging emerging CrowdStrike July 2024 outage drive distinctive institutional patterns.
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Memory Semi 13Fs: Micron, Western Digital, SanDisk Decoded
Micron Technology, Western Digital, plus SK Hynix and Samsung Memory anchor US-traded memory semiconductor 13F positioning. Multi-year DRAM-NAND-HBM cycle, AI-driven memory demand, plus emerging emerging Western Digital flash spinoff drive distinctive institutional patterns.
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Semiconductor Foundry 13Fs: TSMC, GlobalFoundries, Intel Foundry
Taiwan Semiconductor Manufacturing (TSMC), GlobalFoundries, plus Intel Foundry (within INTC), Samsung Foundry (within Samsung Electronics), plus UMC anchor semiconductor foundry 13F positioning. Multi-year emerging leading-edge node transitions, AI accelerator demand, plus emerging emerging geopolitical dynamics drive distinctive institutional patterns.
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Casino & Gaming 13Fs: LVS, Wynn, MGM, Caesars, DraftKings
Las Vegas Sands, Wynn Resorts, MGM Resorts International, Caesars Entertainment, DraftKings, Flutter Entertainment, plus Boyd Gaming and Penn Entertainment anchor US-traded casino and gaming 13F positioning. Multi-year Macau recovery, US online sports betting growth, plus emerging emerging digital gaming drive distinctive institutional patterns.
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Hotel Brand 13Fs: Marriott, Hilton, Hyatt, IHG, Wyndham Decoded
Marriott International, Hilton Worldwide, Hyatt Hotels, IHG, Wyndham Hotels & Resorts, plus Choice Hotels and Sonder anchor US-traded hotel brand 13F positioning. Multi-year asset-light expansion, loyalty program economics, plus emerging emerging emerging international growth drive distinctive institutional patterns.
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Hotel REIT 13Fs: Host Hotels, Park Hotels, Apple Hospitality
Host Hotels & Resorts, Park Hotels & Resorts, Apple Hospitality REIT, Pebblebrook Hotel Trust, plus Ryman Hospitality and Service Properties Trust anchor US hotel REIT 13F positioning. Multi-year RevPAR dynamics, business travel recovery, plus emerging emerging group meetings drive distinctive institutional patterns.
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Online Travel 13Fs: Booking, Expedia, Airbnb, Tripadvisor
Booking Holdings, Expedia Group, Airbnb, plus Tripadvisor and Trip.com Group anchor US-traded online travel 13F positioning. Multi-year emerging international expansion, alternative accommodations dynamics, plus emerging emerging AI-driven trip planning drive distinctive institutional patterns.
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Electric Utility 13Fs: NextEra, Duke, Southern, AEP, Vistra
NextEra Energy, Duke Energy, Southern Company, American Electric Power, Vistra, plus Constellation Energy and Dominion Energy anchor US electric utility 13F positioning. Multi-year AI data center load growth, renewable plus nuclear capacity, plus emerging emerging rate base expansion drive distinctive institutional patterns.
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Natural Gas Utility 13Fs: Atmos Energy, Southwest Gas, Spire, NJR
Atmos Energy, Southwest Gas Holdings, Spire, New Jersey Resources, plus Southern Company Gas (within SO) and Northwest Natural anchor US natural gas utility 13F positioning. Multi-year customer growth, rate base expansion, plus emerging emerging electrification dynamics drive distinctive institutional patterns.
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Midstream Energy 13Fs: Kinder Morgan, Williams, ONEOK Decoded
Kinder Morgan, Williams Companies, ONEOK, plus Targa Resources and Cheniere Energy anchor US midstream energy corporation 13F positioning. Natural gas pipeline flow, LNG export expansion, plus emerging AI data center power demand drive distinctive institutional patterns.