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 (818)
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Paper Packaging 13Fs: PKG, International Paper, WestRock
Packaging Corporation of America, International Paper, WestRock, Smurfit Kappa-WestRock combination, plus Sonoco Products and Sealed Air anchor US paper & packaging 13F positioning. Containerboard cycle, e-commerce demand, plus emerging M&A consolidation drive distinctive institutional patterns.
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How to Read Homebuilder 13Fs: DHI, LEN, PHM, NVR, TOL
D.R. Horton, Lennar, PulteGroup, NVR, Toll Brothers, plus KB Home and Meritage Homes anchor US homebuilder 13F positioning. Single-family demand, mortgage rate sensitivity, plus emerging land strategy drive distinctive institutional patterns.
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Insurance Broker 13Fs: Marsh, Aon, Gallagher Through Smart Money
Marsh McLennan, Aon, Arthur J. Gallagher, plus Brown & Brown and Willis Towers Watson anchor US insurance broker 13F positioning. Multi-year property-casualty pricing cycle, employee benefits consulting, plus emerging emerging M&A roll-up drive distinctive institutional patterns.
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Solid Waste 13Fs: Waste Management, Republic, Waste Connections
Waste Management, Republic Services, Waste Connections, plus Stericycle and Casella Waste Systems anchor US solid waste 13F positioning. Multi-year pricing power, landfill scarcity, recycling commodity cycle, plus emerging renewable natural gas drive distinctive institutional patterns.
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Defense Contractor 13Fs: A Reader's Guide to LMT, RTX, NOC, GD
Lockheed Martin, RTX Corporation, Northrop Grumman, General Dynamics, plus Boeing Defense and L3Harris anchor US defense contractor 13F positioning. Multi-year DoD budget trajectory, geopolitical demand drivers, missile-defense reload cycle, plus emerging space defense drive distinctive institutional patterns.
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Specialty Chemicals 13Fs: Eastman, Celanese, Albemarle, FMC
Eastman Chemical, Celanese, Albemarle, FMC Corporation, plus Ashland and Cabot anchor US specialty chemicals 13F positioning. Commodity-vs-specialty mix, lithium pricing cycle, agricultural chemicals demand, plus emerging China competition drive distinctive institutional patterns.
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Auto Aftermarket 13Fs: AutoZone, O'Reilly, Advance Auto Parts
AutoZone, O'Reilly Automotive, Advance Auto Parts, plus Genuine Parts and LKQ Corporation anchor US auto aftermarket 13F positioning. Vehicle age dynamics, DIY-vs-DIFM mix, commercial program growth, plus emerging EV transition drive distinctive institutional patterns.
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Dollar General, Dollar Tree, Five Below: Discount Retail 13Fs
Dollar General, Dollar Tree, Five Below, plus Big Lots and Ollie's Bargain Outlet anchor US discount retail 13F positioning. Multi-year consumer trade-down, rural footprint dynamics, plus emerging shrink pressure drive distinctive institutional patterns.
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Credit Card Issuer 13Fs: Decoding COF, SYF, DFS, AXP Holdings
Capital One, Synchrony Financial, Discover Financial, plus American Express, Bread Financial, plus Ally Financial anchor US credit card issuer 13F positioning. Credit loss cycles, deposit funding, plus emerging Discover-Capital One merger drive distinctive institutional patterns.
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What Institutional 13Fs Reveal About TJX, Ross, Burlington
TJX Companies, Ross Stores, Burlington Stores, plus Macy's, Kohl's, and Nordstrom anchor US fashion mass-market retail 13F positioning. Off-price advantage, department store decline, plus emerging consumer trade-down drive distinctive institutional patterns.
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Dental Supplies & X-Ray: HSIC, XRAY, PDCO Through Smart Money
Henry Schein, Dentsply Sirona, Patterson Companies, plus emerging Envista anchor US dental supplies plus dental imaging 13F positioning. Dental procedure mix, digital dentistry adoption, dental insurance dynamics, plus emerging clear aligner competition drive distinctive institutional patterns.
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Mid-Tier Regional Banks: How to Read USB, PNC, TFC, FITB 13Fs
US Bancorp, PNC Financial, Truist, Fifth Third, plus Regions Financial anchor mid-tier regional bank 13F positioning. Deposit beta, commercial real estate exposure, net interest margin dynamics, plus emerging consolidation pressure drive distinctive institutional patterns.
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Grid Battery 13Fs: Fluence Energy, Stem, EOS Energy Storage
Fluence Energy, Stem, EOS Energy Storage, plus emerging Energy Vault anchor US-traded grid-scale battery storage 13F positioning. Multi-year utility-scale battery deployment, IRA Section 48E investment tax credit, plus emerging grid stability demand drive distinctive institutional patterns.
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Cold Storage 13Fs: Americold, plus Lineage Logistics Comparison
Americold Realty Trust anchors US-listed cold storage REIT 13F positioning. Multi-year emerging emerging emerging Lineage Logistics 2024 IPO competition, food supply chain dynamics, plus emerging biopharma cold storage drive distinctive institutional patterns.
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Battery 13Fs: QuantumScape, Freyr, Microvast, Energizer Decoder
QuantumScape, Freyr Battery, Microvast, Energizer Holdings, plus diversified Tesla anchor US-traded battery 13F positioning. Solid-state battery emergence, EV battery scaling, plus emerging emerging emerging US battery manufacturing reshoring drive distinctive institutional patterns.
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Hydrogen 13Fs: Plug Power, Bloom Energy, Ballard, Linde
Plug Power, Bloom Energy, Ballard Power Systems, plus diversified Linde (LIN) anchor US-traded hydrogen 13F positioning. Green hydrogen projects, fuel cell deployment, plus emerging emerging IRA hydrogen tax credits drive distinctive institutional patterns.
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Beverage Can 13Fs: Ball, O-I Glass, Crown Holdings, AptarGroup
Ball Corporation, O-I Glass, Crown Holdings, AptarGroup, plus emerging Owens-Illinois anchor US-traded beverage container 13F positioning. Aluminum can growth, glass bottle decline, plus emerging emerging sustainability transitions plus emerging premium beverages drive distinctive institutional patterns.
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Cable Broadband 13Fs: Comcast, Charter, Altice, Cable One
Comcast, Charter Communications, Altice USA, Cable One, and WideOpenWest anchor US cable broadband 13F positioning. Cord-cutting impact, fixed wireless plus fiber competition, mobile MVNO expansion, plus emerging convergence drive distinctive institutional patterns.
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Wireless Carrier 13Fs: AT&T, Verizon, T-Mobile, Dish Decoder
AT&T, Verizon Communications, T-Mobile US, and Dish Network anchor US wireless carrier 13F positioning. Multi-year wireless subscriber dynamics, fiber broadband expansion, plus emerging fixed wireless plus emerging 5G monetization drive distinctive institutional patterns.
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Healthcare REIT 13Fs: Welltower, Ventas, Healthpeak, Omega
Welltower, Ventas, Healthpeak Properties, Omega Healthcare Investors, plus emerging National Health Investors anchor US healthcare REIT 13F positioning. Senior housing recovery, skilled nursing demographics, medical office building demand, plus emerging life science decoded distinctive institutional patterns.