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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Specialty Biotech 13Fs: Vertex, Regeneron, Amgen, Gilead Decoder
Vertex Pharmaceuticals, Regeneron Pharmaceuticals, Amgen, Gilead Sciences, and Moderna anchor US specialty biotech 13F positioning. Pipeline R&D cycles, patent cliff dynamics, M&A pipeline replacement, and emerging cell-and-gene therapy drive distinctive institutional patterns.
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Footwear 13Fs: Deckers, Crocs, Skechers, On Holding Decoder
Deckers Outdoor, Crocs, Skechers, On Holding, and Birkenstock anchor US-traded specialty footwear 13F positioning. Brand cycle dynamics, athletic-vs-lifestyle mix, China revenue exposure, and direct-to-consumer channel evolution drive distinctive institutional patterns.
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Electronic Trading 13Fs: Tradeweb, MarketAxess, Virtu Decoder
Tradeweb Markets, MarketAxess Holdings, Virtu Financial, plus emerging Coinbase Prime anchor US electronic trading 13F positioning. Fixed income electronification, market-making economics, regulatory market structure, and crypto integration drive distinctive institutional patterns.
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Toy Industry 13Fs: Hasbro, Mattel, Funko Decoder
Hasbro, Mattel, Funko, plus emerging Build-A-Bear Workshop anchor US toy industry 13F positioning. Multi-decade brand franchises, content licensing economics, holiday seasonality, and emerging digital plus collectibles disruption drive distinctive institutional patterns.
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Supplements 13Fs: USANA, Herbalife, Nature's Sunshine Decoder
USANA Health Sciences, Herbalife, Nature's Sunshine, plus emerging direct-to-consumer supplement operators anchor US-listed supplements 13F positioning. Multi-level marketing dynamics, regulatory scrutiny, GLP-1 disruption, and emerging functional ingredients drive distinctive institutional patterns.
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Engineering 13Fs: Fluor, Jacobs, KBR, AECOM, MasTec Decoder
Fluor, Jacobs Solutions, KBR, AECOM, and MasTec anchor US engineering and construction 13F positioning. Infrastructure investment cycles, LNG and energy capex, defense services growth, and AI data center construction drive distinctive institutional patterns.
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Specialty Data 13Fs: MSCI, FactSet, Verisk, Equifax Decoder
MSCI, FactSet Research Systems, Verisk Analytics, Equifax, and Experian anchor US specialty data 13F positioning. Subscription economics, data network effects, regulatory market structure, and AI integration drive distinctive institutional patterns.
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Consumer Finance 13Fs: Ally, Capital One, Discover, Synchrony
Ally Financial, Capital One Financial (acquiring Discover), Discover Financial Services, and Synchrony Financial anchor US consumer finance 13F positioning. Auto lending cycles, credit card economics, private label card portfolios, and Capital One-Discover merger drive distinctive institutional patterns.
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Exchanges 13Fs: CME, ICE, Nasdaq, CBOE Decoder
CME Group, Intercontinental Exchange, Nasdaq, Cboe Global Markets, and Tradeweb anchor US exchange and electronic trading 13F positioning. Derivatives volume cycles, market structure economics, listing fee dynamics, and emerging crypto integration drive distinctive institutional patterns.
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Crypto-Adjacent 13Fs: Coinbase, MicroStrategy, Marathon Decoder
Coinbase, MicroStrategy, Marathon Digital, Riot Platforms, and CleanSpark anchor US crypto-adjacent equity 13F positioning. Bitcoin treasury strategy, exchange fee economics, mining hashrate dynamics, and regulatory framework cycles drive distinctive institutional patterns.
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Steel 13Fs: Nucor, Steel Dynamics, Cleveland-Cliffs Decoder
Nucor, Steel Dynamics, Cleveland-Cliffs, Commercial Metals, and U.S. Steel anchor US steel 13F positioning. Mini-mill vs integrated economics, infrastructure plus reshoring demand, scrap-and-iron-ore pricing dynamics, and trade policy drive distinctive institutional patterns.
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Railroad Equipment 13Fs: Wabtec, Greenbrier, Trinity Decoder
Wabtec, Greenbrier Companies, Trinity Industries, and Wabash National anchor US railroad equipment 13F positioning. Locomotive replacement cycles, rail car build cycles, aftermarket maintenance economics, and emerging hydrogen locomotive technology drive distinctive institutional patterns.
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Electrical Equipment 13Fs: Emerson, Rockwell, Hubbell, Eaton
Emerson Electric, Rockwell Automation, Hubbell, Eaton Corporation, and Generac Holdings anchor US electrical equipment 13F positioning. Grid electrification investment, factory automation cycles, data center electrical infrastructure, and capital allocation drive distinctive institutional patterns.
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Aerospace Supplier 13Fs: TransDigm, Howmet, HEICO Decoder
TransDigm, Howmet Aerospace, HEICO, Curtiss-Wright, and Moog anchor US aerospace supplier 13F positioning. Aftermarket high-margin economics, commercial aerospace cycle, defense plus space exposure, and proprietary component franchises drive distinctive institutional patterns.
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Staffing 13Fs: ManpowerGroup, Robert Half, Kforce Decoder
ManpowerGroup, Robert Half International, Kforce, Heidrick & Struggles, and ASGN anchor US staffing and professional services 13F positioning. Labor market cycles, specialty staffing premium economics, executive search dynamics, and AI disruption drive distinctive institutional patterns.
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Pump & Flow 13Fs: Flowserve, A.O. Smith, Watts Decoder
Flowserve, A.O. Smith, Watts Water Technologies, Xylem, and Roper Technologies anchor US pump, flow, and water 13F positioning. Industrial process cycle exposure, water infrastructure investment, residential water heater replacement, and emerging hydrogen pump demand drive distinctive institutional patterns.
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Copper Mining 13Fs: Freeport, Southern Copper, Antofagasta
Freeport-McMoRan, Southern Copper, Antofagasta, BHP Group, and Rio Tinto anchor US-traded copper mining 13F positioning. Long-cycle copper demand from electrification, multi-year supply constraints, smelter capacity dynamics, and geopolitical exposure drive distinctive institutional patterns.
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Industrial Distribution 13Fs: Fastenal, Grainger, MSC Decoder
Fastenal, W.W. Grainger, MSC Industrial Direct, HD Supply, and Distribution Plus anchor US industrial distribution 13F positioning. MRO market dynamics, e-commerce platform evolution, supply chain digitization, and customer share-of-wallet drive distinctive institutional patterns.