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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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.
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HVAC 13Fs: Carrier, Trane Technologies, JCI, Lennox Decoder
Carrier Global, Trane Technologies, Johnson Controls International, Lennox International, and Watsco anchor US HVAC 13F positioning. Data center cooling demand, refrigerant transition cycles, residential replacement demand, and capital allocation drive distinctive institutional patterns.
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Coatings 13Fs: Sherwin-Williams, PPG, RPM International
Sherwin-Williams, PPG Industries, RPM International, Axalta Coating Systems, and AkzoNobel anchor US-traded coatings 13F positioning. Architectural versus industrial mix, housing cycle exposure, automotive refinish dynamics, and capital allocation drive distinctive institutional patterns.
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Weight Management 13Fs: Hims, WeightWatchers, Novo Nordisk
Hims & Hers Health, WW International (formerly WeightWatchers), Novo Nordisk (NVO ADR), Eli Lilly (LLY), and Roche anchor US-traded weight management 13F positioning. GLP-1 therapy economics, telehealth disruption, traditional program decline, and compounding pharmacy dynamics drive distinctive institutional patterns.
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Fintech 13Fs: PayPal, Block, Affirm, SoFi Decoder
PayPal, Block (formerly Square), Affirm Holdings, SoFi Technologies, and Robinhood Markets anchor US fintech 13F positioning. Payment volume cycles, buy-now-pay-later economics, lending portfolio dynamics, and customer acquisition drive distinctive institutional patterns.
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Semiconductor Foundry 13Fs: TSMC, GlobalFoundries, UMC Decoder
Taiwan Semiconductor Manufacturing (TSMC), GlobalFoundries, United Microelectronics, plus emerging Samsung Foundry and Intel Foundry Services anchor US-traded semiconductor foundry 13F positioning. Process node leadership, customer concentration, geopolitical risk, and capex cycles drive distinctive institutional patterns.
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RV 13Fs: Thor Industries, Winnebago, LCI, Camping World
Thor Industries, Winnebago Industries, LCI Industries, Camping World Holdings, and Patrick Industries anchor US recreational vehicle 13F positioning. Dealer inventory cycles, consumer demand cyclicality, RV park investment, and demographic transitions drive distinctive institutional patterns.
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Jewelry 13Fs: Signet, Tiffany (LVMH), Pandora Decoder
Signet Jewelers, Tiffany & Co (LVMH subsidiary), Pandora, plus emerging lab-grown diamond operators anchor US jewelry 13F positioning. Wedding and engagement cycle dynamics, lab-grown diamond disruption, premium-vs-mass-market positioning, and consumer discretionary cycle drive distinctive patterns.
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Timber REIT 13Fs: Weyerhaeuser, Rayonier, PotlatchDeltic Decoder
Weyerhaeuser, Rayonier, PotlatchDeltic, and Plum Creek Timber (now Weyerhaeuser) anchor US timber REIT 13F positioning. Lumber pricing cycles, timberland acreage economics, conservation easement plus carbon credit emerging revenue, and housing cycle exposure drive distinctive patterns.
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Home Furniture 13Fs: Williams-Sonoma, RH, Wayfair Decoder
Williams-Sonoma, RH (Restoration Hardware), Wayfair, Floor & Decor, and La-Z-Boy anchor US home furniture and decor 13F positioning. Housing cycle exposure, premium-vs-mass-market mix, DTC channel economics, and capital allocation drive distinctive institutional patterns.
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Truck OEM 13Fs: PACCAR, Oshkosh, Allison Transmission
PACCAR, Oshkosh, Allison Transmission, Cummins, and emerging Daimler Trucks anchor US truck and commercial vehicle 13F positioning. Class 8 truck cycle, defense and specialty vehicle exposure, emission regulation cycles, and electrification drive distinctive institutional patterns.
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Video Game 13Fs: Take-Two, EA, Roblox, Roper Decoder
Take-Two Interactive, Electronic Arts, Roblox, Roper Technologies (Hempel), and Activision Blizzard (now Microsoft) anchor US video game 13F positioning. Release cycle dynamics, live services revenue, mobile gaming integration, and platform economics drive distinctive institutional patterns.
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Auto Supplier 13Fs: BorgWarner, Autoliv, Magna Decoder
BorgWarner, Autoliv, Magna International, Aptiv, and Gentex anchor US-listed auto supplier 13F positioning. EV transition cycles, content-per-vehicle dynamics, OEM customer concentration, and labor cost dynamics drive distinctive institutional patterns.
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Cannabis 13Fs: Tilray, Canopy, Curaleaf, Trulieve Decoder
Tilray Brands, Canopy Growth, Aurora Cannabis, Curaleaf Holdings, and Trulieve Cannabis anchor US cannabis-related 13F positioning. Federal legalization uncertainty, state-level program dynamics, banking access constraints, and Section 280E tax burden drive distinctive institutional patterns.
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EV Charging 13Fs: ChargePoint, EVgo, Blink Charging Decoder
ChargePoint Holdings, EVgo, Blink Charging, plus Tesla Supercharger network anchor US EV charging 13F positioning. Utilization economics, government subsidies, charging speed evolution, and capital intensity drive distinctive institutional patterns.
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Mortgage 13Fs: Rocket Companies, UWM, Mr. Cooper Decoder
Rocket Companies, UWM Holdings, Mr. Cooper Group, PennyMac Financial, and Guild Holdings anchor US mortgage 13F positioning. Origination volume cycles, refinance versus purchase mix, servicing portfolio economics, and rate-cycle exposure drive distinctive institutional patterns.
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IT Services & Consulting 13Fs: ACN, IBM, Capgemini Decoder
Accenture, IBM, Cognizant Technology Solutions, Infosys, and Capgemini anchor US-listed IT services 13F positioning. Generative AI integration, cloud migration consulting, outsourcing economics, and labor cost dynamics drive distinctive institutional patterns.
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Broker Dealer 13Fs: Morgan Stanley, Goldman, Schwab Decoder
Morgan Stanley, Goldman Sachs, Charles Schwab, Interactive Brokers, and Raymond James anchor US broker-dealer 13F positioning. Wealth management scaling, investment banking cycles, prime brokerage economics, and net interest margin dynamics drive distinctive institutional patterns.