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)
- Learn
Industrial Gas 13Fs: Linde, Air Products, Air Liquide Decoder
Linde, Air Products and Chemicals, Air Liquide, and Praxair (now part of Linde) anchor global industrial gas 13F positioning. Long-term take-or-pay contracts, hydrogen economy positioning, healthcare gas demand, and capital allocation drive distinctive institutional patterns.
- Learn
Specialty Chemicals 13Fs: Dow, DuPont, LyondellBasell Decoder
Dow, DuPont de Nemours, LyondellBasell Industries, Eastman Chemical, and Westlake Corp anchor US chemicals 13F positioning. Petrochemical cycle dynamics, specialty mix evolution, ESG/sustainability framework, and capital allocation drive distinctive institutional patterns.
- Learn
Broadcasting 13Fs: Fox, Paramount, Comcast, Sinclair Decoder
Fox Corporation, Paramount Global, Comcast (NBCUniversal), Warner Bros Discovery, and Sinclair anchor US broadcasting 13F positioning. Cord-cutting cycles, sports rights economics, advertising market dynamics, and streaming integration drive distinctive institutional patterns.
- Learn
Medical Device 13Fs: Medtronic, Boston Scientific, Stryker
Medtronic, Boston Scientific, Stryker, Edwards Lifesciences, and Intuitive Surgical anchor US medical device 13F positioning. Innovation cycles, structural-heart procedures, robotic surgery, and aging demographics drive distinctive institutional patterns.
- Learn
Managed Care 13Fs: UnitedHealth, Humana, Centene Decoder
UnitedHealth, Humana, Elevance, Centene, and Molina Healthcare anchor US managed care 13F positioning. Medicare Advantage cycles, medical loss ratio dynamics, pharmacy benefit management integration, and regulatory frameworks drive distinctive institutional patterns.
- Learn
Delivery App 13Fs: DoorDash, Uber Eats, Instacart Decoder
DoorDash, Uber Technologies (Uber Eats), Instacart (Maplebear), and Grubhub anchor US-listed food and grocery delivery 13F positioning. Platform economics, advertising revenue scaling, cross-vertical expansion, and capital efficiency drive distinctive institutional patterns.
- Learn
Dental 13Fs: Align Technology, Henry Schein, DENTSPLY Decoder
Align Technology, Henry Schein, DENTSPLY SIRONA, and Patterson Companies anchor US dental industry 13F positioning. Invisalign aligner cycles, dental practice consolidation, supplies distribution economics, and consumer discretionary cycle exposure drive distinctive institutional patterns.
- Learn
Lab Services 13Fs: LabCorp, Quest Diagnostics Decoder
LabCorp and Quest Diagnostics anchor US clinical laboratory services 13F positioning. Reimbursement cycles, specialty testing growth, drug development services expansion, and consolidation strategies drive distinctive institutional patterns.
- Learn
Rideshare 13Fs: Uber, Lyft, DiDi Reading Guide
Uber Technologies, Lyft, and DiDi Global anchor US-listed rideshare 13F positioning. Network effect dynamics, autonomous-driving transition, delivery cross-platform expansion, and gig-economy regulatory frameworks drive distinctive institutional patterns.
- Learn
Drug Retail 13Fs: CVS Health, Walgreens, Rite Aid Decoder
CVS Health and Walgreens Boots Alliance anchor US drug retail 13F positioning. PBM economics, healthcare clinic expansion, store closure cycles, and turnaround dynamics drive distinctive institutional patterns across the cohort.
- Learn
Air Freight 13Fs: FedEx, UPS, Expeditors, C.H. Robinson
FedEx, UPS, Expeditors International, and C.H. Robinson Worldwide anchor US air freight and logistics 13F positioning. Trade flow cycles, e-commerce evolution, intermodal-vs-air dynamics, and capital allocation drive distinctive institutional patterns.
- Learn
Auto Parts Retail 13Fs: AZO, ORLY, GPC, AAP Decoder
AutoZone, O'Reilly Automotive, Genuine Parts, and Advance Auto Parts anchor US auto parts retail 13F positioning. Aging vehicle fleet dynamics, DIY-vs-DIFM mix, distribution-center networks, and capital return discipline drive distinctive institutional patterns.
- Learn
Midstream MLP 13Fs: Energy Transfer, EPD, MPLX Decoder
Energy Transfer, Enterprise Products Partners, MPLX, Plains All American, and Williams Companies anchor US midstream energy 13F positioning. MLP-vs-C-corp tax structures, distribution growth, AI-data-center natural gas demand, and pipeline expansion drive distinctive institutional patterns.
- Learn
Reinsurance 13Fs: RenaissanceRe, Everest, Arch Capital Decoder
RenaissanceRe, Everest Group, Arch Capital, Reinsurance Group of America, and Munich Re anchor reinsurance 13F positioning. Hard market cycles, catastrophe risk exposure, alternative capital dynamics, and capital ratio frameworks drive distinctive institutional patterns.
- Learn
Regional Bank 13Fs: Truist, PNC, USB, Key Reading Guide
Truist Financial, PNC Financial, US Bancorp, KeyCorp, and Citizens Financial anchor US regional bank 13F positioning. Net interest margin cycles, deposit beta, commercial real estate exposure, and capital ratio frameworks drive distinctive institutional patterns.
- Learn
Drug Distributor 13Fs: McKesson, Cencora, Cardinal Health
McKesson, Cencora (formerly AmerisourceBergen), and Cardinal Health anchor US pharmaceutical distribution 13F positioning. Specialty drug economics, GLP-1 distribution boom, generic deflation cycles, and capital-return discipline drive distinctive institutional patterns.
- Learn
Cybersecurity 13Fs: CrowdStrike, Palo Alto, Fortinet, Zscaler
CrowdStrike, Palo Alto Networks, Fortinet, Zscaler, and Cloudflare anchor US cybersecurity 13F positioning. Platform consolidation cycles, AI-driven threat detection, SaaS subscription economics, and enterprise security spending drive distinctive institutional patterns.
- Learn
Solar 13Fs: First Solar, Enphase, SolarEdge, Sunrun Decoder
First Solar, Enphase Energy, SolarEdge Technologies, Sunrun, and Array Technologies anchor US solar 13F positioning. IRA incentive cycles, China supply chain dynamics, residential-vs-utility-scale economics, and interest rate sensitivity drive distinctive institutional patterns.
- Learn
Apparel 13Fs: Nike, Lululemon, Ralph Lauren, Tapestry
Nike, Lululemon Athletica, Ralph Lauren, Tapestry, and Capri Holdings anchor US apparel-and-accessories 13F positioning. Brand cycle dynamics, China revenue exposure, DTC channel evolution, and inventory management drive distinctive institutional patterns.
- Learn
Dollar Store 13Fs: DG, DLTR, Five Below, BJ's Decoder
Dollar General, Dollar Tree, Five Below, and BJ's Wholesale anchor US discount-and-value retail 13F positioning. Consumer trade-down cycles, store growth pipelines, supply chain economics, and shrink-and-loss-prevention dynamics drive distinctive institutional patterns.