Updated May 23, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
What a Financials-Heavy 13F Signals
When banks and insurers lead a fund's book, it's a bet on rates, credit, and the economy. Here's how to read a financials-heavy 13F — and which financials matter.
Marcus ChenHow to See Which Funds Own a Stock
13F data works stock-first too: pick a ticker and see its institutional holders. Here's how to read a stock's holder base — and filter real conviction from passive ownership.
Sarah MitchellHow to Compare Two Funds Using 13F Data
Comparing two funds' 13Fs reveals how professionals disagree. Here's a four-step framework: shape, style, overlap, and direction of change.
Marcus ChenGOOG vs GOOGL: Why a 13F Lists Alphabet Twice
Alphabet shows up as both GOOG and GOOGL in 13Fs — two share classes, not a duplicate. Here's the difference and why you should combine them to gauge exposure.
Sarah MitchellDividend-Growth Investing: Reading an Income 13F
Owning companies that raise dividends yearly is different from chasing the highest yield. Here's what dividend-growth investing is and how to spot it in a 13F.
Sarah MitchellWestfield Q1 2026: Growth With an AI-Infrastructure Tilt
Westfield Capital pairs megacap tech with the physical AI build-out — data-center contractor Comfort Systems and power maker Vertiv — alongside its Nvidia anchor.
Marcus ChenBahl & Gaynor Q1 2026: A Dividend-Growth Book
Bahl & Gaynor's $19.8B income book holds quality dividend payers — Broadcom, J&J, AbbVie, NextEra — with very low turnover. A steady dividend-growth strategy.
Marcus ChenOrbis Q1 2026: Contrarian Bets on Gas and Biotech
Orbis Allan Gray made bold contrarian adds in Q1 2026 — EQT +248%, Praxis +97%, Motorola +46% — across an off-index global value book.
Marcus ChenDavis Selected Q1 2026: A Financials-Led Value Book
Davis Selected Advisers' value book is led by Capital One, U.S. Bancorp, and Markel, with an energy add in Coterra. Low turnover from a patient value manager.
Marcus ChenWhy Active Funds Hold S&P 500 and Nasdaq ETFs
Why would a stock-picker own the index it's trying to beat? Index ETFs in active 13Fs are usually beta sleeves or cash management. Here's how to read them.
Sarah MitchellWhat a 13F Does Not Show: The Blind Spots
A 13F is only a slice of a fund's portfolio. It hides shorts, cash, bonds, and foreign holdings. Here's what 13F filings leave out — and how to read them anyway.
Sarah MitchellWhy a 13F Is Already Weeks Old When You Read It
A 13F reports holdings as of quarter-end and can be filed 45 days later — so it's a rear-view mirror. Here's how the reporting lag works and when it matters.
Sarah MitchellValue vs Growth: Reading a Fund's Style From Its 13F
A fund's holdings reveal whether it's a value or growth investor — often in the first few names. Here's how to read style from a 13F, with real examples.
Sarah MitchellHow to Read a Sovereign Wealth Fund's 13F
Sovereign wealth funds like Temasek and Norges Bank file 13Fs too. Here's what makes them different from index funds and hedge funds — and how to read their holdings.
Sarah MitchellConvertible Securities in a 13F: The Hybrid Holding
Some 13F lines aren't stocks — they're convertible bonds, with a coupon and maturity. Here's what convertibles are, why they appear in 13Fs, and how to read them.
Sarah MitchellCalamos Q1 2026: A Risk-On Quarter in Growth and ETFs
Calamos added broadly to megacaps and ramped index ETFs (SPY +45%, new QQQ) in Q1 2026, while its convertible heritage shows in holdings like a Western Digital convert.
Marcus ChenBarrow Hanley Q1 2026: Deep Value, No Megacap Tech
Barrow Hanley's $30.5B book holds no megacap tech — pharma, energy, and utilities lead. In Q1 2026 it added GE HealthCare +83% and HP Enterprise +57%.
Marcus ChenSands Capital Q1 2026: Trimming Growth, Adding Spotify
Sands Capital's concentrated growth book fell 22.5% in Q1 2026 as it trimmed Nvidia, TSMC, Amazon, and Visa — with Spotify (+22%) the lone conviction add.
Marcus ChenTemasek Q1 2026: Singapore's SWF Anchored by BlackRock
Singapore's Temasek holds 16.8% of its US book in BlackRock, plus payments and AI names. In Q1 2026 it added Broadcom +42%, Mastercard +16%, Thermo Fisher +40%.
Marcus ChenHolding Companies in a 13F: When 30% Isn't Concentrated
A 30% stake in Berkshire Hathaway looks extreme but isn't — it's a diversified portfolio in one line. Here's how holding companies change 13F concentration math.
Sarah Mitchell