Insights

BANK OF HAWAII's Q4 2025 Filing Still Put 39.6% Into Five Mega-Cap Names

BANK OF HAWAII looked diversified on the surface in Q4 2025, but VEA, VUG, IVV still anchored the real risk budget. The top five positions reached 39.6% of reported value across 226 fetched lines.

Marcus Chen

Rehmann Capital Advisory Group's Q4 2025 Filing Built a 25.7% Top-Five Ladder Around IVE and IVW

Rehmann Capital Advisory Group looked diversified on the surface in Q4 2025, but IVE, IVW, IEFA still anchored the real risk budget. The top five positions reached 25.7% of reported value across 500 fetched lines.

Marcus Chen

Groupama's Q4 2025 Filing Kept a U.S. Mega-Cap Spine Inside a 437-Line Global Book

Groupama looked diversified on the surface in Q4 2025, but the portfolio's real backbone still ran through U.S. software, semis, and money-center finance.

Marcus Chen

BSN Capital's Q4 2025 Filing Put 21.8% Into Nvidia and Built a 41-Line Concentration Machine

BSN Capital did not hide its hierarchy in Q4 2025: Nvidia dominated the book, and the supporting cast still left the portfolio looking intentionally concentrated.

Marcus Chen

Banque Transatlantique's Q4 2025 Portfolio Put 33.5% Into Three Names and Still Called It Diversified

Banque Transatlantique reported 278 positions in Q4 2025, but Microsoft, Nvidia, and Amazon still formed a decisive top-of-book ladder.

Marcus Chen

Employees Provident Fund Board Built a 73-Line Q4 2025 Book Around Nvidia and Microsoft

Malaysia's Employees Provident Fund Board kept its U.S. book relatively compact in Q4 2025, with Nvidia and Microsoft doing most of the heavy lifting.

Marcus Chen

HSBC's Q4 2025 Filing Still Ran Through Nvidia and Microsoft Across 11,612 Reported Holdings

HSBC reported one of the market's broadest Q4 2025 books, but the top of that book still concentrated heavily in the same U.S. platform names leading the global tape.

Marcus Chen

Mengis Capital Added 139 New Positions in Q4 2025 but Still Built the Book Around Apple and Microsoft

Mengis Capital's filing changed shape dramatically in Q4 2025. Even so, the rebuilt portfolio still chose Apple, Microsoft, Alphabet, JPMorgan, and Chevron as its opening statement.

Marcus Chen

Wick Capital's Q4 2025 Filing Puts 23.4% Into ITOT and Builds a 46.1% Top-Five ETF Fortress

Wick Capital's Q4 2025 book is not a stock-picker's filing. ITOT, VTI, IVVB, IVV, and GBXA consume 46.1% of the portfolio, making allocation structure the real signal.

Marcus Chen

NWF Advisory's $904.9M Q4 Filing Puts Berkshire, XLK, and VOO at the Center While Micron Jumps Into the Core

NWF Advisory Services built a blended portfolio in Q4 2025: Berkshire for quality, XLK for tech beta, VOO and IVV for benchmark exposure, and a fast-rising Micron line for a more specific semiconductor view.

Marcus Chen

SHP Wealth Management's ETF Fortress: $1.29B Portfolio Built on VOO Dominance

SHP Wealth Management's $1.29B portfolio centers on a 27.4% VOO allocation, demonstrating a sophisticated ETF-first strategy with factor tilts and income overlays.

Marcus Chen

Anchor Investment Management Built Netflix 938% While Keeping a 300-Stock Core

Anchor Investment Management's Q4 2025 filing stayed diversified, but the growth sleeve changed meaningfully: Netflix rose 938%, ServiceNow jumped 453%, and QQQM expanded to $19.5B.

Marcus Chen

Oak Grove Capital's Semiconductor Conviction: Micron & NVIDIA Dominate $844M Portfolio

Oak Grove Capital concentrates 50.2% of its $844M portfolio in Micron and NVIDIA, signaling conviction in AI-driven semiconductor demand across the entire chip ecosystem.

Marcus Chen

How to Compare Two 13F Filings Side by Side: A Practical Guide

Learn how to systematically compare quarterly 13F filings to spot portfolio changes, new positions, exits, and sector shifts that signal institutional investor strategy.

Sarah Mitchell

Illumina Founder David Walt Has Sold $114M in ILMN Stock — But He's Still Buying

The Illumina board member and technology founder has unloaded over $114 million in shares while simultaneously accumulating $11.5 million in purchases, a rare pattern that reveals conviction despite recent selling.

Alex Rivera

TransDigm Founder Nicholas Howley Has Sold $1.3B in Stock While Building the Aerospace Roll-Up King

The TransDigm Group founder and executive chairman has cashed out over $1.25 billion across 3,515 transactions since 2006, with recent selling continuing through November 2025.

Alex Rivera

Alphabet Board Chairman John Hennessy Has Sold $64M in GOOG Stock — A Decade of Systematic Exits

The Stanford president emeritus and MIPS architect who shaped modern computing has been steadily divesting his Alphabet position since 2004, with 5,684 transactions totaling $64.4M in career sales.

Marcus Chen

How to Read a Filer's Quarterly AUM History on 13F Insight

Learn how to interpret AUM history charts on filer detail pages, spot growth trends, and understand what drives institutional portfolio changes.

Sarah Mitchell

What Position Size Changes Tell You in a 13F Filing

Sarah Mitchell

Phil Knight's $3.1B Nike Selling Spree: How the Co-Founder Became the Company's Biggest Systematic Seller

Nike co-founder Phil Knight has sold $3.1 billion in NKE stock over 13,182 transactions since 2003, making him one of the most prolific insider sellers in corporate history. Recent Form 4 filings show continued conversions and gifts in early 2026.

Alex Rivera