Updated May 16, 2026 · 798 articles
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Educational guides about 13F filings, insider trading, institutional investing, and how to track smart money moves.
Snack Food 13Fs: Mondelez, Frito-Lay, Hershey, Kellanova Decoded
Mondelez International, Frito-Lay (within PepsiCo), Hershey, Kellanova, plus J.M. Smucker, Hostess Brands (Smucker), and Utz Brands anchor US snack food 13F positioning. Multi-year cocoa cost inflation, GLP-1 impact, plus emerging emerging private-label competition drive distinctive institutional patterns.
Sarah MitchellSoft Drinks 13Fs: Coca-Cola, PepsiCo, Keurig Dr Pepper, Monster
Coca-Cola, PepsiCo, Keurig Dr Pepper, Monster Beverage, plus Celsius Holdings and Primo Brands anchor US soft drinks 13F positioning. Multi-year sugar-soda decline, energy drink growth, plus emerging emerging GLP-1 obesity drug impact drive distinctive institutional patterns.
Sarah MitchellTobacco 13F Tracker: Altria, Philip Morris, BTI, Turning Point
Altria Group, Philip Morris International, British American Tobacco, plus Turning Point Brands and Vector Group anchor US-traded tobacco 13F positioning. Multi-year cigarette volume decline, reduced-risk product transition, plus emerging emerging FDA regulatory dynamics drive distinctive institutional patterns.
Sarah MitchellExchange Operator 13Fs: ICE, NDAQ, CME, CBOE Inside Smart Money
Intercontinental Exchange, Nasdaq, CME Group, Cboe Global Markets, plus MarketAxess and Tradeweb anchor US exchange operator 13F positioning. Trading volume cycle, data plus listings revenue, plus emerging emerging fixed-income electronification drive distinctive institutional patterns.
Sarah MitchellAsset Manager 13Fs: BlackRock, T. Rowe Price, Invesco, Affiliated
BlackRock, T. Rowe Price, Invesco, Franklin Resources, plus Affiliated Managers Group and Federated Hermes anchor US asset manager 13F positioning. Active-vs-passive flows, fee compression, plus emerging private market expansion drive distinctive institutional patterns.
Sarah MitchellLife Insurance 13Fs: Reading MET, PRU, AIG, MFC Holdings
MetLife, Prudential Financial, AIG, Manulife, plus Lincoln National and Equitable Holdings anchor US life insurance 13F positioning. Interest rate sensitivity, mortality experience, annuity demand, plus emerging emerging private equity reinsurance drive distinctive institutional patterns.
Sarah MitchellPaper Packaging 13Fs: PKG, International Paper, WestRock
Packaging Corporation of America, International Paper, WestRock, Smurfit Kappa-WestRock combination, plus Sonoco Products and Sealed Air anchor US paper & packaging 13F positioning. Containerboard cycle, e-commerce demand, plus emerging M&A consolidation drive distinctive institutional patterns.
Sarah MitchellHow to Read Homebuilder 13Fs: DHI, LEN, PHM, NVR, TOL
D.R. Horton, Lennar, PulteGroup, NVR, Toll Brothers, plus KB Home and Meritage Homes anchor US homebuilder 13F positioning. Single-family demand, mortgage rate sensitivity, plus emerging land strategy drive distinctive institutional patterns.
Sarah MitchellInsurance Broker 13Fs: Marsh, Aon, Gallagher Through Smart Money
Marsh McLennan, Aon, Arthur J. Gallagher, plus Brown & Brown and Willis Towers Watson anchor US insurance broker 13F positioning. Multi-year property-casualty pricing cycle, employee benefits consulting, plus emerging emerging M&A roll-up drive distinctive institutional patterns.
Sarah MitchellSolid Waste 13Fs: Waste Management, Republic, Waste Connections
Waste Management, Republic Services, Waste Connections, plus Stericycle and Casella Waste Systems anchor US solid waste 13F positioning. Multi-year pricing power, landfill scarcity, recycling commodity cycle, plus emerging renewable natural gas drive distinctive institutional patterns.
Sarah MitchellDefense Contractor 13Fs: A Reader's Guide to LMT, RTX, NOC, GD
Lockheed Martin, RTX Corporation, Northrop Grumman, General Dynamics, plus Boeing Defense and L3Harris anchor US defense contractor 13F positioning. Multi-year DoD budget trajectory, geopolitical demand drivers, missile-defense reload cycle, plus emerging space defense drive distinctive institutional patterns.
Sarah MitchellSpecialty Chemicals 13Fs: Eastman, Celanese, Albemarle, FMC
Eastman Chemical, Celanese, Albemarle, FMC Corporation, plus Ashland and Cabot anchor US specialty chemicals 13F positioning. Commodity-vs-specialty mix, lithium pricing cycle, agricultural chemicals demand, plus emerging China competition drive distinctive institutional patterns.
Sarah MitchellAuto Aftermarket 13Fs: AutoZone, O'Reilly, Advance Auto Parts
AutoZone, O'Reilly Automotive, Advance Auto Parts, plus Genuine Parts and LKQ Corporation anchor US auto aftermarket 13F positioning. Vehicle age dynamics, DIY-vs-DIFM mix, commercial program growth, plus emerging EV transition drive distinctive institutional patterns.
Sarah MitchellDollar General, Dollar Tree, Five Below: Discount Retail 13Fs
Dollar General, Dollar Tree, Five Below, plus Big Lots and Ollie's Bargain Outlet anchor US discount retail 13F positioning. Multi-year consumer trade-down, rural footprint dynamics, plus emerging shrink pressure drive distinctive institutional patterns.
Sarah MitchellCredit Card Issuer 13Fs: Decoding COF, SYF, DFS, AXP Holdings
Capital One, Synchrony Financial, Discover Financial, plus American Express, Bread Financial, plus Ally Financial anchor US credit card issuer 13F positioning. Credit loss cycles, deposit funding, plus emerging Discover-Capital One merger drive distinctive institutional patterns.
Sarah MitchellWhat Institutional 13Fs Reveal About TJX, Ross, Burlington
TJX Companies, Ross Stores, Burlington Stores, plus Macy's, Kohl's, and Nordstrom anchor US fashion mass-market retail 13F positioning. Off-price advantage, department store decline, plus emerging consumer trade-down drive distinctive institutional patterns.
Sarah MitchellDental Supplies & X-Ray: HSIC, XRAY, PDCO Through Smart Money
Henry Schein, Dentsply Sirona, Patterson Companies, plus emerging Envista anchor US dental supplies plus dental imaging 13F positioning. Dental procedure mix, digital dentistry adoption, dental insurance dynamics, plus emerging clear aligner competition drive distinctive institutional patterns.
Sarah MitchellMid-Tier Regional Banks: How to Read USB, PNC, TFC, FITB 13Fs
US Bancorp, PNC Financial, Truist, Fifth Third, plus Regions Financial anchor mid-tier regional bank 13F positioning. Deposit beta, commercial real estate exposure, net interest margin dynamics, plus emerging consolidation pressure drive distinctive institutional patterns.
Sarah MitchellGrid Battery 13Fs: Fluence Energy, Stem, EOS Energy Storage
Fluence Energy, Stem, EOS Energy Storage, plus emerging Energy Vault anchor US-traded grid-scale battery storage 13F positioning. Multi-year utility-scale battery deployment, IRA Section 48E investment tax credit, plus emerging grid stability demand drive distinctive institutional patterns.
Sarah MitchellCold Storage 13Fs: Americold, plus Lineage Logistics Comparison
Americold Realty Trust anchors US-listed cold storage REIT 13F positioning. Multi-year emerging emerging emerging Lineage Logistics 2024 IPO competition, food supply chain dynamics, plus emerging biopharma cold storage drive distinctive institutional patterns.
Sarah Mitchell