Updated May 16, 2026 · 631 articles
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Educational guides about 13F filings, insider trading, institutional investing, and how to track smart money moves.
How 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 MitchellBattery 13Fs: QuantumScape, Freyr, Microvast, Energizer Decoder
QuantumScape, Freyr Battery, Microvast, Energizer Holdings, plus diversified Tesla anchor US-traded battery 13F positioning. Solid-state battery emergence, EV battery scaling, plus emerging emerging emerging US battery manufacturing reshoring drive distinctive institutional patterns.
Sarah MitchellHydrogen 13Fs: Plug Power, Bloom Energy, Ballard, Linde
Plug Power, Bloom Energy, Ballard Power Systems, plus diversified Linde (LIN) anchor US-traded hydrogen 13F positioning. Green hydrogen projects, fuel cell deployment, plus emerging emerging IRA hydrogen tax credits drive distinctive institutional patterns.
Sarah MitchellBeverage Can 13Fs: Ball, O-I Glass, Crown Holdings, AptarGroup
Ball Corporation, O-I Glass, Crown Holdings, AptarGroup, plus emerging Owens-Illinois anchor US-traded beverage container 13F positioning. Aluminum can growth, glass bottle decline, plus emerging emerging sustainability transitions plus emerging premium beverages drive distinctive institutional patterns.
Sarah MitchellCable Broadband 13Fs: Comcast, Charter, Altice, Cable One
Comcast, Charter Communications, Altice USA, Cable One, and WideOpenWest anchor US cable broadband 13F positioning. Cord-cutting impact, fixed wireless plus fiber competition, mobile MVNO expansion, plus emerging convergence drive distinctive institutional patterns.
Sarah MitchellWireless Carrier 13Fs: AT&T, Verizon, T-Mobile, Dish Decoder
AT&T, Verizon Communications, T-Mobile US, and Dish Network anchor US wireless carrier 13F positioning. Multi-year wireless subscriber dynamics, fiber broadband expansion, plus emerging fixed wireless plus emerging 5G monetization drive distinctive institutional patterns.
Sarah MitchellHealthcare REIT 13Fs: Welltower, Ventas, Healthpeak, Omega
Welltower, Ventas, Healthpeak Properties, Omega Healthcare Investors, plus emerging National Health Investors anchor US healthcare REIT 13F positioning. Senior housing recovery, skilled nursing demographics, medical office building demand, plus emerging life science decoded distinctive institutional patterns.
Sarah MitchellSelf-Storage REIT 13Fs: Public Storage, Extra Space, CubeSmart
Public Storage, Extra Space Storage, CubeSmart, plus emerging National Storage Affiliates anchor US self-storage REIT 13F positioning. Housing turnover dynamics, regional pricing power, occupancy cycle dynamics, plus emerging digital marketing drive distinctive institutional patterns.
Sarah Mitchell