Updated May 15, 2026 · 608 articles

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Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.

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May 15, 2026

Abrams Capital Q1 2026: 22% in Auto Dealers, 40% in Aerospace

David Abrams runs one of the most concentrated value-discipline books in US equity. The Q1 2026 13F lands 39.59% in Loar Holdings (aerospace), 22.49% combined in two auto dealers (Lithia + Asbury), and the rest scattered across high-conviction value names. Total positions: 12.

Hershey Trust's $10B Q4 2025: 96% of Book in HSY Voting Stock

Hershey Trust Company holds $9.94 billion of Hershey Class B voting stock at 96.35% of its 13F portfolio. The remaining 3.65% is HSY Class A common. The Milton Hershey School trust's 13F is the most extreme single-name concentration in our database.

Mitsubishi UFJ AM Q1 2026: $149B Book Tracks US Index Tightly

Mitsubishi UFJ Asset Management's $149 billion US 13F holds the seven mega-cap names at near-index weights — and unlike most large active managers, Tesla is in the top 10. The Japanese asset manager runs a book that hews closely to S&P 500 exposure for institutional clients.

Neuberger Berman Q1 2026: $131B Book With IVV in the Top 10

Neuberger Berman files a $131.41 billion Q1 2026 book that, at first glance, reads as a standard active-mega-cap allocation. Position 9 — IVV, the S&P 500 ETF, at 1.23% portfolio — gives away that some of the book runs on an ETF beta sleeve rather than pure stock-picking.

State Farm's $127B 13F: Industrials and Defensives, Not Tech

State Farm Mutual Automobile Insurance Company's Q1 2026 13F is a window into how a US property-and-casualty balance sheet allocates surplus equity capital. The top holding is Caterpillar at 8.13% — not Nvidia, not Microsoft. The rest of the book follows the same industrial-and-defensive logic.

May 14, 2026

Arrowstreet Q1 2026: Semi-Equipment Hides in the Top 10

Arrowstreet Capital filed a $184.75 billion Q1 2026 book that reads, at the top, like every other quant mega-cap allocation. Look at positions 8 through 10 and the real call shows up: Lam Research and ASML both inside the top 10, both at multiples of their index weights.

MFS Q1 2026: $297B Book Reads Like a 1924 Mutual Fund Still Would

MFS, the firm that invented the open-end mutual fund in 1924, runs a $297.52 billion 13F book with 500 positions and a top-10 concentration of just 21%. The shape is what a balanced active-equity book is supposed to look like — and almost no one runs it anymore.

Clearbridge Q1 2026: 25% of $114B Sits in 10 Mega-Caps Plus WMB

Clearbridge Investments runs a 500-position book that looks growth-equity on the surface and concentrated underneath. Top 10 stocks absorb $29 billion of the $114.89 billion AUM, and the only non-tech name in that block is Williams Companies pipeline infrastructure.

TD Asset's $123B 13F: A Canadian-Anchored Book Read

TD Asset Management's 2026Q1 13F discloses a $123.3B book where the second-largest position is parent-company TD Bank. The structure is a Canadian institutional book — half mega-cap US tech, half Canadian banks, energy, and rails.

Envestnet's $373B TAMP 13F: Reading the Advisor Book

Envestnet Asset Management's 2026Q1 13F discloses a $373.6B book spread across 4,703 positions — the largest visible TAMP (turnkey asset management platform) disclosure. The structure reveals how thousands of independent advisors actually allocate.

Sumitomo Mitsui Trust's $154B 13F: A Gold Slice on Mega-Cap

Sumitomo Mitsui Trust Group filed its 2026Q1 13F disclosing a $154.5B US equity book. The top of the book is conventional mega-cap — NVDA, AAPL, MSFT — but the 1.1% GLDM gold ETF position at $1.72B is the structural feature that distinguishes a Japanese trust bank book from a US peer.

Northwestern Mutual Wealth's $162.4B 13F: Equal-Weight S&P Bet

Northwestern Mutual Wealth Management's 2026Q1 13F shows a $162.4B book built on ETFs — but the $5.2B Invesco S&P 500 Equal Weight (RSP) position at 3.3% is the structural tell that distinguishes this RIA from index-cap-weighted peers.

Creative Planning's $147.4B 13F: How an RIA Builds Allocation

Creative Planning, the Peter Mallouk-led RIA, filed a $147.4B 13F for 2026Q1. The book reads like a model portfolio: IVV at 11.4%, BND at 6.5%, VEA at 5.6%. It's the asset-allocation industry's largest visible playbook.

Swiss National Bank's $173.8B US Equity Book: A Currency Hedge

The Swiss National Bank's 2026Q1 13F discloses a $173.8B US equity book that looks exactly like what it is — a foreign-reserve hedge structured as a passive S&P 500 mega-cap portfolio. NVDA at 7.2% and AAPL at 6.3% are the franc-suppression policy expressed in equities.

Bridgewater Q1 2026 13F Preview: The Dalio Watchlist — What 1,040 Holdings Actually Tell You

Bridgewater's Q4 2025 13F showed a +102.2% QoQ jump, $27.42B AUM, and an ETF-heavy top book. Here's what to watch in its Q1 2026 filing due May 15.

May 13, 2026

SoftBank Vision Fund Q4 2025: 88% of $9.99B in Coupang + Grab

SB Investment Advisers' Q4 2025 13F-HR shows $9.99B across 10 names, with 88% concentrated in Coupang (68.3%) and Grab Holdings (20.1%). The long tail is busted-IPO biotech and frontier tech.

Bain Capital Q4 2025 13F: $4.62B, COHR at 39%, Healthcare Heavy

Bain Capital Investors discloses a $4.62B Q4 13F-HR concentrated in 7 names: COHR at 39%, four mid-cap healthcare names at 54%, NTNX at 6%. The book reads like a public-equity wrapper around Bain's PE conviction list.

Harvard Management Q4 2025: $2.08B 13F-HR with 12.78% in IBIT

Harvard's investment office surfaced a $2.08B 13F-HR for Q4 2025 after years of 13F-NT filings — and the 19-position portfolio reads as a deliberate barbell: 12.78% in IBIT (spot Bitcoin) and 11.94% in GLD (gold), wrapped around a mega-cap tech core.

UBS Group Q1 2026 13F: $666B Book Adds QQQ, Builds Gold

Swiss banking group UBS filed a 2026Q1 13F-HR with $666 billion in reported US equity value. Two threads stand out in the QoQ deltas: a fresh top-five QQQ position at $10.5B, and a 21% increase in GLD share count — the inflation hedge moving alongside the growth-ETF add.

LPL Financial Q1 2026 13F: $377B in Client ETFs, QQQ Added

LPL Financial's first-quarter 2026 13F-HR is the largest broker-dealer custody view in our data set: $376.6B in reported value, dominated by index ETFs held on behalf of platform clients rather than discretionary stock picks. The Q1 file added QQQ as a fresh top-three position.

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