Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Investing style at a glance · Q1 2026
- Widely diversified: 99 stocks, with 19.4% of the portfolio in the 10 largest.
- Biggest sector: Industrials (24.9% of the portfolio).
- Turnover this quarter: low — 2 new positions and 4 sold out (28 added to, 59 trimmed).
- Largest position: DIS at 2.2% of the portfolio.
Worked out from this 13F only (long stock positions). ⓘConcentration: The share of a portfolio in its 10 largest positions. High = a few big bets; low = spread out. Guide ⓘTurnover: How many positions were opened or closed this quarter compared with the number held. Guide
Portfolio value over time
Reported 13F value per quarter
Sector allocation
Q1 2026
- Industrials24.9%
- Information Technology19.1%
- Financials17.6%
- Health Care11.0%
- Consumer Discretionary6.3%
- Consumer Staples6.0%
- Materials5.4%
- Communication Services3.6%
- Real Estate3.0%
- Unclassified1.7%
- Energy1.5%
Top holdings over time
Share of the portfolio each quarter (current top 5)
Quarter-by-quarter activity
Positions bought (new or added) vs sold (trimmed or exited)
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Column filters
| Ticker | Company | Sector | Shares | Value ↓ | % of portfolio | Change | Δ shares | Δ shares % | Est. Δ value ⓘChange in shares × this quarter's price |
|---|---|---|---|---|---|---|---|---|---|
| DIS | Walt Disney Co | Communication Services | 104.00K | $10.02M | 2.2% | Reduced | -3.9K | -3.6% | -$372.43K |
| ST | Sensata Technologies Holding plc | Information Technology | 278.20K | $9.80M | 2.1% | Reduced | -5.8K | -2.0% | -$204.27K |
| AVTR | Avantor, Inc | Information Technology | 1.21M | $9.49M | 2.1% | Added | +392.0K | +47.9% | +$3.07M |
| LKQ | LKQ Corp | Industrials | 314.70K | $9.24M | 2.0% | Reduced | -3.6K | -1.1% | -$104.74K |
| OMC | Omnicom Group Inc | Industrials | 118.00K | $8.89M | 1.9% | Added | +8.0K | +7.3% | +$602.51K |
| IFF | International Flavors & Fragrances Inc | Materials | 119.00K | $8.63M | 1.9% | Reduced | -8.0K | -6.3% | -$580.37K |
| VNT | Vontier Corp | Information Technology | 238.74K | $8.47M | 1.8% | Reduced | -17.3K | -6.7% | -$612.24K |
| FIS | Fidelity National Information Services, Inc | Financials | 174.00K | $8.16M | 1.8% | Added | +52.5K | +43.2% | +$2.46M |
| NDAQ | Nasdaq, Inc | Financials | 96.00K | $8.15M | 1.8% | Added | +18.7K | +24.2% | +$1.59M |
| ABM | Abm Industries Inc | Industrials | 211.36K | $8.14M | 1.8% | Held | 0 | 0.0% | $0 |
Preview — the top 10 of 99 rows. The full table is a Basic feature.
Column filters
| Ticker | Company | Sector | Shares sold | Value last quarter ↓ |
|---|---|---|---|---|
| DE | Deere & Co | Industrials | -7.5K | $3.49M |
| CMI | Cummins Inc | Industrials | -4.7K | $2.40M |
| IART | Integra Lifesciences Holdings Corp | Health Care | -123.0K | $1.53M |
| GHM | Graham Corp | Industrials | -6.5K | $417.00K |
Preview — the top 4 of 4 rows. The full table is a Basic feature.
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13F filings on record (2)
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