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 · Q2 2026
- Concentrated: 24 stocks, with 69.2% of the portfolio in the 10 largest.
- Biggest sector: Information Technology (38.1% of the portfolio).
- Turnover this quarter: low — 0 new positions and 0 sold out (8 added to, 16 trimmed).
- Largest position: MA at 11.0% 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 (dashed = partial quarter)
Sector allocation
Q2 2026
- Information Technology38.1%
- Health Care37.9%
- Financials11.8%
- Communication Services5.5%
- Consumer Discretionary4.0%
- Industrials2.7%
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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No positions were fully sold this quarter.
13F filings on record (4)
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