13F holdings
Atlantic Union Bankshares Corp portfolio
Managed by . 1,748 reported positions worth $5.2B as of 2026-03-31, filed with the SEC on 2026-05-12. Parsed from the filing itself, not a reseller.
$5.2B
Book value
1,748
Positions
28%
Top 10 weight
+170
New this quarter
-110
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 42 days old on 2026-05-12, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (170)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $5.0M | 25,273 | 0.10% |
| WCAP | SPINNAKER ETF SERIES | $2.6M | 299,124 | 0.05% |
| PAAA | PGIM ETF TR | $995,963 | 19,460 | 0.02% |
| SMBS | SCHWAB STRATEGIC TR | $549,611 | 21,511 | 0.01% |
| FLUD | FRANKLIN TEMPLETON ETF TR | $200,000 | 8,000 | 0.00% |
| AROC | ARCHROCK INC | $194,880 | 5,600 | 0.00% |
| SGOV | ISHARES TR | $190,247 | 1,890 | 0.00% |
| HDSN | HUDSON TECHNOLOGIES INC | $183,750 | 31,250 | 0.00% |
| HWKN | HAWKINS INC | $172,186 | 1,121 | 0.00% |
| PSQ | PROSHARES TR | $115,884 | 3,600 | 0.00% |
| BUFR | FIRST TR EXCHNG TRADED FD VIII | $114,548 | 3,392 | 0.00% |
| SCCR | SCHWAB STRATEGIC TR | $76,590 | 2,978 | 0.00% |
| OMER | OMEROS CORP | $73,920 | 7,000 | 0.00% |
| FIXD | FIRST TR EXCHNG TRADED FD VIII | $73,624 | 1,689 | 0.00% |
| MTDR | MATADOR RES CO | $63,180 | 1,000 | 0.00% |
| SCHQ | SCHWAB STRATEGIC TR | $59,072 | 1,879 | 0.00% |
| UVE | UNIVERSAL INS HLDGS INC | $57,116 | 1,672 | 0.00% |
| SLDE | SLIDE INS HLDGS INC | $55,242 | 3,069 | 0.00% |
| MQY | BLACKROCK MUNIYILD QULT FD I | $50,519 | 4,601 | 0.00% |
| HRTG | HERITAGE INSURANCE HLDGS INC | $50,059 | 1,907 | 0.00% |
| FELC | FIDELITY COVINGTON TRUST | $43,416 | 1,197 | 0.00% |
| VPL | VANGUARD INTL EQUITY INDEX F | $42,122 | 431 | 0.00% |
| AVEM | AMERICAN CENTY ETF TR | $41,579 | 516 | 0.00% |
| AMCR | AMCOR PLC | $39,750 | 1,000 | 0.00% |
| SNA | SNAP ON INC | $36,322 | 100 | 0.00% |
Closed out (110)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $9.0M | 98,138 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $1.8M | 4,139 | 0.00% |
| TGNA | TEGNA INC | $169,255 | 8,720 | 0.00% |
| BNDX | VANGUARD CHARLOTTE FDS | $147,183 | 3,046 | 0.00% |
| FELG | FIDELITY COVINGTON TRUST | $127,227 | 3,051 | 0.00% |
| NGVT | INGEVITY CORP | $118,005 | 1,994 | 0.00% |
| ALEX | ALEXANDER & BALDWIN INC NEW | $83,654 | 4,053 | 0.00% |
| CERT | CERTARA INC | $74,145 | 8,416 | 0.00% |
| EXK | EXACT SCIENCES CORP | $61,952 | 610 | 0.00% |
| SHV | ISHARES SHORT TREASURY BOND ETF | $56,177 | 510 | 0.00% |
| XMYDX | BLACKROCK MUNIYIELD FD INC | $52,450 | 5,000 | 0.00% |
| FMDE | FIDELITY COVINGTON TRUST | $46,567 | 1,280 | 0.00% |
| OMF | ONEMAIN HLDGS INC | $35,667 | 528 | 0.00% |
| ACH | ACCENDRA HEALTH INC | $31,525 | 11,259 | 0.00% |
| EWBC | EAST WEST BANCORP INC | $31,357 | 279 | 0.00% |
| IGM | ISHARES TR | $30,741 | 238 | 0.00% |
| BKAG | BNY MELLON ETF TRUST | $28,355 | 669 | 0.00% |
| TRGP | TARGA RES CORP | $26,568 | 144 | 0.00% |
| DUOL | DUOLINGO INC | $26,501 | 151 | 0.00% |
| CGGR | CAPITAL GROUP GROWTH ETF | $25,259 | 568 | 0.00% |
| AGI | ALAMOS GOLD INC NEW | $25,116 | 651 | 0.00% |
| CIO | CITY OFFICE REIT INC | $23,290 | 3,332 | 0.00% |
| HACK | AMPLIFY ETF TR | $21,249 | 264 | 0.00% |
| TMDX | TRANSMEDICS GROUP INC | $19,951 | 164 | 0.00% |
| ETG | EATON VANCE TX ADV GLBL DIV | $19,242 | 833 | 0.00% |
Added to (372)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $174.1M | 470,335 | 3.34% | +3% |
| AMZN | AMAZON COM INC | $96.4M | 463,056 | 1.85% | +3% |
| JEPI | J P MORGAN EXCHANGE TRADED F | $72.5M | 1,279,991 | 1.39% | +26% |
| AVGO | BROADCOM INC | $64.4M | 208,181 | 1.24% | +9% |
| IQLT | ISHARES TR | $61.6M | 1,331,820 | 1.18% | +3% |
| RTX | RTX CORPORATION | $46.6M | 241,828 | 0.90% | +5% |
| BSCU | INVESCO BULLETSHARES 2030 CORPORAT | $43.6M | 2,608,754 | 0.84% | +9% |
| JNJ | JOHNSON & JOHNSON | $43.6M | 178,211 | 0.84% | +5% |
| BSCW | INVESCO BULLETSHARES 2032 CORPORAT | $42.7M | 2,072,879 | 0.82% | +8% |
| EXMOC | EXXON MOBIL CORP | $41.6M | 245,225 | 0.80% | +2% |
| BSCV | INVESCO BULLETSHARES 2031 CORPORAT | $40.2M | 2,443,087 | 0.77% | +11% |
| WMT | WALMART INC | $39.9M | 321,253 | 0.77% | +10% |
| LLY | ELI LILLY & CO | $39.7M | 43,133 | 0.76% | +12% |
| IUSV | ISHARES CORE S&P VALUE ETF | $37.6M | 367,483 | 0.72% | +2% |
| V | VISA INC | $37.0M | 122,544 | 0.71% | +7% |
Trimmed (391)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BBY | BEST BUY INC | $20 | 0 | 0.00% | -100% |
| MTCH | MATCH GROUP INC NEW | $31 | 1 | 0.00% | -97% |
| PTON | PELOTON INTERACTIVE INC | $22 | 5 | 0.00% | -96% |
| NUS | NU SKIN ENTERPRISES INC | $903 | 124 | 0.00% | -96% |
| ABNB | AIRBNB INC | $31,445 | 249 | 0.00% | -96% |
| CLS | CELESTICA INC | $564 | 2 | 0.00% | -94% |
| MICC | MAGNUM ICE CREAM CO NV | $14,576 | 975 | 0.00% | -93% |
| HO1 | HOLOGIC INC | $8,013 | 106 | 0.00% | -92% |
| SLV | ISHARES SILVER TR | $13,628 | 200 | 0.00% | -92% |
| SIL | GLOBAL X FDS | $3,619 | 40 | 0.00% | -91% |
| GAP | GAP INC | $3,430 | 142 | 0.00% | -90% |
| GM | GENERAL MOTORS CO | $112,793 | 1,514 | 0.00% | -90% |
| BITO | PROSHARES TR | $35,388 | 3,801 | 0.00% | -87% |
| SPYG | SPDR SERIES TRUST | $1,567 | 16 | 0.00% | -86% |
| ACB | AURORA CANNABIS INC | $7 | 2 | 0.00% | -85% |
The book
Largest 150 of 1,748 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $216.3M | 1,240,451 | 4.16% | — |
| AAPL | APPLE INC | $215.5M | 849,162 | 4.14% | — |
| MSFT | MICROSOFT CORP | $174.1M | 470,335 | 3.34% | — |
| IVV | ISHARES S&P 500 INDEX FUND | $166.8M | 255,315 | 3.20% | — |
| IJH | ISHARES S&P MIDCAP 400 INDEX | $158.2M | 2,342,248 | 3.04% | — |
| IWY | ISHARES TOP 200 GROWTH ETF | $124.3M | 499,514 | 2.39% | — |
| IJR | ISHARES S&P SMALLCAP 600 INDEX FUN | $106.5M | 856,543 | 2.05% | — |
| GOOG | ALPHABET INC | $99.4M | 346,581 | 1.91% | — |
| AMZN | AMAZON COM INC | $96.4M | 463,056 | 1.85% | — |
| JPM | J P MORGAN CHASE & CO | $86.0M | 292,269 | 1.65% | — |
| IWR | ISHARES RUSSELL MIDCAP INDEX FUND | $84.3M | 866,594 | 1.62% | — |
| SPY | SPDR S&P 500 ETF TRUST | $75.5M | 116,140 | 1.45% | — |
| GOOGL | ALPHABET INC | $73.9M | 256,988 | 1.42% | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $72.5M | 1,279,991 | 1.39% | — |
| BRK/B | BERKSHIRE HATHAWAY INC B | $68.6M | 143,257 | 1.32% | — |
| AVGO | BROADCOM INC | $64.4M | 208,181 | 1.24% | — |
| IQLT | ISHARES TR | $61.6M | 1,331,820 | 1.18% | — |
| MDY | MIDCAP 400 SPDR TRUST SERIES 1 | $52.0M | 84,363 | 1.00% | — |
| META | META PLATFORMS INC | $51.6M | 90,189 | 0.99% | — |
| RTX | RTX CORPORATION | $46.6M | 241,828 | 0.90% | — |
| BSCU | INVESCO BULLETSHARES 2030 CORPORAT | $43.6M | 2,608,754 | 0.84% | — |
| JNJ | JOHNSON & JOHNSON | $43.6M | 178,211 | 0.84% | — |
| BSCW | INVESCO BULLETSHARES 2032 CORPORAT | $42.7M | 2,072,879 | 0.82% | — |
| EXMOC | EXXON MOBIL CORP | $41.6M | 245,225 | 0.80% | — |
| BSCV | INVESCO BULLETSHARES 2031 CORPORAT | $40.2M | 2,443,087 | 0.77% | — |
| WMT | WALMART INC | $39.9M | 321,253 | 0.77% | — |
| LLY | ELI LILLY & CO | $39.7M | 43,133 | 0.76% | — |
| GS | GOLDMAN SACHS GROUP INC | $38.0M | 44,899 | 0.73% | — |
| IUSV | ISHARES CORE S&P VALUE ETF | $37.6M | 367,483 | 0.72% | — |
| V | VISA INC | $37.0M | 122,544 | 0.71% | — |
| HD | HOME DEPOT INC | $36.9M | 112,116 | 0.71% | — |
| IBTP | ISHARES IBONDS DEC 2034 TERM TREAS | $36.7M | 1,430,363 | 0.70% | — |
| PANW | PALO ALTO NETWORKS INC | $36.2M | 225,513 | 0.69% | — |
| VEA | VANGUARD MSCI EAFE ETF | $35.8M | 558,408 | 0.69% | — |
| IBTO | ISHARES IBONDS DEC 2033 TERM TREAS | $35.6M | 1,460,096 | 0.68% | — |
| COST | COSTCO WHOLESALE CORPORATION | $35.3M | 35,411 | 0.68% | — |
| IBGA | ISHARES IBONDS DEC 2044 TERM TREAS | $32.5M | 1,323,448 | 0.62% | — |
| TJX | TJX COMPANIES, INC. | $32.2M | 201,543 | 0.62% | — |
| VONG | VANGUARD SCOTTSDALE FDS | $32.0M | 291,387 | 0.61% | — |
| MA | MASTERCARD INCORPORATED | $31.4M | 62,805 | 0.60% | — |
| IUSG | ISHARES TR | $30.8M | 198,787 | 0.59% | — |
| ABBV | ABBVIE INC | $28.7M | 132,010 | 0.55% | — |
| LOW | LOWE'S COMPANIES, INC | $28.7M | 121,316 | 0.55% | — |
| MCD | MC DONALDS CORP | $27.6M | 88,902 | 0.53% | — |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $26.9M | 259,763 | 0.52% | — |
| KLAC | KLA CORP | $26.8M | 18,220 | 0.52% | — |
| AUB | ATLANTIC UN BANKSHARES CORP | $26.7M | 747,323 | 0.51% | — |
| ETN | EATON CORP PLC | $26.4M | 73,680 | 0.51% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.5M | 75,324 | 0.49% | — |
| AXP | AMERICAN EXPRESS CO | $25.2M | 83,313 | 0.48% | — |
| ORCL | ORACLE CORP | $23.9M | 162,659 | 0.46% | — |
| CVX | CHEVRON CORPORATION | $23.9M | 115,400 | 0.46% | — |
| BSCR | INVESCO BULLETSHARES 2027 CORPORAT | $23.3M | 1,185,495 | 0.45% | — |
| CSCO | CISCO SYS INC | $22.7M | 292,475 | 0.44% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.2M | 45,125 | 0.43% | — |
| NEE | NEXTERA ENERGY INC | $21.9M | 235,420 | 0.42% | — |
| NFLX | NETFLIX INC. | $21.8M | 226,478 | 0.42% | — |
| VUG | VANGUARD GROWTH ETF | $21.4M | 49,056 | 0.41% | — |
| CAT | CATERPILLAR INC | $20.1M | 28,417 | 0.39% | — |
| QCOM | QUALCOMM INC | $20.0M | 155,607 | 0.38% | — |
| PM | PHILIP MORRIS INTERNATIONAL INC | $19.9M | 120,519 | 0.38% | — |
| LMT | LOCKHEED MARTIN CORP | $19.9M | 32,853 | 0.38% | — |
| TSLA | TESLA INC | $19.8M | 53,197 | 0.38% | — |
| IJK | ISHARES S&P MIDCAP 400 GROWTH INDE | $19.6M | 194,330 | 0.38% | — |
| GILD | GILEAD SCIENCES INC | $19.4M | 139,519 | 0.37% | — |
| BSCT | INVESCO BULLETSHARES 2029 CORPORAT | $19.4M | 1,038,403 | 0.37% | — |
| BKNG | BOOKING HOLDINGS INC | $18.8M | 4,465 | 0.36% | — |
| PEP | PEPSICO INC | $18.6M | 119,461 | 0.36% | — |
| DFAT | DIMENSIONAL ETF TRUST | $18.4M | 294,144 | 0.35% | — |
| BLK | BLACKROCK INC | $18.3M | 19,006 | 0.35% | — |
| MRK | MERCK & CO INC | $18.1M | 150,800 | 0.35% | — |
| ABT | ABBOTT LABORATORIES | $17.6M | 171,583 | 0.34% | — |
| COF | CAPITAL ONE FINANCIAL CORP | $16.3M | 89,165 | 0.31% | — |
| ISRG | INTUITIVE SURGICAL INC | $16.2M | 35,069 | 0.31% | — |
| SCHW | SCHWAB CHARLES CORP | $15.6M | 165,619 | 0.30% | — |
| XLU | UTILITIES SELECT SECTOR SPDR FUND | $15.3M | 332,924 | 0.29% | — |
| DFUV | DIMENSIONAL ETF TRUST | $15.2M | 314,421 | 0.29% | — |
| HONGBP | HONEYWELL INTERNATIONAL, INC | $15.1M | 66,664 | 0.29% | — |
| DHR | DANAHER CORP | $14.6M | 76,900 | 0.28% | — |
| ACWX | ISHARES MSCI ACWI EX US ETF | $14.5M | 211,992 | 0.28% | — |
| JPST | J P MORGAN EXCHANGE TRADED F | $14.4M | 284,018 | 0.28% | — |
| IEFA | ISHARES TR | $14.2M | 156,771 | 0.27% | — |
| ASML | ASML HLDG NV | $14.1M | 10,687 | 0.27% | — |
| WM | WASTE MANAGEMENT INC | $13.8M | 60,258 | 0.27% | — |
| XLB | SELECT SECTOR SPDR TR | $13.7M | 274,568 | 0.26% | — |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORAT | $13.7M | 700,055 | 0.26% | — |
| NSC | NORFOLK SOUTHERN CORPORATION | $13.3M | 46,177 | 0.25% | — |
| IYW | ISHARES DOW JONES US TECHNOLOGY SE | $13.3M | 73,036 | 0.25% | — |
| FEZ | SPDR INDEX SHS FDS | $12.7M | 205,130 | 0.24% | — |
| DON | WISDOMTREE TR | $12.7M | 241,866 | 0.24% | — |
| RDVY | FIRST TR EXCHANGE TRADED FD | $12.5M | 183,303 | 0.24% | — |
| BX | BLACKSTONE INC | $12.3M | 106,620 | 0.24% | — |
| MAR | MARRIOTT INTERNATIONAL, INC CL A | $12.1M | 37,146 | 0.23% | — |
| PG | PROCTER & GAMBLE CO | $12.1M | 83,967 | 0.23% | — |
| DIS | WALT DISNEY COMPANY | $11.9M | 123,378 | 0.23% | — |
| BSCS | INVESCO BULLETSHARES 2028 CORPORAT | $11.8M | 579,298 | 0.23% | — |
| ADBE | ADOBE INC | $11.7M | 48,053 | 0.22% | — |
| UNP | UNION PAC CORP | $11.4M | 47,143 | 0.22% | — |
| VZ | VERIZON COMMUNICATIONS | $11.3M | 224,329 | 0.22% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $11.2M | 207,742 | 0.22% | — |
| MO | ALTRIA GROUP INC | $11.1M | 167,746 | 0.21% | — |
| COP | CONOCOPHILLIPS | $11.0M | 83,430 | 0.21% | — |
| NOC | NORTHROP GRUMMAN CORP | $11.0M | 16,138 | 0.21% | — |
| GLD | SPDR GOLD TR | $11.0M | 25,523 | 0.21% | — |
| AVSC | AMERICAN CENTY ETF TR | $11.0M | 175,838 | 0.21% | — |
| BA | BOEING CO | $10.9M | 54,990 | 0.21% | — |
| INTU | INTUIT | $10.9M | 25,252 | 0.21% | — |
| SYK | STRYKER CORP | $10.8M | 32,901 | 0.21% | — |
| GLW | CORNING INC | $10.7M | 78,761 | 0.21% | — |
| IWB | ISHARES TR | $10.5M | 29,429 | 0.20% | — |
| PH | PARKER HANNIFIN CORPORATION | $10.4M | 11,588 | 0.20% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $10.4M | 125,192 | 0.20% | — |
| C | CITIGROUP INC | $10.3M | 90,924 | 0.20% | — |
| DFUS | DIMENSIONAL ETF TRUST | $10.2M | 143,447 | 0.20% | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $10.1M | 29,328 | 0.19% | — |
| SPGI | S&P GLOBAL INC | $9.9M | 23,343 | 0.19% | — |
| SCHD | SCHWAB STRATEGIC TR | $9.9M | 321,224 | 0.19% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $9.8M | 160,996 | 0.19% | — |
| ANET | ARISTA NETWORKS INC | $9.8M | 79,460 | 0.19% | — |
| PWR | QUANTA SERVICES, INC | $9.7M | 17,724 | 0.19% | — |
| IEMG | ISHARES INC | $9.3M | 133,729 | 0.18% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $9.3M | 45,693 | 0.18% | — |
| VABK | VIRGINIA NATL BK CHRLOTSVLE | $9.3M | 242,242 | 0.18% | — |
| XLK | SELECT SECTOR SPDR TR | $9.1M | 68,674 | 0.18% | — |
| EFA | ISHARES MSCI EAFE ETF | $9.1M | 93,707 | 0.17% | — |
| SHBI | SHORE BANCSHARES INC | $9.1M | 486,930 | 0.17% | — |
| QQQ | INVESCO QQQ TR | $9.0M | 15,623 | 0.17% | — |
| DE | DEERE & CO | $8.9M | 15,888 | 0.17% | — |
| IBDW | ISHARES IBONDS DEC 2031 CORP ETF | $8.9M | 427,594 | 0.17% | — |
| LNG | CHENIERE ENERGY INC | $8.9M | 31,349 | 0.17% | — |
| TFC | TRUIST FINL CORP | $8.9M | 193,310 | 0.17% | — |
| IBDX | ISHARES IBONDS DEC 2032 CORP ETF | $8.8M | 348,200 | 0.17% | — |
| IBDV | ISHARES IBONDS DEC 2030 CORP ETF | $8.8M | 400,328 | 0.17% | — |
| VLO | VALERO ENERGY CORP | $8.5M | 34,481 | 0.16% | — |
| DFLV | DIMENSIONAL ETF TRUST | $8.3M | 233,457 | 0.16% | — |
| KO | COCA COLA CO | $8.3M | 108,842 | 0.16% | — |
| WFC | WELLS FARGO & CO | $8.2M | 103,246 | 0.16% | — |
| BN | BROOKFIELD CORP | $8.1M | 200,939 | 0.16% | — |
| MPWR | MONOLITHIC PWR SYS INC | $8.0M | 7,339 | 0.15% | — |
| BAC | BANK AMERICA CORP | $7.9M | 161,696 | 0.15% | — |
| LH | LABCORP HOLDINGS INC | $7.9M | 29,533 | 0.15% | — |
| PSX | PHILLIPS 66 | $7.8M | 43,058 | 0.15% | — |
| ACN | ACCENTURE PLC CL A | $7.8M | 39,539 | 0.15% | — |
| TT | TRANE TECHNOLOGIES PLC | $7.8M | 18,696 | 0.15% | — |
| TMUS | T-MOBILE US INC | $7.7M | 36,626 | 0.15% | — |
| MCHP | MICROCHIP TECHNOLOGY INC. | $7.6M | 117,707 | 0.15% | — |
| DHI | D R HORTON INC | $7.5M | 54,378 | 0.14% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $7.5M | 47,380 | 0.14% | — |
| SHEL | SHELL PLC | $7.4M | 79,822 | 0.14% | — |
| ROK | ROCKWELL AUTOMATION INC | $7.4M | 20,579 | 0.14% | — |
This table is the 150 largest positions by value, out of 1,748 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by Atlantic Union Bankshares Corp (CIK 883948, accession 0001104659-26-059434). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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