13F holdings
CHARLES SCHWAB INVESTMENT MANAGEMENT INC portfolio
Managed by . 3,455 reported positions worth $654.5B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$654.5B
Book value
3,455
Positions
22%
Top 10 weight
+93
New this quarter
-94
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 45 days old on 2026-05-15, 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 (93)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| JPIE | J P MORGAN EXCHANGE TRADED F | $399.9M | 8,679,689 | 0.06% |
| PYLD | PIMCO ETF TR | $393.3M | 15,013,101 | 0.06% |
| PNFP | PINNACLE FINL PARTNERS INC | $139.8M | 1,622,535 | 0.02% |
| AMCR | AMCOR PLC | $129.8M | 3,264,797 | 0.02% |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $95.3M | 5,502,629 | 0.01% |
| FENY | FIDELITY COVINGTON TRUST | $81.8M | 2,403,629 | 0.01% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $78.4M | 1,248,176 | 0.01% |
| PIPR | PIPER SANDLER COMPANIES | $65.8M | 859,462 | 0.01% |
| AZN | ASTRAZENECA PLC | $51.6M | 261,537 | 0.01% |
| VSNT | VERSANT MEDIA GROUP INC | $50.3M | 1,359,702 | 0.01% |
| EWC | ISHARES INC | $48.0M | 876,252 | 0.01% |
| EMGF | ISHARES INC | $35.4M | 586,195 | 0.01% |
| INDV | INDIVIOR PHARMACEUTICALS INC | $34.8M | 1,141,885 | 0.01% |
| FPS | FORGENT POWER SOLUTIONS INC | $22.1M | 755,284 | 0.00% |
| XXI | TWENTY ONE CAP INC | $17.7M | 2,767,605 | 0.00% |
| DFTX | DEFINIUM THERAPEUTICS INC | $15.3M | 808,715 | 0.00% |
| CBC | CENTRAL BANCOMPANY | $7.2M | 300,929 | 0.00% |
| MDA | MDA SPACE LTD | $6.4M | 255,275 | 0.00% |
| MANE | VERADERMICS INC | $6.2M | 98,009 | 0.00% |
| JBS | JBS N.V. | $5.9M | 329,871 | 0.00% |
| EQPT | EQUIPMENTSHARE COM INC | $5.4M | 263,157 | 0.00% |
| ALM | ALMONTY INDS INC | $5.3M | 368,485 | 0.00% |
| BBUC | BROOKFIELD BUSINESS CORP | $5.2M | 163,871 | 0.00% |
| TKOEUR | TASEKO MINES LTD | $4.7M | 721,163 | 0.00% |
| SVM | SILVERCORP METALS INC | $4.6M | 433,403 | 0.00% |
Closed out (94)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AMCR | AMCOR PLC | $701.4M | 84,095,399 | 0.00% |
| CMA | COMERICA INC | $412.4M | 4,744,301 | 0.00% |
| EXK | EXACT SCIENCES CORP | $155.6M | 1,532,235 | 0.00% |
| VYM | VANGUARD WHITEHALL FDS | $133.9M | 933,014 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $103.2M | 2,711,676 | 0.00% |
| DAY | DAYFORCE INC | $97.6M | 1,411,929 | 0.00% |
| CADE | CADENCE BANK | $91.1M | 2,125,473 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES INC | $85.2M | 1,181,661 | 0.00% |
| 8QR | CONFLUENT INC | $83.7M | 2,766,707 | 0.00% |
| ANYWHERE REAL ESTATE INC | ANYWHERE REAL ESTATE INC | $71.3M | 5,038,709 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $71.3M | 209,807 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $64.7M | 1,293,414 | 0.00% |
| PCH | POTLATCHDELTIC CORPORATION | $61.9M | 1,555,166 | 0.00% |
| INDV | INDIVIOR PLC | $44.6M | 1,243,593 | 0.00% |
| 9HI | HILLENBRAND INC | $42.2M | 1,328,984 | 0.00% |
| CDTX | CIDARA THERAPEUTICS INC | $42.1M | 190,700 | 0.00% |
| AZNN | ASTRAZENECA PLC | $38.8M | 422,383 | 0.00% |
| 1RG | REV GROUP INC | $37.4M | 614,709 | 0.00% |
| TGNA | TEGNA INC | $37.3M | 1,920,346 | 0.00% |
| ELME | ELME COMMUNITIES | $30.2M | 1,734,255 | 0.00% |
| ALEX | ALEXANDER & BALDWIN INC NEW | $29.5M | 1,430,843 | 0.00% |
| THS | TREEHOUSE FOODS INC | $27.6M | 1,169,677 | 0.00% |
| CIVI | CIVITAS RESOURCES INC | $20.4M | 752,051 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $18.4M | 41,204 | 0.00% |
| AVDL | AVADEL PHARMACEUTICALS PLC | $17.1M | 793,752 | 0.00% |
Added to (1664)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $28.0B | 160,788,892 | 4.28% | +3% |
| AAPL | APPLE INC | $26.0B | 102,344,793 | 3.97% | +3% |
| MSFT | MICROSOFT CORP | $19.4B | 52,519,324 | 2.97% | +3% |
| AMZN | AMAZON COM INC | $13.9B | 66,597,967 | 2.12% | +4% |
| GOOGL | ALPHABET INC | $11.8B | 40,918,971 | 1.80% | +3% |
| FNDX | SCHWAB STRATEGIC TR | $11.7B | 419,422,622 | 1.78% | +1% |
| AVGO | BROADCOM INC | $10.4B | 33,710,329 | 1.59% | +3% |
| GOOG | ALPHABET INC | $9.3B | 32,422,163 | 1.42% | +3% |
| TSLA | TESLA INC | $7.4B | 19,943,635 | 1.13% | +1% |
| SCHR | SCHWAB STRATEGIC TR | $6.2B | 249,546,261 | 0.95% | +5% |
| SMBS | SCHWAB STRATEGIC TR | $6.0B | 234,773,256 | 0.92% | +5% |
| MRK | MERCK & CO INC | $6.0B | 49,765,225 | 0.91% | +2% |
| PG | PROCTER & GAMBLE CO | $6.0B | 41,360,143 | 0.91% | +120% |
| KO | COCA COLA CO | $5.8B | 76,339,039 | 0.89% | +7% |
| UNH | UNITEDHEALTH GROUP INC | $5.6B | 20,817,755 | 0.86% | +147% |
Trimmed (1220)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IWN | ISHARES TR | $1.1M | 5,796 | 0.00% | -99% |
| AMERICAN BITCOIN CORP. | AMERICAN BITCOIN CORP. | $115,525 | 124,973 | 0.00% | -96% |
| DVY | ISHARES TR | $2.4M | 15,343 | 0.00% | -94% |
| SLYG | SPDR SERIES TRUST | $522,328 | 5,406 | 0.00% | -86% |
| WIX | WIX COM LTD | $752,895 | 8,359 | 0.00% | -80% |
| UNM | UNUM GROUP | $83.9M | 1,148,583 | 0.01% | -80% |
| HAL | HALLIBURTON CO | $247.6M | 6,349,552 | 0.04% | -80% |
| SLYV | SPDR SERIES TRUST | $1.4M | 14,308 | 0.00% | -78% |
| VLO | VALERO ENERGY CORP | $727.4M | 2,943,822 | 0.11% | -75% |
| PKG | PACKAGING CORP AMER | $182.6M | 860,430 | 0.03% | -75% |
| LYB | LYONDELLBASELL INDUSTRIES NV | $213.9M | 2,654,786 | 0.03% | -74% |
| CF | CF INDUSTRIES HOLD | $213.1M | 1,641,235 | 0.03% | -74% |
| OVV | OVINTIV INC | $157.7M | 2,657,087 | 0.02% | -73% |
| SIG | SIGNET JEWELERS LIMITED | $42.9M | 506,697 | 0.01% | -71% |
| FCF | FIRST COMWLTH FINL CORP PA | $23.5M | 1,336,538 | 0.00% | -69% |
The book
Largest 150 of 3,455 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $28.0B | 160,788,892 | 4.28% | — |
| AAPL | APPLE INC | $26.0B | 102,344,793 | 3.97% | — |
| MSFT | MICROSOFT CORP | $19.4B | 52,519,324 | 2.97% | — |
| AMZN | AMAZON COM INC | $13.9B | 66,597,967 | 2.12% | — |
| GOOGL | ALPHABET INC | $11.8B | 40,918,971 | 1.80% | — |
| FNDX | SCHWAB STRATEGIC TR | $11.7B | 419,422,622 | 1.78% | — |
| AVGO | BROADCOM INC | $10.4B | 33,710,329 | 1.59% | — |
| GOOG | ALPHABET INC | $9.3B | 32,422,163 | 1.42% | — |
| META | META PLATFORMS INC | $8.8B | 15,403,780 | 1.35% | — |
| CVX | CHEVRON CORPORATION | $7.5B | 36,118,480 | 1.14% | — |
| TSLA | TESLA INC | $7.4B | 19,943,635 | 1.13% | — |
| FNDF | SCHWAB STRATEGIC TR | $7.0B | 143,031,375 | 1.07% | — |
| SCHR | SCHWAB STRATEGIC TR | $6.2B | 249,546,261 | 0.95% | — |
| SMBS | SCHWAB STRATEGIC TR | $6.0B | 234,773,256 | 0.92% | — |
| MRK | MERCK & CO INC | $6.0B | 49,765,225 | 0.91% | — |
| PG | PROCTER & GAMBLE CO | $6.0B | 41,360,143 | 0.91% | — |
| FNDA | SCHWAB STRATEGIC TR | $5.8B | 179,241,792 | 0.89% | — |
| KO | COCA COLA CO | $5.8B | 76,339,039 | 0.89% | — |
| EXMOC | EXXON MOBIL CORP | $5.8B | 34,236,797 | 0.89% | — |
| VZ | VERIZON COMMUNICATIONS INC | $5.7B | 112,936,510 | 0.87% | — |
| UNH | UNITEDHEALTH GROUP INC | $5.6B | 20,817,755 | 0.86% | — |
| HD | HOME DEPOT INC | $5.6B | 17,085,966 | 0.86% | — |
| JPM | JPMORGAN CHASE & CO | $5.6B | 19,101,113 | 0.86% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.5B | 11,381,789 | 0.83% | — |
| LLY | ELI LILLY & CO | $5.4B | 5,897,450 | 0.83% | — |
| TXN | TEXAS INSTRS INC | $5.0B | 25,927,676 | 0.77% | — |
| COP | CONOCOPHILLIPS | $5.0B | 37,911,567 | 0.76% | — |
| FNDE | SCHWAB STRATEGIC TR | $4.7B | 124,019,404 | 0.73% | — |
| PEP | PEPSICO INC | $4.7B | 30,210,808 | 0.72% | — |
| JNJ | JOHNSON & JOHNSON | $4.7B | 19,177,219 | 0.72% | — |
| ABT | ABBOTT LABORATORIES | $4.7B | 45,500,055 | 0.71% | — |
| AMGN | AMGEN INC | $4.5B | 12,773,386 | 0.69% | — |
| LMT | LOCKHEED MARTIN CORP | $4.3B | 7,152,449 | 0.66% | — |
| V | VISA INC | $4.1B | 13,686,005 | 0.63% | — |
| QCOM | QUALCOMM INC | $4.0B | 30,864,702 | 0.61% | — |
| ACN | ACCENTURE PLC IRELAND | $3.9B | 19,500,578 | 0.59% | — |
| WMT | WALMART INC | $3.8B | 30,358,320 | 0.58% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.7B | 61,115,373 | 0.57% | — |
| MO | ALTRIA GROUP INC | $3.6B | 54,280,109 | 0.55% | — |
| CMCSA | COMCAST CORP NEW | $3.5B | 121,558,654 | 0.53% | — |
| COST | COSTCO WHOLESALE CORPORATION | $3.4B | 3,400,303 | 0.52% | — |
| NFLX | NETFLIX INC. | $3.0B | 31,411,646 | 0.46% | — |
| MA | MASTERCARD INCORPORATED | $3.0B | 6,003,161 | 0.46% | — |
| ABBV | ABBVIE INC | $2.8B | 12,967,398 | 0.43% | — |
| CSCO | CISCO SYS INC | $2.6B | 33,989,713 | 0.40% | — |
| BX | BLACKSTONE INC | $2.5B | 21,359,609 | 0.38% | — |
| AMD | ADVANCED MICRO DEVICES INC | $2.4B | 11,900,631 | 0.37% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.4B | 16,400,260 | 0.37% | — |
| CAT | CATERPILLAR INC | $2.4B | 3,354,003 | 0.36% | — |
| MU | MICRON TECHNOLOGY INC | $2.4B | 6,984,665 | 0.36% | — |
| EOG | EOG RES INC | $2.4B | 16,279,433 | 0.36% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.3B | 11,561,745 | 0.36% | — |
| SLB | SLB LIMITED | $2.2B | 43,775,161 | 0.34% | — |
| PM | PHILIP MORRIS INTL INC | $2.2B | 13,549,581 | 0.34% | — |
| GE | GE AEROSPACE | $2.2B | 7,715,990 | 0.33% | — |
| UPS | UNITED PARCEL SVCS INC | $2.2B | 22,112,857 | 0.33% | — |
| BAC | BANK AMERICA CORP | $2.2B | 44,138,442 | 0.33% | — |
| RTX | RTX CORPORATION | $2.0B | 10,541,522 | 0.31% | — |
| LIN | LINDE PLC | $1.9B | 3,865,271 | 0.29% | — |
| FAST | FASTENAL CO | $1.8B | 39,387,932 | 0.28% | — |
| WELL | WELLTOWER INC | $1.7B | 8,829,439 | 0.27% | — |
| MCD | MCDONALDS CORP | $1.7B | 5,581,094 | 0.27% | — |
| GEV | GE VERNOVA INC | $1.7B | 1,960,471 | 0.26% | — |
| TGT | TARGET CORP | $1.7B | 14,008,200 | 0.26% | — |
| SCMB | SCHWAB STRATEGIC TR | $1.7B | 66,306,294 | 0.26% | — |
| AMAT | APPLIED MATLS INC | $1.7B | 4,937,561 | 0.26% | — |
| OKE | ONEOK INC NEW | $1.7B | 18,368,622 | 0.25% | — |
| LRCX | LAM RESEARCH CORP | $1.7B | 7,767,896 | 0.25% | — |
| WFC | WELLS FARGO & CO | $1.7B | 20,822,786 | 0.25% | — |
| MS | MORGAN STANLEY | $1.6B | 9,991,147 | 0.25% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.6B | 6,739,996 | 0.25% | — |
| GS | GOLDMAN SACHS GROUP INC | $1.6B | 1,923,317 | 0.25% | — |
| NEE | NEXTERA ENERGY INC | $1.6B | 17,515,154 | 0.25% | — |
| PLD | PROLOGIS INC. | $1.6B | 11,894,627 | 0.24% | — |
| INTC | INTEL CORP | $1.6B | 35,281,668 | 0.24% | — |
| ORCL | ORACLE CORP | $1.5B | 10,445,721 | 0.23% | — |
| T | AT&T INC | $1.5B | 52,524,575 | 0.23% | — |
| PFE | PFIZER INC | $1.5B | 51,891,636 | 0.22% | — |
| KLAC | KLA CORP | $1.5B | 987,584 | 0.22% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.4B | 2,934,842 | 0.22% | — |
| F | FORD MTR CO | $1.4B | 124,672,198 | 0.22% | — |
| C | CITIGROUP INC | $1.4B | 12,617,529 | 0.22% | — |
| PH | PARKER-HANNIFIN CORP | $1.4B | 1,563,895 | 0.21% | — |
| DIS | DISNEY WALT CO | $1.3B | 13,765,486 | 0.20% | — |
| CRM | SALESFORCE INC | $1.3B | 7,001,546 | 0.20% | — |
| FNDC | SCHWAB STRATEGIC TR | $1.3B | 28,030,618 | 0.20% | — |
| SCHG | SCHWAB STRATEGIC TR | $1.3B | 43,506,074 | 0.19% | — |
| BLK | BLACKROCK INC | $1.2B | 1,290,785 | 0.19% | — |
| VTEB | VANGUARD MUN BD FDS | $1.2B | 24,824,614 | 0.19% | — |
| FITB | FIFTH THIRD BANCORP | $1.2B | 26,478,466 | 0.19% | — |
| ISRG | INTUITIVE SURGICAL INC | $1.2B | 2,623,702 | 0.18% | — |
| DUK | DUKE ENERGY CORP NEW | $1.2B | 9,104,608 | 0.18% | — |
| AXP | AMERICAN EXPRESS CO | $1.2B | 3,871,148 | 0.18% | — |
| EQIX | EQUINIX INC | $1.2B | 1,192,726 | 0.18% | — |
| BKNG | BOOKING HOLDINGS INC | $1.2B | 277,258 | 0.18% | — |
| TJX | TJX COS INC NEW | $1.1B | 7,194,240 | 0.18% | — |
| GILD | GILEAD SCIENCES INC | $1.1B | 8,181,780 | 0.17% | — |
| ADM | ARCHER DANIELS MIDLAND CO | $1.1B | 15,310,233 | 0.17% | — |
| SNDK | SANDISK CORP | $1.1B | 1,744,286 | 0.17% | — |
| SCCR | SCHWAB STRATEGIC TR | $1.1B | 41,823,942 | 0.16% | — |
| UBER | UBER TECHNOLOGIES INC | $1.1B | 14,905,928 | 0.16% | — |
| KMI | KINDER MORGAN INC DEL | $1.0B | 30,366,044 | 0.16% | — |
| JMBS | JANUS DETROIT STR TR | $986.5M | 21,835,366 | 0.15% | — |
| CVS | CVS HEALTH CORP | $983.2M | 13,674,925 | 0.15% | — |
| IEMG | ISHARES INC | $968.8M | 13,889,171 | 0.15% | — |
| SPGI | S&P GLOBAL INC | $966.9M | 2,273,252 | 0.15% | — |
| DVN | DEVON ENERGY CORP NEW | $964.7M | 19,171,853 | 0.15% | — |
| PANW | PALO ALTO NETWORKS INC | $953.6M | 5,948,108 | 0.15% | — |
| ADI | ANALOG DEVICES INC | $947.1M | 2,976,872 | 0.14% | — |
| UNP | UNION PAC CORP | $942.4M | 3,884,298 | 0.14% | — |
| ANET | ARISTA NETWORKS INC | $938.8M | 7,646,139 | 0.14% | — |
| APH | AMPHENOL CORP | $933.8M | 7,390,201 | 0.14% | — |
| KMB | KIMBERLY-CLARK CORP | $931.9M | 9,660,478 | 0.14% | — |
| DE | DEERE & CO | $914.1M | 1,622,719 | 0.14% | — |
| HONGBP | HONEYWELL INTL INC | $912.6M | 4,037,643 | 0.14% | — |
| AMT | AMERICAN TOWER CORP | $904.4M | 5,240,288 | 0.14% | — |
| SCHW | SCHWAB CHARLES CORP | $901.3M | 9,590,282 | 0.14% | — |
| DHR | DANAHER CORP DEL | $897.7M | 4,734,898 | 0.14% | — |
| INTU | INTUIT | $893.7M | 2,067,005 | 0.14% | — |
| HSY | HERSHEY CO | $893.7M | 4,298,750 | 0.14% | — |
| BA | BOEING CO | $892.4M | 4,483,900 | 0.14% | — |
| LOW | LOWES COS INC | $891.0M | 3,771,155 | 0.14% | — |
| PGR | PROGRESSIVE CORP | $876.9M | 4,423,641 | 0.13% | — |
| PNC | PNC FINL SVCS GROUP INC | $872.3M | 4,194,441 | 0.13% | — |
| PSA | PUBLIC STORAGE OPER CO | $869.9M | 3,208,860 | 0.13% | — |
| PAYX | PAYCHEX INC | $863.6M | 9,375,253 | 0.13% | — |
| SPEM | SPDR INDEX SHS FDS | $858.8M | 18,307,901 | 0.13% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $857.7M | 1,920,871 | 0.13% | — |
| HAUZ | DBX ETF TR | $850.0M | 37,616,186 | 0.13% | — |
| ETN | EATON CORP PLC | $838.6M | 2,344,740 | 0.13% | — |
| HDEF | DBX ETF TR | $830.4M | 25,622,595 | 0.13% | — |
| MCK | MCKESSON CORP | $817.7M | 944,938 | 0.12% | — |
| TFC | TRUIST FINL CORP | $815.1M | 17,700,985 | 0.12% | — |
| SPG | SIMON PPTY GROUP INC NEW | $796.9M | 4,272,265 | 0.12% | — |
| NOW | SERVICENOW INC | $795.3M | 7,607,165 | 0.12% | — |
| CINF | CINCINNATI FINL CORP | $793.6M | 5,042,727 | 0.12% | — |
| CTRA | COTERRA ENERGY INC | $789.1M | 22,455,534 | 0.12% | — |
| DLR | DIGITAL RLTY TR INC | $784.2M | 4,351,799 | 0.12% | — |
| APP | APPLOVIN CORP | $783.5M | 1,968,560 | 0.12% | — |
| TMUS | T-MOBILE US INC | $782.4M | 3,725,281 | 0.12% | — |
| SBUX | STARBUCKS CORP | $778.1M | 8,677,750 | 0.12% | — |
| COF | CAPITAL ONE FINL CORP | $778.0M | 4,264,402 | 0.12% | — |
| ADBE | ADOBE INC | $774.4M | 3,185,754 | 0.12% | — |
| EBND | SPDR SERIES TRUST | $760.4M | 36,838,889 | 0.12% | — |
| MDT | MEDTRONIC PLC | $745.8M | 8,607,355 | 0.11% | — |
| O | REALTY INCOME CORP | $745.7M | 12,188,656 | 0.11% | — |
| CB | CHUBB LTD SWITZ | $745.6M | 2,287,650 | 0.11% | — |
| IGIB | ISHARES TR | $742.0M | 13,942,612 | 0.11% | — |
| VRT | VERTIV HOLDINGS CO | $741.2M | 2,957,829 | 0.11% | — |
| NEM | NEWMONT CORP | $728.4M | 6,728,480 | 0.11% | — |
This table is the 150 largest positions by value, out of 3,455 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 CHARLES SCHWAB INVESTMENT MANAGEMENT INC (CIK 884546, accession 0001752724-26-000037). 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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