AL
Agran Libbie Historical SEC 13F Holdings & Archive (Q1 2017)
Agran LibbieCIK: 0001105871
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$425.3M
Reporting period: 2017-03-31 · Number of holdings: 123
AGRAN LIBBIE disclosed 123 holdings in its latest 13F filing for the period ending 2017-03-31, with total reported value of $425.3M and a quarterly turnover rate of 11.7%.
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Personality snowflake
- Concentration
- 7.87
- Portfolio Stability
- 11.69
- Momentum
- 100
- Sector conviction
- 47.5
- Diversification
- 100
- Sizing Uniformity
- 88.03
Agran Libbie's disclosed holdings carry a Herfindahl concentration index of 0.020 — mathematically equivalent to about 51 equally-sized positions, well below its 123 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.20), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 61% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd AAPL
-1.7% $5.3M
Add META
+0.1% $2.0M
Add OKE
-1.0% $1.6M
Trim QCOM
+1.9% -$1.1M
Trim DCI
-29.2% -$1.1M
Trim TEVA
-4.6% -$958.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.89% | +1.08% | -1.68% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.64% | -0.03% | — | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.91% | +0.11% | -0.70% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.57% | -0.01% | +0.43% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.49% | +0.41% | +0.07% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.48% | +0.09% | -6.31% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.45% | -0.27% | +1.71% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | +0.11% | +1.68% | |
| 9 | D | Dominion Energy Inc | Stock-Utilities | 2.37% | — | -2.96% | |
| 10 | QCOM | Qualcomm Inc | Stock-Tech | 2.21% | -0.33% | +1.94% | |
| 11 | SPG | Simon Property Group Inc | Stock-Real Estate | 2.15% | — | +1.00% | |
| 12 | EPD | Enterprise Products Partners | Stock-Energy | 2.02% | — | +0.45% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.01% | +0.12% | +2.25% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.96% | — | -3.97% | |
| 15 | OKE | ONEOK, Inc. | Stock-Energy | 1.93% | +0.33% | -1.01% | |
| 16 | UTXZ | United Tech CORP | Stock-Other | 1.90% | — | -3.64% | |
| 17 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 1.89% | -0.16% | +0.62% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.88% | -0.21% | +1.27% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.88% | -0.16% | +4.22% | |
| 20 | INTC | Intel CORP | Stock-Tech | 1.83% | — | -2.18% | |
| 21 | DOC | Healthpeak Properties, Inc. | Stock-Real Estate | 1.80% | +0.04% | +0.29% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.74% | +0.05% | -0.94% | |
| 23 | BLKCHF | Blackrock Inc | Stock-Other | 1.73% | — | -0.29% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.65% | +0.07% | +0.20% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | +0.02% | +2.61% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.53% | — | +0.96% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.51% | — | -1.15% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 1.50% | — | +0.62% | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.47% | -0.15% | -1.47% | |
| 30 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.41% | +0.15% | +9.57% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | +0.22% | +3.26% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.25% | — | -3.16% | |
| 33 | T | At&t Inc | Stock-Comm Services | 1.25% | — | +2.78% | |
| 34 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.23% | -0.27% | -4.56% | |
| 35 | VTR | Ventas Inc | Stock-Real Estate | 1.17% | +0.10% | +7.70% | |
| 36 | CELG | Celgene CORP | Stock-Other | 1.10% | +0.05% | -0.01% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.99% | +0.08% | -1.66% | |
| 38 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.97% | +0.05% | -1.83% | |
| 39 | DCI | Donaldson Co Inc | Stock-Industrials | 0.96% | -0.29% | -29.23% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.92% | -0.10% | -8.51% | |
| 41 | COP | Conocophillips | Stock-Energy | 0.83% | -0.24% | -20.19% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.79% | — | -0.14% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.79% | — | -0.59% | |
| 44 | AMT | American Tower CORP | Stock-Real Estate | 0.76% | +0.08% | -0.09% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | — | -0.11% | |
| 46 | MMM | 3m Co | Stock-Industrials | 0.71% | +0.71% | NEW | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.69% | — | -10.24% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | — | +0.84% | |
| 49 | VNO | Vornado Realty Trust | Stock-Real Estate | 0.62% | — | -3.50% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.10% | -4.05% |
1–50 of 123
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2017 Q1 | 123 | $425.3M | 12 | ||
| 2016 Q4 | 126 | $412.9M | 24 | ||
| 2016 Q3 | 108 | $349.7M | 28 | ||
| 2016 Q2 | 125 | $400.3M | 8 | ||
| 2016 Q1 | 119 | $390.4M | 10 | ||
| 2015 Q4 | 120 | $379.8M | 17 | ||
| 2015 Q3 | 120 | $358.3M | 12 | ||
| 2015 Q2 | 121 | $385.0M | 12 | ||
| 2015 Q1 | 138 | $420.0M | 7 | ||
| 2014 Q4 | 130 | $420.2M | 13 | ||
| 2014 Q3 | 126 | $409.1M | 12 | ||
| 2014 Q2 | 113 | $391.6M | 8 | ||
| 2014 Q1 | 108 | $371.5M | 11 | ||
| 2013 Q4 | 117 | $379.8M | 12 | ||
| 2013 Q3 | 107 | $344.4M | 12 | ||
| 2013 Q2 | 111 | $345.5M | 0 |
Holding changes this quarter
Agran Libbie's most significant position changes for 2017-03-31: Sold out: Martin Midstream Partners LP (MMLP); New buy: 3m Co (MMM); Sold out: Ss Technology Select Sector (XLK); New buy: Douglas Emmett Inc (DEI); Sold out: Berkshire Hathaway Inc-cl B.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.1% | -1.68% | Trim |
| 2 | META | Meta Platforms Inc-class A | +0.4% | +0.07% | Add |
| 3 | OKE | ONEOK, Inc. | +0.3% | -1.01% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.2% | +3.26% | Add |
| 5 | KMI | Kinder Morgan, Inc. | +0.2% | +9.57% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.25% | Add |
| 7 | JNJ | Johnson & Johnson | +0.1% | -0.70% | Trim |
| 8 | MSFT | Microsoft CORP | +0.1% | +1.68% | Add |
| 9 | VTR | Ventas Inc | +0.1% | +7.70% | Add |
| 10 | TSLA | Tesla Inc | +0.1% | -4.05% | Trim |
| 11 | AVGO | Broadcom Inc. | +0.1% | +10.70% | Add |
| 12 | V | Visa Inc-class A Shares | +0.1% | -6.31% | Trim |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +82.96% | Add |
| 14 | BA | Boeing Co/the | +0.1% | -1.66% | Trim |
| 15 | AMT | American Tower CORP | +0.1% | -0.09% | Trim |
| 16 | AMLPUSD | Alerian Mlp ETF | +0.1% | +25.20% | Add |
| 17 | ISRG | Intuitive Surgical Inc | +0.1% | — | Unchanged |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +0.20% | Add |
| 19 | C | Citigroup Inc | +0.1% | +49.39% | Add |
| 20 | PG | Procter & Gamble Co/the | +0.1% | -0.94% | Trim |
| 21 | BDX | Becton Dickinson And Co | +0.1% | -1.83% | Trim |
| 22 | CELG | Celgene CORP | +0.1% | -0.01% | Trim |
| 23 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 24 | ABT | Abbott Laboratories | +0.1% | -0.64% | Trim |
| 25 | OAK | Oaktree Capital Group LLC | +0.1% | -6.40% | Trim |
| 26 | DOC | Healthpeak Properties, Inc. | 0% | +0.29% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +2.61% | Add |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.43% | Add |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 30 | CVS | Cvs Health CORP | -0.1% | -17.81% | Trim |
| 31 | SO | Southern Co/the | -0.1% | -16.08% | Trim |
| 32 | MCD | Mcdonald's CORP | -0.1% | -26.33% | Trim |
| 33 | WFC | Wells Fargo & Co | -0.1% | -8.51% | Trim |
| 34 | NBL2EUR | Noble Energy Inc | -0.1% | -6.76% | Trim |
| 35 | GILD | Gilead Sciences Inc | -0.2% | -1.47% | Trim |
| 36 | XOM | Exxon Mobil CORP | -0.2% | +4.22% | Add |
| 37 | AEP | American Electric Power Company, Inc. | -0.2% | +0.62% | Add |
| 38 | VZ | Verizon Communications Inc | -0.2% | +1.27% | Add |
| 39 | COP | Conocophillips | -0.2% | -20.19% | Trim |
| 40 | TEVA | Teva Pharmaceutical-sp Adr | -0.3% | -4.56% | Trim |
| 41 | CVX | Chevron CORP | -0.3% | +1.71% | Add |
| 42 | DCI | Donaldson Co Inc | -0.3% | -29.23% | Trim |
| 43 | QCOM | Qualcomm Inc | -0.3% | +1.94% | Add |
| 44 | MMLP | Martin Midstream Partners LP | — | EXIT | Sold out |
| 45 | MMM | 3m Co | — | NEW | New buy |
| 46 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 47 | DEI | Douglas Emmett Inc | — | NEW | New buy |
| 48 | ✓ | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 49 | TGT | Target CORP | — | EXIT | Sold out |
| 50 | PFE | Pfizer Inc | — | NEW | New buy |
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Agran Libbie and what type of investor is it?
Agran Libbie is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-03-31), the firm manages a tracked equity portfolio valued at approximately $425.3M, spread across 123 disclosed positions.
What are Agran Libbie's largest equity positions?
Based on the latest 13F filing, Agran Libbie's top holdings by market value are:
1. Apple Inc (AAPL) — $29.3M (6.9%)
2. Berkshire Hathaway Inc-cl A (BRK-A) — $15.5M (3.6%)
3. Johnson & Johnson (JNJ) — $12.4M (2.9%)
4. Berkshire Hathaway Inc-cl B (BRK-B) — $10.9M (2.6%)
5. Meta Platforms Inc-class A (META) — $10.6M (2.5%)
What changes did Agran Libbie make in its most recent portfolio filing?
In the latest reported quarter, Agran Libbie made 47 notable position adjustments: 3 new positions were initiated, 19 existing holdings were added to, 21 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Martin Midstream Partners LP (MMLP); New buy: 3m Co (MMM); Sold out: Ss Technology Select Sector (XLK); New buy: Douglas Emmett Inc (DEI); Sold out: Berkshire Hathaway Inc-cl B
What sectors does Agran Libbie focus on?
Agran Libbie is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 25.9%
• Financials: 16.7%
• Communication Services: 16.6%
• Health Care: 11.9%
• Energy: 9.5%
• Consumer Staples: 7.7%
Investment Profile
Agran Libbie's portfolio is broadly diversified and long-term-holding.
It has added to its AAPL position over the past two quarters (+$5.8M, now $29.3M), while trimming TEVA over the same stretch (-$3.1M, still holding $5.2M).
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Developer Access
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