CV
C V Starr & Co Inc 13F Portfolio & Top Holdings (Q2 2026)
C V Starr & Co IncCIK: 0001340459
Concentrated strategyQuality / disciplined sizingLong-term holder
Total reported value
$187.3M
Reporting period: 2026-06-30 · Number of holdings: 5
C V STARR & CO INC disclosed 5 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $187.3M and a quarterly turnover rate of 14.1%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 14.07
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 10
- Sizing Uniformity
- 91.08
Sector classification currently covers about 0% 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.govTrim GLD
0.0% -$15.6M
Add IJR
0.0% $4.8M
Add IVOO
0.0% $3.7M
Add IDEV
0.0% $2.1M
Add CELU
0.0% $565.4K
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 | GLD | Spdr Gold Shares | ETF-Commodities | 49.45% | -6.96% | — | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 18.00% | +1.49% | — | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 15.87% | +2.88% | — | |
| 4 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 15.83% | +2.27% | — | |
| 5 | CELU | Celularity Inc-a | Stock-Other | 0.84% | +0.31% | — |
Portfolio Performance
Performance for Q3 2026
+0.9%
Performance Last 4 Quarters
+27.7%
- Stdev
- +18.5%
- Beta
- +0.65
- Alpha
- +16.5%
- Max Drawdown
- -11.2%
- Annualized Perf
- +32.5%
- Batting Avg vs S&P
- +57.6%
- Sortino
- +3.13
- Stutzer
- +0.46
- Treynor
- +0.46
- Sterling
- +1.55
- Calmar
- +2.91
- Information Ratio
- +0.53
- Tracking Error
- +17.4%
- Stdev Down
- +9.6%
- Winning Months %
- +81.8%
- Losing Months %
- +18.2%
- Best 12 Months
- +58.5%
- Worst 12 Months
- +20.1%
- Efficiency Ratio
- +0.76
- Sharpe
- +1.63
- Stdev Sectors
- —
- Skewness
- -0.32
- Kurtosis
- +0.34
- Upside Potential
- +4.45
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 5 | $187.3M | 14 | ||
| 2026 Q1 | 5 | $191.8M | 6 | ||
| 2025 Q4 | 5 | $182.0M | 19 | ||
| 2025 Q3 | 5 | $216.6M | 100 | ||
| 2025 Q2 | 5 | $192.4M | 0 | ||
| 2025 Q1 | 5 | $129.8M | 100 | ||
| 2024 Q4 | 6 | $128.1M | 0 | ||
| 2023 Q3 | 2 | $5.5B | 0 | 1AMZN2151190 | |
| 2023 Q2 | 2 | $8.0B | 0 | 11511902AMZN | |
| 2023 Q1 | 2 | $7.8M | 0 | 11511902AMZN | |
| 2022 Q4 | 2 | $12.4M | 0 | 11511902AMZN | |
| 2022 Q3 | 2 | $21.0M | 0 | 11511902AMZN | |
| 2022 Q2 | 2 | $29.2M | 0 | 11511902AMZN | |
| 2022 Q1 | 2 | $71.4M | 0 | 11511902AMZN | |
| 2021 Q4 | 2 | $27.1M | 0 | 11511902AMZN | |
| 2021 Q3 | 1 | $4.9K | 0 | ||
| 2021 Q2 | 1 | $5.2K | 100 | ||
| 2021 Q1 | 1 | $4.6K | 5 | ||
| 2020 Q4 | 1 | $4.9K | 3 | ||
| 2020 Q3 | 1 | $4.7K | 13 | ||
| 2020 Q2 | 1 | $4.1K | 100 | ||
| 2020 Q1 | 11 | $16.3M | 69 | ||
| 2019 Q4 | 10 | $30.4M | 10 | ||
| 2019 Q3 | 10 | $29.2M | 8 | ||
| 2019 Q2 | 10 | $30.8M | 3 | ||
| 2019 Q1 | 10 | $30.7M | 70 | ||
| 2018 Q4 | 9 | $17.9M | 23 | ||
| 2018 Q3 | 10 | $21.5M | 51 | ||
| 2018 Q2 | 11 | $23.5M | 11 | ||
| 2018 Q1 | 11 | $21.0M | 21 | ||
| 2017 Q4 | 10 | $19.8M | 12 | ||
| 2017 Q3 | 11 | $21.5M | 6 | ||
| 2017 Q2 | 11 | $22.5M | 17 | ||
| 2017 Q1 | 12 | $24.1M | 8 | ||
| 2016 Q4 | 11 | $22.4M | 7 | ||
| 2016 Q3 | 11 | $22.1M | 9 | ||
| 2016 Q2 | 11 | $20.6M | 28 | ||
| 2016 Q1 | 10 | $15.6M | 30 | ||
| 2015 Q4 | 9 | $16.0M | 38 | ||
| 2015 Q3 | 10 | $18.9M | 35 | ||
| 2015 Q2 | 10 | $26.9M | 10 | ||
| 2015 Q1 | 10 | $28.7M | 39 | ||
| 2014 Q4 | 11 | $29.1M | 74 | ||
| 2014 Q3 | 7 | $21.1M | 17 | ||
| 2014 Q2 | 7 | $17.9M | 11 | ||
| 2014 Q1 | 7 | $16.0M | 7 | ||
| 2013 Q4 | 7 | $15.7M | 10 | ||
| 2013 Q3 | 7 | $15.5M | 5 | ||
| 2013 Q2 | 7 | $15.7M | — |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +2.9% | — | Unchanged |
| 2 | IVOO | Vanguard S&p Mid-cap 400 ETF | +2.3% | — | Unchanged |
| 3 | IDEV | Ishares Core Msci Dev Mkts | +1.5% | — | Unchanged |
| 4 | CELU | Celularity Inc-a | +0.3% | — | Unchanged |
| 5 | GLD | Spdr Gold Shares | -7% | — | Unchanged |
Filing History
FAQ
What is C V Starr & Co Inc and what type of investor is it?
C V Starr & Co Inc 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $187.3M, spread across 5 disclosed positions.
What are C V Starr & Co Inc's largest equity positions?
Based on the latest 13F filing, C V Starr & Co Inc's top holdings by market value are:
1. Spdr Gold Shares (GLD) — $92.6M (49.5%)
2. Ishares Core Msci Dev Mkts (IDEV) — $33.7M (18.0%)
3. Ishares Core S&p Small-cap E (IJR) — $29.7M (15.9%)
4. Vanguard S&p Mid-cap 400 ETF (IVOO) — $29.7M (15.8%)
5. Celularity Inc-a (CELU) — $1.6M (0.8%)
What changes did C V Starr & Co Inc make in its most recent portfolio filing?
No notable portfolio changes were recorded for C V Starr & Co Inc in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does C V Starr & Co Inc focus on?
Sector breakdown data is not yet available for C V Starr & Co Inc. Check back after the next 13F processing cycle.
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
C V Starr & Co Inc returned an annualized 32.5% over the trailing 33 months — outperforming the S&P 500 by 16.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.65 (less volatile than the market) and a 58% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
It has added to its IJR position for two straight quarters, increasing it by $5.6M to reach $29.7M.
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Developer Access
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