DF
Dimensional Fund Advisors LP SEC 13F Disclosure Analysis
Dimensional Fund Advisors LPCIK: 0000354204
Diversified strategyMomentum followerLong-term holder
Total reported value
$481.4B
Reporting period: 2026-03-31 · Number of holdings: 13635
DIMENSIONAL FUND ADVISORS LP disclosed 13635 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $481.4B and a quarterly turnover rate of 15.2%.
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Personality snowflake
- Concentration
- 1.87
- Portfolio Stability
- 15.21
- Momentum/Contrarian
- 84.38
- Sector conviction
- 37.95
- Diversification
- 100
- Sizing Uniformity
- 62.51
Dimensional Fund Advisors LP's disclosed holdings carry a Herfindahl concentration index of 0.005 — mathematically equivalent to about 214 equally-sized positions, well below its 13635 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.75), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Trim MSFT
+10.5% -$2.0B
Add XOM
+5.7% $1.6B
Trim NVDA
+0.6% -$1.0B
Trim AAPL
+1.7% -$794.2M
Trim GOOGL
-4.3% -$722.4M
Add AMZN
+23.0% $803.2M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
Dimensional is executing a systematic beta harvest, rotating capital toward value and quality factors while riding momentum through mega-cap tech. They are adding to names despite price dilution, proving conviction in the factor premia rather than individual stock narratives. Every active trade reflects a disciplined sizing mandate overriding short-term pricing noise.
Macro & Fundamentals
The position book bets on a sustained equity premium with inflation-resilient value holdings like XOM offsetting AI-driven multiple expansion. Financials and Industrials anchor the portfolio, signaling expectation of steady-rate growth and a positioning squeeze on cash-rich leaders. The opposing thesis assumes tech dominates via earnings revisions while rate cuts stall, triggering a growth-to-value repricing shock.
Blind Spots / Risks
With 3,215 holdings and an HHI under 0.005, alpha bleeds into transaction costs and factor overcrowding. Size premium compression on mega-caps means heavy IT/Financials exposure reacts symmetrically to macro shocks rather than acting as a hedge. Systematic rebalancing lags fast regime shifts, leaving the portfolio exposed to a liquidity trap when broad-market volume collapses.
Produced with AI assistance from publicly disclosed 13F data. Historical only; not a personalized investment recommendation.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 13635 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | -0.26% | +0.59% | |
| 2 | AAPL | Apple INC | Stock-Tech | 3.09% | -0.19% | +1.70% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.44% | +10.49% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.69% | +0.15% | +23.03% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.15% | +4.04% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | -0.08% | +3.31% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | -0.16% | -4.28% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | +0.32% | +5.74% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | -0.10% | -1.16% | |
| 10 | AVGO | Broadcom INC | Stock-Tech | 0.82% | — | +9.59% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | +0.05% | -8.24% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | -0.11% | +3.30% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | — | +3.22% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 0.57% | +0.10% | -9.14% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | -0.07% | +3.71% | |
| 16 | MU | Micron Technology INC | Stock-Tech | 0.49% | +0.08% | +1.26% | |
| 17 | SHEL | Shell Plc-adr | Stock-Energy | 0.48% | +0.11% | +4.22% | |
| 18 | CSCO | Cisco Systems INC | Stock-Tech | 0.45% | — | -1.57% | |
| 19 | MA | Mastercard INC - A | Stock-Financials | 0.44% | -0.06% | +1.02% | |
| 20 | WMT | Walmart INC | Stock-Consumer Staples | 0.42% | +0.06% | +3.33% | |
| 21 | CAT | Caterpillar INC | Stock-Industrials | 0.40% | +0.07% | -0.95% | |
| 22 | TSLA | Tesla INC | Stock-Consumer Disc | 0.40% | -0.06% | +5.56% | |
| 23 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.39% | +0.11% | +23.79% | |
| 24 | HD | Home Depot INC | Stock-Consumer Disc | 0.36% | — | +1.70% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | — | +2.61% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | +0.05% | +0.63% | |
| 27 | WELL | Welltower INC | Stock-Real Estate | 0.34% | — | +0.70% | |
| 28 | VZ | Verizon Communications INC | Stock-Comm Services | 0.34% | +0.08% | +6.41% | |
| 29 | ABBV | Abbvie INC | Stock-Healthcare | 0.33% | -0.07% | -10.49% | |
| 30 | GS | Goldman Sachs Group INC | Stock-Financials | 0.32% | — | +0.53% | |
| 31 | PLD | Prologis INC | Stock-Real Estate | 0.32% | — | +0.97% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.32% | — | +1.84% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.31% | — | +1.27% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.31% | -0.08% | -7.28% | |
| 35 | COP | Conocophillips | Stock-Energy | 0.30% | +0.08% | +0.68% | |
| 36 | NFLX | Netflix INC | Stock-Comm Services | 0.30% | — | -5.44% | |
| 37 | T | At&t INC | Stock-Comm Services | 0.30% | — | +0.11% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.30% | — | +1.27% | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.28% | +0.05% | +1.85% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.28% | — | +2.39% | |
| 41 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.28% | -0.08% | -5.05% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.28% | +0.06% | +2.49% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.26% | -0.09% | +1.74% | |
| 44 | PEP | Pepsico INC | Stock-Consumer Staples | 0.26% | — | +1.39% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.26% | -0.05% | +2.00% | |
| 46 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.26% | — | -4.86% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.25% | — | +0.92% | |
| 48 | EQIX | Equinix INC | Stock-Real Estate | 0.25% | +0.05% | -1.18% | |
| 49 | AMGN | Amgen INC | Stock-Healthcare | 0.24% | — | +2.27% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.24% | — | +2.85% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+4.4%
Performance Last 4 Quarters
+24.8%
Based on 75% of reported portfolio value with available pricing
- Stdev
- +14%
- Beta
- +0.97
- Alpha
- -1.9%
- Max Drawdown
- -12.1%
- Annualized Perf
- +16.2%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.17
- Stutzer
- +0.34
- Treynor
- +0.17
- Sterling
- +0.88
- Calmar
- +1.34
- Information Ratio
- -0.41
- Tracking Error
- +5.9%
- Stdev Down
- +7.4%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +34.1%
- Worst 12 Months
- +2.5%
- Efficiency Ratio
- +0.45
- Sharpe
- +1.15
- Stdev Sectors
- +5.7%
- Skewness
- -0.02
- Kurtosis
- -0.75
- Upside Potential
- +3.91
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 13635 | $481.4B | 15 | |
| 2025-12-31 | 13709 | $476.7B | 11 | |
| 2025-09-30 | 13709 | $466.0B | 24 | |
| 2025-06-30 | 13721 | $431.9B | 0 | |
| 2025-03-31 | 13824 | $402.3B | 100 | |
| 2024-12-31 | 14589 | $416.4B | 0 | |
| 2024-09-30 | 14570 | $412.3B | 0 | |
| 2024-06-30 | 14646 | $382.9B | 0 | |
| 2024-03-31 | 14693 | $369.4B | 0 | |
| 2023-12-31 | 14695 | $342.5B | 0 | |
| 2023-09-30 | 14787 | $304.9B | 0 | |
| 2023-06-30 | 14795 | $313.8B | 0 | |
| 2023-03-31 | 17450 | $296.9B | 0 | |
| 2022-12-31 | 17479 | $338.5B | 0 | |
| 2022-09-30 | 14265 | $260.5B | 0 | |
| 2022-06-30 | 14487 | $278.8B | 0 | |
| 2022-03-31 | 3512 | $324.6B | 0 | |
| 2021-12-31 | 3537 | $330.7B | 0 | |
| 2021-09-30 | 3498 | $310.4B | 0 | |
| 2021-06-30 | 3459 | $315.8B | 98 | |
| 2021-03-31 | 3408 | $302.3B | 15 | |
| 2020-12-31 | 3342 | $276.9B | 20 | |
| 2020-09-30 | 3331 | $235.8B | 14 | |
| 2020-06-30 | 3338 | $227.5B | 22 | |
| 2020-03-31 | 3374 | $192.0B | 37 | |
| 2019-12-31 | 3379 | $274.4B | 13 | |
| 2019-09-30 | 3417 | $257.3B | 12 | |
| 2019-06-30 | 3463 | $257.5B | 12 | |
| 2019-03-31 | 3445 | $251.1B | 17 | |
| 2018-12-31 | 3448 | $220.7B | 21 | |
| 2018-09-30 | 3425 | $262.7B | 13 | |
| 2018-06-30 | 3366 | $250.8B | 14 | |
| 2018-03-31 | 3344 | $239.9B | 11 | |
| 2017-12-31 | 3323 | $241.2B | 13 | |
| 2017-09-30 | 3335 | $228.8B | 13 | |
| 2017-06-30 | 3311 | $216.6B | 13 | |
| 2017-03-31 | 3300 | $209.2B | 14 | |
| 2016-12-31 | 3289 | $200.2B | 16 | |
| 2016-09-30 | 3276 | $185.0B | 15 | |
| 2016-06-30 | 3290 | $173.8B | 14 | |
| 2016-03-31 | 3299 | $167.1B | 15 | |
| 2015-12-31 | 3329 | $160.4B | 16 | |
| 2015-09-30 | 3369 | $152.3B | 17 | |
| 2015-06-30 | 3363 | $163.3B | 100 | |
| 2015-03-31 | 3326 | $158.4B | 0 | |
| 2014-12-31 | 3513 | $152.3B | 0 | |
| 2014-09-30 | 3545 | $141.1B | 12 | |
| 2014-06-30 | 3593 | $143.9B | 14 | |
| 2014-03-31 | 3595 | $133.8B | 13 | |
| 2013-12-31 | 3540 | $128.3B | 16 | |
| 2013-09-30 | 3582 | $115.5B | 14 | |
| 2013-06-30 | 3585 | $106.2B | 0 |
Holding changes this quarter
Dimensional Fund Advisors LP's most significant position changes for 2026-03-31: Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Comerica INC (CMA); New buy: Pinnacle Financial Partners (PNFP); Sold out: Cadence Bank (CADE); Sold out: Pinnacle Financial Partners, Inc. (PNW).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | +5.74% | Add |
| 2 | AMZN | Amazon.com INC | +0.2% | +23.03% | Add |
| 3 | SHEL | Shell Plc-adr | +0.1% | +4.22% | Add |
| 4 | MRK | Merck & Co. INC. | +0.1% | +23.79% | Add |
| 5 | CVX | Chevron CORP | +0.1% | -9.14% | Trim |
| 6 | COP | Conocophillips | +0.1% | +0.68% | Add |
| 7 | VZ | Verizon Communications INC | +0.1% | +6.41% | Add |
| 8 | MU | Micron Technology INC | +0.1% | +1.26% | Add |
| 9 | CAT | Caterpillar INC | +0.1% | -0.95% | Trim |
| 10 | SNDK | Sandisk CORP | +0.1% | -8.51% | Trim |
| 11 | APA | Apa CORP | +0.1% | +6.89% | Add |
| 12 | LRCX | Lam Research CORP | +0.1% | +2.49% | Add |
| 13 | SU | Suncor Energy INC | +0.1% | +3.37% | Add |
| 14 | WMT | Walmart INC | +0.1% | +3.33% | Add |
| 15 | JNJ | Johnson & Johnson | +0.1% | -8.24% | Trim |
| 16 | ASML | ASML Holding N.V. | +0.1% | +1.85% | Add |
| 17 | BP | Bp Plc-spons Adr | +0.1% | +8.62% | Add |
| 18 | EQIX | Equinix INC | +0.1% | -1.18% | Trim |
| 19 | CF | Cf Industries Holdings INC | +0.1% | +3.40% | Add |
| 20 | EOG | Eog Resources INC | +0.1% | +0.93% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | +0.63% | Add |
| 22 | PR | Permian Resources Corp-cl A | +0.1% | -1.00% | Trim |
| 23 | AMAT | Applied Materials INC | 0% | -1.96% | Trim |
| 24 | IBM | Intl Business Machines CORP | -0.1% | +2.00% | Add |
| 25 | ABT | Abbott Laboratories | -0.1% | -2.04% | Trim |
| 26 | COF | Capital One Financial CORP | -0.1% | +0.20% | Add |
| 27 | TSLA | Tesla INC | -0.1% | +5.56% | Add |
| 28 | MA | Mastercard INC - A | -0.1% | +1.02% | Add |
| 29 | CRM | Salesforce INC | -0.1% | -1.32% | Trim |
| 30 | V | Visa Inc-class A Shares | -0.1% | +3.71% | Add |
| 31 | ABBV | Abbvie INC | -0.1% | -10.49% | Trim |
| 32 | WFC | Wells Fargo & Co | -0.1% | -7.28% | Trim |
| 33 | UNH | Unitedhealth Group INC | -0.1% | -5.05% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | -0.1% | +3.31% | Add |
| 35 | QCOM | Qualcomm INC | -0.1% | -8.73% | Trim |
| 36 | ORCL | Oracle CORP | -0.1% | +1.74% | Add |
| 37 | APP | Applovin Corp-class A | -0.1% | -10.89% | Trim |
| 38 | GOOG | Alphabet Inc-cl C | -0.1% | -1.16% | Trim |
| 39 | LLY | Eli Lilly & Co | -0.1% | +3.30% | Add |
| 40 | META | Meta Platforms Inc-class A | -0.2% | +4.04% | Add |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | -4.28% | Trim |
| 42 | AAPL | Apple INC | -0.2% | +1.70% | Add |
| 43 | NVDA | Nvidia CORP | -0.3% | +0.59% | Add |
| 44 | MSFT | Microsoft CORP | -0.4% | +10.49% | Add |
| 45 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 46 | CMA | Comerica INC | — | EXIT | Sold out |
| 47 | PNFP | Pinnacle Financial Partners | — | NEW | New buy |
| 48 | CADE | Cadence Bank | — | EXIT | Sold out |
| 49 | PNW | Pinnacle Financial Partners, Inc. | — | EXIT | Sold out |
| 50 | SYU1 | Synovus Financial CORP | — | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-07 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-09 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-07 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-09 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-09 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-09 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-10 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-09 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-03-08 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-25 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-11 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-13 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-08-12 | Amendment | View on EDGAR |
| 2019-03-31 | 2019-07-24 | Amendment | View on EDGAR |
| 2019-03-31 | 2019-05-10 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-26 | Amendment | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-10 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-11 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-12 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-09 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-10 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-09 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-10 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-11-17 | Amendment | View on EDGAR |
| 2015-03-31 | 2015-05-14 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-11-17 | Amendment | View on EDGAR |
| 2014-12-31 | 2015-02-06 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-13 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-08 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-12 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-13 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-15 | 13F-HR | View on EDGAR |
FAQ
What is Dimensional Fund Advisors LP and what type of investor is it?
Dimensional Fund Advisors LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $481.4B, spread across 13635 disclosed positions.
What are Dimensional Fund Advisors LP's largest equity positions?
Based on the latest 13F filing, Dimensional Fund Advisors LP's top holdings by market value are:
1. Nvidia CORP (NVDA) — $16.5B (3.4%)
2. Apple INC (AAPL) — $14.9B (3.1%)
3. Microsoft CORP (MSFT) — $10.9B (2.3%)
4. Amazon.com INC (AMZN) — $8.1B (1.7%)
5. Meta Platforms Inc-class A (META) — $6.0B (1.2%)
What changes did Dimensional Fund Advisors LP make in its most recent portfolio filing?
In the latest reported quarter, Dimensional Fund Advisors LP made 50 notable position adjustments: 1 new positions were initiated, 28 existing holdings were added to, 16 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Astrazeneca Plc-spons Adr (AZNN); Sold out: Comerica INC (CMA); New buy: Pinnacle Financial Partners (PNFP); Sold out: Cadence Bank (CADE); Sold out: Pinnacle Financial Partners, Inc. (PNW)
What sectors does Dimensional Fund Advisors LP focus on?
Dimensional Fund Advisors LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 22.2%
• Financials: 15.9%
• Industrials: 12.2%
• Consumer Discretionary: 10.2%
• Health Care: 9.7%
• Energy: 8.2%
Peer Institutions
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UA
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Concentration6.4
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Sector conviction55.8
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WF
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L&
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Concentration6.2
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Sector conviction49.6
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CA
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CIK 0001388167
Total reported value
$980.2M
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FA
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
CIK 0001537626
Total reported value
$8.9B
539 stks
2024-06-30
Stale — no recent filing
Concentration6.9
Portfolio Stability0.0
Sector conviction56.8
5 of the top 5 holdings overlap, including Nvidia CORP
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