L&
Legal & General Group Plc SEC 13F Disclosure Analysis
Legal & General Group PlcCIK: 0000764068
Diversified strategyMomentum followerLong-term holder
Total reported value
$432.4B
Reporting period: 2026-03-31 · Number of holdings: 8115
Legal & General Group Plc disclosed 8115 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $432.4B and a quarterly turnover rate of 15.8%.
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Personality snowflake
- Concentration
- 6.23
- Portfolio Stability
- 15.81
- Momentum/Contrarian
- 70.66
- Sector conviction
- 49.6
- Diversification
- 100
- Sizing Uniformity
- 28.31
Legal & General Group Plc's disclosed holdings carry a Herfindahl concentration index of 0.016 — mathematically equivalent to about 64 equally-sized positions, well below its 8115 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 7.17), 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
-1.6% -$6.1B
Trim AAPL
-2.1% -$2.6B
Trim AVGO
-3.9% -$1.6B
Trim TSLA
+0.1% -$1.6B
Trim NVDA
-1.3% -$2.5B
Add XOM
-2.3% $904.2M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
Legal & General is aggressively rotating capital out of the core mega-cap tech list, trimming positions across MSFT, AAPL, NVDA, AVGO, AMZN, and META while opening a fresh 1.16% stake in AZN and adding to TSLA despite price-driven weight compression. This is a deliberate style box shift—selling liquidity into crowded AI names to fund healthcare exposure without sacrificing systemic beta.
Macro & Fundamentals
The embedded regime bet is a valuation mean-reversion trade: mega-cap multiples have priced in full-cycle AI adoption, so the fund is front-running a liquidity trap where capital must bleed out of overstretched software and silicon plays into defensive growth sectors like pharma. The opposing thesis argues that enterprise spending cycles are structural, not cyclical, meaning this trim leaves them permanently trailing the earnings re-rate.
Blind Spots / Risks
With 3,362 holdings and a position-sizing discipline score of just 28.31, the strategy’s diversification mask hides severe tracking error exposure in the bottom brackets. Every time they shed a mega-cap, the remaining portfolio absorbs passive drift, turning a targeted rotation into blunt beta dilution as volatility eats through the rebalancing gap.
This summary was generated by AI from publicly filed SEC data and reflects historical holdings only — it is not a recommendation to buy or sell.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 8115 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.83% | -0.26% | -1.31% | |
| 2 | AAPL | Apple INC | Stock-Tech | 6.35% | -0.31% | -2.11% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.30% | -1.18% | -1.62% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.68% | -0.18% | -0.75% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.51% | -0.12% | -0.41% | |
| 6 | AVGO | Broadcom INC | Stock-Tech | 2.30% | -0.27% | -3.86% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.05% | -0.11% | -0.71% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.89% | -0.21% | -0.31% | |
| 9 | TSLA | Tesla INC | Stock-Consumer Disc | 1.74% | -0.27% | +0.09% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | -0.08% | -0.91% | |
| 11 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.16% | +1.16% | NEW | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | -0.12% | +1.62% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | +0.23% | +3.22% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.08% | +1.49% | |
| 15 | WMT | Walmart INC | Stock-Consumer Staples | 0.77% | +0.10% | -0.92% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | +0.23% | -2.28% | |
| 17 | MA | Mastercard INC - A | Stock-Financials | 0.68% | -0.05% | +2.41% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | — | -1.95% | |
| 19 | CSCO | Cisco Systems INC | Stock-Tech | 0.62% | — | -3.56% | |
| 20 | ABBV | Abbvie INC | Stock-Healthcare | 0.61% | — | +0.22% | |
| 21 | NFLX | Netflix INC | Stock-Comm Services | 0.60% | — | +2.05% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | +0.10% | +0.47% | |
| 23 | MU | Micron Technology INC | Stock-Tech | 0.58% | +0.12% | +2.30% | |
| 24 | LRCX | Lam Research CORP | Stock-Tech | 0.55% | +0.14% | +1.75% | |
| 25 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.54% | +0.08% | -1.20% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | — | +0.65% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.53% | — | -1.59% | |
| 28 | AMAT | Applied Materials INC | Stock-Tech | 0.51% | +0.15% | +0.62% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | -0.04% | -1.18% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.48% | +0.13% | -1.06% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.47% | -0.08% | -1.27% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | — | -0.26% | |
| 33 | HD | Home Depot INC | Stock-Consumer Disc | 0.47% | — | +0.28% | |
| 34 | CAT | Caterpillar INC | Stock-Industrials | 0.45% | +0.10% | +1.92% | |
| 35 | GE | General Electric | Stock-Industrials | 0.42% | — | -0.95% | |
| 36 | GS | Goldman Sachs Group INC | Stock-Financials | 0.41% | — | +2.45% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | -0.08% | -2.64% | |
| 38 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.38% | -0.06% | +0.99% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | -0.06% | -2.86% | |
| 40 | C | Citigroup INC | Stock-Financials | 0.36% | — | -1.43% | |
| 41 | NEE | Nextera Energy INC | Stock-Utilities | 0.36% | — | -0.73% | |
| 42 | GEV | GE Vernova INC | Stock-Industrials | 0.36% | +0.11% | +1.29% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.35% | +0.07% | -0.50% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.14% | -8.85% | |
| 45 | PLD | Prologis INC | Stock-Real Estate | 0.34% | — | -2.23% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | — | +1.41% | |
| 47 | INTC | Intel CORP | Stock-Tech | 0.34% | — | -2.54% | |
| 48 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.34% | — | +1.43% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.33% | — | -0.65% | |
| 50 | WELL | Welltower INC | Stock-Real Estate | 0.33% | — | -0.93% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.7%
Performance Last 4 Quarters
+23.1%
Based on 77% of reported portfolio value with available pricing
- Stdev
- +13.4%
- Beta
- +1.01
- Alpha
- -0.7%
- Max Drawdown
- -8.5%
- Annualized Perf
- +18.6%
- Batting Avg vs S&P
- +55.6%
- Sortino
- +2.83
- Stutzer
- +0.4
- Treynor
- +0.18
- Sterling
- +1.09
- Calmar
- +2.19
- Information Ratio
- -0.18
- Tracking Error
- +2.2%
- Stdev Down
- +6.4%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +36.3%
- Worst 12 Months
- +7.6%
- Efficiency Ratio
- +0.57
- Sharpe
- +1.34
- Stdev Sectors
- +8.2%
- Skewness
- +0.26
- Kurtosis
- +0.13
- Upside Potential
- +4.5
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 8115 | $432.4B | 16 | |
| 2025-12-31 | 8170 | $450.9B | 11 | |
| 2025-09-30 | 8196 | $445.8B | 25 | |
| 2025-06-30 | 8243 | $402.9B | 0 | |
| 2025-03-31 | 8275 | $367.2B | 18 | |
| 2024-12-31 | 8358 | $377.9B | 0 | |
| 2024-09-30 | 8406 | $380.1B | 0 | |
| 2024-06-30 | 8466 | $354.0B | 12 | |
| 2024-03-31 | 6711 | $347.3B | 14 | |
| 2023-12-31 | 6807 | $321.9B | 100 | |
| 2023-09-30 | 6038 | $286.6B | 0 | |
| 2023-06-30 | 6017 | $307.4B | 0 | |
| 2023-03-31 | 6027 | $279.6B | 0 | |
| 2022-12-31 | 6160 | $260.5B | 0 | |
| 2022-09-30 | 6237 | $256.0B | 0 | |
| 2022-06-30 | 6290 | $282.6B | 0 | |
| 2022-03-31 | 6320 | $328.8B | 0 | |
| 2021-12-31 | 6357 | $330.7B | 0 | |
| 2021-09-30 | 7962 | $307.6B | 0 | |
| 2021-06-30 | 7922 | $299.1B | 100 | |
| 2021-03-31 | 7732 | $268.4B | 11 | |
| 2020-12-31 | 6862 | $255.4B | 16 | |
| 2020-09-30 | 6782 | $223.8B | 13 | |
| 2020-06-30 | 6731 | $206.9B | 22 | |
| 2020-03-31 | 6701 | $171.0B | 23 | |
| 2019-12-31 | 6720 | $209.9B | 13 | |
| 2019-09-30 | 6675 | $189.7B | 9 | |
| 2019-06-30 | 6763 | $185.9B | 11 | |
| 2019-03-31 | 6499 | $175.1B | 32 | |
| 2018-12-31 | 6507 | $129.1B | 15 | |
| 2018-09-30 | 5862 | $139.7B | 12 | |
| 2018-06-30 | 5769 | $129.6B | 10 | |
| 2018-03-31 | 5596 | $131.1B | 13 | |
| 2017-12-31 | 6071 | $138.2B | 9 | |
| 2017-09-30 | 6129 | $133.0B | 12 | |
| 2017-06-30 | 6187 | $123.8B | 10 | |
| 2017-03-31 | 6075 | $117.8B | 13 | |
| 2016-12-31 | 6081 | $107.2B | 14 | |
| 2016-09-30 | 4728 | $98.7B | 10 | |
| 2016-06-30 | 4271 | $94.9B | 11 | |
| 2016-03-31 | 4144 | $90.3B | 11 | |
| 2015-12-31 | 4105 | $88.5B | 16 | |
| 2015-09-30 | 4178 | $82.0B | 13 | |
| 2015-06-30 | 4128 | $85.1B | 8 | |
| 2015-03-31 | 4013 | $83.7B | 9 | |
| 2014-12-31 | 3940 | $85.0B | 10 | |
| 2014-09-30 | 3407 | $83.4B | 8 | |
| 2014-06-30 | 2079 | $85.8B | 9 | |
| 2014-03-31 | 1406 | $82.4B | 8 | |
| 2013-12-31 | 1419 | $82.6B | 11 | |
| 2013-09-30 | 1389 | $75.9B | 9 | |
| 2013-06-30 | 1374 | $72.4B | — |
Holding changes this quarter
Legal & General Group Plc's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Cyberark Software LTD; Trim: Microsoft CORP (MSFT) — shares -1.62%; Trim: Apple INC (AAPL) — shares -2.11%; Trim: Broadcom INC (AVGO) — shares -3.86%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.2% | -2.28% | Trim |
| 2 | JNJ | Johnson & Johnson | +0.2% | +3.22% | Add |
| 3 | AMAT | Applied Materials INC | +0.2% | +0.62% | Add |
| 4 | LRCX | Lam Research CORP | +0.1% | +1.75% | Add |
| 5 | CVX | Chevron CORP | +0.1% | -1.06% | Trim |
| 6 | MU | Micron Technology INC | +0.1% | +2.30% | Add |
| 7 | GEV | GE Vernova INC | +0.1% | +1.29% | Add |
| 8 | CAT | Caterpillar INC | +0.1% | +1.92% | Add |
| 9 | TTE | Totalenergies Se | +0.1% | -3.50% | Trim |
| 10 | COST | Costco Wholesale CORP | +0.1% | +0.47% | Add |
| 11 | WMT | Walmart INC | +0.1% | -0.92% | Trim |
| 12 | VZ | Verizon Communications INC | +0.1% | +0.39% | Add |
| 13 | MRK | Merck & Co. INC. | +0.1% | -1.20% | Trim |
| 14 | KLAC | Kla CORP | +0.1% | -0.50% | Trim |
| 15 | COP | Conocophillips | +0.1% | -1.09% | Trim |
| 16 | ADI | Analog Devices INC | +0.1% | +4.26% | Add |
| 17 | BAC | Bank Of America CORP | 0% | -1.18% | Trim |
| 18 | TMO | Thermo Fisher Scientific INC | 0% | -1.99% | Trim |
| 19 | MA | Mastercard INC - A | -0.1% | +2.41% | Add |
| 20 | ACN | Accenture plc | -0.1% | +6.53% | Add |
| 21 | BKNG | Booking Holdings INC | -0.1% | +1.26% | Add |
| 22 | ISRG | Intuitive Surgical INC | -0.1% | +1.15% | Add |
| 23 | UNH | Unitedhealth Group INC | -0.1% | +0.99% | Add |
| 24 | WFC | Wells Fargo & Co | -0.1% | -2.86% | Trim |
| 25 | ABT | Abbott Laboratories | -0.1% | -2.65% | Trim |
| 26 | SHOP | Shopify INC - Class A | -0.1% | -0.08% | Trim |
| 27 | QCOM | Qualcomm INC | -0.1% | +3.06% | Add |
| 28 | ADBE | Adobe INC | -0.1% | -1.02% | Trim |
| 29 | NOW | Servicenow INC | -0.1% | -1.23% | Trim |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | -0.91% | Trim |
| 31 | V | Visa Inc-class A Shares | -0.1% | +1.49% | Add |
| 32 | PLTR | Palantir Technologies Inc-a | -0.1% | -1.27% | Trim |
| 33 | IBM | Intl Business Machines CORP | -0.1% | -2.64% | Trim |
| 34 | BSX | Boston Scientific CORP | -0.1% | -2.54% | Trim |
| 35 | APP | Applovin Corp-class A | -0.1% | -1.85% | Trim |
| 36 | GOOG | Alphabet Inc-cl C | -0.1% | -0.71% | Trim |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.41% | Trim |
| 38 | LLY | Eli Lilly & Co | -0.1% | +1.62% | Add |
| 39 | CRM | Salesforce INC | -0.1% | -3.18% | Trim |
| 40 | INTU | Intuit INC | -0.1% | -5.29% | Trim |
| 41 | ORCL | Oracle CORP | -0.1% | -8.85% | Trim |
| 42 | AMZN | Amazon.com INC | -0.2% | -0.75% | Trim |
| 43 | META | Meta Platforms Inc-class A | -0.2% | -0.31% | Trim |
| 44 | NVDA | Nvidia CORP | -0.3% | -1.31% | Trim |
| 45 | AVGO | Broadcom INC | -0.3% | -3.86% | Trim |
| 46 | TSLA | Tesla INC | -0.3% | +0.09% | Add |
| 47 | AAPL | Apple INC | -0.3% | -2.11% | Trim |
| 48 | MSFT | Microsoft CORP | -1.2% | -1.62% | Trim |
| 49 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 50 | ✓ | Cyberark Software LTD | — | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2025-02-28 | Amendment | View on EDGAR |
| 2024-09-30 | 2024-11-14 | Amendment | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2025-05-29 | Amendment | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2025-05-29 | Amendment | View on EDGAR |
| 2024-03-31 | 2024-07-01 | Amendment | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2025-05-29 | Amendment | View on EDGAR |
| 2023-12-31 | 2024-02-15 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-22 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-13 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-13 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-15 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-20 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-10 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-17 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-09 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-03 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-13 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-12 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-16 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-31 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-14 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-20 | Amendment | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-13 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-14 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-07 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-12 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-01 | 13F-HR | View on EDGAR |
FAQ
What is Legal & General Group Plc and what type of investor is it?
Legal & General Group Plc 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 $432.4B, spread across 8115 disclosed positions.
What are Legal & General Group Plc's largest equity positions?
Based on the latest 13F filing, Legal & General Group Plc's top holdings by market value are:
1. Nvidia CORP (NVDA) — $29.5B (6.8%)
2. Apple INC (AAPL) — $27.4B (6.3%)
3. Microsoft CORP (MSFT) — $18.6B (4.3%)
4. Amazon.com INC (AMZN) — $11.6B (2.7%)
5. Alphabet Inc-cl A (GOOGL) — $10.9B (2.5%)
What changes did Legal & General Group Plc make in its most recent portfolio filing?
In the latest reported quarter, Legal & General Group Plc made 50 notable position adjustments: 1 new positions were initiated, 18 existing holdings were added to, 30 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Sold out: Cyberark Software LTD; Trim: Microsoft CORP (MSFT) — shares -1.62%; Trim: Apple INC (AAPL) — shares -2.11%; Trim: Broadcom INC (AVGO) — shares -3.86%
What sectors does Legal & General Group Plc focus on?
Legal & General Group Plc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 32.9%
• Financials: 12.8%
• Health Care: 11.0%
• Communication Services: 9.2%
• Consumer Discretionary: 9.2%
• Industrials: 7.8%
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View detail
NT
Northern Trust CORP
CIK 0000073124
Total reported value
$756.6B
19,864 stks
2026-03-31
Concentration4.9
Portfolio Stability14.1
Sector conviction48.4
5 of the top 5 holdings overlap, including Nvidia CORP
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