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CIK: 0002045792
Total reported value
$6.0M
$6.0M
28 檔
21.1%
According to the latest 13F quarterly dataset, Longboard Asset Management, LP managed an equity portfolio of $6.0M at the end of Q1 2026, spanning 28 distinct U.S. exchange-listed positions.
In Q1 2026, Longboard Asset Management, LP adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 51 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LNT | Alliant Energy CORP | Stock-Utilities | 4.37% | +0.13% | — | |
| 2 | AFL | Aflac Inc | Stock-Financials | 4.36% | +0.17% | — | |
| 3 | FE | Firstenergy CORP | Stock-Utilities | 4.36% | -4.36% | EXIT | |
| 4 | WEC | Wec Energy Group Inc | Stock-Utilities | 4.35% | -4.35% | EXIT | |
| 5 | SO | Southern Co/the | Stock-Utilities | 4.29% | -0.16% | — | |
| 6 | CNP | Centerpoint Energy Inc | Stock-Utilities | 4.11% | -0.04% | — | |
| 7 | AEE | Ameren Corporation | Stock-Utilities | 4.08% | -0.01% | — | |
| 8 | OGE | Oge Energy CORP | Stock-Utilities | 4.07% | -4.07% | EXIT | |
| 9 | CMS | Cms Energy CORP | Stock-Utilities | 4.00% | -0.18% | — | |
| 10 | IVT | Inventrust Properties CORP | Stock-Other | 3.98% | +0.51% | — | |
| 11 | XEL | Xcel Energy Inc | Stock-Utilities | 3.94% | -0.07% | — | |
| 12 | AVA | Avista CORP | Stock-Utilities | 3.82% | -0.04% | — | |
| 13 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 3.71% | -3.71% | EXIT | |
| 14 | SPG | Simon Property Group Inc | Stock-Real Estate | 3.70% | -3.70% | EXIT | |
| 15 | EXC | Exelon CORP | Stock-Utilities | 3.70% | -0.29% | — | |
| 16 | REG | Regency Centers CORP | Stock-Real Estate | 3.66% | +0.09% | — | |
| 17 | POR | Portland General Electric Co | Stock-Utilities | 3.56% | -0.17% | — | |
| 18 | LH | Labcorp Holdings Inc | Stock-Healthcare | 3.54% | +0.06% | — | |
| 19 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 3.53% | -3.53% | EXIT | |
| 20 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 3.51% | +0.17% | — | |
| 21 | SCI | Service CORP International | Stock-Consumer Disc | 3.49% | -3.49% | EXIT | |
| 22 | DX | Dynex Capital Inc | Stock-Other | 3.37% | -0.01% | — | |
| 23 | FNB | Fnb CORP | Stock-Financials | 3.18% | +0.34% | — | |
| 24 | PMT | Pennymac Mortgage Investment | Stock-Other | 2.56% | -2.56% | EXIT | |
| 25 | LADR | Ladder Capital Corp-reit | Stock-Other | 2.42% | -2.42% | EXIT | |
| 26 | NWBI | Northwest Bancshares Inc | Stock-Other | 2.35% | +0.37% | — | |
| 27 | FPI | Farmland Partners Inc | Stock-Other | 2.07% | -2.07% | EXIT | |
| 28 | ARI | Apollo Commercial Real Estat | Stock-Other | 1.92% | +0.08% | -51.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FE | Firstenergy CORP | +2.9% | — | Unchanged |
| 2 | LNT | Alliant Energy CORP | +2.9% | — | Unchanged |
| 3 | WEC | Wec Energy Group Inc | +2.9% | — | Unchanged |
| 4 | SO | Southern Co/the | +2.9% | — | Unchanged |
| 5 | CNP | Centerpoint Energy Inc | +2.8% | — | Unchanged |
| 6 | AFL | Aflac Inc | +2.8% | — | Unchanged |
| 7 | OGE | Oge Energy CORP | +2.7% | — | Unchanged |
| 8 | AEE | Ameren Corporation | +2.7% | — | Unchanged |
| 9 | CMS | Cms Energy CORP | +2.7% | — | Unchanged |
| 10 | IVT | Inventrust Properties CORP | +2.6% | — | Unchanged |
| 11 | XEL | Xcel Energy Inc | +2.6% | — | Unchanged |
| 12 | AVA | Avista CORP | +2.5% | — | Unchanged |
| 13 | BNL | Broadstone Net Lease Inc | +2.4% | — | Unchanged |
| 14 | SPG | Simon Property Group Inc | +2.4% | — | Unchanged |
| 15 | DX | Dynex Capital Inc | +2% | — | Unchanged |
| 16 | FNB | Fnb CORP | +2% | — | Unchanged |
| 17 | PMT | Pennymac Mortgage Investment | +1.6% | — | Unchanged |
| 18 | NWBI | Northwest Bancshares Inc | +1.5% | — | Unchanged |
| 19 | LADR | Ladder Capital Corp-reit | +1.4% | — | Unchanged |
| 20 | ARI | Apollo Commercial Real Estat | +0.6% | -51.97% | Trim |
| 21 | L | Loews CORP | — | EXIT | Sold out |
| 22 | HIG | Hartford Insurance Group Inc | — | EXIT | Sold out |
| 23 | ATO | Atmos Energy CORP | — | EXIT | Sold out |
| 24 | NSC | Norfolk Southern CORP | — | EXIT | Sold out |
| 25 | LHX | L3harris Technologies Inc | — | EXIT | Sold out |
| 26 | GD | General Dynamics CORP | — | EXIT | Sold out |
| 27 | NDAQ | Nasdaq Inc | — | EXIT | Sold out |
| 28 | WTW | Willis Towers Watson Public Limited Company | — | EXIT | Sold out |
| 29 | PPL | Ppl CORP | — | EXIT | Sold out |
| 30 | SSNC | Ss&c Technologies Holdings | — | EXIT | Sold out |
| 31 | OGS | One Gas Inc | — | EXIT | Sold out |
| 32 | CB | Chubb Limited | — | EXIT | Sold out |
| 33 | IDA | Idacorp Inc | — | EXIT | Sold out |
| 34 | DUK | Duke Energy CORP | — | EXIT | Sold out |
| 35 | EVRG | Evergy Inc | — | EXIT | Sold out |
| 36 | SWX | Southwest Gas Holdings Inc | — | EXIT | Sold out |
| 37 | VTR | Ventas Inc | — | EXIT | Sold out |
| 38 | ✓ | Bank Of Nt Butterfield&son L | — | EXIT | Sold out |
| 39 | NOC | Northrop Grumman CORP | — | EXIT | Sold out |
| 40 | OHI | Omega Healthcare Investors | — | EXIT | Sold out |
| 41 | ROL | Rollins Inc | — | EXIT | Sold out |
| 42 | ACT | Enact Holdings Inc | — | EXIT | Sold out |
| 43 | AGNC | Agnc Investment CORP | — | EXIT | Sold out |
| 44 | GATX | Gatx CORP | — | EXIT | Sold out |
| 45 | ECL | Ecolab Inc | — | EXIT | Sold out |
| 46 | MTG | Mgic Investment CORP | — | EXIT | Sold out |
| 47 | CBRE | Cbre Group Inc - A | — | EXIT | Sold out |
| 48 | BKH | Black Hills CORP | — | EXIT | Sold out |
| 49 | SCHW | Schwab (charles) CORP | — | EXIT | Sold out |
| 50 | BPOP | Popular Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Longboard Asset Management, LP reported a total U.S. public equity portfolio value of $6.0M across 28 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LNT, AFL, FE) accounted for 21.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
EXC
市值: $214.0K
Top Position Liquidated / Trimmed
L
前期市值: $287.8K
During Q1 2026, Longboard Asset Management, LP's top holdings by market value included LNT (4.4%)、AFL (4.4%)、FE (4.4%). The largest single position, LNT, represented 4.4% of total portfolio value.
In Q1 2026, Longboard Asset Management, LP made 60 total portfolio adjustments, initiating 8 new buys, adding to 0 positions, trimming 1 holdings, and fully liquidating 51 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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