PA
Page Arthur B Historical SEC 13F Holdings & Archive (Q1 2024)
Page Arthur BCIK: 0001592615
Diversified strategyQuality / disciplined sizingLong-term holder
Total reported value
$97.2M
Reporting period: 2024-03-31 · Number of holdings: 110
Page Arthur B disclosed 110 holdings in its latest 13F filing for the period ending 2024-03-31, with total reported value of $97.2M and a quarterly turnover rate of 0.0%.
Browse other institutions with under $100M AUMBrowse other institutions starting with "P"
Personality snowflake
- Concentration
- 13.51
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 56.16
- Diversification
- 88
- Sizing Uniformity
- 92.95
Page Arthur B's disclosed holdings carry a Herfindahl concentration index of 0.034 — mathematically equivalent to about 30 equally-sized positions, well below its 110 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 0.71), 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 44 holdings (of 110 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.11% | — | -4.55% | |
| 2 | AMD | Advanced Micro Devices | Stock-Tech | 4.80% | — | -11.85% | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 4.77% | — | -7.40% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.76% | — | -6.07% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.42% | — | -5.30% | |
| 6 | FISV | Fiserv Inc | Stock-Other | 4.20% | — | -5.97% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 3.98% | — | -6.44% | |
| 8 | ADI | Analog Devices Inc | Stock-Tech | 3.64% | — | -7.26% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 3.63% | — | -5.04% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.58% | — | -9.89% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 3.57% | — | -2.18% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 3.53% | — | -2.33% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.47% | — | -5.45% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.40% | — | +0.88% | |
| 15 | CNI | Canadian Natl Railway Co | Stock-Industrials | 3.12% | — | -21.96% | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.05% | — | -5.12% | |
| 17 | ROK | Rockwell Automation Inc | Stock-Industrials | 3.00% | — | -6.05% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.97% | — | -5.33% | |
| 19 | ATR | Aptargroup Inc | Stock-Healthcare | 2.79% | — | -2.19% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.71% | — | -0.22% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 2.70% | — | +0.23% | |
| 22 | XYL | Xylem Inc | Stock-Industrials | 2.48% | — | -4.87% | |
| 23 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 2.27% | — | -5.17% | |
| 24 | SBGSY | Schneider Elect Se-unsp Adr | Stock-Other | 2.26% | — | +27.74% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 2.01% | — | +166.11% | |
| 26 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.33% | — | -6.28% | |
| 27 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.21% | — | +0.42% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.18% | — | -5.47% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 1.18% | — | -0.09% | |
| 30 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.17% | — | -18.98% | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 0.92% | — | -5.85% | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 0.75% | — | — | |
| 33 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.75% | — | -56.73% | |
| 34 | BALL | Ball CORP | Stock-Consumer Disc | 0.57% | — | — | |
| 35 | CARR | Carrier Global CORP | Stock-Industrials | 0.51% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | — | -8.70% | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 0.47% | — | -25.33% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | — | — | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.35% | — | — | |
| 40 | EQPGX | Fidelity Adv Eqty Grw-i | Stock-Other | 0.34% | — | — | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.31% | — | -40.52% | |
| 42 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.31% | — | — | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | — | — | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.25% | — | -5.49% |
Portfolio Performance
Performance for Q3 2026
+2.9%
Performance Last 4 Quarters
+20.7%
- Stdev
- +12.3%
- Beta
- +0.89
- Alpha
- -3%
- Max Drawdown
- -8.1%
- Annualized Perf
- +15.1%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.26
- Stutzer
- +0.36
- Treynor
- +0.17
- Sterling
- +0.94
- Calmar
- +1.86
- Information Ratio
- -1.13
- Tracking Error
- +4.6%
- Stdev Down
- +6.6%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +27.6%
- Worst 12 Months
- +4.1%
- Efficiency Ratio
- +0.49
- Sharpe
- +1.2
- Stdev Sectors
- +8.8%
- Skewness
- +0.22
- Kurtosis
- +0.87
- Upside Potential
- +3.84
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2024 Q1 | 110 | $97.2M | 0 | ||
| 2023 Q4 | 104 | $94.8M | 0 | ||
| 2023 Q3 | 141 | $96.4M | 0 | ||
| 2023 Q2 | 151 | $105.2M | 0 | ||
| 2023 Q1 | 159 | $106.7M | 0 | ||
| 2022 Q4 | 158 | $101.8M | 0 | ||
| 2022 Q3 | 160 | $95.7M | 0 | ||
| 2022 Q2 | 129 | $105.4M | 0 | ||
| 2022 Q1 | 133 | $128.3M | 0 | ||
| 2021 Q4 | 137 | $145.8M | 0 | ||
| 2021 Q3 | 134 | $134.6M | 0 | ||
| 2021 Q2 | 133 | $140.3M | 98 | ||
| 2021 Q1 | 133 | $133.7M | 8 | ||
| 2020 Q4 | 120 | $132.4M | 16 | ||
| 2020 Q3 | 240 | $120.5M | 12 | ||
| 2020 Q2 | 245 | $113.2M | 18 | ||
| 2020 Q1 | 239 | $100.6M | 22 | ||
| 2019 Q4 | 224 | $123.9M | 11 | ||
| 2019 Q3 | 216 | $119.0M | 10 | ||
| 2019 Q2 | 222 | $122.1M | 9 | ||
| 2019 Q1 | 219 | $119.9M | 17 | ||
| 2018 Q4 | 219 | $103.4M | 18 | ||
| 2018 Q3 | 211 | $118.4M | 13 | ||
| 2018 Q2 | 205 | $109.5M | 9 | ||
| 2018 Q1 | 206 | $110.5M | 11 | ||
| 2017 Q4 | 198 | $114.9M | 17 | ||
| 2017 Q3 | 204 | $113.7M | 11 | ||
| 2017 Q2 | 212 | $114.5M | 8 | ||
| 2017 Q1 | 213 | $112.2M | 13 | ||
| 2016 Q4 | 210 | $104.6M | 14 | ||
| 2016 Q3 | 212 | $101.8M | 11 | ||
| 2016 Q2 | 212 | $99.6M | 13 | ||
| 2016 Q1 | 199 | $98.0M | 28 | ||
| 2015 Q4 | 199 | $97.5M | 19 | ||
| 2015 Q3 | 102 | $94.2M | 19 | ||
| 2015 Q2 | 103 | $107.0M | 9 | ||
| 2015 Q1 | 98 | $105.1M | 11 | ||
| 2014 Q4 | 94 | $105.2M | 16 | ||
| 2014 Q3 | 95 | $101.3M | 16 | ||
| 2014 Q2 | 108 | $107.0M | 8 | ||
| 2014 Q1 | 107 | $103.9M | 10 | ||
| 2013 Q4 | 102 | $99.1M | 0 |
💡
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.
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Page Arthur B and what type of investor is it?
Page Arthur B 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 (2024-03-31), the firm manages a tracked equity portfolio valued at approximately $97.2M, spread across 110 disclosed positions.
What are Page Arthur B's largest equity positions?
Based on the latest 13F filing, Page Arthur B's top holdings by market value are:
1. Microsoft CORP (MSFT) — $5.9M (6.1%)
2. Advanced Micro Devices (AMD) — $4.7M (4.8%)
3. Mastercard Inc - A (MA) — $4.6M (4.8%)
4. Alphabet Inc-cl A (GOOGL) — $4.6M (4.8%)
5. Apple Inc (AAPL) — $4.3M (4.4%)
What changes did Page Arthur B make in its most recent portfolio filing?
No notable portfolio changes were recorded for Page Arthur B in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Page Arthur B focus on?
Page Arthur B is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 29.7%
• Health Care: 23.2%
• Consumer Discretionary: 13.2%
• Industrials: 11.7%
• Consumer Staples: 8.7%
• Financials: 5.3%
Investment Profile
Page Arthur B returned an annualized 15.1% over the trailing 36 months — underperforming the S&P 500 by 3.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.89 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
It has added to its NVDA position over the past two quarters (+$1.5M, now $3.5M), while trimming NVS over the same stretch (-$1.6M, still holding $726.0K).
Peer Institutions
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RG
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SP
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C&
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FF
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