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CIK: 0002098745
Total reported value
$342.7M
$342.7M
95 檔
15.1%
According to the latest 13F quarterly dataset, Saranac Partners Ltd managed an equity portfolio of $342.7M at the end of Q1 2026, spanning 95 distinct U.S. exchange-listed positions.
In Q1 2026, Saranac Partners Ltd displayed an active expansion posture, initiating 26 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.69% | -0.73% | -7.97% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.60% | -1.00% | -0.47% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.37% | -0.73% | +20.16% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.94% | -0.49% | +13.52% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.54% | -0.20% | -4.63% | |
| 6 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.50% | -0.95% | -15.97% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.46% | -0.68% | +1.05% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 3.36% | -0.28% | +13.22% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 3.19% | -0.17% | -11.93% | |
| 10 | ICE | Intercontinental Exchange In | Stock-Financials | 3.09% | -1.16% | -11.79% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.94% | -0.72% | -28.02% | |
| 12 | AME | Ametek Inc | Stock-Industrials | 2.84% | -0.27% | -23.03% | |
| 13 | BSX | Boston Scientific CORP | Stock-Healthcare | 2.65% | -0.78% | +24.65% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 2.43% | -0.26% | +42.41% | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.40% | -0.32% | +0.87% | |
| 16 | TT | Trane Technologies plc | Stock-Industrials | 2.32% | -0.01% | -18.10% | |
| 17 | HBAN | Huntington Bancshares Inc | Stock-Financials | 2.30% | -0.21% | +0.01% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.29% | +0.14% | +12.04% | |
| 19 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.26% | -0.28% | -16.54% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 2.26% | +0.54% | -36.27% | |
| 21 | ECL | Ecolab Inc | Stock-Materials | 2.18% | -0.15% | -21.18% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.14% | -0.04% | -39.39% | |
| 23 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 2.09% | -0.63% | -10.64% | |
| 24 | TEL | TE Connectivity plc | Stock-Tech | 2.03% | -0.52% | — | |
| 25 | TRMB | Trimble Inc | Stock-Tech | 1.90% | -0.78% | +11.00% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 1.77% | -0.41% | +12.19% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 1.70% | -1.47% | +7.08% | |
| 28 | FISV | Fiserv Inc | Stock-Other | 1.63% | -0.47% | +47.76% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 1.60% | -0.42% | +50.49% | |
| 30 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.56% | -0.21% | -13.89% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.49% | -0.18% | -14.37% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.88% | -0.22% | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | -0.17% | +273.94% | |
| 34 | INDA | Ishares Msci India ETF | ETF-Other | 0.62% | -0.62% | EXIT | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.60% | -0.04% | +13.28% | |
| 36 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.53% | -0.17% | +192.30% | |
| 37 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.52% | -0.39% | +682.70% | |
| 38 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.51% | -0.26% | +53.29% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | -0.04% | +108.61% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.48% | -0.15% | -79.36% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | +0.33% | +3990.91% | |
| 42 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.42% | -0.17% | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | +0.06% | +11.18% | |
| 44 | TTE | TotalEnergies SE | Stock-Other | 0.40% | -0.08% | -46.21% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | -0.03% | -47.68% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.36% | +0.02% | +51.39% | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.36% | -0.36% | EXIT | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.34% | -0.15% | — | |
| 49 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.33% | -0.12% | — | |
| 50 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.32% | -0.10% | +9900.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.7% | +20.16% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.6% | +273.94% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +3990.91% | Add |
| 4 | FISV | Fiserv Inc | +0.4% | +47.76% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | +13.52% | Add |
| 6 | DLR | Digital Realty Trust Inc | +0.3% | +9900.00% | Add |
| 7 | BAC | Bank Of America CORP | +0.3% | +13.22% | Add |
| 8 | VMBS | Vanguard Mortgage-backed Sec | +0.3% | +53.29% | Add |
| 9 | EL | Estee Lauder Companies-cl A | +0.3% | +192.30% | Add |
| 10 | DIS | Walt Disney Co/the | +0.2% | +108.61% | Add |
| 11 | LHX | L3harris Technologies Inc | +0.2% | +682.70% | Add |
| 12 | NOW | Servicenow Inc | +0.2% | +50.49% | Add |
| 13 | DHR | Danaher CORP | +0.2% | +42.41% | Add |
| 14 | JNJ | Johnson & Johnson | +0.2% | +854.92% | Add |
| 15 | VPL | Vanguard Ftse Pacific ETF | +0.1% | +130.98% | Add |
| 16 | AAPL | Apple Inc | +0.1% | +1.05% | Add |
| 17 | CVX | Chevron CORP | +0.1% | +346.32% | Add |
| 18 | AAXJ | Ishares Msci All Country Asi | +0.1% | +130.20% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +51.39% | Add |
| 20 | FERG | Ferguson Enterprises Inc | +0.1% | -11.38% | Trim |
| 21 | FDX | Fedex CORP | +0.1% | +7.33% | Add |
| 22 | TRMB | Trimble Inc | +0.1% | +11.00% | Add |
| 23 | MPC | Marathon Petroleum CORP | +0.1% | -26.56% | Trim |
| 24 | BMY | Bristol-myers Squibb Co | +0.1% | +5.51% | Add |
| 25 | VCIT | Vanguard Int-term Corporate | +0.1% | +13.28% | Add |
| 26 | EA | Electronic Arts Inc | 0% | +12.16% | Add |
| 27 | KO | Coca-cola Co/the | 0% | -9.73% | Trim |
| 28 | TTE | TotalEnergies SE | 0% | -46.21% | Trim |
| 29 | KO | The Coca-Cola Company | 0% | -7.82% | Trim |
| 30 | HON | Honeywell International Inc | 0% | -9.81% | Trim |
| 31 | LRCX | Lam Research CORP | 0% | -21.23% | Trim |
| 32 | THC | Tenet Healthcare CORP | 0% | -3.86% | Trim |
| 33 | HD | Home Depot Inc | 0% | +79.36% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -44.44% | Trim |
| 35 | CSCO | Cisco Systems Inc | 0% | -18.25% | Trim |
| 36 | AMT | American Tower CORP | — | +0.35% | Add |
| 37 | HBAN | Huntington Bancshares Inc | 0% | +0.01% | Add |
| 38 | UNH | Unitedhealth Group Inc | 0% | +12.04% | Add |
| 39 | ABT | Abbott Laboratories | 0% | +172.90% | Add |
| 40 | NKE | Nike Inc -cl B | 0% | -11.69% | Trim |
| 41 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -47.68% | Trim |
| 42 | INTU | Intuit Inc | -0.1% | +131.58% | Add |
| 43 | MFC | Manulife Financial CORP | -0.1% | -14.72% | Trim |
| 44 | CP | Canadian Pacific Kansas City | -0.1% | -16.54% | Trim |
| 45 | FXI | Ishares China Large-cap ETF | -0.1% | -22.60% | Trim |
| 46 | META | Meta Platforms Inc-class A | -0.1% | +11.18% | Add |
| 47 | TT | Trane Technologies plc | -0.1% | -18.10% | Trim |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -14.37% | Trim |
| 49 | ORCL | Oracle CORP | -0.2% | +12.19% | Add |
| 50 | TJX | Tjx Companies Inc | -0.2% | -15.97% | Trim |
According to official SEC Form 13F filings, Saranac Partners Ltd reported a total U.S. public equity portfolio value of $342.7M across 95 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 GOOGL, MSFT, AMZN) accounted for 15.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
TEL
市值: $4.8M
Top Position Liquidated / Trimmed
COR
前期市值: $1.6M
During Q1 2026, Saranac Partners Ltd's top holdings by market value included GOOGL (5.7%)、MSFT (4.6%)、AMZN (4.4%). The largest single position, GOOGL, represented 5.7% of total portfolio value.
In Q1 2026, Saranac Partners Ltd made 103 total portfolio adjustments, initiating 26 new buys, adding to 36 positions, trimming 33 holdings, and fully liquidating 8 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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