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CIK: 0001832237
Total reported value
$619.9M
$619.9M
86 檔
26.0%
As reported in its official Q1 2026 Form 13F filing, Te Ahumairangi Investment Management Ltd's tracked investment portfolio stood at $619.9M with 86 total positions.
In Q1 2026, Te Ahumairangi Investment Management Ltd displayed an active expansion posture, initiating 2 new positions and adding to 46 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, VZ, AAPL) accounted for 26.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
TTE
市值: $11.6M
Top Position Liquidated / Trimmed
VZ
前期市值: $35.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.94% | +0.48% | +40.72% | |
| 2 | VZ | Verizon Communications Inc | Stock-Comm Services | 5.83% | -0.79% | -20.19% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.94% | -0.01% | +9.53% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.36% | -0.06% | -2.43% | |
| 5 | EG | Everest Group, Ltd. | Stock-Financials | 2.91% | +0.25% | +17.50% | |
| 6 | VRSN | Verisign Inc | Stock-Tech | 2.36% | -0.07% | +9.21% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 2.07% | +0.18% | +5.63% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | +0.54% | +41.39% | |
| 9 | TTE | TotalEnergies SE | Stock-Other | 1.94% | -0.36% | — | |
| 10 | T | At&t Inc | Stock-Comm Services | 1.81% | -0.36% | -15.52% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.78% | +0.18% | +18.51% | |
| 12 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.73% | +0.09% | +17.50% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | -0.12% | +4.38% | |
| 14 | KR | Kroger Co | Stock-Consumer Staples | 1.65% | -0.22% | -5.43% | |
| 15 | MDT | Medtronic plc | Stock-Healthcare | 1.60% | +0.28% | +59.88% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | +0.08% | +27.43% | |
| 17 | DVA | Davita Inc | Stock-Healthcare | 1.53% | — | -24.87% | |
| 18 | GWW | Ww Grainger Inc | Stock-Industrials | 1.52% | +0.16% | -8.13% | |
| 19 | C | Citigroup Inc | Stock-Financials | 1.46% | -0.02% | -3.33% | |
| 20 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.44% | +0.17% | +2.54% | |
| 21 | ED | Consolidated Edison Inc | Stock-Utilities | 1.41% | +0.02% | -2.86% | |
| 22 | NEM | Newmont CORP | Stock-Materials | 1.39% | -0.38% | -3.19% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.39% | -0.12% | -16.91% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | +0.01% | +2.76% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.28% | -0.23% | -22.69% | |
| 26 | EXC | Exelon CORP | Stock-Utilities | 1.13% | — | +18.12% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.09% | -0.09% | -9.85% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.08% | +0.01% | +24.52% | |
| 29 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.05% | -0.01% | — | |
| 30 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.03% | +0.16% | +1.18% | |
| 31 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.01% | -0.23% | +6.66% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | +0.37% | +107.09% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.99% | -0.07% | +0.15% | |
| 34 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.99% | +0.06% | -12.49% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | -0.04% | +23.55% | |
| 36 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.95% | +0.04% | -3.61% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.93% | — | +36.78% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.92% | +0.04% | +71.43% | |
| 39 | GM | General Motors Co | Stock-Consumer Disc | 0.89% | -0.01% | +10.79% | |
| 40 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.89% | +0.26% | +23.66% | |
| 41 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.85% | -0.05% | -0.21% | |
| 42 | CI | THE Cigna Group | Stock-Healthcare | 0.85% | — | +11.74% | |
| 43 | PSA | Public Storage | Stock-Real Estate | 0.84% | -0.03% | -1.07% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.03% | +12.03% | |
| 45 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.80% | +0.02% | -7.29% | |
| 46 | WPC | Wp Carey Inc | Stock-Real Estate | 0.79% | +0.03% | -12.59% | |
| 47 | RY | Royal Bank Of Canada | Stock-Financials | 0.79% | +0.08% | +21.49% | |
| 48 | CCI | Crown Castle Inc | Stock-Real Estate | 0.77% | -0.17% | -1.66% | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.77% | -0.03% | -2.90% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | -0.10% | +15.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FDS | Factset Research Systems Inc | +0.6% | +5816.21% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | +107.09% | Add |
| 3 | MDT | Medtronic plc | +0.4% | +59.88% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +41.39% | Add |
| 5 | EXC | Exelon CORP | +0.2% | +18.12% | Add |
| 6 | NFLX | Netflix Inc | +0.2% | +36.78% | Add |
| 7 | EG | Everest Group, Ltd. | +0.2% | +17.50% | Add |
| 8 | AEM | Agnico Eagle Mines LTD | +0.2% | +6.66% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +27.43% | Add |
| 10 | VRSN | Verisign Inc | +0.1% | +9.21% | Add |
| 11 | ADBE | Adobe Inc | +0.1% | +71.43% | Add |
| 12 | DUK | Duke Energy CORP | +0.1% | +8.90% | Add |
| 13 | CVX | Chevron CORP | +0.1% | -8.83% | Trim |
| 14 | MRSH | Marsh & Mclennan Cos | +0.1% | +23.66% | Add |
| 15 | MSFT | Microsoft CORP | +0.1% | +40.72% | Add |
| 16 | RY | Royal Bank Of Canada | +0.1% | +21.49% | Add |
| 17 | ARW | Arrow Electronics Inc | +0.1% | -10.96% | Trim |
| 18 | PFE | Pfizer Inc | +0.1% | +0.15% | Add |
| 19 | XOM | Exxon Mobil CORP | +0.1% | -17.09% | Trim |
| 20 | KR | Kroger Co | 0% | -5.43% | Trim |
| 21 | ED | Consolidated Edison Inc | 0% | -2.86% | Trim |
| 22 | MICC | The Magnum Ice Cream Company N. | 0% | +26.74% | Add |
| 23 | AVGO | Broadcom Inc | 0% | +23.55% | Add |
| 24 | DECK | Deckers Outdoor CORP | 0% | +16.30% | Add |
| 25 | BMY | Bristol-myers Squibb Co | 0% | -2.90% | Trim |
| 26 | CI | THE Cigna Group | 0% | +11.74% | Add |
| 27 | KGC | Kinross Gold CORP | 0% | +0.48% | Add |
| 28 | ROIV | Roivant Sciences Ltd. | 0% | -14.52% | Trim |
| 29 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | +14.34% | Add |
| 30 | LH | Labcorp Holdings Inc | — | +1.18% | Add |
| 31 | ABBV | Abbvie Inc | — | +12.03% | Add |
| 32 | SMFG | Sumitomo Mitsui-spons Adr | — | — | Unchanged |
| 33 | CSCO | Cisco Systems Inc | 0% | +5.63% | Add |
| 34 | DIS | Walt Disney Co/the | 0% | +24.52% | Add |
| 35 | UPS | United Parcel Service-cl B | 0% | +5.61% | Add |
| 36 | RIO | Rio Tinto Plc-spon Adr | 0% | -11.24% | Trim |
| 37 | NEM | Newmont CORP | 0% | -3.19% | Trim |
| 38 | CL | Colgate-palmolive Co | 0% | -3.61% | Trim |
| 39 | PSA | Public Storage | 0% | -1.07% | Trim |
| 40 | UBER | Uber Technologies Inc | 0% | +14.85% | Add |
| 41 | UNH | Unitedhealth Group Inc | 0% | +20.47% | Add |
| 42 | ABNB | Airbnb Inc-class A | 0% | +8.13% | Add |
| 43 | ACN | Accenture plc | 0% | +34.71% | Add |
| 44 | SBRA | Sabra Health Care Reit Inc | 0% | -1.76% | Trim |
| 45 | CAH | Cardinal Health Inc | 0% | -0.21% | Trim |
| 46 | ORCL | Oracle CORP | 0% | +28.20% | Add |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 48 | GDDY | Godaddy Inc - Class A | 0% | +49.25% | Add |
| 49 | PG | Procter & Gamble Co/the | -0.1% | +2.76% | Add |
| 50 | TRV | Travelers Cos Inc/the | -0.1% | +2.54% | Add |
According to official SEC Form 13F filings, Te Ahumairangi Investment Management Ltd reported a total U.S. public equity portfolio value of $619.9M across 86 disclosed positions in Q1 2026.
During Q1 2026, Te Ahumairangi Investment Management Ltd's top holdings by market value included MSFT (8.9%)、VZ (5.8%)、AAPL (4.9%). The largest single position, MSFT, represented 8.9% of total portfolio value.
In Q1 2026, Te Ahumairangi Investment Management Ltd made 84 total portfolio adjustments, initiating 2 new buys, adding to 46 positions, trimming 36 holdings, and fully liquidating 0 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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