L&
Laura & John Arnold Foundation
Concentrated strategySector-focusedQuality / disciplined sizing
Total reported value
$429.6M
Reporting period: 2026-03-31 · Number of holdings: 4
Laura & John Arnold Foundation disclosed 4 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $429.6M and a quarterly turnover rate of 33.2%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 33.17
- Momentum/Contrarian
- 50
- Sector conviction
- 100
- Diversification
- 8
- Sizing Uniformity
- 93.54
Recent moves
Trim GOOG
-50.1% -$111.3M
Add XLU
0.0% $13.4M
Add AMZN
0.0% -$2.7M
Add IGV
0.0% -$37.9M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 44.90% | +13.32% | — | |
| 2 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 27.58% | +0.05% | — | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 21.70% | -14.31% | -50.15% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.82% | +0.94% | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Laura & John Arnold Foundation's most significant position changes for 2026-03-31: Trim: Alphabet Inc-cl C (GOOG) — shares -50.15%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +13.3% | — | Unchanged |
| 2 | AMZN | Amazon.com INC | +0.9% | — | Unchanged |
| 3 | IGV | Ishares Expanded Tech-softwa | +0.1% | — | Unchanged |
| 4 | GOOG | Alphabet Inc-cl C | -14.3% | -50.15% | Trim |
FAQ
What is Laura & John Arnold Foundation and what type of investor is it?
Laura & John Arnold Foundation 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 $429.6M, spread across 4 disclosed positions.
What are Laura & John Arnold Foundation's largest equity positions?
Based on the latest 13F filing, Laura & John Arnold Foundation's top holdings by market value are:
1. St Sr Utl Sl Se Spdr Etf-usd (XLU) — $192.9M (44.9%)
2. Ishares Expanded Tech-softwa (IGV) — $118.5M (27.6%)
3. Alphabet Inc-cl C (GOOG) — $93.2M (21.7%)
4. Amazon.com INC (AMZN) — $25.0M (5.8%)
What changes did Laura & John Arnold Foundation make in its most recent portfolio filing?
In the latest quarter, Laura & John Arnold Foundation took a more defensive posture — trimming 1 positions and completely exiting 0 holdings. The largest of these moves: Trim: Alphabet Inc-cl C (GOOG) — shares -50.15%
What sectors does Laura & John Arnold Foundation focus on?
Laura & John Arnold Foundation is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 78.9%
• Consumer Discretionary: 21.1%