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%.

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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

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other44.90%+13.32%—
2IGVIshares Expanded Tech-softwaETF-Tech27.58%+0.05%—
3GOOGAlphabet Inc-cl CStock-Comm Services21.70%-14.31%-50.15%
4AMZNAmazon.com INCStock-Consumer Disc5.82%+0.94%—

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%.

Position changes disclosed by Laura & John Arnold Foundation for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XLUSt Sr Utl Sl Se Spdr Etf-usd+13.3%—Unchanged
2AMZNAmazon.com INC+0.9%—Unchanged
3IGVIshares Expanded Tech-softwa+0.1%—Unchanged
4GOOGAlphabet 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%

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