TraderTrends
Manager Profile

&PARTNERS

Diversified · Financial Services 39%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

NASHVILLE, TN

Portfolio Value

$20.2B

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

APPLE INC

Latest disclosed holding

Top 4

037833100 464287200 464287507 594918104 NVDA

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
39.4%
Technology
21.5%
Industrials
8.9%
Healthcare
8.7%
Consumer Cyclical
5.9%
Communication Services
4.3%
Energy
3.2%
Consumer Defensive
2.9%
Utilities
1.8%
Basic Materials
1.6%
Real Estate
0.7%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
APPLE INC

Shares: 2.8M

706M

Position Value
2
ISHARES TR

Shares: 851.2K

556.9M

Position Value
3
ISHARES TR

Shares: 7.8M

526M

Position Value
4
MICROSOFT CORP

Shares: 1.4M

523M

Position Value
5
NVIDIA Corp

Shares: 2.6M

460.2M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID