10% more 13F filers and 5% more shares held than the quarter before.
Funds managing over $100M report their holdings each quarter. When the number of holders and the shares they own both rise sharply, new money is arriving — often ahead of index inclusion or a re-rating.
$10,000 in this list since 2016
Rebuilt every month from the data public at the time
Per year
+14.2%
All stocks +9.4%, S&P 500 +13.8%
Worst fall from a peak
-45%
All stocks -35%
Months ahead of all stocks
59%
120 months tested
Stocks held, on average
133
Equal weights
Past 12 months
-14.3%
All stocks +4.1%, S&P 500 +12.4%
Volatility, per year
27%
All stocks 22%
Sharpe ratio
0.53
All stocks 0.40; return over cash per unit of volatility
Replaced each month
29%
Share of the list that changes at a rebalance
Live since Oct 19, 2026. Holding the list as published, rebought at each month end: +1.6% against +2.1% for all stocks and +0.7% for the S&P 500, to Oct 30, 2026. Too short a period to read much into.
Institutions accumulating
All US stocks, equal weight
S&P 500 (price only)
Year by year
Portfolio
2016from Oct 31
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026to Oct 19
This list
+9%
+32%
-1%
+35%
+60%
+15%
-35%
+16%
+26%
+21%
-8%
All US stocks
+12%
+19%
288 stocks on the list today
As of the close on Oct 30, 2026; 7 joined and 10 left since Oct 29, 2026