13F
中
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Motley Fool Wealth Management, LLC

13F equity value
$884M
Positions
124
Top 10 concentration
29.2%
Quarters / total new picks
31 / 107
13F equity value over time
$0M$1B$2B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 31 quarters, returned +2.0% per quarter — versus +3.2% per quarter from simply owning every 13F stock. It beat that baseline in only 48.4% of quarters (excess t = -0.33, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-1.0%
t-stat
-0.33
Quarterly win rate
48%
Annualized excess
-6.4%
$1 → follow vs universe
$1.47 vs $2.32
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200331: universe 1.09620200630: universe 1.21120200930: universe 1.48520201231: universe 1.55320210331: universe 1.56620210630: universe 1.69220211231: universe 1.44020220331: universe 1.54620220630: universe 1.43220220930: universe 1.53820221231: universe 1.42920230331: universe 1.50520230630: universe 1.45120230930: universe 1.64720231231: universe 1.72120240331: universe 1.76020240630: universe 1.92020240930: universe 1.90320241231: universe 1.77620250331: universe 1.93620250630: universe 1.99720250930: universe 2.24620251231: universe 2.323 20180331: follow 1.04320180630: follow 0.85920180930: follow 0.91420181231: follow 1.03520190331: follow 0.97920190630: follow 1.07320190930: follow 1.25820191231: follow 1.20020200331: follow 1.33720200630: follow 1.47320200930: follow 1.36420201231: follow 1.12420210331: follow 1.03020210630: follow 1.03420211231: follow 0.86420220331: follow 1.01120220630: follow 0.68320220930: follow 0.68020221231: follow 0.68820230331: follow 0.80820230630: follow 0.81820230930: follow 0.80320231231: follow 0.86420240331: follow 0.88320240630: follow 1.03520240930: follow 1.09820241231: follow 1.17620250331: follow 1.38220250630: follow 1.38820250930: follow 1.42920251231: follow 1.470 0.63 1.57 2.51 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 124 · 2026 Q1

Ticker Value Weight QoQ
AMZN $41M
4.7%
TRIM
GOOG $36M
4.0%
TRIM
META $31M
3.5%
TRIM
NFLX $30M
3.4%
HOLD
VOO $25M
2.8%
TRIM
MELI $21M
2.4%
TRIM
MA $19M
2.2%
TRIM
VRTX $19M
2.2%
TRIM
BKNG $18M
2.1%
TRIM
EQIX $18M
2.0%
TRIM
BSCU $18M
2.0%
TRIM
BSCW $17M
2.0%
TRIM
TMO $16M
1.8%
TRIM
CRM $15M
1.7%
TRIM
PANW $14M
1.6%
TRIM
NOW $14M
1.6%
ADD
SNEX $14M
1.6%
ADD
NEE $14M
1.6%
TRIM
BMRN $14M
1.6%
TRIM
DXCM $13M
1.5%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

RELX

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.