13F
中
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NewEdge Advisors, LLC

13F equity value
$2.2B
Positions
1,217
Top 10 concentration
26.5%
Quarters / total new picks
32 / 3,825
13F equity value over time
$0M$14B$28B2017201820192020202120222023202420252026

"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.

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. Buying this fund's new positions the day each filing went public, over 32 quarters, returned +2.8% per quarter versus +2.7% from owning every 13F stock, beating that baseline in 50.0% of quarters (excess t = 2.13, statistically significant). Caveat: across all 5,072 funds we tested, past performance shows near-zero persistence (rank correlation −0.018) — with thousands of funds, some will look significant by chance alone.

Avg 2Q excess
+1.7%
t-stat
2.13
Quarterly win rate
50%
Annualized excess
+0.6%
$1 → follow vs universe
$2.17 vs $2.09
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 1.69220210930: universe 1.51920211231: universe 1.29220220331: universe 1.38720220630: universe 1.28520220930: universe 1.38120221231: universe 1.28220230331: universe 1.35120230630: universe 1.30320230930: universe 1.47920231231: universe 1.54520240331: universe 1.58020240630: universe 1.72320240930: universe 1.70820241231: universe 1.59420250331: universe 1.73820250630: universe 1.79320250930: universe 2.01620251231: universe 2.085 20180331: follow 1.01520180630: follow 0.92920180930: follow 0.97520181231: follow 0.97120190331: follow 0.98820190630: follow 1.03720190930: follow 1.11820191231: follow 1.03020200331: follow 1.24220200630: follow 1.37220200930: follow 1.69020201231: follow 1.73120210331: follow 1.82820210630: follow 2.00720210930: follow 1.77020211231: follow 1.51920220331: follow 1.53820220630: follow 1.44620220930: follow 1.52120221231: follow 1.41020230331: follow 1.45020230630: follow 1.38720230930: follow 1.59920231231: follow 1.66720240331: follow 1.63420240630: follow 1.85920240930: follow 1.90420241231: follow 1.79520250331: follow 1.95420250630: follow 1.97120250930: follow 2.15720251231: follow 2.173 0.84 1.59 2.35 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 1217 · 2026 Q1

Ticker Value Weight QoQ
SPY $113M
5.3%
TRIM
VOO $104M
4.8%
TRIM
VTV $66M
3.0%
TRIM
DYNF $63M
2.9%
TRIM
SPYM $54M
2.5%
TRIM
CSCO $38M
1.8%
TRIM
JPST $35M
1.6%
TRIM
EMR $34M
1.6%
TRIM
THRO $33M
1.5%
TRIM
SPAB $30M
1.4%
TRIM
BAI $30M
1.4%
TRIM
BND $29M
1.3%
TRIM
FPEI $27M
1.3%
TRIM
WCMI $26M
1.2%
TRIM
GOVT $25M
1.1%
ADD
SPEM $24M
1.1%
TRIM
SYFI $24M
1.1%
TRIM
FNY $24M
1.1%
TRIM
DFAI $24M
1.1%
TRIM
VBK $24M
1.1%
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

ACUAEISAKAMALITAPYXAVSDBILZBKDVBWCAIECERYCGNTCVGIDBIDBNDDDWMDGTDUSAECHEWMFRMEFROGBABHCCIEZKNTKLOARLTMLYVMITT

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.