13F
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Sageworth Trust Co

13F equity value
$2.3B
Positions
172
Top 10 concentration
79.8%
Quarters / total new picks
28 / 1,290
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 28 quarters, returned +2.2% per quarter — versus +2.6% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = -0.02, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-0.0%
t-stat
-0.02
Quarterly win rate
50%
Annualized excess
-2.2%
$1 → follow vs universe
$1.59 vs $1.84
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 1.35120230930: universe 1.53420240331: universe 1.56820240630: universe 1.71120240930: universe 1.69620241231: universe 1.58320250630: universe 1.63320250930: universe 1.836 20180331: follow 1.04220180630: follow 0.95620180930: follow 1.00020181231: follow 1.02220190331: follow 1.00520190630: follow 1.04920190930: follow 1.07120191231: follow 0.87220200331: follow 1.02520200630: follow 1.11120200930: follow 1.24820201231: follow 1.37820210331: follow 1.49020210630: follow 1.62120210930: follow 1.61320211231: follow 1.51220220331: follow 1.60120220630: follow 1.49920220930: follow 1.76120221231: follow 1.68620230331: follow 1.71920230930: follow 2.01720240331: follow 1.80120240630: follow 1.85620240930: follow 1.85020241231: follow 1.42320250630: follow 1.42420250930: follow 1.590 0.80 1.49 2.18 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 172 · 2026 Q1

Ticker Value Weight QoQ
VTI $361M
15.5%
TRIM
VXUS $305M
13.1%
TRIM
VOO $241M
10.3%
ADD
ACWI $239M
10.3%
HOLD
DFAU $202M
8.7%
HOLD
STT $149M
6.4%
TRIM
ACWX $97M
4.2%
HOLD
VT $80M
3.4%
HOLD
VEA $69M
3.0%
ADD
VTV $34M
1.4%
HOLD
IVV $22M
0.9%
HOLD
RSP $22M
0.9%
ADD
TILT $16M
0.7%
TRIM
IWM $12M
0.5%
TRIM
IJR $12M
0.5%
HOLD
MLPX $6M
0.3%
HOLD
GOOGL $5M
0.2%
ADD
IWB $5M
0.2%
HOLD
TLTE $5M
0.2%
HOLD
ABBV $5M
0.2%
HOLD

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

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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.