13F
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State of Tennessee, Department of Treasury

13F equity value
$29.8B
Positions
1,721
Top 10 concentration
26.7%
Quarters / total new picks
31 / 1,713
13F equity value over time
$0M$16B$31B2017201820192020202120222023202420252026

"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 +2.3% per quarter — versus +2.6% per quarter from simply owning every 13F stock. It beat that baseline in only 45.2% of quarters (excess t = -1.69, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-2.1%
t-stat
-1.69
Quarterly win rate
45%
Annualized excess
-2.1%
$1 → follow vs universe
$1.68 vs $1.94
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 1.28520221231: universe 1.19420230331: universe 1.25820230630: universe 1.21320230930: universe 1.37720231231: universe 1.43820240331: universe 1.47120240630: universe 1.60420240930: universe 1.59020241231: universe 1.48420250331: universe 1.61820250630: universe 1.66920250930: universe 1.87720251231: universe 1.941 20180331: follow 0.97720180630: follow 0.89120180930: follow 0.92420181231: follow 0.91920190331: follow 0.88520190630: follow 0.96920190930: follow 1.00920191231: follow 0.74120200331: follow 0.96020200630: follow 1.05620200930: follow 1.39420201231: follow 1.49720210331: follow 1.53320210630: follow 1.73220210930: follow 1.58620211231: follow 1.30720220331: follow 1.38720220630: follow 1.27420221231: follow 1.15120230331: follow 1.21420230630: follow 1.20020230930: follow 1.34520231231: follow 1.44320240331: follow 1.47620240630: follow 1.62520240930: follow 1.61120241231: follow 1.55320250331: follow 1.61820250630: follow 1.59320250930: follow 1.69920251231: follow 1.675 0.68 1.39 2.10 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 1721 · 2026 Q1

Ticker Value Weight QoQ
NVDA $1.5B
4.9%
HOLD
AAPL $1.3B
4.3%
HOLD
MSFT $956M
3.2%
HOLD
EWY $763M
2.6%
TRIM
AMZN $703M
2.4%
HOLD
EWT $681M
2.3%
TRIM
GOOGL $570M
1.9%
HOLD
VTI $526M
1.8%
ADD
AVGO $506M
1.7%
HOLD
GOOG $473M
1.6%
HOLD
META $430M
1.5%
HOLD
INDA $414M
1.4%
TRIM
TSM $360M
1.2%
ADD
TSLA $357M
1.2%
HOLD
PLD $341M
1.1%
ADD
BRK/B $301M
1.0%
HOLD
JPM $288M
1.0%
HOLD
VEA $271M
0.9%
TRIM
XOM $247M
0.8%
TRIM
LLY $247M
0.8%
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

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.