Quarterly Data Portfolio Review - March 2026 Analysis
Quarterly analysis of 75 tracked investors with 32801 combined positions from the latest SEC 13F filings.
In This Article
Investors Tracked
75
Total Positions
32801
Data Source
SEC 13F
Quarterly 13F Portfolio Review — March 2026
This quarterly review covers 75 tracked institutional investors with a combined 32801 disclosed positions reported in their latest SEC 13F filings. Every quarter, the SEC requires institutional investment managers with over $100 million in assets to disclose their long equity holdings — providing the most comprehensive public view of how professional money is being deployed in the stock market.
These quarterly filings are one of the most valuable sources of investment intelligence available to retail investors. By studying where institutional capital is flowing, individual investors can identify high-conviction ideas, emerging market themes, and sector rotations happening at the institutional level.
What Are 13F SEC Filings?
A 13F filing (officially Form 13F) is a quarterly disclosure required by the SEC under Section 13(f) of the Securities Exchange Act of 1934. Institutional investment managers with discretion over $100 million or more in qualifying securities must file these reports within 45 days of the end of each calendar quarter.
What IS disclosed:
- Long equity positions in U.S. exchange-traded securities
- Number of shares held
- Market value at end of quarter
- Options positions (calls and puts)
What is NOT disclosed:
- Short positions or short-selling activity
- Fixed income, commodities, or derivatives
- International equity positions
- Real-time trading activity
Key Investment Themes This Quarter
Analyzing 75 institutional portfolios with 32801 combined positions reveals several recurring themes across professional investment managers:
- Technology & AI: Continued concentrated investment in artificial intelligence infrastructure, cloud computing, and software-as-a-service businesses. Technology remains the dominant sector weight across institutional portfolios.
- Healthcare & Biotech: Selective positioning in pharmaceutical, biotech, and medical device companies with strong pipelines or defensive earnings characteristics.
- Financials: Banks, payment processors, and asset managers attracting institutional interest as interest rate dynamics evolve.
- Consumer Discretionary: Mixed positioning with institutions differentiating between resilient brands and those more exposed to consumer credit pressure.
- Energy: Selective energy exposure with focus on integrated majors and companies with strong dividend profiles.
Quarterly Data Summary — March 2026
Investors Tracked
75
Institutional managers
Total Positions
32801
Disclosed holdings
Filing Requirement
$100M+
AUM threshold
Reporting Lag
45 days
After quarter end
How to Use Quarterly 13F Data in Your Investment Research
The quarterly 13F data reviewed here gives investors a powerful edge when used correctly. Here are the most effective ways to incorporate this information into your research process:
- Screen for high-conviction ideas: Stocks that appear across multiple institutional portfolios — especially as new positions — are worth deeper investigation.
- Track conviction changes: Increasing position sizes across quarters signal growing conviction; decreasing sizes may signal deteriorating thesis.
- Identify sector themes: Aggregate sector analysis reveals where institutional capital is rotating, which can precede market moves in those sectors.
- Study investor-specific strategies: Understanding the investment philosophy behind each portfolio helps contextualize what they're buying and why.
- Use as a starting point: 13F data is a research tool, not a trade signal. Always perform your own fundamental analysis before making investment decisions.
Most Followed Investors in Our Database
Among the 75 institutional investors tracked, several are particularly closely followed due to their long-term track records and investment philosophies. Explore their individual portfolio analyses:
Explore All Quarterly 13F Data
Access detailed breakdowns of quarterly holdings, sector analysis, new position tracking, and conviction scoring across all tracked investors.
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