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Portfolio read · as entered · not stored

Test case: Five long-time dividend payers

0.0%in checked holdings with a warning filing in the last 12 months
0.0%checked (the 0 largest matched holdings)
5stocks · 100.0% matched to an SEC filer

Health HarborThis portfolio sails as: Sound ship

Sailing speed follows growth: 3.4% a year crosses the harbor in 70 seconds.

🌊 Visit the Bay →
  • the 10 largest holdings are 100% of the portfolio

Boat condition = number of warning signs: warning filings ≥ 5% of the portfolio; liabilities over assets ≥ 10%; slow and jumpy ≥ 30%; top 10 ≥ 60%; revenue ranges ≥ ±20%. A picture of the signs, not a rating and not investment advice.

Against the big portfolios · Q2 2026

The same quarter for everyone, 2026-03-31 → 2026-06-30, from each filer’s own 13F filings. Groups show the median and every member.

PortfolioQuarterDetail
Your book−4.0%100% of the book priced
S&P 500 fund+14.7%price, as filed in the same 13Fs
Insurers · 8+10.6%Travelers +27.4% · Ameriprise Financial +14.2% · Prudential Financial +13.0% · Allstate +11.6% · MassMutual +9.7% · Berkshire Hathaway +8.0% · MetLife +6.1% · Loews +5.8%
Endowments & foundations · 2+11.7%Harvard Management Co +11.9% · Gates Foundation Trust +11.4%
Managers · 2+15.6%Bridgewater Associates +19.6% · Renaissance Technologies +11.6%
Banks · 2+13.6%Goldman Sachs +14.7% · JPMorgan Chase +12.4%
Pensions · 5+14.6%CalPERS +15.0% · CalSTRS +15.0% · New York State Common +14.6% · Kentucky Teachers +14.1% · Wisconsin Investment Board +13.9%

The book as entered, held through the quarter. Stocks: price change between the two quarter-end 13F prices (the same method as every 13F filer below). Short-term funds: their own reported total return. Money-market funds: yield earned. Dividends on stocks are not in it, as for the filers.

Actuarial summary

MeasureValueWhat it means
Warning share0.0%Share of the portfolio in companies that filed a warning event in the last 12 months. Lower is healthier.
Top-10 weight100.0%How much the 10 largest holdings carry. Higher means more rides on a few names.
Effective holdings5The portfolio behaves like this many equal holdings (1 ÷ Σ weight²). Higher is more diversified.
Largest sector—Of the holdings checked. .
Revenue range±10.3%Weighted width of Edgarette’s tested 80% revenue ranges, on the 100% of the portfolio she covers. Narrower is more predictable.
Checked0.0%Share of the portfolio Health Watch has read.
Cash conversion18.9%Operating cash as a share of revenue, weighted. Higher = money arrives faster.
Growth speed3.4% a yearRevenue growth per year over three years, weighted. The long-term engine.
Dividend payers75% · raised 75%Share of the covered portfolio in companies paying a common dividend, and raising it.
Equity ratio33.1%Equity as a share of assets, weighted. Higher = less owed to others.
Classic signalsZ″ distress 0% · F ≤ 2 0% · accruals ahead 0%What a terminal subscription used to buy, a filing and arithmetic now give anyone: share of the covered portfolio in Altman’s distress zone (Z″ below 1.1), with a Piotroski F of 2 or less, and with earnings running ahead of cash (Sloan accruals of 10% or more). Display only. Method →
Liabilities over assets0.0%Share of the covered portfolio in companies whose liabilities exceed assets (often from buybacks, not always distress).
Cash Compass
🐄 Now 50%🐂 Steady 25%🌊 Between 25%
Speed and steadiness
Slow · steady 75%Fast · steady 25%

Inside view (own filings) and outside view (same-size peers) must agree · covers 80% of the portfolio · a description, not advice.

Risks to watch

Largest holdings

HoldingWeightHealth watch, last 12 months
COCA COLA CO $KO direct20.00%🐄not checked
PEPSICO INC $PEP direct20.00%🐂not checked
PROCTER & GAMBLE Co $PG direct20.00%🐄not checked
JOHNSON & JOHNSON $JNJ direct20.00%🌊not checked
ExxonMobil Holdings Corp $XOM direct20.00%not checked

Weights are shares of the stock holdings; funds are looked through to their latest SEC holdings report (top 100 itemized, the rest counted as spread thin). Holdings are matched to SEC filers by ticker or name; the measures cover the matched share shown. Display only: a description from SEC filings, not a rating and not investment advice. Nothing pasted here is stored.

Read another portfolio
Tickers and weights only. Funds are looked through. Nothing is stored.

A 13F lists a manager’s US stock holdings each quarter: every institution with $100M+ in US stocks files one.

The big portfolios, last quarter, from their own 13Fs:

InsurersBerkshire Hathaway +8.0%Prudential Financial +13.0%MetLife +6.1%Allstate +11.6%Travelers +27.4%MarkelLoews +5.8%MassMutual +9.7%Cincinnati Financial +1.8%Ameriprise Financial +14.2%
Endowments & foundationsHarvard Management Co +11.9%Gates Foundation Trust +11.4%
SovereignNorges Bank (Norway)
ManagersBridgewater Associates +19.6%Renaissance Technologies +11.6%
BanksJPMorgan Chase +12.4%Goldman Sachs +14.7%
PensionsMaryland State Retirement −0.4%CalPERS +15.0%CalSTRS +15.0%New York State Common +14.6%New York State Teachers +0.8%Wisconsin Investment Board +13.9%Kentucky Teachers +14.1%
Test it · sample listsFive long-time dividend payersFour fast growersFunds only: S&P 500, utilities, health careStocks, a fund and cash (shows overlap)test cases, not suggestions
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Data & Disclosure Notice: Edgar and Edgarette are automated software. Every figure on this page is calculated by software from public filings made by companies and funds with the U.S. Securities and Exchange Commission (EDGAR) and is published without individual human review. The accuracy and completeness of those filings are the responsibility of the filers; reports can contain errors and can be amended. Figures are shown as filed and as of each filing's date, and this page may be corrected or updated without notice. Ranges, expected returns, rankings, boats and other measures are statistical descriptions of past filings, not ratings, price forecasts, company guidance or recommendations; past results do not guarantee future results. This is general information published for all readers, not advice tailored to any person's portfolio, needs or circumstances, and nothing here is financial, investment, actuarial, legal, tax or other professional advice. Actuaries and other professionals who use these figures remain responsible for reviewing them for reasonableness and consistency against the original filings and for disclosing their reliance on them. No company, fund or reinsurer pays to be included or ranked. Provided as is, without warranty of any kind. Not affiliated with or endorsed by the SEC or by any company, fund or reinsurer named. All trademarks remain the property of their owners.