Blog
Top Insider Buys of Q1 2026: What Corporate Officers Are Buying
A data-driven look at the largest insider purchases in Q1 2026. When CEOs and directors put their own money on the line, it often signals conviction that the market has not yet priced in.
How Warren Buffett's Portfolio Has Evolved: A 13F Filing Deep Dive
Tracing the evolution of Berkshire Hathaway's equity portfolio through SEC 13F filings. From concentrated bets on financials to a massive Apple position and beyond.
When Insiders and Institutions Agree: The Overlap Signal
The most powerful signal in SEC filing data occurs when corporate insiders and institutional superinvestors independently converge on the same stock. Here is how to identify, evaluate, and act on the overlap signal.
Building a Watchlist from 13F and Form 4 Data
A step-by-step strategy for combining hedge fund 13F filings with insider trading Form 4 data to build a research-driven watchlist. Practical screening criteria, weighting frameworks, and maintenance routines.
Small Cap Stocks That Hedge Funds Are Quietly Accumulating
Why the most interesting positions in 13F filings are often the smallest companies. How to identify small and mid cap stocks that superinvestors are building positions in before the market catches on.
The Grand Portfolio: What 80 Superinvestors Own Together Reveals
When you aggregate the holdings of 80 top-performing hedge fund managers, a consensus portfolio emerges. Here is what the Grand Portfolio tells us about institutional conviction, portfolio overlap, and the stocks that attract the most sophisticated capital.
Sector Rotation Signals: Where Hedge Funds Are Moving Capital
How to read sector-level shifts in 13F filings to identify where institutional capital is flowing. A data-driven look at sector rotation patterns across 80 superinvestor portfolios.
How to Track Hedge Fund Portfolio Changes Quarter Over Quarter
A practical framework for analyzing quarterly 13F filing changes. Learn how to spot accumulation patterns, identify conviction trades, and extract actionable signals from hedge fund portfolio shifts.
How Superinvestors Are Positioning Their Portfolios in 2025
An analysis of 13F filings from top hedge fund managers reveals shifting portfolio strategies heading into 2025, with notable concentration in technology, healthcare, and energy.
The 13F Filing Calendar: Key Dates Every Investor Should Track
A complete guide to the SEC 13F filing schedule, including quarterly deadlines, typical filing patterns, and how to prepare for each filing season to get an edge on institutional portfolio data.
Understanding Insider Trading Signals: What Form 4 Filings Really Tell You
A practical guide to interpreting SEC Form 4 filings, distinguishing meaningful insider buys from routine transactions, and using insider activity as a research signal.
A Beginner's Guide to Reading 13F Filings
Everything you need to know about SEC 13F filings: what they contain, their limitations, and how to use them for investment research without falling into common traps.