Fishy Whales
13F Institutional Portfolio · CIK 93751

State Street

Reported 2026-03-31 · filed 2026-05-15
← All funds
$2.9T
Portfolio value
4,269
Positions
118
New positions
137
Sold out

13F book value over time

7 quarters
Quarter
-3%
1 Yr
+19%

Top holdings

by value
CompanySectorValueWeightΔ Q/Q
NVDA Information Technology $173.34B 6.0%
AAPL Information Technology $152.87B 5.3%
MSFT Information Technology $113.53B 3.9%
AMZN Consumer Discretionary $81.32B 2.8%
GOOG Communication Services $65.06B 2.2%
AVGO Information Technology $59.23B 2.0%
GOOG Communication Services $53.27B 1.8%
META Communication Services $50.65B 1.7% -3%
TSLA Consumer Discretionary $42.64B 1.5%
JPM-PM Financials $36.56B 1.3%
XOM Energy $36.29B 1.3% +4%
BRK-B Financials $35.51B 1.2%
LLY Health Care $32.75B 1.1%
JNJ Health Care $32.63B 1.1%
CVX Energy $31.68B 1.1%
V Financials $24.88B 0.9%
CAT Industrials $24.71B 0.9% -1%
WMT Consumer Staples $23.15B 0.8%
LMT Industrials $19.68B 0.7% -3%
MA Financials $18.23B 0.6%
COST Consumer Staples $18.09B 0.6%
RTX Industrials $17.86B 0.6%
ABBV Health Care $17.66B 0.6%
MU Information Technology $17.66B 0.6%
MS-PA Financials $16.68B 0.6% -2%

Sector allocation

SIC-derived
Information Technology 36%Financials 12%Communication Services 11%Health Care 10%Consumer Discretionary 9%Industrials 7%Energy 5%Consumer Staples 5%Materials 2%Unclassified 2%Utilities 2%Real Estate 1%

Top buys

added this quarter
CompanyActionΔ value
XOM added +11.61B
Conocophillips added +3B
VRT added +2.56B
SNDK added +2.29B
Valero Energy Corp added +1.89B
INTC added +1.76B
Marathon Pete Corp added +1.73B

Top sells

trimmed + exited
CompanyActionΔ value
META trimmed −9.32B
CRM trimmed −4.15B
APP trimmed −3.34B
QCOM trimmed −2.35B
ADBE trimmed −2.33B
BAC trimmed −2.04B
WFC trimmed −1.99B