BESSEMER GROUP INC
CIK
1054074
Location
WOODBRIDGE, NJ
Portfolio Value
Large
$54,909,003,866
Diversification
Diversified
Filing Date
Global Rank
#134
/ 8,623
▼ 4
· as of Mar 2026
Top Industry
Semiconductors
13.4%
3Y Alpha vs SPY
-2.9%
Period ended 4 months ago
Filed May 6, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+54.0%
SPY
+65.3%
Annualised alpha
-2.8%
Max drawdown
−18.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
2,131 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.9%
−0.0 pts
Top 5
24.8%
−2.0 pts
Top 10
34.4%
−2.4 pts
HHI
187
Diversified−19
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.6% | $16,782,711,401 |
| Industrials | 13.5% | $7,409,957,756 |
| Financial Services | 13.4% | $7,349,602,069 |
| Healthcare | 10.1% | $5,567,843,697 |
| Consumer Cyclical | 9.1% | $5,004,864,700 |
| Communication Services | 6.1% | $3,329,130,682 |
| Consumer Defensive | 5.1% | $2,805,263,158 |
| Energy | 4.5% | $2,447,155,144 |
| Utilities | 4.0% | $2,219,380,404 |
| Basic Materials | 1.9% | $1,047,808,233 |
| Real Estate | 1.2% | $666,320,858 |
| Unclassified | 0.5% | $278,965,764 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | +5,028,603 | 5,165,091 | $145,035,748 | |
| MDLN | Medline Inc. | +3,495,136 | 3,504,006 | $155,928,264 | |
| GFS | GLOBALFOUNDRIES Inc. | +2,813,548 | 2,813,582 | $125,148,121 | |
| VALE | Vale S.A. | +2,546,742 | 2,571,671 | $40,915,282 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | +2,502,104 | 2,545,049 | $200,193,545 | |
| IBKR | Interactive Brokers Group, Inc. | +2,390,247 | 3,922,736 | $263,097,896 | |
| INTC | Intel Corp | +2,373,927 | 2,478,020 | $109,355,016 | |
| NFLX | Netflix Inc | +2,313,092 | 3,622,325 | $348,286,544 | |
| SARO | StandardAero, Inc. | +1,695,187 | 4,798,854 | $123,954,394 | |
| WMB | Williams Companies, Inc. | +1,664,869 | 1,735,669 | $126,321,986 | |
| NEOG | Neogen Corp | +1,564,653 | 1,565,625 | $14,544,651 | |
| XPO | XPO, Inc. | +1,299,480 | 2,420,899 | $470,985,896 | |
| KMI | Kinder Morgan, Inc. | +1,055,255 | 6,751,400 | $226,374,436 | |
| NVDA | Nvidia Corp | +985,489 | 24,951,056 | $4,351,464,161 | |
| IP | International Paper Co /New/ | +966,591 | 3,313,516 | $118,292,514 | |
| RMBS | Rambus Inc | +946,177 | 1,039,905 | $89,463,020 | |
| CSCO | Cisco Systems, Inc. | +935,534 | 3,570,495 | $277,034,703 | |
| CDE | Coeur Mining, Inc. | +899,819 | 907,915 | $17,041,561 | |
| RRX | Regal Rexnord Corp | +894,527 | 916,054 | $171,540,266 | |
| NEE | Nextera Energy Inc | +799,546 | 10,187,013 | $946,169,762 | |
| ROL | Rollins Inc | +794,722 | 1,879,120 | $100,363,793 | |
| LRCX | Lam Research Corp | +755,462 | 794,104 | $169,668,254 | |
| MCD | Mcdonalds Corp | +754,596 | 1,325,880 | $412,070,240 | |
| CAH | Cardinal Health Inc | +739,553 | 750,038 | $158,490,523 | |
| SJM | J M SMUCKER Co | +722,922 | 726,112 | $70,026,237 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CCC | CCC Intelligent Solutions Holdings Inc. | −8,302,803 | 76,214 | $457,284 | |
| BSX | Boston Scientific Corp | −3,851,493 | 45,473 | $2,853,427 | |
| DHR | Danaher Corp /De/ | −2,060,465 | 36,441 | $6,909,210 | |
| HDB | Hdfc Bank Ltd | −1,891,698 | 1,628,845 | $40,525,658 | |
| TRU | TransUnion | −1,815,962 | 1,952,940 | $135,123,912 | |
| ORLY | O Reilly Automotive Inc | −1,789,715 | 181,014 | $16,709,399 | |
| APO | Apollo Global Management, Inc. | −1,528,182 | 8,466 | $943,279 | |
| BN | BROOKFIELD Corp /ON/ | −1,459,259 | 5,661,500 | $229,120,899 | |
| KKR | KKR & Co. Inc. | −1,263,124 | 22,044 | $2,039,068 | |
| UNH | Unitedhealth Group Inc | −1,253,060 | 444,104 | $120,170,096 | |
| PNR | PENTAIR plc | −1,222,716 | 7,464 | $650,185 | |
| BAH | Booz Allen Hamilton Holding Corp | −1,160,249 | 7,756 | $605,198 | |
| QCOM | Qualcomm Inc/De | −1,080,186 | 40,132 | $5,168,194 | |
| CDW | CDW Corp | −1,027,782 | 15,123 | $1,830,182 | |
| MRK | Merck & Co., Inc. | −972,240 | 1,081,897 | $130,141,384 | |
| CWK | Cushman & Wakefield Ltd. | −868,945 | 2,869 | $35,173 | |
| IT | Gartner Inc | −759,968 | 20,382 | $3,227,280 | |
| CRH | Crh Public Ltd Co | −740,440 | 3,277,118 | $344,490,640 | |
| SMPL | Simply Good Foods Co | −686,986 | 3,877 | $55,634 | |
| NOW | ServiceNow, Inc. | −674,367 | 1,123,795 | $117,492,762 | |
| BX | Blackstone Inc. | −634,933 | 40,911 | $4,704,352 | |
| MS | Morgan Stanley | −629,894 | 737,832 | $121,425,009 | |
| SHW | Sherwin Williams Co | −592,553 | 16,519 | $5,295,161 | |
| DG | Dollar General Corp | −573,885 | 1,120,430 | $133,028,648 | |
| SPGI | S&P Global Inc. | −573,875 | 18,614 | $7,917,275 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SMERY | Siemens Energy AG/ADR | 60,862 | $10,268,635 | |
| AZN | Astrazeneca PLC | 42,779 | $8,436,870 | |
| INDV | Indivior Pharmaceuticals, Inc. | 113,543 | $3,460,790 | |
| GRDN | Guardian Pharmacy Services, Inc. | 78,656 | $2,962,180 | |
| PNFP | Pinnacle Financial Partners, Inc. | 32,812 | $2,826,424 | |
| AESI | Atlas Energy Solutions Inc. | 57,845 | $758,926 | |
| NPFD | Nuveen Variable Rate Preferred & Income Fund | 27,976 | $507,764 | |
| SLRC | SLR Investment Corp. | 29,396 | $420,656 | |
| QGEN | Qiagen N.V. | 8,112 | $324,804 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 4,372 | $284,573 | |
| PRMB | Primo Brands Corp | 12,978 | $244,375 | |
| HTFL | Heartflow, Inc. | 5,180 | $126,029 | |
| AMCR | Amcor plc | 2,284 | $90,786 | |
| VKTX | Viking Therapeutics, Inc. | 2,400 | $78,096 | |
| EH | EHang Holdings Ltd | 5,300 | $51,463 | |
| VSNT | Versant Media Group, Inc. | 1,338 | $49,531 | |
| FROG | JFrog Ltd | 765 | $35,901 | |
| EVTL | Vertical Aerospace Ltd. | 14,000 | $30,940 | |
| ABR | Arbor Realty Trust Inc | 3,809 | $29,367 | |
| ESTC | Elastic N.V. | 490 | $24,495 | |
| TU | Telus Corp | 1,387 | $17,794 | |
| BTT | BlackRock Municipal 2030 Target Term Trust | 754 | $17,115 | |
| KMPR | KEMPER Corp | 505 | $15,432 | |
| COTY | Coty Inc. | 7,114 | $14,299 | |
| WAY | Waystar Holding Corp. | 573 | $13,815 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| OTF | Blue Owl Technology Finance Corp. | 216,120 | $3,142,384 | |
| GDOT | Green Dot Corp | 236,786 | $3,033,228 | |
| OS | OneStream, Inc. | 59,759 | $1,098,370 | |
| MNDY | monday.com Ltd. | 6,636 | $979,207 | |
| CPNG | Coupang, Inc. | 32,937 | $776,982 | |
| SGRY | Surgery Partners, Inc. | 27,999 | $432,584 | |
| DEC | Diversified Energy Co | 27,000 | $390,960 | |
| TTAN | ServiceTitan, Inc. | 2,660 | $283,290 | |
| ONDS | Ondas Inc. | 25,637 | $250,217 | |
| CNDT | CONDUENT Inc | 75,000 | $144,000 | |
| ERII | Energy Recovery, Inc. | 10,313 | $139,122 | |
| EQX | Equinox Gold Corp. | 7,000 | $98,280 | |
| EOS | Eaton Vance Enhanced Equity Income Fund II | 3,500 | $81,935 | |
| MAUTF | Montage Gold Corp. | 10,000 | $72,030 | |
| EXAS | EXACT SCIENCES CORP | 608 | $61,747 | |
| PAAS | Pan American Silver Corp | 1,000 | $51,810 | |
| NRGV | Energy Vault Holdings, Inc. | 9,492 | $43,758 | |
| BDN | Brandywine Realty Trust | 14,326 | $41,831 | |
| LXEO | Lexeo Therapeutics, Inc. | 2,380 | $23,633 | |
| FGDL | Franklin Templeton Holdings Trust | 371 | $21,369 | |
| TGNA | TEGNA INC | 1,078 | $20,922 | |
| TRVI | Trevi Therapeutics, Inc. | 1,560 | $19,531 | |
| MVST | Microvast Holdings, Inc. | 6,809 | $19,065 | |
| HYLN | Hyliion Holdings Corp. | 10,245 | $18,850 | |
| CGTX | Cognition Therapeutics Inc | 13,797 | $18,625 | |
| No positions match the current search. | ||||
2,131 tracked positions ·
$54,909,003,866 total
· filing declares
9,822 positions · $63,619,159
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 2,131 positions by value
· page 1 of 43
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 24,951,056 | $4,351,464,161 | 7.92% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,928,565 | $3,027,350,505 | 5.51% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,921,677 | $2,562,197,169 | 4.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,828,748 | $2,047,033,339 | 3.73% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 5,347,374 | $1,655,065,719 | 3.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,298,057 | $1,314,787,346 | 2.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 4,460,709 | $1,312,162,153 | 2.39% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 10,187,013 | $946,169,762 | 1.72% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 2,850,766 | $861,615,511 | 1.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 860,704 | $791,649,710 | 1.44% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,471,036 | $718,157,344 | 1.31% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,157,936 | $686,819,495 | 1.25% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 669,797 | $667,405,818 | 1.22% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 12,684,977 | $618,392,624 | 1.13% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,781,764 | $602,147,138 | 1.10% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,312,421 | $535,947,676 | 0.98% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 3,021,114 | $512,562,196 | 0.93% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Added | 2,165,273 | $499,008,809 | 0.91% | |
| XPO |
XPO, Inc.
Industrials
|
Added | 2,420,899 | $470,985,896 | 0.86% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Reduced | 2,778,612 | $437,020,089 | 0.80% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,216,373 | $415,744,122 | 0.76% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,325,880 | $412,070,240 | 0.75% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 4,753,330 | $411,876,040 | 0.75% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 869,556 | $400,856,613 | 0.73% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 587,121 | $400,557,425 | 0.73% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 2,169,066 | $395,702,705 | 0.72% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 540,796 | $383,132,328 | 0.70% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 1,215,006 | $381,681,979 | 0.70% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
Added | 2,319,123 | $353,689,443 | 0.64% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 736,785 | $353,067,366 | 0.64% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,622,325 | $348,286,544 | 0.63% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Reduced | 3,277,118 | $344,490,640 | 0.63% | |
| COP |
Conocophillips
Energy
|
Added | 2,401,650 | $317,017,800 | 0.58% | |
| BA |
Boeing Co
Industrials
|
Added | 1,590,290 | $316,515,412 | 0.58% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Reduced | 643,123 | $311,856,768 | 0.57% | |
| AEE |
Ameren Corp
Utilities
|
Added | 2,758,605 | $303,225,855 | 0.55% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 3,631,740 | $296,785,787 | 0.54% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Reduced | 1,036,110 | $292,566,374 | 0.53% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
Added | 1,475,888 | $291,487,876 | 0.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,012,398 | $291,125,164 | 0.53% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 965,236 | $285,082,446 | 0.52% | |
| RSG |
Republic Services, Inc.
Industrials
|
Added | 1,274,507 | $279,142,516 | 0.51% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 2,450,274 | $277,885,569 | 0.51% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 3,570,495 | $277,034,703 | 0.50% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Added | 2,926,696 | $269,870,632 | 0.49% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Added | 879,157 | $267,334,055 | 0.49% | |
| CLH |
Clean Harbors Inc
Industrials
|
Added | 932,027 | $267,240,095 | 0.49% | |
| KLAC |
Kla Corp
Technology
|
Added | 180,279 | $265,444,597 | 0.48% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Added | 3,922,736 | $263,097,896 | 0.48% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 426,436 | $234,121,886 | 0.43% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.