BESSEMER GROUP INC

CIK

1054074

Location

WOODBRIDGE, NJ

Portfolio Value

Large $54,005,061,055

Diversification

Diversified

Filing Date

Global Rank

#134 / 8,603 ▼ 4 · as of Mar 2026

Top Industry

Semiconductors 13.6%

3Y Alpha vs SPY

-4.9%

Period ended 3 months ago

Filed May 6, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.4%

SPY

+76.5%

Annualised alpha

-5.0%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

2,130 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.1%

+0.0 pts

Top 5

25.3%

−1.9 pts

Top 10

34.9%

−2.3 pts

HHI

192

Diversified−18

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.5%	$16,462,390,866	301
Industrials	13.7%	$7,385,383,138	307
Financial Services	13.6%	$7,341,278,693	349
Healthcare	10.3%	$5,567,817,298	277
Consumer Cyclical	9.2%	$4,956,248,357	255
Communication Services	6.2%	$3,329,130,682	82
Consumer Defensive	5.2%	$2,805,259,464	103
Utilities	4.1%	$2,219,376,865	72
Energy	3.6%	$1,934,607,781	113
Basic Materials	2.0%	$1,058,310,587	112
Real Estate	1.2%	$666,321,075	141
Unclassified	0.5%	$278,936,249	18

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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	$7,490,325
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
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
SMERY	Siemens Energy AG/ADR	60,862	$2,053,724
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

2,130 positions · $54,005,061,055 total · 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 2,130 positions by value · page 1 of 43

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	24,951,056	+985,489	$4,351,464,161	−2.6%	8.06%
AAPL	Apple Inc. Technology	Reduced	11,928,565	-337,156	$3,027,350,505	−9.2%	5.61%
MSFT	Microsoft Corp Technology	Added	6,921,677	+537,634	$2,562,197,169	−17.0%	4.74%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,828,748	-516,750	$2,047,033,339	−14.3%	3.79%
AVGO	Broadcom Inc. Technology	Reduced	5,347,374	-21,709	$1,655,065,719	−10.9%	3.06%
META	Meta Platforms, Inc. Communication Services	Reduced	2,298,057	-83,781	$1,314,787,346	−16.4%	2.43%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,460,709	-237,830	$1,312,162,153	−13.3%	2.43%
NEE	Nextera Energy Inc Utilities	Added	10,187,013	+799,546	$946,169,762	+25.5%	1.75%
V	Visa Inc. Financial Services	Reduced	2,850,766	-92,870	$861,615,511	−16.5%	1.60%
LLY	ELI LILLY & Co Healthcare	Added	860,704	+272,187	$791,649,710	+25.2%	1.47%
CVX	Chevron Corp Energy	Added	3,471,036	+483,185	$718,157,344	+57.7%	1.33%
ABBV	AbbVie Inc. Healthcare	Added	3,157,936	+42,695	$686,819,495	−3.5%	1.27%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	669,797	+76,209	$667,405,818	+30.4%	1.24%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,684,977	+124,232	$618,392,624	−10.5%	1.15%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,781,764	+130,602	$602,147,138	+20.0%	1.11%
WMT	Walmart Inc. Consumer Defensive	Added	4,312,421	+65,445	$535,947,676	+13.3%	0.99%
HWM	Howmet Aerospace Inc. Industrials	Added	2,165,273	+15,564	$499,008,809	+13.2%	0.92%
XPO	XPO, Inc. Industrials	Added	2,420,899	+1,299,480	$470,985,896	+209.0%	0.87%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	2,778,612	-113,304	$437,020,089	−6.7%	0.81%
AMAT	Applied Materials Inc /De Technology	Reduced	1,216,373	-342,990	$415,744,122	+3.7%	0.77%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,325,880	+754,596	$412,070,240	+136.0%	0.76%
MDT	Medtronic plc Healthcare	Added	4,753,330	+677,343	$411,876,040	+5.2%	0.76%
ISRG	Intuitive Surgical Inc Healthcare	Added	869,556	+85,606	$400,856,613	−9.7%	0.74%
NOC	Northrop Grumman Corp /De/ Industrials	Added	587,121	+58,690	$400,557,425	+32.9%	0.74%
COF	Capital One Financial Corp Financial Services	Added	2,169,066	+720,940	$395,702,705	+12.7%	0.73%
CAT	Caterpillar Inc Industrials	Added	540,796	+134,318	$383,132,328	+64.5%	0.71%
COR	Cencora, Inc. Healthcare	Reduced	1,215,006	-150,050	$381,681,979	−17.2%	0.71%
LYV	Live Nation Entertainment, Inc. Communication Services	Added	2,319,123	+475,373	$353,689,443	+34.6%	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	736,785	+660,456	$353,067,366	+820.2%	0.65%
NFLX	Netflix Inc Communication Services	Added	3,622,325	+2,313,092	$348,286,544	+183.7%	0.64%
CRH	Crh Public Ltd Co Basic Materials	Reduced	3,277,118	-740,440	$344,490,640	−31.3%	0.64%
COP	Conocophillips Energy	Added	2,401,650	+71,406	$317,017,800	+45.3%	0.59%
BA	Boeing Co Industrials	Added	1,590,290	+591,936	$316,515,412	+46.0%	0.59%
SPOT	Spotify Technology S.A. Communication Services	Reduced	643,123	-86,269	$311,856,768	−26.4%	0.58%
AEE	Ameren Corp Utilities	Added	2,758,605	+18,526	$303,225,855	+10.8%	0.56%
FTNT	Fortinet, Inc. Technology	Added	3,631,740	+490,108	$296,785,787	+19.0%	0.55%
KEYS	Keysight Technologies, Inc. Technology	Reduced	1,036,110	-191,684	$292,566,374	+17.3%	0.54%
TTWO	Take Two Interactive Software Inc Communication Services	Added	1,475,888	+19,702	$291,487,876	−21.8%	0.54%
GOOGL	Alphabet Inc. Communication Services	Added	1,012,398	+28,056	$291,125,164	−5.5%	0.54%
CME	Cme Group Inc. Financial Services	Added	965,236	+87,065	$285,082,446	+18.9%	0.53%
RSG	Republic Services, Inc. Industrials	Added	1,274,507	+453,336	$279,142,516	+60.4%	0.52%
C	Citigroup Inc Financial Services	Reduced	2,450,274	-309,997	$277,885,569	−13.7%	0.51%
CSCO	Cisco Systems, Inc. Technology	Added	3,570,495	+935,534	$277,034,703	+36.5%	0.51%
USFD	US Foods Holding Corp. Consumer Defensive	Added	2,926,696	+51,519	$269,870,632	+24.6%	0.50%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Added	879,157	+4,962	$267,334,055	+6.5%	0.50%
CLH	Clean Harbors Inc Industrials	Added	932,027	+16,747	$267,240,095	+24.5%	0.49%
IBKR	Interactive Brokers Group, Inc. Financial Services	Added	3,922,736	+2,390,247	$263,097,896	+167.0%	0.49%
PWR	Quanta Services, Inc. Industrials	Added	426,436	+3,123	$234,121,886	+31.0%	0.43%
STE	STERIS plc Healthcare	Added	1,048,636	+85,188	$231,884,874	−5.1%	0.43%
LIN	Linde PLC Basic Materials	Added	464,011	+444,838	$230,038,087	+2713.9%	0.43%