BESSEMER GROUP INC
Filing Date
Global Rank
#74
/ 8,232
▲ 2
Top Industry
Semiconductors
13.4%
3Y Alpha vs SPY
-5.2%
Period ended 2 months ago
Filed May 6, 2026 · 38d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.7%
SPY
+76.5%
Annualised alpha
-5.2%
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
2,127 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.9%
−0.0 pts
Top 5
24.9%
−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% | $7,402,749,809 |
| Financial Services | 13.4% | $7,341,422,618 |
| 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% | $2,805,319,721 |
| Energy | 4.5% | $2,447,169,977 |
| Utilities | 4.0% | $2,219,377,963 |
| Basic Materials | 1.9% | $1,047,808,236 |
| 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 | $7,917,276 | |
| 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 | |
| PIPR | Piper Sandler Companies | 772 | $65,562 | |
| 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 | |
| No positions match the current search. | ||||
104 positions ·
$2,805,319,721 total
· Consumer Defensive only
· 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 104 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 669,797 | $667,405,818 | 23.79% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,312,421 | $535,947,676 | 19.10% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Added | 2,926,696 | $269,870,632 | 9.62% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
Added | 2,289,254 | $207,566,654 | 7.40% | |
| BJ |
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive
|
Reduced | 1,711,586 | $168,454,289 | 6.00% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Added | 8,525,023 | $146,971,391 | 5.24% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 881,714 | $145,782,588 | 5.20% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Reduced | 1,120,430 | $133,028,648 | 4.74% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 865,980 | $125,082,146 | 4.46% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 1,631,049 | $124,041,269 | 4.42% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 604,611 | $93,890,037 | 3.35% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
Added | 726,112 | $70,026,237 | 2.50% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 205,428 | $42,706,421 | 1.52% | |
| CHEF |
Chefs' Warehouse, Inc.
Consumer Defensive
|
Added | 231,181 | $13,743,706 | 0.49% | |
| LRN |
Stride, Inc.
Consumer Defensive
|
Added | 85,100 | $7,503,266 | 0.27% | |
| CVSA |
Covista Inc.
Consumer Defensive
|
Added | 53,958 | $6,218,658 | 0.22% | |
| JJSF |
J&J Snack Foods Corp
Consumer Defensive
|
Added | 76,037 | $6,027,452 | 0.21% | |
| CALM |
Cal-Maine Foods Inc
Consumer Defensive
|
Added | 59,116 | $4,679,030 | 0.17% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 64,277 | $3,704,922 | 0.13% | |
| STRA |
Strategic Education, Inc.
Consumer Defensive
|
Added | 39,861 | $3,306,867 | 0.12% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 41,728 | $2,753,628 | 0.10% | |
| FLO |
Flowers Foods Inc
Consumer Defensive
|
Added | 294,654 | $2,401,430 | 0.09% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 27,663 | $2,357,716 | 0.08% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Added | 27,130 | $1,586,287 | 0.06% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 11,619 | $1,408,221 | 0.05% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Added | 33,182 | $1,235,029 | 0.04% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Added | 16,925 | $1,230,275 | 0.04% | |
| KR |
Kroger Co
Consumer Defensive
|
Added | 16,818 | $1,216,947 | 0.04% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Added | 16,319 | $1,182,473 | 0.04% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Added | 10,707 | $999,174 | 0.04% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 10,001 | $964,793 | 0.03% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Reduced | 8,307 | $860,852 | 0.03% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Added | 7,518 | $823,294 | 0.03% | |
| PSMT |
Pricesmart Inc
Consumer Defensive
|
Held | 4,661 | $701,480 | 0.03% | |
| BF-A |
Brown Forman Corp
Consumer Defensive
|
Held | 25,952 | $695,254 | 0.02% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Added | 36,624 | $575,727 | 0.02% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 7,612 | $542,960 | 0.02% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 9,061 | $516,203 | 0.02% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Added | 7,268 | $465,659 | 0.02% | |
| PRDO |
PERDOCEO EDUCATION Corp
Consumer Defensive
|
Held | 11,823 | $439,933 | 0.02% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Reduced | 8,297 | $418,498 | 0.01% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
Added | 5,616 | $389,581 | 0.01% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Added | 5,042 | $361,861 | 0.01% | |
| SFM |
Sprouts Farmers Market, Inc.
Consumer Defensive
|
Reduced | 4,353 | $335,746 | 0.01% | |
| UTZ |
Utz Brands, Inc.
Consumer Defensive
|
Added | 42,344 | $335,364 | 0.01% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Added | 12,632 | $332,598 | 0.01% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
Reduced | 9,297 | $329,856 | 0.01% | |
| BG |
Bunge Global SA
Consumer Defensive
|
Added | 2,550 | $324,358 | 0.01% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
Added | 6,761 | $291,127 | 0.01% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Added | 1,676 | $251,400 | 0.01% |