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Equibles

BESSEMER GROUP INC

Location
WOODBRIDGE, NJ
Portfolio Value
Mid $2,447,169,977
Diversification
Diversified
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 SPY

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

Cloned portfolio
+54.8%
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, 2025
Top Position
7.9%
−0.0 pts
Top 5
24.9%
−2.0 pts
Top 10
34.4%
−2.4 pts
HHI
187
Jun 2023 → Mar 2026 · range 161 – 218
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 CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
PFE +5,028,603 5,165,091 $145,035,748
MDLN +3,495,136 3,504,006 $155,928,264
GFS +2,813,548 2,813,582 $125,148,121
VALE +2,546,742 2,571,671 $40,915,282
CP +2,502,104 2,545,049 $200,193,545
IBKR +2,390,247 3,922,736 $263,097,896
INTC +2,373,927 2,478,020 $109,355,016
NFLX +2,313,092 3,622,325 $348,286,544
SARO +1,695,187 4,798,854 $123,954,394
WMB +1,664,869 1,735,669 $126,321,986
NEOG +1,564,653 1,565,625 $14,544,651
XPO +1,299,480 2,420,899 $470,985,896
KMI +1,055,255 6,751,400 $226,374,436
NVDA +985,489 24,951,056 $4,351,464,161
IP +966,591 3,313,516 $118,292,514
RMBS +946,177 1,039,905 $89,463,020
CSCO +935,534 3,570,495 $277,034,703
CDE +899,819 907,915 $17,041,561
RRX +894,527 916,054 $171,540,266
NEE +799,546 10,187,013 $946,169,762
ROL +794,722 1,879,120 $100,363,793
LRCX +755,462 794,104 $169,668,254
MCD +754,596 1,325,880 $412,070,240
CAH +739,553 750,038 $158,490,523
SJM +722,922 726,112 $70,026,237

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
CCC −8,302,803 76,214 $457,284
BSX −3,851,493 45,473 $2,853,427
DHR −2,060,465 36,441 $6,909,210
HDB −1,891,698 1,628,845 $40,525,658
TRU −1,815,962 1,952,940 $135,123,912
ORLY −1,789,715 181,014 $16,709,399
APO −1,528,182 8,466 $943,279
BN −1,459,259 5,661,500 $229,120,899
KKR −1,263,124 22,044 $2,039,068
UNH −1,253,060 444,104 $120,170,096
PNR −1,222,716 7,464 $650,185
BAH −1,160,249 7,756 $605,198
QCOM −1,080,186 40,132 $5,168,194
CDW −1,027,782 15,123 $1,830,182
MRK −972,240 1,081,897 $130,141,384
CWK −868,945 2,869 $35,173
IT −759,968 20,382 $3,227,280
CRH −740,440 3,277,118 $344,490,640
SMPL −686,986 3,877 $55,634
NOW −674,367 1,123,795 $117,492,762
BX −634,933 40,911 $4,704,352
MS −629,894 737,832 $121,425,009
SHW −592,553 16,519 $5,295,161
DG −573,885 1,120,430 $133,028,648
SPGI −573,875 18,614 $7,917,276

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
SMERY 60,862 $10,268,635
AZN 42,779 $8,436,870
INDV 113,543 $3,460,790
GRDN 78,656 $2,962,180
PNFP 32,812 $2,826,424
AESI 57,845 $758,926
NPFD 27,976 $507,764
SLRC 29,396 $420,656
QGEN 8,112 $324,804
SUNB 4,372 $284,573
PRMB 12,978 $244,375
HTFL 5,180 $126,029
AMCR 2,284 $90,786
VKTX 2,400 $78,096
EH 5,300 $51,463
VSNT 1,338 $49,531
FROG 765 $35,901
EVTL 14,000 $30,940
ABR 3,809 $29,367
ESTC 490 $24,495
TU 1,387 $17,794
BTT 754 $17,115
KMPR 505 $15,432
COTY 7,114 $14,299
WAY 573 $13,815

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
OTF 216,120 $3,142,384
GDOT 236,786 $3,033,228
OS 59,759 $1,098,370
MNDY 6,636 $979,207
CPNG 32,937 $776,982
SGRY 27,999 $432,584
DEC 27,000 $390,960
TTAN 2,660 $283,290
ONDS 25,637 $250,217
CNDT 75,000 $144,000
ERII 10,313 $139,122
EQX 7,000 $98,280
EOS 3,500 $81,935
MAUTF 10,000 $72,030
PIPR 772 $65,562
EXAS 608 $61,747
PAAS 1,000 $51,810
NRGV 9,492 $43,758
BDN 14,326 $41,831
LXEO 2,380 $23,633
FGDL 371 $21,369
TGNA 1,078 $20,922
TRVI 1,560 $19,531
MVST 6,809 $19,065
HYLN 10,245 $18,850

Portfolio Positions

Export CSV View 13F filing
114 positions · $2,447,169,977 total · Energy 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 114 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History
CVX
Chevron Corp
Energy 		3,471,036 $718,157,344 29.35%
XOM
Exxon Mobil Corp
Energy 		3,021,114 $512,562,196 20.95%
COP
Conocophillips
Energy 		2,401,650 $317,017,800 12.95%
KMI
Kinder Morgan, Inc.
Energy 		6,751,400 $226,374,436 9.25%
BKR
Baker Hughes Co
Energy 		3,565,158 $217,652,890 8.89%
WMB
Williams Companies, Inc.
Energy 		1,735,669 $126,321,986 5.16%
TRP
Tc Energy Corp
Energy 		862,098 $53,967,330 2.21%
MGY
Magnolia Oil & Gas Corp
Energy 		1,254,441 $39,602,698 1.62%
MUR
Murphy Oil Corp
Energy 		700,132 $28,880,441 1.18%
MTDR
Matador Resources Co
Energy 		435,426 $27,510,210 1.12%
WHD
Cactus, Inc.
Energy 		559,901 $26,522,506 1.08%
SEI
Solaris Energy Infrastructure, Inc.
Energy 		220,826 $12,478,872 0.51%
APA
APA Corp
Energy 		197,214 $8,369,760 0.34%
VAL
Valaris Ltd
Energy 		84,917 $8,325,261 0.34%
TDW
Tidewater Inc
Energy 		97,719 $8,164,422 0.33%
PARR
Par Pacific Holdings, Inc.
Energy 		123,303 $7,723,699 0.32%
INSW
International Seaways, Inc.
Energy 		102,940 $7,502,266 0.31%
MPC
Marathon Petroleum Corp
Energy 		28,287 $6,907,115 0.28%
ENB
Enbridge Inc
Energy 		124,072 $6,717,256 0.27%
DINO
HF Sinclair Corp
Energy 		96,749 $6,036,169 0.25%
CRC
California Resources Corp
Energy 		86,412 $5,981,438 0.24%
FTI
TechnipFMC plc
Energy 		84,335 $5,830,076 0.24%
FLNG
Flex LNG Ltd.
Energy 		191,231 $5,681,473 0.23%
DVN
Devon Energy Corp/De
Energy 		107,158 $5,392,188 0.22%
INVX
Innovex International, Inc.
Energy 		208,753 $5,091,485 0.21%
NE
Noble Corp plc
Energy 		102,736 $5,041,255 0.21%
VLO
Valero Energy Corp/Tx
Energy 		19,595 $4,841,528 0.20%
CNQ
Canadian Natural Resources Ltd
Energy 		96,369 $4,696,059 0.19%
SU
Suncor Energy Inc
Energy 		64,709 $4,277,910 0.17%
NFG
National Fuel Gas Co
Energy 		39,208 $3,683,982 0.15%
IMO
Imperial Oil Ltd
Energy 		23,241 $3,040,385 0.12%
SLB
Slb Limited/Nv
Energy 		49,844 $2,561,479 0.10%
OKE
Oneok Inc /New/
Energy 		27,528 $2,488,252 0.10%
PSX
Phillips 66
Energy 		13,450 $2,450,318 0.10%
EOG
Eog Resources Inc
Energy 		14,307 $2,068,359 0.08%
SHEL
Shell plc
Energy 		17,412 $1,619,316 0.07%
EQT
EQT Corp
Energy 		24,982 $1,589,853 0.06%
LNG
Cheniere Energy, Inc.
Energy 		4,734 $1,343,319 0.05%
HAL
Halliburton Co
Energy 		29,937 $1,167,239 0.05%
OXY
Occidental Petroleum Corp /De/
Energy 		14,850 $965,250 0.04%
MPLX
Mplx LP
Energy 		14,010 $799,550 0.03%
CTRA
Coterra Energy Inc.
Energy 		21,997 $772,973 0.03%
BP
Bp PLC
Energy 		16,342 $768,074 0.03%
AESI
Atlas Energy Solutions Inc.
Energy 		57,845 $758,926 0.03%
EPD
Enterprise Products Partners L.P.
Energy 		18,660 $706,094 0.03%
FANG
Diamondback Energy, Inc.
Energy 		3,451 $682,570 0.03%
TRGP
Targa Resources Corp.
Energy 		2,514 $630,332 0.03%
PBA
Pembina Pipeline Corp
Energy 		13,172 $589,577 0.02%
AROC
Archrock, Inc.
Energy 		12,543 $436,495 0.02%
TTE
TotalEnergies SE
Energy 		4,533 $412,408 0.02%

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