First Trust Bank, Ltd.
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JENNISON ASSOCIATES LLC Coronation Investment Management International (Pty) Ltd Troy Asset Management Ltd Templeton & Phillips Capital Management, LLC EdgePoint Investment Group Inc. LANSDOWNE PARTNERS (UK) LLP Long Path Partners LP WCM INVESTMENT MANAGEMENT, LLC AXIOM INVESTORS LLC /DE SANDS CAPITAL MANAGEMENT, LLCRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 93.4%; sector active share 59.3% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
8 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 72.2% | $35,970,536 |
| Technology | 24.5% | $12,210,033 |
| Consumer Cyclical | 3.3% | $1,650,640 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PICK | iShares MSCI Global Metals & Mining Producers ETF | +14,944 | 122,546 | $7,126,049 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | 52,000 | $3,185,520 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
|
Held | 158,000 | $15,237,520 | 30.58% | |
| STIP |
iShares 0-5 Year TIPS Bond ETF
|
Held | 78,354 | $8,004,644 | 16.06% | |
| PICK |
iShares MSCI Global Metals & Mining Producers ETF
|
Added | 122,546 | $7,126,049 | 14.30% | |
| GLD |
Spdr Gold Trust
|
Reduced | 15,208 | $5,602,323 | 11.24% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 13,980 | $5,280,945 | 10.60% | |
| SNPS |
Synopsys Inc
Technology
|
Held | 10,446 | $4,659,647 | 9.35% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 22,859 | $2,269,441 | 4.55% | |
| HSAI |
Hesai Group
Consumer Cyclical
|
Reduced | 90,595 | $1,650,640 | 3.31% |
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.