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SRB CORP

Location
BOSTON, MA
Portfolio Value
Mid $1,409,657,718
Diversification
Diversified
Filing Date
Global Rank
#1,322 / 8,420 ▲ 162
Top Industry
Software - Infrastructure 23.8%
3Y Alpha vs SPY
-4.4%
Period ended 6 months ago
Filed Feb 13, 2026 · 4mo
24 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
+58.4%
SPY
+76.3%
Annualised alpha
-4.2%
Max drawdown
−14.5%

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

16 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025
Top Position
23.8%
−2.8 pts
Top 5
58.0%
−1.8 pts
Top 10
84.0%
+0.0 pts
HHI
1,042
Mar 2023 → Dec 2025 · range 729 – 1,146
Diversified−104

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Technology 29.5% $415,741,535
Financial Services 18.6% $261,644,568
Industrials 13.0% $182,754,956
Consumer Cyclical 12.1% $170,090,640
Consumer Defensive 8.4% $119,068,791
Communication Services 7.4% $104,029,588
Healthcare 6.5% $91,637,611
Basic Materials 4.6% $64,690,029

Last Quarter's Activity

Export CSV
Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased
1 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
16 positions · $1,409,657,718 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio History