Page Arthur B

CIK

1592615

Location

BOSTON, MA

Portfolio Value

Micro $88,895,342

Diversification

Diversified

Filing Date

Global Rank

#5,173 / 7,296 ▼ 63

Top Industry

Semiconductors 10.1%

3Y Alpha vs SPY

-6.3%

Period ended 2 years ago

Filed Apr 29, 2024 · 2y

17 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

+50.3%

SPY

+76.5%

Annualised alpha

-6.3%

Max drawdown

−15.6%

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

41 positions · as of Mar 31, 2024 · Δ vs Dec 31, 2023

Top Position

6.7%

+0.3 pts

Top 5

27.2%

−0.4 pts

Top 10

48.0%

−1.1 pts

HHI

375

Diversified−12

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2024

Sector	% Portfolio	Value	Positions
Technology	25.7%	$22,832,946	7
Healthcare	22.6%	$20,121,708	12
Consumer Cyclical	13.0%	$11,583,455	5
Industrials	11.6%	$10,290,653	6
Consumer Defensive	8.6%	$7,610,906	6
Financial Services	5.8%	$5,122,736	2
Communication Services	5.2%	$4,624,947	1
Unclassified	4.6%	$4,080,044	1
Energy	3.0%	$2,627,947	1

Last Quarter's Activity

Export CSV

Mar 31, 2024 vs Dec 31, 2023

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+20,266	32,466	$1,953,478
AMZN	Amazon Com Inc	+160	18,325	$3,305,462
CVX	Chevron Corp	+38	16,660	$2,627,947
BDX	Becton Dickinson & Co	+20	4,752	$924,435
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVS	Novartis AG	−9,839	7,505	$725,957
CNI	Canadian National Railway Co	−6,479	23,031	$3,033,412
AMD	Advanced Micro Devices Inc	−3,476	25,851	$4,665,846
CHD	Church & Dwight Co Inc /De/	−2,549	10,878	$1,134,683
GOOGL	Alphabet Inc.	−1,980	30,643	$4,624,947
SYY	Sysco Corp	−1,900	5,600	$454,608
ABT	Abbott Laboratories	−1,647	31,028	$3,526,641
FISV	Fiserv Inc	−1,620	25,529	$4,080,044
TJX	Tjx Companies Inc /De/	−1,575	29,185	$2,959,942
AAPL	Apple Inc.	−1,404	25,070	$4,299,002
ADI	Analog Devices Inc	−1,400	17,890	$3,538,462
JNJ	Johnson & Johnson	−1,230	21,350	$3,377,355
ADP	Automatic Data Processing Inc	−1,067	15,508	$3,872,966
HON	Honeywell International Inc	−1,006	1,477	$285,725
XYL	Xylem Inc.	−955	18,670	$2,412,910
NKE	NIKE, Inc.	−920	13,722	$1,289,592
MA	Mastercard Inc	−770	9,629	$4,637,036
MSFT	Microsoft Corp	−672	14,112	$5,937,200
ROK	Rockwell Automation, Inc	−645	10,021	$2,919,417
MDT	Medtronic plc	−635	10,214	$890,149
NVDA	Nvidia Corp	−423	3,853	$348,140
ATR	Aptargroup, Inc.	−423	18,881	$2,716,786
PEP	Pepsico Inc	−378	6,537	$1,144,039
UNH	Unitedhealth Group Inc	−329	5,839	$2,888,552
DHR	Danaher Corp /De/	−327	13,732	$3,429,153
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
BALL	BALL Corp	8,290	$558,414
CARR	CARRIER GLOBAL Corp	8,535	$496,139
VRTX	Vertex Pharmaceuticals Inc / Ma	716	$299,295
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

41 positions · $88,895,342 total · as of Mar 31, 2024

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	14,112	-672	$5,937,200	+6.8%	6.68%
AMD	Advanced Micro Devices Inc Technology	Reduced	25,851	-3,476	$4,665,846	+7.9%	5.25%
MA	Mastercard Inc Financial Services	Reduced	9,629	-770	$4,637,036	+4.5%	5.22%
GOOGL	Alphabet Inc. Communication Services	Reduced	30,643	-1,980	$4,624,947	+1.5%	5.20%
AAPL	Apple Inc. Technology	Reduced	25,070	-1,404	$4,299,002	−15.7%	4.84%
FISV	Fiserv Inc	Reduced	25,529	-1,620	$4,080,044	+13.1%	4.59%
ADP	Automatic Data Processing Inc Technology	Reduced	15,508	-1,067	$3,872,966	+0.3%	4.36%
ADI	Analog Devices Inc Technology	Reduced	17,890	-1,400	$3,538,462	−7.6%	3.98%
ABT	Abbott Laboratories Healthcare	Reduced	31,028	-1,647	$3,526,641	−1.9%	3.97%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	9,046	-202	$3,470,045	+8.3%	3.90%
DHR	Danaher Corp /De/ Healthcare	Reduced	13,732	-327	$3,429,153	+5.4%	3.86%
JNJ	Johnson & Johnson Healthcare	Reduced	21,350	-1,230	$3,377,355	−4.6%	3.80%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,325	+160	$3,305,462	+19.8%	3.72%
CNI	Canadian National Railway Co Industrials	Reduced	23,031	-6,479	$3,033,412	−18.2%	3.41%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	29,185	-1,575	$2,959,942	+2.6%	3.33%
ROK	Rockwell Automation, Inc Industrials	Reduced	10,021	-645	$2,919,417	−11.8%	3.28%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,839	-329	$2,888,552	−11.0%	3.25%
ATR	Aptargroup, Inc. Healthcare	Reduced	18,881	-423	$2,716,786	+13.8%	3.06%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	16,216	-35	$2,631,046	+10.5%	2.96%
CVX	Chevron Corp Energy	Added	16,660	+38	$2,627,947	+6.0%	2.96%
XYL	Xylem Inc. Industrials	Reduced	18,670	-955	$2,412,910	+7.5%	2.71%
WMT	Walmart Inc. Consumer Defensive	Added	32,466	+20,266	$1,953,478	+204.7%	2.20%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	13,722	-920	$1,289,592	−18.9%	1.45%
PEP	Pepsico Inc Consumer Defensive	Reduced	6,537	-378	$1,144,039	−2.6%	1.29%
RTX	RTX Corp Industrials	Reduced	11,720	-10	$1,143,050	+15.8%	1.29%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	10,878	-2,549	$1,134,683	−10.6%	1.28%
BDX	Becton Dickinson & Co Healthcare	Added	4,752	+20	$924,435	+1.9%	1.04%
MDT	Medtronic plc Healthcare	Reduced	10,214	-635	$890,149	−0.4%	1.00%
SYK	Stryker Corp Healthcare	Held	2,050	0	$733,633	+19.5%	0.83%
NVS	Novartis AG Healthcare	Reduced	7,505	-9,839	$725,957	−58.5%	0.82%
BALL	BALL Corp Consumer Cyclical	NEW	8,290	NEW	$558,414	NEW	0.63%
CARR	CARRIER GLOBAL Corp Industrials	NEW	8,535	NEW	$496,139	NEW	0.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,155	-110	$485,700	+7.7%	0.55%
SYY	Sysco Corp Consumer Defensive	Reduced	5,600	-1,900	$454,608	−17.1%	0.51%
MRK	Merck & Co., Inc. Healthcare	Held	2,768	0	$365,237	+21.0%	0.41%
NVDA	Nvidia Corp Technology	Reduced	3,853	-423	$348,140	+64.4%	0.39%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	NEW	716	NEW	$299,295	NEW	0.34%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	400	0	$293,052	+11.0%	0.33%
HON	Honeywell International Inc Industrials	Reduced	1,477	-1,006	$285,725	−41.8%	0.32%
AMGN	Amgen Inc Healthcare	Reduced	860	-50	$244,515	−6.7%	0.28%
PANW	Palo Alto Networks Inc Technology	Held	1,206	0	$171,330	−3.6%	0.19%