Quantinno Capital Management LP

Location
NEW YORK, NY
Portfolio Value
Large $54,721,298,932
Diversification
Diversified
Filing Date
Global Rank
#135 / 8,524 ▲ 23
Top Industry
Semiconductors 10.1%
Period ended 58 days ago
Filed May 15, 2026 · 13d
25 quarters · since Mar 2020

Portfolio Concentration

2,691 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.3%
−0.3 pts
Top 5
18.5%
−2.2 pts
Top 10
24.2%
−3.0 pts
HHI
104
Jun 2023 → Mar 2026 · range 104 – 145
Diversified −19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 29.7% $16,251,664,589
Financial Services 12.3% $6,745,486,098
Consumer Cyclical 11.5% $6,296,051,428
Industrials 11.2% $6,147,787,966
Healthcare 9.0% $4,950,572,538
Communication Services 7.0% $3,811,248,803
Consumer Defensive 5.4% $2,936,903,030
Real Estate 3.7% $2,012,441,774
Energy 3.3% $1,793,447,765
Basic Materials 3.0% $1,643,158,448
Utilities 2.5% $1,351,448,863
Unclassified 1.4% $781,087,630

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
NVDA +3,765,510 19,690,458 $3,434,015,875
ADT +2,387,826 3,637,287 $23,896,975
GTM +2,324,381 4,144,952 $24,786,812
AAPL +2,170,367 11,791,222 $2,992,494,231
CUZ +1,872,319 2,644,535 $59,687,154
MTCH +1,686,887 2,767,251 $84,982,278
TDOC +1,471,631 2,621,378 $14,286,510
KHC +1,290,106 2,106,122 $47,366,683
MAN +1,259,752 1,793,963 $52,850,149
NWSA +1,214,648 1,911,329 $47,649,431
TDC +1,191,677 1,294,502 $33,178,086
RNG +1,187,437 1,976,995 $73,524,444
TTD +1,148,680 1,496,748 $33,961,212
MFG +1,076,717 2,906,954 $23,081,214
EOSE +1,065,415 1,078,070 $5,347,227
BAC +1,035,850 3,511,585 $171,189,768
HIW +1,034,694 1,808,104 $38,711,506
RHI +875,179 2,498,071 $63,451,003
DT +858,477 1,990,773 $73,618,785
T +822,299 3,223,813 $93,458,338
BBWI +814,228 965,771 $18,030,944
CERT +796,007 988,990 $5,637,243
AMZN +791,205 5,247,329 $1,092,861,210
PK +768,369 2,075,796 $21,858,131
AVTR +762,288 1,169,147 $9,166,112

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value
SHC 1,204,481 197,372 $2,830,314
GEN 925,804 751,328 $14,147,506
CCL 885,567 2,012,137 $52,074,105
DBX 656,679 1,493,515 $33,932,660
KRC 597,824 1,414,973 $39,916,388
M 567,359 878,567 $15,893,277
REYN 503,723 961,585 $20,366,370
UWMC 490,397 119,730 $433,422
TAP 425,146 524,398 $22,580,577
FLO 393,676 3,396,554 $27,681,915
AZTA 391,358 226,690 $4,789,959
IART 382,663 459,429 $4,327,821
G 317,391 1,595,073 $59,416,469
ABT 310,494 696,614 $71,521,359
MTG 303,167 1,501,272 $39,408,390
MDT 283,724 730,567 $63,303,630
GLOB 273,464 127,079 $5,859,612
FOXA 243,978 1,009,160 $58,934,944
GIS 241,318 214,772 $7,993,813
AAL 229,919 573,167 $6,155,813
RPM 224,681 204,044 $20,281,973
TECH 205,020 814,322 $42,556,467
SNAP 203,251 458,748 $2,110,240
LW 190,363 302,406 $12,779,677
QCOM 187,020 704,202 $90,687,133

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value
AZN 244,094 $48,140,218
AMCR 501,089 $19,918,287
PNFP 227,891 $19,630,530
QGEN 132,392 $5,300,975
SUNB 48,487 $3,156,018
BLSH 68,778 $2,457,437
VSNT 64,292 $2,380,089
MIAX 55,487 $2,159,554
SDGR 174,095 $1,977,719
CBC 81,075 $1,941,746
RSI 81,321 $1,768,731
HTFL 71,271 $1,734,023
PRCT 67,700 $1,693,177
VOYG 69,040 $1,614,845
BULL 330,062 $1,584,297
NAVN 115,647 $1,531,166
FLY 50,263 $1,430,987
BETA 75,840 $1,114,848
STAA 59,302 $1,108,947
CASH 12,341 $1,101,187
FIGR 32,349 $1,098,248
SEZL 17,212 $1,089,347
IREN 31,451 $1,078,140
PONY 110,340 $1,041,609
FSUN 27,893 $1,016,978

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value
EXAS 54,730 $5,558,378
GOF 87,593 $1,128,197
TGNA 48,905 $949,246
THRY 133,437 $807,293
BBUC 22,256 $798,545
LFVN 102,000 $628,320
NCMI 135,893 $528,623
BBW 8,265 $506,396
ICLR 2,754 $501,833
TBI 103,045 $468,854
PIPR 5,092 $432,450
AMPH 15,568 $416,911
ZIP 88,525 $345,247
HTGC 14,578 $274,357
ADUS 2,449 $262,998
PLTK 66,151 $261,296
ALDX 45,988 $238,217
AIOT 39,683 $211,113
ULCC 42,156 $198,554
SPH 10,701 $198,396
TTGT 35,822 $193,438
MNKD 33,322 $188,935
ORGO 34,561 $179,025
ZLAB 10,085 $177,899
EVH 40,352 $161,408

Portfolio Positions

Export CSV View 13F filing
2,691 positions · $54,721,298,932 total · as of Mar 31, 2026
Showing 1–50 of 2,691 positions by value · page 1 of 54
Ticker Company Shares Value (USD) % of Portfolio Action
NVDA
Nvidia Corp
Technology
19,690,458 $3,434,015,875 6.28% History
AAPL
Apple Inc.
Technology
11,791,222 $2,992,494,231 5.47% History
MSFT
Microsoft Corp
Technology
4,080,308 $1,510,407,612 2.76% History
AMZN
Amazon Com Inc
Consumer Cyclical
5,247,329 $1,092,861,210 2.00% History
GOOGL
Alphabet Inc.
Communication Services
3,791,700 $1,090,341,252 1.99% History
META
Meta Platforms, Inc.
Communication Services
1,510,047 $863,943,190 1.58% History
AVGO
Broadcom Inc.
Technology
2,335,407 $722,831,820 1.32% History
TSLA
Tesla, Inc.
Consumer Cyclical
1,459,898 $542,717,081 0.99% History
SPY
Spdr S&P 500 ETF Trust
785,441 $510,803,699 0.93% History
JPM
Jpmorgan Chase & Co
Financial Services
1,598,358 $470,172,989 0.86% History
XOM
Exxon Mobil Corp
Energy
2,398,418 $406,915,597 0.74% History
LLY
ELI LILLY & Co
Healthcare
433,880 $399,069,807 0.73% History
JNJ
Johnson & Johnson
Healthcare
1,608,028 $393,066,364 0.72% History
WMT
Walmart Inc.
Consumer Defensive
2,883,741 $358,391,331 0.65% History
COST
Costco Wholesale Corp /New
Consumer Defensive
298,945 $297,877,766 0.54% History
RDDT
Reddit, Inc.
Communication Services
2,122,630 $285,812,129 0.52% History
V
Visa Inc.
Financial Services
890,097 $269,022,917 0.49% History
LRCX
Lam Research Corp
Technology
1,063,637 $227,256,681 0.42% History
CSCO
Cisco Systems, Inc.
Technology
2,823,100 $219,044,329 0.40% History
CAT
Caterpillar Inc
Industrials
308,530 $218,581,163 0.40% History
NFLX
Netflix Inc
Communication Services
2,234,003 $214,799,388 0.39% History
MA
Mastercard Inc
Financial Services
425,950 $212,830,177 0.39% History
ABBV
AbbVie Inc.
Healthcare
952,090 $207,070,054 0.38% History
PLTR
Palantir Technologies Inc.
Technology
1,398,625 $204,590,865 0.37% History
PG
PROCTER & GAMBLE Co
Consumer Defensive
1,372,590 $198,256,899 0.36% History
MU
Micron Technology Inc
Technology
583,119 $197,000,922 0.36% History
ABNB
Airbnb, Inc.
Consumer Cyclical
1,502,280 $189,707,918 0.35% History
RTX
RTX Corp
Industrials
968,655 $186,853,549 0.34% History
CVX
Chevron Corp
Energy
899,637 $186,134,895 0.34% History
GS
Goldman Sachs Group Inc
Financial Services
213,132 $180,307,540 0.33% History
BAC
Bank Of America Corp /De/
Financial Services
3,511,585 $171,189,768 0.31% History
C
Citigroup Inc
Financial Services
1,497,577 $169,840,207 0.31% History
QQQ
Invesco Qqq Trust, Series 1
285,012 $164,503,226 0.30% History
MCD
Mcdonalds Corp
Consumer Cyclical
523,540 $162,710,996 0.30% History
AMAT
Applied Materials Inc /De
Technology
471,966 $161,313,259 0.29% History
MRK
Merck & Co., Inc.
Healthcare
1,333,289 $160,381,333 0.29% History
HD
Home Depot, Inc.
Consumer Cyclical
478,109 $157,245,269 0.29% History
MS
Morgan Stanley
Financial Services
917,669 $151,020,787 0.28% History
AMD
Advanced Micro Devices Inc
Technology
727,251 $147,944,670 0.27% History
SSD
Simpson Manufacturing Co., Inc.
Basic Materials
857,918 $147,235,887 0.27% History
MNST
Monster Beverage Corp
Consumer Defensive
2,026,932 $146,871,492 0.27% History
ANET
Arista Networks, Inc.
Technology
1,142,403 $140,264,240 0.26% History
GD
General Dynamics Corp
Industrials
406,153 $139,399,832 0.25% History
GE
General Electric Co
Industrials
489,860 $139,007,572 0.25% History
CRUS
Cirrus Logic, Inc.
Technology
942,207 $136,261,976 0.25% History
CF
CF Industries Holdings, Inc.
Basic Materials
1,047,210 $135,969,746 0.25% History
ORCL
Oracle Corp
Technology
888,780 $130,748,425 0.24% History
TJX
Tjx Companies Inc /De/
Consumer Cyclical
806,394 $128,781,121 0.24% History
AMGN
Amgen Inc
Healthcare
364,725 $128,328,491 0.23% History
CMI
Cummins Inc
Industrials
235,788 $126,858,659 0.23% History
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