B Group, Inc.
Regulatory 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: the Russell 2000 as of 2026-06-30, active share 99.1%; sector active share 90.9% against the combined 13F book's sector weights.
Over time 7 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
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $177,789,086 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NRXP | NRX Pharmaceuticals, Inc. | +1,091,767 | 4,091,767 | $16,735,327 | |
| AURA | Aura Biosciences, Inc. | +166,667 | 764,243 | $5,426,125 | |
| FHTX | Foghorn Therapeutics Inc. | +98,000 | 200,000 | $976,000 | |
| ADMA | Adma Biologics, Inc. | +55,000 | 3,262,542 | $27,307,476 | |
| GPCR | Structure Therapeutics Inc. | +12,500 | 140,000 | $7,513,800 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SYRE | Spyre Therapeutics, Inc. | −30,000 | 70,000 | $6,214,600 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FTH | Faeth Therapeutics, Inc. | 610,169 | $15,254,225 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 7,500 | $631,275 | ||
| — | 7,500 | $251,100 | ||
| REPL | Replimune Group, Inc. | 26,000 | $198,900 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ADMA |
Adma Biologics, Inc.
Healthcare
|
Added | 3,262,542 | $27,307,476 | 15.36% | |
| PALI |
Palisade Bio, Inc.
Healthcare
|
Held | 11,414,285 | $23,855,855 | 13.42% | |
| NRXP |
NRX Pharmaceuticals, Inc.
Healthcare
|
Added | 4,091,767 | $16,735,327 | 9.41% | |
| FTH |
Faeth Therapeutics, Inc.
Healthcare
|
NEW | 610,169 | $15,254,225 | 8.58% | |
| TSHA |
Taysha Gene Therapies, Inc.
Healthcare
|
Held | 1,800,556 | $12,261,786 | 6.90% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
Held | 33,237 | $11,127,415 | 6.26% | |
| CLLS |
Cellectis S.A.
Healthcare
|
Held | 3,281,501 | $9,844,503 | 5.54% | |
| ZLAB |
Zai Lab Ltd
Healthcare
|
Held | 450,646 | $8,562,274 | 4.82% | |
| GPCR |
Structure Therapeutics Inc.
Healthcare
|
Added | 140,000 | $7,513,800 | 4.23% | |
| ORKA |
Oruka Therapeutics, Inc.
Healthcare
|
Held | 75,000 | $7,137,750 | 4.01% | |
| IOVA |
Iovance Biotherapeutics, Inc.
Healthcare
|
Held | 1,500,000 | $6,240,000 | 3.51% | |
| SYRE |
Spyre Therapeutics, Inc.
Healthcare
|
Reduced | 70,000 | $6,214,600 | 3.50% | |
| AURA |
Aura Biosciences, Inc.
Healthcare
|
Added | 764,243 | $5,426,125 | 3.05% | |
| SGHT |
Sight Sciences, Inc.
Healthcare
|
Held | 970,000 | $5,257,400 | 2.96% | |
| ASMB |
Assembly Biosciences, Inc.
Healthcare
|
Held | 175,706 | $4,828,400 | 2.72% | |
| DRUG |
Bright Minds Biosciences Inc.
Healthcare
|
Held | 67,500 | $4,738,500 | 2.67% | |
| RARE |
Ultragenyx Pharmaceutical Inc.
Healthcare
|
Held | 135,000 | $4,507,650 | 2.54% | |
| FHTX |
Foghorn Therapeutics Inc.
Healthcare
|
Added | 200,000 | $976,000 | 0.55% |
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.