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B Group, Inc.

Location
DALLAS, TX
Portfolio Value
Small $134,887,408
Diversification
Diversified
Filing Date
Global Rank
#4,728 / 8,232 ▲ 268
Top Industry
Biotechnology 97.3%
3Y Alpha vs SPY
-1.8%
Period ended 2 months ago
Filed May 15, 2026 · 30d
6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+21.3%
SPY
+23.4%
Annualised alpha
-1.5%
Max drawdown
−32.8%

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

20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
21.4%
−11.7 pts
Top 5
58.2%
−9.0 pts
Top 10
81.1%
−8.8 pts
HHI
1,003
Dec 2024 → Mar 2026 · range 1,003 – 2,553
Diversified−523

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Healthcare 100.0% $134,887,408

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

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

Trimmed

Positions the filer reduced
2 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
20 positions · $134,887,408 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History