General Electric Co
CIK
40545
Location
Evendale, OH
Portfolio Value
Small
$308,242,982
Diversification
Highly concentrated
Filing Date
Global Rank
#3,381
/ 8,605
▼ 1083
· as of Mar 2026
Top Industry
Aerospace & Defense
96.9%
3Y Alpha vs SPY
-12.6%
Period ended 3 months ago
Filed May 1, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.5%
SPY
+76.5%
Annualised alpha
-15.0%
Max drawdown
−47.2%
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
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
96.9%
−1.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,392
Highly concentrated−304
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 96.9% | $298,562,982 |
| Consumer Cyclical | 3.1% | $9,680,000 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BETA | BETA Technologies, Inc. | −2,552,467 | 20,310,407 | $298,562,982 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$308,242,982 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BETA |
BETA Technologies, Inc.
Industrials
|
Reduced | 20,310,407 | $298,562,982 | 96.86% | |
| HYLN |
Hyliion Holdings Corp.
Consumer Cyclical
|
Held | 5,500,000 | $9,680,000 | 3.14% |