Ally Financial Inc.

CIK

40729

Location

Detroit, MI

Portfolio Value

Small $668,895,833

Diversification

Diversified

Filing Date

Global Rank

#1,958 / 8,232 ▲ 470

Top Industry

Semiconductors 8.1%

3Y Alpha vs SPY

-3.9%

Period ended 2 months ago

Filed May 12, 2026 · 32d

25 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

+60.2%

SPY

+76.5%

Annualised alpha

-3.8%

Max drawdown

−14.4%

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

118 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.3%

+6.3 pts

Top 5

32.4%

+8.8 pts

Top 10

45.1%

+8.2 pts

HHI

366

Diversified+145

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.0%	$127,048,230	19
Unclassified	18.0%	$120,418,720	2
Financial Services	13.4%	$89,954,970	20
Healthcare	13.3%	$89,196,447	24
Communication Services	11.3%	$75,843,841	10
Consumer Cyclical	8.9%	$59,560,525	9
Consumer Defensive	7.1%	$47,491,520	10
Industrials	4.8%	$32,142,670	13
Real Estate	1.7%	$11,205,290	5
Basic Materials	1.5%	$10,332,990	3
Energy	0.6%	$4,067,550	2
Utilities	0.2%	$1,633,080	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
BSX	Boston Scientific Corp	+55,000	66,000	$4,141,500
BAC	Bank Of America Corp /De/	+50,000	100,000	$4,875,000
MSFT	Microsoft Corp	+45,000	87,000	$32,204,790
ORCL	Oracle Corp	+42,500	68,500	$10,077,035
NVDA	Nvidia Corp	+42,000	156,000	$27,206,400
ABT	Abbott Laboratories	+40,000	64,000	$6,570,880
KKR	KKR & Co. Inc.	+34,000	50,000	$4,625,000
AAPL	Apple Inc.	+32,000	38,000	$9,644,020
WFC	Wells Fargo & Company/Mn	+19,000	63,000	$5,015,430
UBER	Uber Technologies, Inc	+14,000	50,000	$3,596,500
TMO	Thermo Fisher Scientific Inc.	+9,000	11,000	$5,406,830
META	Meta Platforms, Inc.	+8,500	35,500	$20,310,615
V	Visa Inc.	+7,000	31,000	$9,369,440
PAYX	Paychex Inc	+7,000	27,000	$2,487,240
ADP	Automatic Data Processing Inc	+6,500	14,500	$2,946,110
HD	Home Depot, Inc.	+6,500	11,000	$3,617,790
LLY	ELI LILLY & Co	+4,500	8,500	$7,818,045
PG	PROCTER & GAMBLE Co	+4,000	36,000	$5,199,840
MA	Mastercard Inc	+3,500	14,500	$7,245,070
BLK	BlackRock, Inc.	+3,000	5,000	$4,808,550
ACN	Accenture plc	+1,500	10,500	$2,082,045
PNC	Pnc Financial Services Group, Inc.	+1,500	7,000	$1,456,630
LOW	Lowes Companies Inc	+1,000	8,000	$1,890,240
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	−128,000	25,000	$3,007,250
USB	US Bancorp De	−63,000	28,000	$1,456,280
SLB	Slb Limited/Nv	−35,000	70,000	$3,597,300
LIN	Linde PLC	−10,000	2,000	$991,520
HON	Honeywell International Inc	−7,000	7,000	$1,582,210
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	147,000	$95,599,980
QQQ	Invesco Qqq Trust, Series 1	43,000	$24,818,740
AVGO	Broadcom Inc.	38,500	$11,916,135
JPM	Jpmorgan Chase & Co	33,000	$9,707,280
BKNG	Booking Holdings Inc.	800	$3,368,255
SYK	Stryker Corp	9,000	$2,957,310
ECL	Ecolab Inc.	10,000	$2,660,200
BX	Blackstone Inc.	23,000	$2,644,770
COIN	Coinbase Global, Inc.	14,000	$2,444,540
AXP	American Express Co	7,000	$2,117,360
RDDT	Reddit, Inc.	15,000	$2,019,750
MRVL	Marvell Technology, Inc.	20,000	$1,981,000
ISRG	Intuitive Surgical Inc	4,000	$1,843,960
DAL	Delta Air Lines, Inc.	25,000	$1,662,000
SCHW	Schwab Charles Corp	16,000	$1,503,680
CBRE	Cbre Group, Inc.	11,000	$1,490,060
COF	Capital One Financial Corp	8,000	$1,459,440
AAL	American Airlines Group Inc.	130,000	$1,396,200
INTU	Intuit Inc.	3,000	$1,297,140
NOW	ServiceNow, Inc.	12,000	$1,254,600
CCI	Crown Castle Inc.	13,000	$1,057,030
EMR	Emerson Electric Co	8,000	$1,048,160
WAT	Waters Corp /De/	3,518	$1,047,660
EW	Edwards Lifesciences Corp	13,000	$1,041,040
MMM	3M Co	7,000	$1,016,610
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
LMT	Lockheed Martin Corp	12,000	$5,804,040
MCD	Mcdonalds Corp	18,000	$5,501,340
INTC	Intel Corp	133,000	$4,907,700
CSX	Csx Corp	124,000	$4,495,000
FDX	Fedex Corp	12,000	$3,466,320
KO	Coca Cola Co	45,000	$3,145,950
CB	Chubb Ltd	10,000	$3,121,200
TXN	Texas Instruments Inc	16,000	$2,775,840
TFC	Truist Financial Corp	51,000	$2,509,710
MO	Altria Group, Inc.	43,000	$2,479,380
COST	Costco Wholesale Corp /New	2,500	$2,155,850
ELAN	Elanco Animal Health Inc	79,000	$1,787,770
WMT	Walmart Inc.	15,000	$1,671,150
WM	Waste Management Inc	7,500	$1,647,825
EQIX	Equinix Inc	1,500	$1,149,240
CL	Colgate Palmolive Co	13,000	$1,027,260
MTB	M&T Bank Corp	5,000	$1,007,400
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

118 positions · $668,895,833 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 118 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VSNT	Versant Media Group, Inc. Communication Services	NEW	8,930	NEW	$330,588	NEW	0.05%
NOV	NOV Inc. Energy	Held	25,000	0	$470,250	+20.3%	0.07%
UAA	Under Armour, Inc. Consumer Cyclical	Held	100,000	0	$591,000	+18.9%	0.09%
SOLV	Solventum Corp Healthcare	Held	12,500	0	$816,250	−17.6%	0.12%
AVB	Avalonbay Communities Inc Real Estate	Held	5,000	0	$816,750	−9.9%	0.12%
DG	Dollar General Corp Consumer Defensive	Held	7,000	0	$831,110	−10.6%	0.12%
OTIS	Otis Worldwide Corp Industrials	Held	12,000	0	$924,960	−11.8%	0.14%
IQV	Iqvia Holdings Inc. Healthcare	NEW	5,500	NEW	$937,970	NEW	0.14%
KMB	Kimberly Clark Corp Consumer Defensive	Held	10,000	0	$964,700	−4.4%	0.14%
AON	Aon plc Financial Services	NEW	3,000	NEW	$968,340	NEW	0.14%
MS	Morgan Stanley Financial Services	NEW	6,000	NEW	$987,420	NEW	0.15%
LIN	Linde PLC Basic Materials	Reduced	2,000	-10,000	$991,520	−80.6%	0.15%
APH	Amphenol Corp /De/ Technology	NEW	8,000	NEW	$1,010,800	NEW	0.15%
MMM	3M Co Industrials	NEW	7,000	NEW	$1,016,610	NEW	0.15%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Held	32,000	0	$1,024,320	−13.5%	0.15%
EW	Edwards Lifesciences Corp Healthcare	NEW	13,000	NEW	$1,041,040	NEW	0.16%
WAT	Waters Corp /De/ Healthcare	NEW	3,518	NEW	$1,047,660	NEW	0.16%
EMR	Emerson Electric Co Industrials	NEW	8,000	NEW	$1,048,160	NEW	0.16%
CCI	Crown Castle Inc. Real Estate	NEW	13,000	NEW	$1,057,030	NEW	0.16%
BIDU	Baidu, Inc. Communication Services	Held	11,000	0	$1,225,620	−14.7%	0.18%
MCHP	Microchip Technology Inc Technology	Held	19,000	0	$1,227,590	+1.4%	0.18%
NOW	ServiceNow, Inc. Technology	NEW	12,000	NEW	$1,254,600	NEW	0.19%
CARR	CARRIER GLOBAL Corp Industrials	Held	23,000	0	$1,295,130	+6.6%	0.19%
INTU	Intuit Inc. Technology	NEW	3,000	NEW	$1,297,140	NEW	0.19%
ZTS	Zoetis Inc. Healthcare	Held	11,000	0	$1,300,310	−6.0%	0.19%
AAL	American Airlines Group Inc. Industrials	NEW	130,000	NEW	$1,396,200	NEW	0.21%
USB	US Bancorp De Financial Services	Reduced	28,000	-63,000	$1,456,280	−70.0%	0.22%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	7,000	+1,500	$1,456,630	+26.9%	0.22%
COF	Capital One Financial Corp Financial Services	NEW	8,000	NEW	$1,459,440	NEW	0.22%
CBRE	Cbre Group, Inc. Real Estate	NEW	11,000	NEW	$1,490,060	NEW	0.22%
SCHW	Schwab Charles Corp Financial Services	NEW	16,000	NEW	$1,503,680	NEW	0.22%
HON	Honeywell International Inc Industrials	Reduced	7,000	-7,000	$1,582,210	−42.1%	0.24%
PGR	Progressive Corp/Oh/ Financial Services	Held	8,000	0	$1,585,920	−12.9%	0.24%
AWK	American Water Works Company, Inc. Utilities	Held	12,000	0	$1,633,080	+4.3%	0.24%
DAL	Delta Air Lines, Inc. Industrials	NEW	25,000	NEW	$1,662,000	NEW	0.25%
STZ	Constellation Brands, Inc. Consumer Defensive	Held	11,500	0	$1,725,000	+8.7%	0.26%
BAX	Baxter International Inc Healthcare	Held	103,000	0	$1,730,400	−12.1%	0.26%
LEN	Lennar Corp /New/ Consumer Cyclical	Held	20,000	0	$1,736,800	−15.5%	0.26%
SWK	Stanley Black & Decker, Inc. Industrials	Held	25,000	0	$1,776,500	−4.3%	0.27%
ZBH	Zimmer Biomet Holdings, Inc. Healthcare	Held	20,000	0	$1,808,400	+0.6%	0.27%
ISRG	Intuitive Surgical Inc Healthcare	NEW	4,000	NEW	$1,843,960	NEW	0.28%
LOW	Lowes Companies Inc Consumer Cyclical	Added	8,000	+1,000	$1,890,240	+12.0%	0.28%
QCOM	Qualcomm Inc/De Technology	Held	15,000	0	$1,931,700	−24.7%	0.29%
MRVL	Marvell Technology, Inc. Technology	NEW	20,000	NEW	$1,981,000	NEW	0.30%
FIS	Fidelity National Information Services, Inc. Technology	Held	43,000	0	$2,017,130	−29.4%	0.30%
RDDT	Reddit, Inc. Communication Services	NEW	15,000	NEW	$2,019,750	NEW	0.30%
VTRS	Viatris Inc Healthcare	Held	152,991	0	$2,066,908	+8.5%	0.31%
ACN	Accenture plc Technology	Added	10,500	+1,500	$2,082,045	−13.8%	0.31%
AXP	American Express Co Financial Services	NEW	7,000	NEW	$2,117,360	NEW	0.32%
ETN	Eaton Corp plc Industrials	Held	6,000	0	$2,146,020	+12.3%	0.32%