Aflac Inc
CIK
4977
Location
Columbus, GA
Portfolio Value
Micro
$94,744,980
Diversification
Highly concentrated
Filing Date
Global Rank
#5,469
/ 8,232
▼ 525
Top Industry
Insurance - Property & Casualty
98.3%
3Y Alpha vs SPY
-24.8%
Period ended 2 months ago
Filed May 6, 2026 · 38d
17 quarters · since Mar 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-11.4%
SPY
+76.5%
Annualised alpha
-24.8%
Max drawdown
−61.6%
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
3 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
98.3%
+0.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,664
Highly concentrated+49
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 98.4% | $93,226,706 |
| Technology | 1.6% | $1,518,274 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LIFE | Ethos Technologies Inc. | 8,901 | $99,424 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$94,744,980 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TRUP |
Trupanion, Inc.
Financial Services
|
Held | 3,636,364 | $93,127,282 | 98.29% | |
| PGY |
Pagaya Technologies Ltd.
Technology
|
Held | 130,324 | $1,518,274 | 1.60% | |
| LIFE |
Ethos Technologies Inc.
Financial Services
|
NEW | 8,901 | $99,424 | 0.10% |