Copy portfolio · 13F
‹ PortfoliosAkre Capital (13F)
Akre Capital Management (founded by Chuck Akre). Mirrors the latest 13F: long U.S. stock positions weighted by reported market value.
Return over
+0.0%
SPY +0.3% Live
1D
+0.0%
Live
1W
+2.5%
Look-back
1M
+2.2%
Look-back
3M
+3.3%
Look-back
YTD
-11.8%
Look-back
1Y
-12.2%
Look-back
Incep.
+0.0%
Live
"Live" counts from inception; "look-back" holds today's weights over the period (hypothetical).
Inception 2026-10-19Prices as of 2026-10-2019 holdings
Filing: 13F-HR filed 2026-08-14 for quarter ending 2026-06-30. 13F data is delayed up to 45 days after quarter-end and shows long U.S. stock positions only (options and shorts are excluded).
Live since inception vs SPY
Live record started 2026-10-19; periods longer than the live record use the look-back above.
PortfolioSPY
Look-back Backtested
Hypothetical: today's weights held unchanged over each past period. Not the portfolio's actual history.
Today's weights, held 1YSPY
If you had copied on filing dates Backtested
Buy each quarter's reported holdings at the close on the day the 13F was filed (not quarter-end), hold until the next filing. Before costs.
| Since | Copy | SPY |
|---|---|---|
| 2024-11-13 | -7.3% | +31.3% |
| 2025-02-13 | -9.1% | +28.2% |
| 2025-05-13 | -7.7% | +32.8% |
| 2025-08-14 | -12.5% | +20.5% |
| 2025-11-13 | -7.1% | +15.3% |
| 2026-02-13 | +3.1% | +13.3% |
| 2026-05-14 | +9.4% | +3.0% |
| 2026-08-14 | -3.9% | -1.0% |
Holdings
MA Mastercard
20.0%
+0.2% today
Financials · $617.42 · 1M +8.9% · 1Y +13.0% · stock page →
MCO Moody's Corporation
10.3%
-0.8% today
Financials · $481.26 · 1M +2.7% · 1Y +3.1% · stock page →
BN Brookfield Corporation
10.1%
-0.4% today
Financial Services · $36.46 · 1M -2.8% · 1Y -17.5% · stock page →
KKR KKR & Co.
9.0%
+0.9% today
Financials · $87.00 · 1M -12.0% · 1Y -25.5% · stock page →
FICO Fair Isaac
8.5%
+1.3% today
Information Technology · $781.07 · 1M -17.8% · 1Y -51.7% · stock page →
ROP Roper Technologies
7.8%
+0.1% today
Information Technology · $382.71 · 1M +2.1% · 1Y -22.7% · stock page →
VV Visa Inc.
7.5%
+0.1% today
Financials · $402.92 · 1M +9.4% · 1Y +18.8% · stock page →
CSGP CoStar Group
6.5%
+1.0% today
Real Estate · $32.31 · 1M +6.4% · 1Y -56.5% · stock page →
CPRT Copart
4.4%
-1.3% today
Industrials · $27.51 · 1M -6.0% · 1Y -38.0% · stock page →
ORLY O'Reilly Automotive
3.9%
-0.2% today
Consumer Discretionary · $89.07 · 1M +5.1% · 1Y -12.3% · stock page →
ABNB Airbnb
3.3%
+1.0% today
Consumer Discretionary · $175.46 · 1M +5.6% · 1Y +39.4% · stock page →
CCC CCC Intelligent Solutions Holdi
3.0%
+0.3% today
Technology · $7.63 · 1M +16.5% · 1Y -13.3% · stock page →
NOW ServiceNow
2.4%
+2.4% today
Information Technology · $145.36 · 1M +7.3% · 1Y -19.6% · stock page →
CRM Salesforce
2.2%
+0.7% today
Information Technology · $242.45 · 1M +1.9% · 1Y +0.6% · stock page →
GSHD Goosehead Insurance, Inc.
0.4%
-1.9% today
Financials · $45.54 · 1M -16.5% · 1Y -32.1% · stock page →
SOPH SOPH
0.4%
-3.6% today
· $6.49 · 1M -20.8% · 1Y +50.6% · stock page →
PRM PRM
0.2%
-0.7% today
· $26.35 · 1M -18.1% · 1Y +15.0% · stock page →
AMT American Tower
0.1%
-1.2% today
Real Estate · $183.03 · 1M +6.3% · 1Y -0.4% · stock page →
BRK-B Berkshire Hathaway
0.1%
+0.0% today
Financials · $532.23 · 1M +4.4% · 1Y +8.1% · stock page →
Changes vs prior quarter
CSGP Costar Group IncAdded+13%NOW Servicenow IncAdded+14%MA Mastercard IncorporatedTrimmed-13%MCO Moodys CorpTrimmed-7%BN Brookfield CorpTrimmed-29%KKR Kkr & Co L P DelTrimmed-26%ROP Roper Technologies IncTrimmed-6%VV Visa IncTrimmed-32%
ORLY Oreilly Automotive IncTrimmed-44%ABNB Airbnb IncTrimmed-42%CCC Ccc Intelligent Solutions HlTrimmed-5%AMT American Tower Corp NewTrimmed-42%BRK-B Berkshire Hathaway Inc DelTrimmed-21%Copy this portfolio
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coteau
Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.