Copy portfolio · 13F
‹ PortfoliosEgerton Capital (13F)
John Armitage. 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
-1.2%
Look-back
1M
+1.4%
Look-back
3M
-0.6%
Look-back
YTD
+9.5%
Look-back
1Y
+14.8%
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 2026-10-2023 holdings
Filing: 13F-HR filed 2026-07-21 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 |
|---|---|---|
| 2024-11-05 | +25.2% | +36.0% |
| 2025-02-10 | +14.8% | +29.2% |
| 2025-05-06 | +19.5% | +39.4% |
| 2025-08-12 | +10.8% | +20.9% |
| 2025-11-12 | +5.7% | +13.4% |
| 2026-02-11 | +7.6% | +11.6% |
| 2026-05-13 | +3.0% | +3.8% |
| 2026-07-21 | -0.1% | +2.7% |
Holdings
VV Visa Inc.
14.1%
+0.1% today
Financials · $402.92 · 1M +9.4% · 1Y +18.8% · stock page →
GOOG Alphabet Inc. (Class C)
11.2%
+1.0% today
Communication Services · $340.16 · 1M -1.2% · 1Y +34.4% · stock page →
APH Amphenol
8.3%
+1.2% today
Information Technology · $80.28 · 1M +3.7% · 1Y +28.7% · stock page →
AMZN Amazon
8.2%
+5.0% today
Consumer Discretionary · $262.45 · 1M +3.4% · 1Y +23.2% · stock page →
MCO Moody's Corporation
7.5%
-0.8% today
Financials · $481.26 · 1M +2.7% · 1Y +3.1% · stock page →
NVDA Nvidia
6.6%
+1.4% today
Information Technology · $217.09 · 1M -2.3% · 1Y +18.8% · stock page →
MDLN Medline Inc.
6.3%
-2.1% today
Healthcare · $35.19 · 1M +11.2% · 1Y – · stock page →
VMC Vulcan Materials Company
5.6%
-0.1% today
Materials · $257.45 · 1M +6.9% · 1Y -12.2% · stock page →
CRH CRH plc
4.5%
-0.5% today
Materials · $83.18 · 1M -3.4% · 1Y -28.4% · stock page →
AMAT Applied Materials
3.6%
-4.8% today
Information Technology · $409.29 · 1M -1.5% · 1Y +80.7% · stock page →
IBKR Interactive Brokers
3.5%
-1.6% today
Financials · $81.35 · 1M -10.3% · 1Y +23.3% · stock page →
DVN Devon Energy
3.0%
+0.4% today
Energy · $50.92 · 1M +4.8% · 1Y +64.5% · stock page →
FERG Ferguson Enterprises
2.3%
-2.3% today
Industrials · $226.36 · 1M +5.6% · 1Y -3.0% · stock page →
EFX Equifax
2.3%
-1.7% today
Industrials · $158.57 · 1M -0.2% · 1Y -29.3% · stock page →
EMBJ Embraer S.A.
2.1%
+1.3% today
Industrials · $73.25 · 1M -2.2% · 1Y +23.9% · stock page →
MA Mastercard
1.8%
+0.2% today
Financials · $617.42 · 1M +8.9% · 1Y +13.0% · stock page →
LAMRLAMR Lamar Advertising Company
1.6%
+1.4% today
Real Estate · $150.10 · 1M +2.9% · 1Y +33.3% · stock page →
UBERUBER Uber
1.6%
-0.6% today
Industrials · $69.96 · 1M -0.8% · 1Y -24.2% · stock page →
LINLIN Linde plc
1.5%
+1.0% today
Materials · $503.44 · 1M +9.3% · 1Y +13.2% · stock page →
AWIAWI Armstrong World Industries, Inc.
1.4%
-0.5% today
Industrials · $167.40 · 1M +4.9% · 1Y -15.3% · stock page →
SPGI S&P Global
1.4%
+1.1% today
Financials · $429.64 · 1M +5.6% · 1Y -2.9% · stock page →
VST Vistra Corp.
0.7%
-1.5% today
Utilities · $149.70 · 1M +6.6% · 1Y -25.2% · stock page →
RIOT Riot Platforms, Inc.
0.7%
+1.8% today
Financial Services · $13.97 · 1M -41.2% · 1Y -30.3% · stock page →
Changes vs prior quarter
AMAT Applied Matls IncNewEFX Equifax IncNewSPGI S&P Global IncNewVST Vistra CorpNewRIOT Riot Platforms IncNewVV Visa IncAdded+4%
APH Amphenol CorpAdded+69%AMZN Amazon Com IncAdded+51%MCO Moodys CorpAdded+10%NVDA Nvidia CorporationAdded+28%MDLN Medline IncAdded+277%VMC Vulcan Matls CoAdded+11%CRH Crh PlcAdded+59%DVN Devon Energy Corp NewAdded+16%FERG Ferguson Enterprises IncAdded+59%EMBJ Embraer S.A.Added+14%AWIAWI Armstrong World Inds Inc NewAdded+107%
GOOG Alphabet IncTrimmed-5%IBKR Interactive Brokers Group InTrimmed-34%MA Mastercard IncorporatedTrimmed-21%UBERUBER Uber Technologies IncTrimmed-50%
LINLIN Linde PlcTrimmed-72%
CRS Carpenter Technology CorpSold out-100%
CME Cme Group IncSold out-100%CNQCNQ Canadian Nat Res Ltd Med TerSold out-100%
ACGL Arch Cap Group LtdSold out-100%
RNR Renaissancere Hldgs LtdSold out-100%
NYT New York Times Co Mtn BeSold out-100%Copy this portfolio
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coteauCoteau 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.