Copy portfolio · 13F
‹ PortfoliosGates Foundation Trust (13F)
Bill & Melinda Gates Foundation Trust. 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
+0.1%
Look-back
1M
-0.7%
Look-back
3M
-3.8%
Look-back
YTD
+16.7%
Look-back
1Y
+20.9%
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 2026-10-2024 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 |
|---|---|---|
| 2024-11-14 | +20.0% | +32.2% |
| 2025-02-14 | +20.3% | +28.2% |
| 2025-05-15 | +15.2% | +32.0% |
| 2025-08-14 | +12.4% | +20.5% |
| 2025-11-14 | +10.3% | +15.3% |
| 2026-02-17 | +3.0% | +13.1% |
| 2026-05-15 | +3.1% | +4.2% |
| 2026-08-14 | -2.2% | -1.0% |
Holdings
BRK-B Berkshire Hathaway
21.4%
+0.0% today
Financials · $532.23 · 1M +4.4% · 1Y +8.1% · stock page →
CAT Caterpillar Inc.
19.7%
-0.7% today
Industrials · $725.79 · 1M -10.3% · 1Y +38.9% · stock page →
CNI CNI
18.0%
-1.4% today
· $120.09 · 1M +1.0% · 1Y +27.7% · stock page →
WM Waste Management
17.3%
-0.2% today
Industrials · $226.41 · 1M +7.3% · 1Y +6.8% · stock page →
DE Deere & Company
6.6%
-2.3% today
Industrials · $627.00 · 1M -8.1% · 1Y +38.3% · stock page →
ECL Ecolab
4.2%
-1.0% today
Materials · $285.94 · 1M +6.1% · 1Y +4.4% · stock page →
WMT Walmart
2.8%
-0.1% today
Consumer Staples · $118.70 · 1M +11.2% · 1Y +11.1% · stock page →
FDX FedEx
2.2%
-0.7% today
Industrials · $293.55 · 1M -2.7% · 1Y +56.4% · stock page →
KOF KOF
1.9%
+0.8% today
· $119.96 · 1M +10.0% · 1Y +44.2% · stock page →
HD Home Depot (The)
1.0%
+0.1% today
Consumer Discretionary · $309.88 · 1M +3.3% · 1Y -18.7% · stock page →
WCN WCN
1.0%
-1.3% today
· $165.69 · 1M +6.7% · 1Y -3.6% · stock page →
MSGS Madison Square Garden Sports Corp.
0.7%
+1.0% today
Communication Services · $400.00 · 1M +0.3% · 1Y +82.7% · stock page →
FDXF FedEx Freight
0.5%
-2.7% today
Industrials · $110.20 · 1M -8.3% · 1Y – · stock page →
CPNG Coupang, Inc.
0.5%
+0.5% today
Consumer Cyclical · $14.34 · 1M +0.3% · 1Y -54.1% · stock page →
WST West Pharmaceutical Services
0.5%
-0.0% today
Health Care · $383.91 · 1M +6.0% · 1Y +42.3% · stock page →
BUD BUD
0.4%
+0.3% today
· $82.83 · 1M +6.6% · 1Y +35.3% · stock page →
PCARPCAR Paccar
0.3%
-2.2% today
Industrials · $108.42 · 1M -6.6% · 1Y +17.3% · stock page →
SDGR Schrödinger, Inc.
0.3%
+2.3% today
Health Care · $23.12 · 1M -20.3% · 1Y +19.7% · stock page →
MCDMCD McDonald's
0.3%
-0.1% today
Consumer Discretionary · $242.67 · 1M -2.2% · 1Y -19.2% · stock page →
DHR Danaher Corporation
0.2%
-2.0% today
Health Care · $224.43 · 1M +6.1% · 1Y +8.1% · stock page →
KHC Kraft Heinz
0.2%
-2.2% today
Consumer Staples · $23.17 · 1M -5.2% · 1Y -3.0% · stock page →
HRL Hormel Foods
0.2%
-0.2% today
Consumer Staples · $20.35 · 1M -0.8% · 1Y -10.6% · stock page →
ONONONON ONON
0.1%
+1.9% today
· $35.41 · 1M +29.9% · 1Y -15.3% · stock page →
VLTO Veralto
0.0%
-0.6% today
Industrials · $100.47 · 1M +6.5% · 1Y -1.7% · stock page →
Changes vs prior quarter
HD Home Depot IncNewFDXF Fedex Fght Hldg Co IncNewBRK-B Berkshire Hathaway Inc DelTrimmed-14%WM Waste Mgmt Inc DelTrimmed-3%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.