Copy portfolio · 13F
‹ PortfoliosGiverny Capital (13F)
François Rochon. 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
-0.7%
Look-back
1M
+0.5%
Look-back
3M
+1.8%
Look-back
YTD
+3.9%
Look-back
1Y
+7.4%
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 2026-10-2051 holdings
Filing: 13F-HR/A 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 | +12.5% | +31.3% |
| 2025-02-13 | +9.9% | +28.2% |
| 2025-05-13 | +14.8% | +32.8% |
| 2025-08-13 | +9.4% | +20.5% |
| 2025-11-14 | +13.7% | +15.3% |
| 2026-02-13 | +7.4% | +13.3% |
| 2026-05-15 | +8.7% | +4.2% |
| 2026-08-14 | -2.6% | -1.0% |
Holdings
GOOG Alphabet Inc. (Class C)
7.2%
+1.0% today
Communication Services · $340.16 · 1M -1.2% · 1Y +34.4% · stock page →
HEI-A HEI-A
6.4%
+0.7% today
· $233.06 · 1M +4.8% · 1Y -2.6% · stock page →
META Meta Platforms
5.7%
-0.5% today
Communication Services · $705.44 · 1M +6.0% · 1Y -1.3% · stock page →
SCHW Charles Schwab Corporation
5.2%
-2.6% today
Financials · $89.58 · 1M -14.9% · 1Y -3.6% · stock page →
ADP Automatic Data Processing
4.9%
-0.6% today
Industrials · $287.03 · 1M +5.8% · 1Y +5.0% · stock page →
AME Ametek
4.9%
-0.4% today
Industrials · $247.22 · 1M +4.0% · 1Y +34.1% · stock page →
MEDP Medpace
4.5%
+0.2% today
Health Care · $619.66 · 1M +1.2% · 1Y +17.3% · stock page →
VV Visa Inc.
4.5%
+0.1% today
Financials · $402.92 · 1M +9.4% · 1Y +18.8% · stock page →
BRK-B Berkshire Hathaway
4.2%
+0.0% today
Financials · $532.23 · 1M +4.4% · 1Y +8.1% · stock page →
PGR Progressive Corporation
4.0%
+2.2% today
Financials · $218.49 · 1M +0.7% · 1Y +4.9% · stock page →
GOOGL Alphabet Inc. (Class A)
3.7%
+1.1% today
Communication Services · $344.18 · 1M -1.5% · 1Y +36.2% · stock page →
FIVE Five Below
3.6%
+1.3% today
Consumer Discretionary · $225.61 · 1M -3.6% · 1Y +46.3% · stock page →
BKNG Booking Holdings
3.1%
-1.4% today
Consumer Discretionary · $163.45 · 1M -4.6% · 1Y -16.7% · stock page →
IBP Installed Building Products, Inc.
3.1%
-2.0% today
Consumer Discretionary · $182.04 · 1M -7.9% · 1Y -28.2% · stock page →
NVR NVR, Inc.
3.0%
-1.6% today
Consumer Discretionary · $5,828.00 · 1M -5.2% · 1Y -23.7% · stock page →
KNSL Kinsale Capital Group
2.7%
+0.1% today
Financials · $365.59 · 1M +2.4% · 1Y -18.1% · stock page →
BFAM Bright Horizons Family Solutions Inc.
2.6%
-2.3% today
Consumer Discretionary · $69.52 · 1M +5.9% · 1Y -30.9% · stock page →
RMD ResMed|
2.5%
+0.3% today
Health Care · $239.77 · 1M +6.6% · 1Y -9.6% · stock page →
OZK Bank OZK
2.1%
-2.0% today
Financials · $45.19 · 1M -4.6% · 1Y +2.3% · stock page →
MKL Markel Group Inc.
2.0%
+0.3% today
Financial Services · $1,855.84 · 1M +4.5% · 1Y -1.9% · stock page →
ANETANET Arista Networks
1.9%
+3.4% today
Information Technology · $182.95 · 1M -8.2% · 1Y +27.8% · stock page →
KEYS Keysight Technologies
1.7%
+1.4% today
Information Technology · $335.86 · 1M +0.3% · 1Y +107.1% · stock page →
DISDIS Walt Disney Company (The)
1.7%
-0.9% today
Communication Services · $109.59 · 1M +6.7% · 1Y +0.5% · stock page →
BRO Brown & Brown
1.6%
-0.3% today
Financials · $69.22 · 1M +6.5% · 1Y -20.5% · stock page →
ADIADI Analog Devices
1.2%
-0.3% today
Information Technology · $394.35 · 1M +5.0% · 1Y +64.4% · stock page →
NYT New York Times Company
1.1%
+0.4% today
Communication Services · $68.07 · 1M -2.7% · 1Y +22.6% · stock page →
LFUS Littelfuse
1.1%
+0.9% today
Information Technology · $384.13 · 1M -5.8% · 1Y +46.3% · stock page →
MSA MSA Safety
1.0%
-0.2% today
Industrials · $178.74 · 1M -0.5% · 1Y +9.6% · stock page →
WSOWSO Watsco
0.9%
-0.6% today
Industrials · $294.00 · 1M -4.6% · 1Y -17.8% · stock page →
AAON AAON
0.9%
+2.2% today
Industrials · $75.34 · 1M -1.8% · 1Y -22.2% · stock page →
GLD SPDR Gold Shares
0.8%
-0.2% today
· $382.01 · 1M -2.5% · 1Y -3.6% · stock page →
SUNB Sunbelt Rentals Holdings, Inc.
0.7%
-0.3% today
Industrials · $75.79 · 1M +3.0% · 1Y – · stock page →
VEEV Veeva Systems
0.6%
+2.1% today
Health Care · $316.80 · 1M +21.7% · 1Y +11.7% · stock page →
AXP American Express
0.5%
+0.9% today
Financials · $316.41 · 1M +1.9% · 1Y -7.7% · stock page →
TWFG TWFG
0.5%
+0.3% today
· $25.45 · 1M -4.8% · 1Y -1.2% · stock page →
JPM JPMorgan Chase
0.5%
-1.8% today
Financials · $333.53 · 1M -4.1% · 1Y +14.2% · stock page →
MA Mastercard
0.5%
+0.2% today
Financials · $617.42 · 1M +8.9% · 1Y +13.0% · stock page →
LULU Lululemon Athletica
0.5%
+0.7% today
Consumer Discretionary · $97.76 · 1M -0.3% · 1Y -41.6% · stock page →
FND Floor & Decor
0.5%
-1.1% today
Consumer Discretionary · $45.25 · 1M -1.6% · 1Y -36.2% · stock page →
HWKN Hawkins, Inc.
0.5%
-0.2% today
Materials · $131.42 · 1M +7.5% · 1Y -18.3% · stock page →
FERG Ferguson Enterprises
0.3%
-2.3% today
Industrials · $226.36 · 1M +5.6% · 1Y -3.0% · stock page →
BLDR BLDR
0.3%
+1.8% today
· $54.65 · 1M -8.4% · 1Y -55.6% · stock page →
BRK-A Berkshire Hathaway Inc.
0.2%
+0.1% today
Financial Services · $798,700.00 · 1M +4.6% · 1Y +8.2% · stock page →
AAPL Apple Inc.
0.1%
-0.2% today
Information Technology · $342.94 · 1M +2.0% · 1Y +36.4% · stock page →
TSM Taiwan Semiconductor Manufactur
0.1%
+1.8% today
Technology · $420.22 · 1M -3.3% · 1Y +43.9% · stock page →
SPY SPY
0.1%
+0.3% today
· $768.74 · 1M +0.9% · 1Y +15.8% · stock page →
YUMC YUMC
0.0%
-0.2% today
· $45.01 · 1M +9.5% · 1Y +4.6% · stock page →
ITB ITB
0.0%
-1.7% today
· $84.94 · 1M -2.8% · 1Y -16.8% · stock page →
MSFT Microsoft
0.0%
+0.8% today
Information Technology · $533.52 · 1M +8.0% · 1Y +4.7% · stock page →
QQQQQQ QQQ
0.0%
+1.2% today
· $718.36 · 1M -0.3% · 1Y +19.5% · stock page →
CPRT Copart
0.0%
-1.3% today
Industrials · $27.51 · 1M -6.0% · 1Y -38.0% · stock page →
Changes vs prior quarter
NYT New York Times Co-A-NewMSA Msa Safety IncNewWSOWSO Watsco IncNew
VEEV Veeva Systems Inc Cl-ANewAXP American Express CoNewHWKN Hawkins IncNewQQQQQQ Invesco Qqq TrNew
SCHW Schwab Charles CorpAdded+9%ADP Automatic Data Proc IncAdded+56%PGR Progressive CorpAdded+3%BKNG Booking Holdings Inc.Added+2375%KNSL Kinsale Capital Group InAdded+10%BFAM Bright Horizonsfamily SolutionAdded+46%RMD Resmed IncAdded+69%TWFG Twfg IncAdded+18%MA Mastercard IncorporatedAdded+3%ITB Ishares TrAdded+7%GOOG Alphabet Inc CTrimmed-2%AME Ametek IncTrimmed-2%BRK-B Berkshire Hathaway Inc DelTrimmed-34%GOOGL Alphabet IncTrimmed-11%FIVE Five Below IncTrimmed-3%NVR Nvr IncTrimmed-3%OZK Bank Ozk Little Rock ArkTrimmed-3%MKL Markel CorpTrimmed-28%ANETANET Arista Networks IncTrimmed-20%
KEYS Keysight Technologies IncTrimmed-56%DISDIS Disney Walt CoTrimmed-4%
ADIADI Analog Devices IncTrimmed-45%
LFUS Littelfuse IncTrimmed-8%SUNB Sunbelt Rentals HoldingsTrimmed-9%JPM Jpmorgan Chase & CoTrimmed-8%LULU Lululemon Athletica IncTrimmed-10%BRK-A Berkshire Hathaway Inc DelTrimmed-18%AAPL Apple IncTrimmed-14%TSM Taiwan Semiconductor Mfg LtdTrimmed-55%SPY Spdr S&P 500 EtfTrimmed-7%MSFT Microsoft CorpTrimmed-6%CPRT Copart IncTrimmed-70%
MTB M & T Bk CorpSold out-100%
RSP Invesco S&P500 Eq Wgt EtfSold out-100%QQQMQQQM Invesco Exch Traded Fd Tr IiSold out-100%
BIRKBIRK Birkenstock Hldg PlcSold out-100%
ODFL Old Dominion Freight Line InSold out-100%SITESITE Siteone Landscape Supply IncSold out-100%
NVONVO Novo-Nordisk A SSold out-100%
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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.