Copy portfolio · 13F
‹ PortfoliosLindsell Train (13F)
Nick Train. 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
+1.1%
Look-back
1M
+0.1%
Look-back
3M
+1.7%
Look-back
YTD
-4.7%
Look-back
1Y
-0.6%
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 2026-10-2028 holdings
Filing: 13F-HR filed 2026-07-15 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 |
|---|---|---|
| 2024-10-17 | +1.2% | +34.7% |
| 2025-01-21 | +4.4% | +29.6% |
| 2025-05-15 | +2.6% | +32.0% |
| 2025-08-08 | +2.1% | +21.9% |
| 2025-11-12 | -5.7% | +13.4% |
| 2026-02-11 | -2.7% | +11.6% |
| 2026-04-24 | +0.4% | +7.9% |
| 2026-07-15 | +0.1% | +1.8% |
Holdings
GOOGL Alphabet Inc. (Class A)
17.5%
+1.1% today
Communication Services · $344.18 · 1M -1.5% · 1Y +36.2% · stock page →
TKO TKO Group Holdings
16.1%
-0.7% today
Communication Services · $174.24 · 1M -7.9% · 1Y -6.5% · stock page →
FICO Fair Isaac
10.3%
+1.3% today
Information Technology · $781.07 · 1M -17.8% · 1Y -51.7% · stock page →
TMO Thermo Fisher Scientific
9.8%
-1.5% today
Health Care · $679.38 · 1M +4.3% · 1Y +26.5% · stock page →
DISDIS Walt Disney Company (The)
9.5%
-0.9% today
Communication Services · $109.59 · 1M +6.7% · 1Y +0.5% · stock page →
INTU Intuit
6.6%
+0.1% today
Information Technology · $325.62 · 1M +7.9% · 1Y -50.1% · stock page →
MDLZ Mondelez International
5.6%
-0.9% today
Consumer Staples · $63.34 · 1M +5.0% · 1Y +5.0% · stock page →
PEP PepsiCo
5.3%
+1.6% today
Consumer Staples · $133.57 · 1M +2.9% · 1Y -9.6% · stock page →
PYPL PayPal
5.2%
-0.3% today
Financials · $56.51 · 1M +7.8% · 1Y -15.2% · stock page →
EBAY eBay Inc.
4.7%
+0.2% today
Consumer Discretionary · $120.47 · 1M +7.7% · 1Y +32.6% · stock page →
MANU MANU
2.4%
+0.6% today
· $20.43 · 1M +3.8% · 1Y +14.0% · stock page →
KKR KKR & Co.
2.3%
+0.9% today
Financials · $87.00 · 1M -12.0% · 1Y -25.5% · stock page →
BF-A Brown Forman Inc
2.2%
-1.6% today
Consumer Defensive · $28.99 · 1M +9.3% · 1Y +5.1% · stock page →
BF-B Brown–Forman
1.4%
-2.3% today
Consumer Staples · $28.22 · 1M +8.8% · 1Y +1.7% · stock page →
VV Visa Inc.
0.1%
+0.1% today
Financials · $402.92 · 1M +9.4% · 1Y +18.8% · stock page →
SPGI S&P Global
0.1%
+1.1% today
Financials · $429.64 · 1M +5.6% · 1Y -2.9% · stock page →
CP CP
0.1%
+0.5% today
· $87.36 · 1M -0.1% · 1Y +16.5% · stock page →
AXP American Express
0.1%
+0.9% today
Financials · $316.41 · 1M +1.9% · 1Y -7.7% · stock page →
EFX Equifax
0.1%
-1.7% today
Industrials · $158.57 · 1M -0.2% · 1Y -29.3% · stock page →
VRSK Verisk Analytics
0.1%
-0.9% today
Industrials · $189.21 · 1M +7.9% · 1Y -17.7% · stock page →
CME CME Group
0.1%
-0.1% today
Financials · $293.53 · 1M +6.3% · 1Y +13.8% · stock page →
ADBEADBE Adobe Inc.
0.1%
-2.6% today
Information Technology · $245.20 · 1M -2.1% · 1Y -25.5% · stock page →
WMG Warner Music Group
0.1%
-1.1% today
Communication Services · $31.04 · 1M +10.8% · 1Y -3.5% · stock page →
ORCL Oracle Corporation
0.1%
-4.6% today
Information Technology · $128.23 · 1M -10.1% · 1Y -58.5% · stock page →
EL Estée Lauder Companies (The)
0.0%
-2.5% today
Consumer Staples · $104.54 · 1M +9.4% · 1Y +9.5% · stock page →
MSGS Madison Square Garden Sports Corp.
0.0%
+1.0% today
Communication Services · $400.00 · 1M +0.3% · 1Y +82.7% · stock page →
KO Coca-Cola Company (The)
0.0%
-0.5% today
Consumer Staples · $93.42 · 1M +5.9% · 1Y +40.1% · stock page →
NKENKE Nike, Inc.
0.0%
-0.0% today
Consumer Discretionary · $37.13 · 1M +3.8% · 1Y -42.6% · stock page →
Changes vs prior quarter
KKR Kkr & Co IncNewWMG Warner Music Group CorpNewEFX Equifax IncAdded+3%VRSK Verisk Analytics IncAdded+13%GOOGL Alphabet IncTrimmed-25%TKO Tko Group Holdings IncTrimmed-14%FICO Fair Isaac CorpTrimmed-9%TMO Thermo Fisher Scientific IncTrimmed-17%DISDIS Disney Walt CoTrimmed-19%
INTU IntuitTrimmed-9%MDLZ Mondelez Intl IncTrimmed-28%PEP Pepsico IncTrimmed-20%PYPL Paypal Hldgs IncTrimmed-24%EBAY Ebay Inc.Trimmed-42%MANU Manchester Utd Plc NewTrimmed-12%BF-A Brown Forman CorpTrimmed-17%BF-B Brown Forman CorpTrimmed-12%AXP American Express CoTrimmed-16%
CL Colgate Palmolive CoSold 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.