Copy portfolio · 13F
‹ PortfoliosSachem Head (13F)
Scott Ferguson. 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
-7.2%
Look-back
1M
-11.1%
Look-back
3M
-20.0%
Look-back
YTD
+19.0%
Look-back
1Y
+15.2%
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 |
|---|---|---|
| 2024-11-14 | +43.3% | +32.2% |
| 2025-02-14 | +26.8% | +28.2% |
| 2025-05-15 | +28.4% | +32.0% |
| 2025-08-14 | +8.9% | +20.5% |
| 2025-11-14 | +1.5% | +15.3% |
| 2026-02-13 | -5.1% | +13.3% |
| 2026-05-15 | -17.9% | +4.2% |
| 2026-08-14 | -17.8% | -1.0% |
Holdings
TLN Talen Energy
10.9%
+0.3% today
Utilities · $354.81 · 1M +23.4% · 1Y -15.1% · stock page →
STX Seagate Technology
9.5%
+3.4% today
Information Technology · $660.81 · 1M -23.0% · 1Y +194.9% · stock page →
PRMB Primo Brands Corporation
9.0%
+3.9% today
Consumer Defensive · $19.72 · 1M -6.8% · 1Y -9.2% · stock page →
PFGCPFGC Performance Food Group
7.8%
-2.1% today
Consumer Staples · $95.71 · 1M +4.1% · 1Y -5.5% · stock page →
MKSI MKS Instruments
7.5%
+0.3% today
Information Technology · $215.41 · 1M -14.5% · 1Y +58.4% · stock page →
DKS Dick's Sporting Goods
7.0%
+2.5% today
Consumer Discretionary · $144.35 · 1M +16.7% · 1Y -35.6% · stock page →
CVNA Carvana
6.1%
-0.2% today
Consumer Discretionary · $58.71 · 1M -9.8% · 1Y -12.1% · stock page →
SHC Sotera Health
5.7%
-1.0% today
Health Care · $17.89 · 1M -7.4% · 1Y +9.6% · stock page →
CELH Celsius Holdings
5.5%
+5.4% today
Consumer Staples · $29.72 · 1M +6.1% · 1Y -54.2% · stock page →
GDS GDS Holdings Limited
5.4%
-2.6% today
Technology · $22.47 · 1M -31.5% · 1Y -31.3% · stock page →
GIL GIL
3.9%
-0.2% today
· $40.86 · 1M -12.8% · 1Y -31.8% · stock page →
GLNGGLNG GLNG
3.7%
-0.9% today
· $44.85 · 1M -13.4% · 1Y +20.4% · stock page →
BRKR Bruker
3.6%
-3.1% today
Health Care · $54.80 · 1M -9.6% · 1Y +44.1% · stock page →
STM STMicroelectronics N.V.
3.4%
+0.5% today
Technology · $45.61 · 1M -8.9% · 1Y +57.4% · stock page →
BTDR Bitdeer Technologies Group
3.2%
-0.4% today
Technology · $7.69 · 1M -40.7% · 1Y -68.0% · stock page →
TWLOTWLO Twilio
2.7%
+5.3% today
Information Technology · $257.29 · 1M +5.5% · 1Y +141.2% · stock page →
FUNFUN Six Flags
2.2%
+2.5% today
Consumer Discretionary · $8.31 · 1M -32.0% · 1Y -60.2% · stock page →
RIOT Riot Platforms, Inc.
1.6%
+1.8% today
Financial Services · $13.97 · 1M -41.2% · 1Y -30.3% · stock page →
RSP Invesco S&P 500 Equal Weight ET
1.2%
-0.3% today
· $213.40 · 1M +0.9% · 1Y +15.3% · stock page →
Changes vs prior quarter
STX Seagate Technology Hldngs PlNewMKSI Mks Inc.NewCELH Celsius Hldgs IncNewGLNGGLNG Golar Lng LtdNew
BRKR Bruker CorpNewSTM Stmicroelectronics N VNewRIOT Riot Platforms IncNewPRMB Primo Brands CorporationAdded+4%CVNA Carvana CoAdded+466%SHC Sotera Health CoAdded+34%RSP Invesco Exchange Traded Fd TAdded+35%TLN Talen Energy CorpTrimmed-11%DKS Dicks Sporting Goods IncTrimmed-7%GIL Gildan Activewear IncTrimmed-12%TWLOTWLO Twilio IncTrimmed-73%
ECHO Echostar CorpSold out-100%
WFRD Weatherford Intl PlcSold out-100%
ICLR Icon PlcSold out-100%COHRCOHR Coherent CorpSold out-100%
ONON On Semiconductor CorpSold out-100%
CXMCXM Sprinklr IncSold out-100%
AKAM Akamai Technologies IncSold 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.