Copy portfolio · 13F
‹ PortfoliosSemper Augustus (13F)
Christopher Bloomstran. 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
+1.8%
Look-back
1M
+1.5%
Look-back
3M
+1.7%
Look-back
YTD
+0.9%
Look-back
1Y
+6.5%
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 2026-10-2050 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 | +49.9% | +32.2% |
| 2025-02-14 | +45.3% | +28.2% |
| 2025-05-15 | +38.9% | +32.0% |
| 2025-08-15 | +25.0% | +20.7% |
| 2025-11-14 | +18.4% | +15.3% |
| 2026-02-17 | -2.3% | +13.1% |
| 2026-05-15 | +4.7% | +4.2% |
| 2026-08-14 | -3.5% | -1.0% |
Holdings
BRK-B Berkshire Hathaway
15.5%
+0.0% today
Financials · $532.23 · 1M +4.4% · 1Y +8.1% · stock page →
ALK Alaska Air Group
10.6%
-3.3% today
Industrials · $33.98 · 1M -16.2% · 1Y -28.2% · stock page →
BRK-A Berkshire Hathaway Inc.
10.2%
+0.1% today
Financial Services · $798,700.00 · 1M +4.6% · 1Y +8.2% · stock page →
DG Dollar General
8.7%
+0.4% today
Consumer Staples · $134.36 · 1M +9.8% · 1Y +31.8% · stock page →
DECK Deckers Brands
7.5%
+1.8% today
Consumer Discretionary · $87.24 · 1M +11.2% · 1Y -12.6% · stock page →
DLTR Dollar Tree
7.2%
-0.8% today
Consumer Staples · $123.15 · 1M +10.0% · 1Y +27.7% · stock page →
BLDR BLDR
5.6%
+1.8% today
· $54.65 · 1M -8.4% · 1Y -55.6% · stock page →
OLN OLN
4.8%
-2.9% today
· $15.19 · 1M -9.8% · 1Y -32.7% · stock page →
NEM Newmont
4.7%
-0.5% today
Materials · $118.01 · 1M -4.4% · 1Y +31.2% · stock page →
KGC KGC
4.1%
-1.5% today
· $23.65 · 1M -15.8% · 1Y -5.4% · stock page →
PAYX Paychex
2.4%
-0.8% today
Industrials · $110.75 · 1M -4.6% · 1Y -8.6% · stock page →
FIVE Five Below
2.1%
+1.3% today
Consumer Discretionary · $225.61 · 1M -3.6% · 1Y +46.3% · stock page →
SPGI S&P Global
2.1%
+1.1% today
Financials · $429.64 · 1M +5.6% · 1Y -2.9% · stock page →
DINO HF Sinclair
2.0%
-0.7% today
Energy · $124.42 · 1M +7.4% · 1Y +147.7% · stock page →
DISDIS Walt Disney Company (The)
1.7%
-0.9% today
Communication Services · $109.59 · 1M +6.7% · 1Y +0.5% · stock page →
CTSH Cognizant
1.7%
+1.2% today
Information Technology · $66.79 · 1M +11.6% · 1Y +3.4% · stock page →
VLO Valero Energy
1.1%
-2.6% today
Energy · $433.31 · 1M +4.8% · 1Y +180.5% · stock page →
CMICMI Cummins
1.0%
-1.7% today
Industrials · $522.13 · 1M -1.9% · 1Y +28.6% · stock page →
XOMXOM ExxonMobil
0.9%
-0.4% today
Energy · $178.28 · 1M +9.0% · 1Y +63.4% · stock page →
SKYDSKYD Skydance Corporation
0.7%
-1.6% today
Communication Services · $6.80 · 1M -33.4% · 1Y -58.7% · stock page →
TRVTRV Travelers Companies (The)
0.7%
-1.0% today
Financials · $385.45 · 1M +2.9% · 1Y +49.4% · stock page →
MRK Merck & Co.
0.6%
-1.6% today
Health Care · $143.63 · 1M -2.2% · 1Y +74.4% · stock page →
EQNREQNR EQNR
0.6%
-1.8% today
· $46.15 · 1M +4.7% · 1Y +109.5% · stock page →
SBUX Starbucks
0.5%
+0.7% today
Consumer Discretionary · $97.52 · 1M +0.2% · 1Y +18.6% · stock page →
GE GE Aerospace
0.4%
-0.8% today
Industrials · $311.28 · 1M -0.8% · 1Y +4.3% · stock page →
COST Costco
0.4%
+0.6% today
Consumer Staples · $995.53 · 1M +11.2% · 1Y +6.9% · stock page →
GEV GE Vernova
0.3%
-0.6% today
Industrials · $921.20 · 1M -0.4% · 1Y +53.4% · stock page →
NXPI NXP Semiconductors
0.2%
+0.4% today
Information Technology · $230.19 · 1M +1.0% · 1Y +9.3% · stock page →
GLDM GLDM
0.2%
-0.6% today
· $81.94 · 1M -5.4% · 1Y -2.1% · stock page →
SMHI SMHI
0.2%
+6.0% today
· $8.70 · 1M -4.4% · 1Y +54.3% · stock page →
AAPL Apple Inc.
0.2%
-0.2% today
Information Technology · $342.94 · 1M +2.0% · 1Y +36.4% · stock page →
KO Coca-Cola Company (The)
0.1%
-0.5% today
Consumer Staples · $93.42 · 1M +5.9% · 1Y +40.1% · stock page →
AXP American Express
0.1%
+0.9% today
Financials · $316.41 · 1M +1.9% · 1Y -7.7% · stock page →
CVX Chevron Corporation
0.1%
-0.3% today
Energy · $224.37 · 1M +7.1% · 1Y +52.3% · stock page →
SGOV SGOV
0.1%
+0.0% today
· $100.59 · 1M +0.3% · 1Y +3.7% · stock page →
GOOG Alphabet Inc. (Class C)
0.1%
+1.0% today
Communication Services · $340.16 · 1M -1.2% · 1Y +34.4% · stock page →
PHYS PHYS
0.1%
-0.1% today
· $31.50 · 1M -2.2% · 1Y -4.3% · stock page →
SHEL SHEL
0.0%
-1.7% today
· $104.82 · 1M +10.9% · 1Y +49.8% · stock page →
MA Mastercard
0.0%
+0.2% today
Financials · $617.42 · 1M +8.9% · 1Y +13.0% · stock page →
SYF Synchrony Financial
0.0%
-0.5% today
Financials · $73.68 · 1M -1.6% · 1Y +6.6% · stock page →
PM Philip Morris International
0.0%
+2.7% today
Consumer Staples · $205.20 · 1M +8.0% · 1Y +36.2% · stock page →
GEHC GE HealthCare
0.0%
+0.3% today
Health Care · $69.76 · 1M +8.8% · 1Y -5.6% · stock page →
GOOGL Alphabet Inc. (Class A)
0.0%
+1.1% today
Communication Services · $344.18 · 1M -1.5% · 1Y +36.2% · stock page →
PSX Phillips 66
0.0%
-0.9% today
Energy · $290.55 · 1M +6.4% · 1Y +131.4% · stock page →
MSFT Microsoft
0.0%
+0.8% today
Information Technology · $533.52 · 1M +8.0% · 1Y +4.7% · stock page →
SIVR SIVR
0.0%
+0.1% today
· $54.21 · 1M -14.0% · 1Y +10.0% · stock page →
MCHP Microchip Technology
0.0%
+0.8% today
Information Technology · $74.43 · 1M +1.6% · 1Y +17.3% · stock page →
NFLX Netflix
0.0%
-1.0% today
Communication Services · $69.85 · 1M -2.7% · 1Y -41.8% · stock page →
SUNB Sunbelt Rentals Holdings, Inc.
0.0%
-0.3% today
Industrials · $75.79 · 1M +3.0% · 1Y – · stock page →
JNJ Johnson & Johnson
0.0%
-0.7% today
Health Care · $253.79 · 1M -6.0% · 1Y +34.3% · stock page →
Changes vs prior quarter
PAYX Paychex IncNewSPGI S&P Global IncNewCTSH Cognizant Technology SolutioNewMSFT Microsoft CorpNewMCHP Microchip Technology Inc.NewSUNB Sunbelt Rentals Holdings IncNewJNJ Johnson & JohnsonNewBRK-B Berkshire Hathaway Inc DelAdded+8%ALK Alaska Air Group IncAdded+6%BRK-A Berkshire Hathaway Inc DelAdded+3%DG Dollar Gen CorpAdded+3%DLTR Dollar Tree IncAdded+3%BLDR Builders Firstsource IncAdded+143%OLN Olin CorpAdded+6%KGC Kinross Gold CorpAdded+3%DISDIS Disney Walt CoAdded+5%
AAPL Apple IncAdded+12%NEM Newmont CorpTrimmed-7%FIVE Five Below IncTrimmed-45%DINO Hf Sinclair CorpTrimmed-30%VLO Valero Energy CorpTrimmed-14%CMICMI Cummins IncTrimmed-67%
EQNREQNR Equinor AsaTrimmed-8%
SBUX Starbucks CorpTrimmed-82%NXPI Nxp Semiconductors N VTrimmed-41%AXP American Express CoTrimmed-4%SGOV Ishares TrTrimmed-14%
FLEX Flextronics Intl LtdSold 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.