Copy portfolio · 13F
‹ PortfoliosValueAct (13F)
Mason Morfit. 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
+0.5%
Look-back
1M
+2.0%
Look-back
3M
+5.0%
Look-back
YTD
-4.8%
Look-back
1Y
-6.0%
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 2026-10-2018 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 | +7.0% | +32.2% |
| 2025-02-14 | -0.5% | +28.2% |
| 2025-05-15 | +3.1% | +32.0% |
| 2025-08-14 | -5.5% | +20.5% |
| 2025-11-14 | +0.3% | +15.3% |
| 2026-02-17 | +8.6% | +13.1% |
| 2026-05-15 | +12.4% | +4.2% |
| 2026-08-14 | -0.6% | -1.0% |
Holdings
VV Visa Inc.
14.1%
+0.1% today
Financials · $402.92 · 1M +9.4% · 1Y +18.8% · stock page →
AMZN Amazon
12.4%
+5.0% today
Consumer Discretionary · $262.45 · 1M +3.4% · 1Y +23.2% · stock page →
RKT Rocket Companies, Inc.
11.6%
-0.6% today
Financial Services · $10.71 · 1M -12.9% · 1Y -35.7% · stock page →
BLKBLK BlackRock
9.9%
-0.9% today
Financials · $1,124.60 · 1M +5.1% · 1Y -1.1% · stock page →
META Meta Platforms
9.2%
-0.5% today
Communication Services · $705.44 · 1M +6.0% · 1Y -1.3% · stock page →
CRM Salesforce
8.3%
+0.7% today
Information Technology · $242.45 · 1M +1.9% · 1Y +0.6% · stock page →
TOSTTOST Toast, Inc.
7.0%
-1.9% today
Financials · $31.62 · 1M +1.6% · 1Y -15.5% · stock page →
KKR KKR & Co.
5.8%
+0.9% today
Financials · $87.00 · 1M -12.0% · 1Y -25.5% · stock page →
SPOT Spotify Technology S.A.
4.3%
-0.5% today
Communication Services · $530.46 · 1M -3.1% · 1Y -20.2% · stock page →
LLYVK Liberty Live Holdings, Inc. - S
4.1%
-0.1% today
Communication Services · $98.05 · 1M +1.8% · 1Y +7.3% · stock page →
SSD Simpson Manufacturing
3.1%
+0.2% today
Industrials · $176.73 · 1M +3.4% · 1Y +2.1% · stock page →
RBLXRBLX Roblox Corporation
3.0%
+2.4% today
Communication Services · $50.75 · 1M +6.1% · 1Y -61.8% · stock page →
CBRE CBRE Group
2.4%
-1.7% today
Real Estate · $130.77 · 1M -6.3% · 1Y -16.8% · stock page →
LLYVA Liberty Live Holdings, Inc. - S
1.4%
+0.0% today
Communication Services · $94.87 · 1M +2.0% · 1Y +7.2% · stock page →
MDB MDB
1.0%
-7.9% today
· $337.57 · 1M -10.3% · 1Y +7.4% · stock page →
LYV Live Nation Entertainment
1.0%
+0.2% today
Communication Services · $170.80 · 1M +2.2% · 1Y +10.1% · stock page →
WIX Wix.com Ltd.
0.8%
-7.6% today
Technology · $75.01 · 1M -6.7% · 1Y -43.4% · stock page →
PAYP PayPay Corporation - American D
0.5%
-1.0% today
Technology · $15.52 · 1M -12.4% · 1Y – · stock page →
Changes vs prior quarter
PAYP Paypay CorpNewRKT Rocket Cos IncAdded+48%BLKBLK Blackrock IncAdded+7%
TOSTTOST Toast IncAdded+10%
KKR Kkr & Co IncAdded+8%SPOT Spotify Technology S AAdded+47%CBRE Cbre Group IncAdded+323%LLYVK Liberty Live Holdings IncTrimmed-39%SSD Simpson Mfg IncTrimmed-41%RBLXRBLX Roblox CorpTrimmed-46%
LLYVA Liberty Live Holdings IncTrimmed-56%MDB Mongodb IncTrimmed-84%LYV Live Nation Entertainment InTrimmed-52%DISDIS Disney Walt CoSold 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.