2026-Q2 · 24 positions · $34.4B reported · filed 2026-08-14
PORT replays the filed quarters against SPY — return, risk, attribution and what changed since the previous book.
Top holdings · as reported for 2026-Q2
| Ticker | Name | Sector | Weight |
|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | Financials | 21.4% |
| CAT | CATERPILLAR INC | Industrials | 19.7% |
| CNI | CANADIAN NATL RY CO | Industrials | 18.0% |
| WM | WASTE MGMT INC DEL | Industrials | 17.3% |
| DE | DEERE & CO | Industrials | 6.6% |
| ECL | ECOLAB INC | Materials | 4.2% |
| WMT | WALMART INC | Consumer Staples | 2.8% |
| FDX | FEDEX CORP | Industrials | 2.2% |
| KOF | COCA-COLA FEMSA SAB DE CV | Consumer Staples | 1.9% |
| HD | HOME DEPOT INC | Consumer Discretionary | 1.0% |
10 of 24 reported positions.
Versus 2026-Q1: 2 new · 0 added · 2 trimmed · 20 held · 0 exited
Sector mix: Industrials 65.5% · Financials 21.4% · Consumer Staples 5.4% of the book · The five largest positions are 82.8% of the book.
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PORT — Gates Foundation Trust · 13F 2026-Q2
Gates Foundation Trust's filed 13F book, analyzed: return vs SPY, risk, attribution, what changed.
Pick a source — a fund manager's filed 13F, an ETF's holdings, or a saved portfolio — and every tab fills in. Or try an example:
Import from your broker →three big US stocks at 40/35/25 — a demo
Hypothetical, modeled with hindsight — not real results, and no guide to future results. See the Disclaimer.