Florin Court Capital LLP

Wealth advisor Mechanical CIK 1696263
League rank
#281
in Wealth advisor · #1395 overall
Long book
$26.5M
Q1 2026
Positions
19
Top-10 weight
80%
concentration
Last quarter
+9.5%
SPY +14.8%
Turnover
27%
of book per quarter

Strategy in plain words

auto-generated from filings

Florin Court Capital LLP is a wealth-management firm allocating client money, running a $26.5M US long book across 19 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES GLOBAL CLEAN ENERGY, ISHARES SELECT DIVIDEND ETF, INVESCO SOLAR ETF, ISHARES CONVERTIBLE BOND ETF, SS SPDR BB CONV SEC ETF.

Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-0.8%
Q2 2024
+5.1%
Q3 2024
-1.5%
Q4 2024
-1.3%
Q1 2025
+7.6%
Q2 2025
+7.7%
Q3 2025
+3.5%
Q4 2025
+2.0%
Q1 2026
+9.5%

Sector allocation

No sector data

Long book by quarter

$116.0M
Q1 2024
$72.7M
Q2 2024
$124.3M
Q3 2024
$96.3M
Q4 2024
$96.4M
Q1 2025
$97.8M
Q2 2025
$127.6M
Q3 2025
$71.8M
Q4 2025
$26.5M
Q1 2026

What does Florin Court own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 6, 202619$26.5M canonicalSEC ↗
Q4 202513F-HRFeb 5, 202626$71.8M canonicalSEC ↗
Q3 202513F-HRNov 3, 202537$127.6M canonicalSEC ↗
Q2 202513F-HRAug 6, 202531$97.8M canonicalSEC ↗
Q1 202513F-HRMay 12, 202532$96.4M canonicalSEC ↗
Q4 202413F-HRFeb 3, 202526$96.3M canonicalSEC ↗
Q3 202413F-HRNov 6, 202432$124.3M canonicalSEC ↗
Q2 202413F-HRAug 5, 202425$72.7M canonicalSEC ↗
Q1 202413F-HRMay 3, 202429$116.0M canonicalSEC ↗