Human Investing LLC
Long book
$686.6M
Q1 2026
Positions
96
Top-10 weight
74%
concentration
Last quarter
+11.1%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsHuman Investing LLC is a wealth-management firm allocating client money, running a $686.6M US long book across 96 positions.
The portfolio is concentrated: the top 10 names carry 74% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD S&P 500 ETF, VANGUARD FTSE DEVELOPED ETF, ISHARES CORE S&P MIDCAP ETF, VANGUARD HIGH DVD YIELD ETF, VANGUARD SHORT-TERM BOND ETF.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 4 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
+1.7%
Q2 2024
+6.6%
Q3 2024
-0.8%
Q4 2024
-1.1%
Q1 2025
+8.2%
Q2 2025
+6.2%
Q3 2025
+2.7%
Q4 2025
-1.5%
Q1 2026
+11.1%
Sector allocation
Technology 55%
Healthcare 17%
Financials 9%
Consumer discretionary 7%
Other 4%
Services media 4%
Industrials 2%
Consumer staples 1%
Long book by quarter
What does Human Investing own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AVGO BROADCOM INC | Technology | 24.9K | $7.7M | 1.1% | -0.8% |
| AAPL APPLE INC | Technology | 17.2K | $4.4M | 0.6% | +1.5% |
| MSFT MICROSOFT CORP | Technology | 8.5K | $3.1M | 0.5% | +5.1% |
| LLY ELI LILLY & CO | Healthcare | 2.3K | $2.1M | 0.3% | +0.7% |
| ABBV ABBVIE INC | Healthcare | 9.5K | $2.1M | 0.3% | -6.6% |
| GOOGL ALPHABET INC-CL A | Technology | 6.6K | $1.9M | 0.3% | +11.3% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 0.2% | Held |
| AMGN AMGEN INC | Healthcare | 3.6K | $1.3M | 0.2% | -0.4% |
| NKE NIKE INC -CL B | Other | 22.4K | $1.2M | 0.2% | -5.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 5.5K | $1.2M | 0.2% | +38.0% |
| IDCC INTERDIGITAL INC | Financials | 3.0K | $906K | 0.1% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.9K | $888K | 0.1% | +4.9% |
| HRB H&R BLOCK INC | Services media | 26.4K | $839K | 0.1% | -13.0% |
| NVDA NVIDIA CORP | Technology | 4.6K | $806K | 0.1% | +62.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 3.2K | $781K | 0.1% | -4.1% |
| HD HOME DEPOT INC | Consumer discretionary | 2.3K | $753K | 0.1% | -13.5% |
| INTC INTEL CORP | Technology | 14.5K | $641K | 0.1% | +0.9% |
| MCD MCDONALD'S CORP | Consumer discretionary | 2.0K | $612K | 0.1% | -0.7% |
| GOOG ALPHABET INC-CL C | Technology | 2.1K | $605K | 0.1% | +4.7% |
| QCOM QUALCOMM INC | Technology | 3.8K | $486K | 0.1% | -4.1% |
| CAT CATERPILLAR INC | Industrials | 674 | $478K | 0.1% | +2.7% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 2.6K | $428K | 0.1% | +1.4% |
| MU MICRON TECHNOLOGY INC | Technology | 1.2K | $419K | 0.1% | +71.4% |
| MRK MERCK & CO. INC. | Healthcare | 3.3K | $394K | 0.1% | -22.3% |
| CSCO CISCO SYSTEMS INC | Technology | 5.0K | $390K | 0.1% | +9.0% |
| TXN TEXAS INSTRUMENTS INC | Technology | 1.9K | $376K | 0.1% | -31.3% |
| JPM JPMORGAN CHASE & CO | Financials | 1.3K | $375K | 0.1% | +10.3% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 1.5K | $371K | 0.1% | +1.2% |
| PAYX PAYCHEX INC | Services media | 4.0K | $364K | 0.1% | -10.7% |
| TOST TOAST INC-CLASS A | Technology | 13.4K | $355K | 0.1% | New |
| ABT ABBOTT LABORATORIES | Healthcare | 3.2K | $333K | 0.0% | -3.8% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 662 | $325K | 0.0% | +0.3% |
| TT TRANE TECHNOLOGIES PLC | Technology | 712 | $297K | 0.0% | +4.4% |
| XOM EXXON MOBIL CORP | Energy | 1.7K | $281K | 0.0% | New |
| TSLA TESLA INC | Industrials | 712 | $265K | 0.0% | +23.2% |
| ORCL ORACLE CORP | Technology | 1.7K | $255K | 0.0% | +7.6% |
| META META PLATFORMS INC-CLASS A | Technology | 444 | $254K | 0.0% | +31.0% |
| RTX RTX CORP | Industrials | 1.3K | $252K | 0.0% | +4.4% |
| HPQ HP INC | Technology | 13.1K | $251K | 0.0% | -13.2% |
| ACN ACCENTURE PLC-CL A | Services media | 1.2K | $244K | 0.0% | -5.2% |
| SBUX STARBUCKS CORP | Consumer discretionary | 2.6K | $237K | 0.0% | +1.8% |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 1.2K | $225K | 0.0% | -0.9% |
| WM WASTE MANAGEMENT INC | Utilities | 957 | $220K | 0.0% | +1.6% |
| GILD GILEAD SCIENCES INC | Healthcare | 1.5K | $207K | 0.0% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 7, 2026 | 132 | $686.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 27, 2026 | 128 | $708.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 3, 2025 | 118 | $634.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 4, 2025 | 118 | $634.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 125 | $567.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 31, 2025 | 357 | $563.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 28, 2024 | 126 | $552.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 17, 2024 | 121 | $514.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 25, 2024 | 122 | $497.9M | canonical | SEC ↗ |