Outbound Financial Inc

— CIK 2144328
League rank
#13
in — · #2480 overall
Long book
$133.4M
Q1 2026
Positions
43
Top-10 weight
72%
concentration
Last quarter
-0.6%
SPY -4.4%
Turnover
7%
of book per quarter

Strategy in plain words

auto-generated from filings

Outbound Financial Inc is an institutional manager, running a $133.4M US long book across 43 positions.

The portfolio is concentrated: the top 10 names carry 72% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL GLBL CORE PL FIX, AVANTIS U.S. EQUITY ETF, DIMENSIONAL INTERNATIONAL CO, DIMENSIONAL GLOBAL CREDIT.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q2 2025
+6.9%
Q3 2025
+2.4%
Q4 2025
-0.6%

Sector allocation

Technology
70%
Industrials
30%

Long book by quarter

$109.4M
Q2 2025
$122.6M
Q3 2025
$128.4M
Q4 2025
$133.4M
Q1 2026

What does Outbound Financial own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
PLTR PALANTIR TECHNOLOGIES INC-ATechnology20.9K$3.1M2.3%Held
TSLA TESLA INCIndustrials4.7K$1.7M1.3%Held
GOOG ALPHABET INC-CL CTechnology1.8K$522K0.4%Held
NVDA NVIDIA CORPTechnology2.5K$433K0.3%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRJul 15, 202643$133.4M canonicalSEC ↗
Q4 202513F-HRJul 15, 202640$128.4M canonicalSEC ↗
Q3 202513F-HRJul 15, 202641$122.6M canonicalSEC ↗
Q2 202513F-HRJul 15, 202642$109.4M canonicalSEC ↗