WORLD EQUITY GROUP, INC.
Long book
$386.1M
Q1 2026
Positions
368
Top-10 weight
25%
concentration
Last quarter
+12.0%
SPY +14.8%
Turnover
25%
of book per quarter
Strategy in plain words
auto-generated from filingsWORLD EQUITY GROUP, INC. is an institutional manager, running a $386.1M US long book across 368 positions.
The portfolio is broadly diversified across 368 positions (top 10 only 25%). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, INVESCO QQQ TRUST SERIES 1, MICROSOFT CORP, NVIDIA CORP, SS SPDR S&P 500 ETF TRUST-US.
Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.6%
Q2 2024
+5.5%
Q3 2024
+2.7%
Q4 2024
-3.1%
Q1 2025
+9.6%
Q2 2025
+8.8%
Q3 2025
+2.0%
Q4 2025
-2.6%
Q1 2026
+12.0%
Sector allocation
Technology 43%
Industrials 12%
Financials 12%
Consumer discretionary 10%
Healthcare 5%
Energy 5%
Utilities 3%
Consumer staples 3%
Long book by quarter
What does WORLD EQUITY own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 78.6K | $20.0M | 5.2% | -1.8% |
| MSFT MICROSOFT CORP | Technology | 31.0K | $11.5M | 3.0% | +6.1% |
| NVDA NVIDIA CORP | Technology | 59.4K | $10.4M | 2.7% | +5.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 36.0K | $7.5M | 1.9% | +4.6% |
| AVGO BROADCOM INC | Technology | 19.3K | $6.0M | 1.5% | +105.1% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 40.7K | $6.0M | 1.5% | +1.8% |
| GOOGL ALPHABET INC-CL A | Technology | 20.2K | $5.8M | 1.5% | +3.8% |
| META META PLATFORMS INC-CLASS A | Technology | 9.1K | $5.2M | 1.3% | +4.0% |
| CAT CATERPILLAR INC | Industrials | 7.0K | $5.0M | 1.3% | +93.6% |
| XOM EXXON MOBIL CORP | Energy | 25.6K | $4.3M | 1.1% | -0.6% |
| CVX CHEVRON CORP | Energy | 20.5K | $4.2M | 1.1% | +88.1% |
| TSLA TESLA INC | Industrials | 11.2K | $4.2M | 1.1% | +17.6% |
| TPL TEXAS PACIFIC LAND CORP | Financials | 6.8K | $3.2M | 0.8% | -19.3% |
| KO COCA-COLA CO/THE | Consumer staples | 42.6K | $3.2M | 0.8% | +99.0% |
| GOOG ALPHABET INC-CL C | Technology | 11.3K | $3.2M | 0.8% | +7.0% |
| C CITIGROUP INC | Financials | 26.7K | $3.0M | 0.8% | +83.1% |
| WMT WALMART INC | Consumer discretionary | 23.9K | $3.0M | 0.8% | -12.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 6.1K | $2.9M | 0.8% | -3.5% |
| BAC BANK OF AMERICA CORP | Financials | 59.9K | $2.9M | 0.8% | -18.7% |
| JPM JPMORGAN CHASE & CO | Financials | 9.1K | $2.7M | 0.7% | +7.9% |
| GS GOLDMAN SACHS GROUP INC | Financials | 3.0K | $2.5M | 0.7% | +24.0% |
| CSCO CISCO SYSTEMS INC | Technology | 28.2K | $2.2M | 0.6% | +102.6% |
| MCD MCDONALD'S CORP | Consumer discretionary | 6.1K | $1.9M | 0.5% | +4.4% |
| LLY ELI LILLY & CO | Healthcare | 1.9K | $1.7M | 0.4% | -1.6% |
| ABBV ABBVIE INC | Healthcare | 7.9K | $1.7M | 0.4% | +1.2% |
| ETN EATON CORP PLC | Industrials | 4.5K | $1.6M | 0.4% | +0.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 6.5K | $1.6M | 0.4% | +0.2% |
| CB CHUBB LTD | Financials | 4.8K | $1.6M | 0.4% | +201.9% |
| CME CME GROUP INC | Financials | 5.0K | $1.5M | 0.4% | +446.0% |
| ASTS AST SPACEMOBILE INC | Communications | 16.8K | $1.4M | 0.4% | +427.9% |
| HD HOME DEPOT INC | Consumer discretionary | 4.0K | $1.3M | 0.3% | -1.4% |
| PG PROCTER & GAMBLE CO/THE | Other | 8.8K | $1.3M | 0.3% | +6.0% |
| MRK MERCK & CO. INC. | Healthcare | 10.3K | $1.2M | 0.3% | +1.2% |
| LRCX LAM RESEARCH CORP | Industrials | 5.5K | $1.2M | 0.3% | -17.5% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 4.8K | $1.2M | 0.3% | -2.9% |
| V VISA INC-CLASS A SHARES | Services media | 3.8K | $1.2M | 0.3% | +7.8% |
| TJX TJX COMPANIES INC | Consumer discretionary | 7.1K | $1.1M | 0.3% | +14.6% |
| PSIX POWER SOLUTIONS INTERNATIONA | Industrials | 17.8K | $1.1M | 0.3% | +13.1% |
| CASY CASEY'S GENERAL STORES INC | Consumer discretionary | 1.5K | $1.1M | 0.3% | +102.2% |
| AMD ADVANCED MICRO DEVICES | Technology | 5.1K | $1.0M | 0.3% | +2.1% |
| LITE LUMENTUM HOLDINGS INC | Technology | 1.4K | $999K | 0.3% | New |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 2.5K | $980K | 0.3% | -1.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 955 | $951K | 0.2% | +17.6% |
| T AT&T INC | Communications | 31.2K | $904K | 0.2% | +110.3% |
| EXC EXELON CORP | Utilities | 18.4K | $902K | 0.2% | 0.0% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 6, 2026 | 368 | $386.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 12, 2026 | 326 | $358.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 24, 2025 | 347 | $440.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 15, 2025 | 317 | $366.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 22, 2025 | 300 | $350.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 4, 2025 | 391 | $466.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 30, 2024 | 256 | $276.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 18, 2024 | 268 | $335.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Jul 18, 2024 | 308 | $486.8M | canonical | SEC ↗ |
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