Arkolith/Funds/Altrinsic Global Advisors LLC

Altrinsic Global Advisors LLC

CIK 1167388
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Altrinsic Global Advisors LLC holds a focused book of 55 stocks worth $2.7B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Te Connectivity PLC and trimmed Chubb Ltd. Their largest long position is Chubb Ltd at 14% of the equity book.

Opened
16
bought for the first time
Added to
6
already held, bought more
Trimmed
35
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
48%
Top 10 holdings
77%
Top 20 holdings
94%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
52%
Energy
14%
Information Technology
9%
Industrials
7%
Health Care
6%
Materials
5%
Consumer Staples
5%
Consumer Discretionary
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Altrinsic Global Advisors LLC

Manager / fundShared namesTheir $ in those
Global Retirement Partners, LLC59 / 55$105.7M
BlackRock, Inc.58 / 55$157.1B
JPMORGAN CHASE & CO58 / 55$47.6B
MORGAN STANLEY58 / 55$45.2B
BANK OF AMERICA CORP /DE/58 / 55$31.7B
GOLDMAN SACHS GROUP INC58 / 55$23.3B
ROYAL BANK OF CANADA58 / 55$19.7B
UBS Group AG58 / 55$18.6B

Ranked by the share of each fund's own book sitting in the names it shares with Altrinsic Global Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

55 positions
#SecurityValueShares% PortLast moveHistory
1Chubb Ltd Switz
COM
$394.8M1.16M
14.5%
−2.1%
Reduced · −25K sh
2Everest Group Ltd
COM
$271.7M760.5K
10.0%
−2.2%
Reduced · −17K sh
3Totalenergies SE
ACT
$232.7M2.99M
8.5%
−2.1%
Reduced · −65K sh
4Aon PLC
SHS CL A
$214.4M646.4K
7.9%
−2.2%
Reduced · −14K sh
5Axis Cap Hldgs Ltd
SHS
$185.3M1.73M
6.8%
−2.5%
Reduced · −44K sh
6Check Point Software Tech LT
ORD
$178.6M1.36M
6.6%
−2.0%
Reduced · −28K sh
7Medtronic PLC
SHS
$171.7M2.20M
6.3%
−2.1%
Reduced · −47K sh
8Willis Towers Watson PLC Ltd
SHS
$155.9M596.6K
5.7%
−1.6%
Reduced · −10K sh
9HDFC Bank Ltd
SPONSORED ADS
$151.3M5.86M
5.6%
−2.0%
Reduced · −123K sh
10BP PLC
SPONSORED ADR
$131.3M3.55M
4.8%
−4.5%
Reduced · −166K sh
11CRH PLC
ORD
$114.6M1.07M
4.2%
+55%
Added · +381K sh
12Fomento Economico Mexicano S
SPON ADR UNITS
$103.5M809.2K
3.8%
−1.9%
Reduced · −16K sh
13Te Connectivity PLC
ORD SHS
$83.0M411.7K
3.0%
New
New position
14Yum China Hldgs Inc
COM
$41.3M1.01M
1.5%
+43%
Added · +304K sh
15Hanover Ins Group Inc
COM
$25.5M119.1K
0.9%
−8.6%
Reduced · −11K sh
16Okta Inc
CL A
$24.5M179.5K
0.9%
−4.4%
Reduced · −8K sh
17Cisco Sys Inc
COM
$19.7M168.1K
0.7%
−37%
Reduced · −99K sh
18Crown Hldgs Inc
COM
$17.1M153.3K
0.6%
−8.6%
Reduced · −14K sh
19Atmus Filtration Technologie
COM
$15.1M296.9K
0.6%
+26%
Added · +62K sh
20Acuity Inc
COM
$14.9M39.5K
0.5%
−8.6%
Reduced · −4K sh
21PPG Inds Inc
COM
$13.9M114.6K
0.5%
−8.6%
Reduced · −11K sh
22Masco Corp
COM
$13.3M163.0K
0.5%
−8.1%
Reduced · −14K sh
23Ashland Inc
COM
$12.4M187.9K
0.5%
−8.5%
Reduced · −17K sh
24RTX Corporation
COM
$11.9M62.9K
0.4%
−8.5%
Reduced · −6K sh
25Eog Res Inc
COM
$11.1M85.8K
0.4%
+9.6%
Added · +8K sh
26Kroger Co
COM
$11.0M197.9K
0.4%
+35%
Added · +51K sh
27Willscot Hldgs Corp
COM CL A
$10.4M361.3K
0.4%
−8.6%
Reduced · −34K sh
28Textron Inc
COM
$10.2M111.0K
0.4%
−8.6%
Reduced · −10K sh
29Healthpeak Properties Inc
COM
$10.0M465.4K
0.4%
−8.5%
Reduced · −43K sh
30Trimble Inc
COM
$9.7M189.1K
0.4%
−8.5%
Reduced · −18K sh
31Intercontinental Exchange In
COM
$8.8M71.5K
0.3%
−8.5%
Reduced · −7K sh
32Constellation Brands Inc
CL A
$8.3M60.0K
0.3%
−8.1%
Reduced · −5K sh
33Salesforce Inc
COM
$8.0M51.0K
0.3%
−8.4%
Reduced · −5K sh
34Genpact Limited
SHS
$7.9M288.0K
0.3%
−8.6%
Reduced · −27K sh
35Allegion PLC
ORD SHS
$7.9M55.9K
0.3%
New
New position
36Oshkosh Corp
COM
$7.6M49.3K
0.3%
−8.5%
Reduced · −5K sh
37Booz Allen Hamilton Hldg Cor
CL A
$5.8M95.4K
0.2%
−8.5%
Reduced · −9K sh
38Charter Communications Inc
CL A
$5.0M35.3K
0.2%
−8.6%
Reduced · −3K sh
39Corporacion Amer Arpts S A
COM
$964K38.3K
0.0%
+16%
Added · +5K sh
40Credicorp Ltd
COM
$942K2.4K
0.0%
−19%
Reduced · −583 sh
41Tenaris S A
SPONSORED ADS
$589K10.6K
0.0%
−20%
Reduced · −3K sh
42Anglogold Ashanti PLC
COM SHS
$500K6.2K
0.0%
−0.3%
Reduced · −19 sh
43Telekomunikasi Ind
SPONSORED ADR
$143K10.6K
0.0%
−0.3%
Reduced · −33 sh
44Grupo Aeroportunario Del Pac
SPON ADS B
$91K361
0.0%
New
New position
45KB Finl Group Inc
SPONSORED ADR
$71K674
0.0%
New
New position
46GSK PLC
SPONSORED ADR
$11K204
0.0%
New
New position
47Sony Group Corp
SPONSORED ADR
$11K527
0.0%
New
New position
48Haleon PLC
SPON ADS
$9K1.0K
0.0%
New
New position
49Sanofi Sa
SPONSORED ADR
$9K210
0.0%
New
New position
50Koninklijke Philips N V
NY REGIS SHS NEW
$7K265
0.0%
New
New position
Showing 50 of 55 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026150$2.7B13F-HR
Q1 2026Mar 31, 2026May 15, 2026135$2.8B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026137$2.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025129$2.7B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025118$2.8B13F-HR
Q1 2025Mar 31, 2025May 14, 2025115$2.0B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025123$2.1B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024126$2.4B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024132$2.2B13F-HR
Q1 2024Mar 31, 2024May 14, 2024119$2.2B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024129$2.4B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023134$2.6B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023131$2.6B13F-HR
Q1 2023Mar 31, 2023May 15, 2023141$2.6B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023134$2.3B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022134$2.2B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022136$2.5B13F-HR
Q1 2022Mar 31, 2022May 16, 2022140$2.9B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022170$3.1B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021152$3.3B13F-HR
Q2 2021Jun 30, 2021Aug 13, 2021152$3.3B13F-HR
Q1 2021Mar 31, 2021May 14, 2021151$3.2B13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021153$2.9B13F-HR
Q3 2020Sep 30, 2020Nov 16, 2020159$2.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.