Te Ahumairangi Investment Management Ltd holds a diversified book of 86 reported positions worth $619.9M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Sun Communities Inc and trimmed Apple Inc. Their largest long position is Microsoft Corp at 9% of the reported non-option book. Cloning the disclosed picks since 2025 would be +24% (+22.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Te Ahumairangi Investment Management Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+3 sectors below the cut, 9% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Te Ahumairangi Investment Management Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 56 / 80 | $43.9B |
| Draper Asset Management, LLC | 9 / 80 | $167.3M |
| Grace & Mercy Foundation, Inc. | 9 / 80 | $303.4M |
| Ketron Financial | 12 / 80 | $240.4M |
| Hoey Investments, Inc | 50 / 80 | $575.2M |
| Independent Investors Inc | 22 / 80 | $386.3M |
| Skandinaviska Enskilda Banken AB (publ) | 18 / 80 | $2.0B |
| Venator Management LLC | 11 / 80 | $313.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Te Ahumairangi Investment Management Ltd: 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.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $58.4M | 156.5K | 9.4% | ▲+8.5% Added · +12K sh | |
| 2 | Verizon Communications Inc COM | $31.3M | 738.5K | 5.0% | ▲+6.5% Added · +45K sh | |
| 3 | Apple Inc COM | $30.5M | 105.5K | 4.9% | ▼−9.2% Reduced · −11K sh | |
| 4 | Alphabet Inc CAP STK CL A | $26.7M | 74.6K | 4.3% | ▼−18% Reduced · −16K sh | |
| 5 | Everest Group Ltd COM | $19.6M | 54.8K | 3.2% | ▲+3.1% Added · +2K sh | |
| 6 | Nvidia Corporation COM | $16.0M | 79.8K | 2.6% | ▲+15% Added · +10K sh | |
| 7 | Verisign Inc COM | $14.2M | 56.4K | 2.3% | ▼−0.5% Reduced · −283 sh | |
| 8 | Cisco Sys Inc COM | $13.9M | 118.6K | 2.2% | ▼−25% Reduced · −40K sh | |
| 9 | Visa Inc COM CL A | $12.1M | 35.4K | 2.0% | ▲+0.7% Added · +263 sh | |
| 10 | Medtronic PLC SHS | $11.7M | 149.0K | 1.9% | ▲+35% Added · +39K sh | |
| 11 | Check Point Software Tech LT ORD | $11.3M | 85.9K | 1.8% | ▲+19% Added · +14K sh | |
| 12 | WW Grainger Inc COM | $10.4M | 7.6K | 1.7% | ▼−8.1% Reduced · −675 sh | |
| 13 | Amazon Com Inc COM | $10.1M | 42.4K | 1.6% | ▼−4.3% Reduced · −2K sh | |
| 14 | Travelers Companies Inc COM | $10.0M | 30.3K | 1.6% | ▲+2.8% Added · +830 sh | |
| 15 | Totalenergies SE ACT | $9.8M | 125.9K | 1.6% | ▲+1.4% Added · +2K sh | |
| 16 | Meta Platforms Inc CL A | $9.6M | 17.1K | 1.6% | ▼−2.1% Reduced · −364 sh | |
| 17 | Davita Inc COM | $9.5M | 42.6K | 1.5% | ▼−28% Reduced · −17K sh | |
| 18 | AT&T Inc COM | $9.0M | 434.4K | 1.5% | ▲+16% Added · +62K sh | |
| 19 | Citigroup Inc COM NEW | $8.9M | 63.8K | 1.4% | ▼−17% Reduced · −13K sh | |
| 20 | Consolidated Edison Inc COM | $8.9M | 80.4K | 1.4% | ▲+7.7% Added · +6K sh | |
| 21 | Kroger Co COM | $8.9M | 159.5K | 1.4% | ▲+17% Added · +23K sh | |
| 22 | Alphabet Inc CAP STK CL C | $8.5M | 24.1K | 1.4% | ▲+15% Added · +3K sh | |
| 23 | Procter & Gamble Co COM | $8.4M | 57.0K | 1.3% | ▲+2.7% Added · +1K sh | |
| 24 | Johnson & Johnson COM | $7.9M | 31.1K | 1.3% | ▼−8.2% Reduced · −3K sh | |
| 25 | Labcorp Holdings Inc COM SHS | $7.4M | 26.4K | 1.2% | ▲+14% Added · +3K sh | |
| 26 | Marsh & McLennan Cos Inc COM | $7.1M | 42.8K | 1.2% | ▲+40% Added · +12K sh | |
| 27 | Exelon Corp COM | $7.0M | 150.9K | 1.1% | ▲+9.6% Added · +13K sh | |
| 28 | Disney Walt Co COM | $6.8M | 70.5K | 1.1% | ▲+5.6% Added · +4K sh | |
| 29 | Merck & Co Inc COM | $6.5M | 50.5K | 1.0% | ▼−21% Reduced · −13K sh | |
| 30 | Quest Diagnostics Inc COM | $6.5M | 30.6K | 1.0% | ▲+1.3% Added · +399 sh | |
| 31 | AstraZeneca PLC ORD | $6.5M | 34.5K | 1.0% | ▲+6.1% Added · +2K sh | |
| 32 | Newmont Corp COM | $6.3M | 67.3K | 1.0% | ▼−12% Reduced · −10K sh | |
| 33 | Gilead Sciences Inc COM | $6.2M | 48.9K | 1.0% | ▲+4.4% Added · +2K sh | |
| 34 | Colgate Palmolive Co COM | $6.1M | 66.8K | 1.0% | ▼−0.1% Reduced · −69 sh | |
| 35 | Adobe Inc COM | $5.9M | 29.0K | 1.0% | ▲+28% Added · +6K sh | |
| 36 | Broadcom Inc COM | $5.8M | 15.5K | 0.9% | ▼−18% Reduced · −4K sh | |
| 37 | Netflix Inc. COM | $5.8M | 80.8K | 0.9% | ▲+40% Added · +23K sh | |
| 38 | Pfizer Inc COM | $5.7M | 237.9K | 0.9% | ▲+13% Added · +27K sh | |
| 39 | General MTRS Co COM | $5.5M | 70.8K | 0.9% | ▼−0.7% Reduced · −526 sh | |
| 40 | Royal BK Cda COM | $5.4M | 26.1K | 0.9% | ▼−10% Reduced · −3K sh | |
| 41 | McKesson Corp COM | $5.3M | 7.1K | 0.9% | ▲+36% Added · +2K sh | |
| 42 | Abbvie Inc COM | $5.3M | 21.1K | 0.9% | ▼−7.6% Reduced · −2K sh | |
| 43 | The Cigna Group COM | $5.3M | 19.2K | 0.9% | ▲+1.2% Added · +230 sh | |
| 44 | Hca Healthcare Inc COM | $5.1M | 13.1K | 0.8% | ▲+30% Added · +3K sh | |
| 45 | WP Carey Inc COM | $5.1M | 71.2K | 0.8% | ▲+2.7% Added · +2K sh | |
| 46 | Public Storage COM | $5.0M | 15.9K | 0.8% | ▼−14% Reduced · −3K sh | |
| 47 | Cardinal Health Inc COM | $5.0M | 20.9K | 0.8% | ▼−13% Reduced · −3K sh | |
| 48 | Agnico Eagle Mines Ltd COM | $4.8M | 31.2K | 0.8% | ▲+4.7% Added · +1K sh | |
| 49 | Arrow Electrs Inc COM | $4.6M | 21.6K | 0.7% | ▼−29% Reduced · −9K sh | |
| 50 | Bristol-Myers Squibb Co COM | $4.6M | 79.7K | 0.7% | ▲+5.8% Added · +4K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.