| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $13.8B | 88.81M | New | Q1 2026 |
| 2 | STATE STREET CORP | $9.2B | 59.42M | Added | Q1 2026 |
| 3 | Gotham Asset Management, LLC | $21.3M | 137.0K | Added | Q1 2026 |
| 4 | Bridgewater Associates, LP | $16.1M | 103.6K | Added | Q1 2026 |
| 5 | MARKEL GROUP INC. | $14.9M | 96.2K | Held | Q1 2026 |
| 6 | Point72 Asset Management, L.P. | $12.2M | 78.6K | Added | Q1 2026 |
| 7 | MAVERICK CAPITAL LTD | $571K | 4.0K | Reduced | Q4 2025 |
| 8 | CITADEL ADVISORS LLC | $16K | 100 | Reduced | Q1 2026 |
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 1, 2026 | VASELLA DANIEL | Director | acquired (A) | 423.968 | $60K |
| Jun 1, 2026 | Diamond Susan M | Director | acquired (A) | 565.291 | $80K |
| Jun 1, 2026 | Bailey Jennifer | Director | acquired (A) | 423.968 | $60K |
| Jun 1, 2026 | Gibbs David W | Director | acquired (A) | 70.661 | $10K |
| May 31, 2026 | Bailey Jennifer | Director | acquired (A) | 125.003 | $0 |
| May 31, 2026 | VASELLA DANIEL | Director | acquired (A) | 1.5K | $0 |
| May 31, 2026 | Diamond Susan M | Director | acquired (A) | 128.117 | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 5 funds | $155.4B |
| MICROSOFT CORPMSFT | 5 funds | $115.2B |
| AMAZON COM INCAMZN | 5 funds | $84.5B |
| ALPHABET INCGOOGL | 5 funds | $66.8B |
| ALPHABET INCGOOG | 5 funds | $54.9B |
| META PLATFORMS INCMETA | 5 funds | $52.1B |
| JOHNSON & JOHNSONJNJ | 5 funds | $33.5B |
| VISA INCV | 5 funds | $25.4B |
| CATERPILLAR INCCAT | 5 funds | $25.3B |
| LOCKHEED MARTIN CORPLMT | 5 funds | $20.2B |
| MASTERCARD INCORPORATEDMA | 5 funds | $18.9B |
| COSTCO WHSL CORP NEWCOST | 5 funds | $18.7B |
Ranked by how many of PEP's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.