Protégé

Built on public SEC filings

Invest like the greats.

The world's best investors and members of Congress have to show what they own. See their moves, test whether copying them would have worked, and build your own plan.

Explore investors

The gap, closed a little

The pros didn't have better brains.
They had a better view.

Who is buying? Who just walked out? What did the smartest money quietly add while everyone else was watching the headlines? For decades that lived in filings almost nobody read. Now it is one tap away, in plain numbers.

1

See their hand

Every quarter the biggest names have to show what they own. See it in seconds, ranked and explained. No terminal. No jargon.

2

Spot the shift

New bets, big adds, quiet exits. See what changed since last quarter, at what price, and what the stock did next.

3

Test it before you trust it

Would copying them have worked, delay included? Run it against the S&P 500 and believe the numbers, not the legend.

4

Look inside any company

Tap a holding for market cap, P/E, revenue and profit trends, recent filings and who else owns it. Understand the bet, not just the name.

Straight talk. Filings are quarterly and arrive up to 45 days after the fact. You are seeing where they were, not where they are now. Use it to learn how winners think, not as a signal to buy or sell. How the data works

Where the crowd is looking

What the most tracked investors and politicians are piling into. Tap a company for its deep-dive.

Explore all companies and who holds them

How it works

1

See what they own

Every large US fund files a Form 13F each quarter. We read the filings straight from the SEC and rank the holdings.

2

Test the copy

A simulation buys their top holdings on each filing date, delay included, and compares the result with the S&P 500.

3

Build your plan

Enter an amount and a max weight. Get dollars, whole shares and leftover cash. Export it as a CSV.

Where the data comes from

Everything here is built from public records. Nothing is scraped from paywalled sites and nothing is entered by hand.

  1. 1

    SEC EDGAR

    Any institution that manages more than $100 million in US-listed shares must file a Form 13F within 45 days after each quarter ends. We read the official filing straight from sec.gov, at the pace the SEC asks for.

  2. 2

    Cleaning

    We merge duplicate lines per security, drop options and bonds, fix filers that report in thousands, and work out each holding's weight against the whole portfolio.

  3. 3

    Tickers

    Filings identify stocks by CUSIP number, not ticker. We map them with the free OpenFIGI service and cache the result.

  4. 4

    Prices

    Daily closing prices (delayed, split-adjusted) power the track record, whole-share counts, the 52-week range and the estimated trade prices. Prices are not part of a 13F.

  5. 5

    Refresh

    An automated GitHub job re-reads the SEC after each filing deadline, and prices refresh on weekdays. The footer shows when the data was last built.

Questions, answered

What is a Form 13F?

A quarterly report of the US-listed shares an institutional investment manager owned on the last day of the quarter. It is filed with the US Securities and Exchange Commission (SEC) and is public. Warren Buffett's Berkshire Hathaway, for example, files one every quarter.

Who has to file, and by when?

Managers with at least $100 million in qualifying US-listed securities. The report is due 45 days after quarter end, so roughly mid-February, mid-May, mid-August and mid-November.

How do the politicians' trades work?

Under the STOCK Act, members of Congress must report stock trades above $1,000, including many made by a spouse or dependent child, within 30 days of learning of them and no later than 45 days after the trade. Each report gives the trade date and a dollar range, such as $15,001 to $50,000, never an exact size or price. We read these from free public mirrors of the official House and Senate filings, so a politician's "net buying" here is an estimate built from range midpoints, not a portfolio statement.

Why is the data always out of date?

You are seeing positions as they stood on the quarter's last day, published up to 45 days later. The investor may have bought, sold or changed course since. Some managers also get confidential treatment for a few positions, which delays them.

What does a 13F not show?

Short positions, bonds, cash, most non-US holdings, and any trade made after the quarter ended. Options are filed separately from shares, and this site leaves them out. A 13F is a partial picture, not the whole portfolio.

Does the track record show what I would have earned?

No. It is a simulation: buy the top holdings on each filing date, rebalance at the next filing, compare with the S&P 500. It ignores dividends, fees, tax and slippage, and it copies the positions, not the investor's timing, sizing discipline or risk limits. Past results do not predict future ones.

What does the 52-week range mean?

For each holding, the lowest and highest daily close over the past year, and where today's price sits between them. "-12% from high" means the stock closed 12% below its 52-week high. It uses closing prices, so it can differ a little from the intraday highs and lows a broker shows. It describes the price today, not the price when the investor filed.

Why do some holdings show "n/a" for price or range?

Prices come from free public sources. A ticker they do not cover, a very recent listing, or a name we could not map to a ticker will show n/a rather than a guess.

Which other SEC forms should I know?

13D and 13G are filed by anyone who owns more than 5% of a company (13D for active investors, 13G for passive ones). Form 4 reports trades by a company's own directors and officers, within two business days. 8-K reports major events such as deals and leadership changes. 10-K and 10-Q are annual and quarterly company reports. See the SEC's EDGAR search and this Investopedia guide to SEC forms.

Is this what they own right now?

Not exactly, and that matters. A 13F is a snapshot of the last day of a quarter, filed up to 45 days later, so what you see is 6 to 19 weeks old on the day it appears. The investor may have bought, sold or reversed since. Politicians' trades are disclosed up to 45 days after the fact, as dollar ranges. Use this to learn how they think, not as a live signal.

Where do the company numbers come from?

Revenue, profit, earnings per share and share counts come straight from each company's own 10-K and 10-Q filings, via the SEC's free XBRL data. Market cap and P/E are worked out in your browser from the latest closing price, so they always match the price shown. The latest filings list is the company's 8-Ks, and headlines come from a news feed when one is switched on. The company profile (CEO, employees, headquarters, description) comes from Yahoo Finance, a third-party source that can lag, so check the company's own site. Sector is grouped from the SEC's industry code, so it is approximate and will not always match the official GICS sector.

Can I add an investor that is not listed?

Yes, if they file a 13F. Use "Add an investor", enter the fund name or CIK number, and an automation checks the SEC, adds them and rebuilds the site.

Is this investment advice?

No. This is an education tool built on public filings. The mimic portfolio is a model allocation for study. Check prices, tax, fees and whether it suits you before acting on anything.