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Latest JustInvest LLC Stock Portfolio

$10.19Billion– No. of Holdings #2162

JustInvest LLC Performance:
2026 Q1: -3.58%YTD: -3.58%2025: 16.23%
Performance for 2026 Q1 is -3.58%, and YTD is -3.58%, and 2025 is 16.23%.

About JustInvest LLC and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Vanguard Personalized Indexing Management, LLC reported an equity portfolio of $10.2 Billions as of 31 Mar, 2026.

The top stock holdings of Vanguard Personalized Indexing Management, LLC are NVDA, AAPL, MSFT. The fund has invested 6.4% of it's portfolio in NVIDIA CORPORATION and 5.9% of portfolio in APPLE INC.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), COMERICA INC (CMA) and CYBERARK SOFTWARE LTD (CYBR) stocks. They significantly reduced their stock positions in ENTERPRISE PRODS PARTNERS L (EPD), VANGUARD INTL EQUITY INDEX F (VEU) and PARAMOUNT SKYDANCE CORP. Vanguard Personalized Indexing Management, LLC opened new stock positions in ASTRAZENECA PLC, ISHARES TR (AGT) and PIPER SANDLER COMPANIES (PIPR). The fund showed a lot of confidence in some stocks as they added substantially to BRANDYWINE RLTY TR (BDN), RECURSION PHARMACEUTICALS IN (RXRX) and ISHARES TR (IJR).
JustInvest LLC Equity Portfolio Value
Last Reported on: 14 May, 2026

JustInvest LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Vanguard Personalized Indexing Management, LLC made a return of -3.58% in the last quarter. In trailing 12 months, it's portfolio return was 17.2%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc13,743,300
New stocks bought by JustInvest LLC

Additions

Ticker% Inc.
hubspot inc142
crowdstrike hldgs inc109
gartner inc97.16
southwest gas hldgs inc90.24
posco holdings inc67.46
fifth third bancorp63.29
bloom energy corp58.97
equinix inc55.15
Additions to existing portfolio by JustInvest LLC

Reductions

Ticker% Reduced
cognizant technology solutio-29.2
state str spdr s&p 500 etf t-25.98
orix corp-25.73
eni spa-21.14
deutsche bk ag-21.02
fox corp-18.81
general mills inc-18.61
prudential finl inc-17.15
JustInvest LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by JustInvest LLC

Sector Distribution

Vanguard Personalized Indexing Management, LLC has about 29.8% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Others
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Defensive
  • Energy
  • Utilities
  • Real Estate
  • Basic Materials
Sector%
Technology29.8
Financial Services10.4
Others10.1
Consumer Cyclical9.1
Communication Services8.9
Healthcare8.7
Industrials8.6
Consumer Defensive4.7
Energy3.8
Utilities2.3
Real Estate1.8
Basic Materials1.8

Market Cap. Distribution

Vanguard Personalized Indexing Management, LLC has about 85.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP50.9
LARGE-CAP34.2
UNALLOCATED10
MID-CAP4.3

Stocks belong to which Index?

About 83% of the stocks held by Vanguard Personalized Indexing Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50079.6
Others17
RUSSELL 20003.4
Top 5 Winners (%)%
AXTI
axt inc
237.7 %
ERAS
erasca inc
202.7 %
TROX
tronox holdings plc
133.1 %
sandisk corp
127.5 %
IBRX
immunitybio inc
121.5 %
Top 5 Winners ($)$
XOM
exxon mobil corp
27.3 M
JNJ
johnson & johnson
12.5 M
CVX
chevron corporation
12.5 M
AMAT
applied matls inc
12.1 M
CAT
caterpillar inc
10.7 M
Top 5 Losers (%)%
GOSS
gossamer bio inc
-89.0 %
OTLK
outlook therapeutics inc
-83.3 %
ALIT
alight inc
-69.8 %
NWTN
robo.ai inc.
-63.9 %
GENI
genius sports limited
-55.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-127.1 M
NVDA
nvidia corporation
-44.7 M
AAPL
apple inc
-42.3 M
AMZN
amazon com inc
-31.4 M
TSLA
tesla inc
-30.7 M

JustInvest LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of JustInvest LLC

Vanguard Personalized Indexing Management, LLC has 2162 stocks in it's portfolio. About 31.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Vanguard Personalized Indexing Management, LLC last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions