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Manchester Capital Management LLC

SEC Form 13F institutional filer · CIK 0001393389

13F-HR · 505 reported holdings · 2026-03-31

Reported long-US-equity value

$0.55B

Top-10 concentration

59.0%

Manchester Capital Management LLC — $549M AUM allocation strategy

Manchester Capital Management LLC files SEC Form 13F and reports $549M of long US equity value across 505 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 18.2%, followed by Industrials 7.0% and Communication Services 5.5%.

The top 10 holdings account for 59% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Manchester Capital Management LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$549M

total across 505 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

59% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$AAPL$VOO$GS

+$AAPL +7.83K sh · −$2.36M+$VOO +5.3K sh · −$435K+$GS +4.11K sh · +$175K

Biggest trims (shares)

$IWM$BRO$BLK

−$IWM −7.94K sh · −$2.16M−$BRO −7.77K sh · −$620K−$BLK −3.12K sh · −$583K

Added from nil (new positions)

$LITE$AMCR$INVH

3 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$ZBRA$BAX$BLDR

$ZBRA ($1.7K last qtr)$BAX ($1.66K last qtr)$BLDR ($1.65K last qtr)

Sector allocation (share of reported value)

ETFs 29%Information Technology 18%Industrials 7%Communication Services 5%Consumer Discretionary 5%Health Care 3%Financials 2%Other holdings 30%SECTORS
  • ETFs29.3%
  • $XLKInformation Technology18.2%
  • $XLIIndustrials7.0%
  • $XLCCommunication Services5.5%
  • $XLYConsumer Discretionary5.3%
  • $XLVHealth Care2.5%
  • $XLFFinancials2.4%
  • Other holdings29.8%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Technology Hardware, Storage & Peripherals 12%Air Freight & Logistics 6%Interactive Media & Services 5%Broadline Retail 4%Semiconductors 3%Systems Software 3%Multi-Sector Holdings 2%Pharmaceuticals 2%Other holdings 63%INDUSTRIES
  • Technology Hardware, Storage & Peripherals11.5%
  • Air Freight & Logistics6.1%
  • Interactive Media & Services5.5%
  • Broadline Retail4.1%
  • Semiconductors3.1%
  • Systems Software2.6%
  • Multi-Sector Holdings2.4%
  • Pharmaceuticals1.8%
  • Other holdings62.9%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

7 of 7 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$AAPLApple Inc248K$63M+7.83K11.5%
$UPSUnited Parcel Service Inc339K$33.4M-1.96K6.1%
$AMZNAmazon.com Inc109K$22.6M-1.19K4.1%
$NVDANVIDIA Corporation97.8K$17.1M-4843.1%
$GOOGLAlphabet Inc56.1K$16.1M-1.54K2.9%
$MSFTMicrosoft Corporation39K$14.4M-3272.6%
$GOOGAlphabet Inc. Class C Capital Stock48.8K$14M-1.02K2.6%

…and 498 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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