Rehmann Capital Advisory Group
SEC Form 13F institutional filer · CIK 0001633037
13F-HR · 283 reported holdings · 2026-03-31
Reported long-US-equity value
$1.29B
Top-10 concentration
62.0%
Rehmann Capital Advisory Group — $1.29B AUM allocation strategy
Rehmann Capital Advisory Group files SEC Form 13F and reports $1.29B of long US equity value across 283 reported holdings for 2026-03-31.
Its largest sector bet is Financials 27.8%, followed by Information Technology 7.6% and Communication Services 2.9%.
The top 10 holdings account for 62% 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.
Rehmann Capital Advisory Group — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.29B
total across 283 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
62% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +68.5K sh · −$5.75M+$SPGI +60.7K sh · +$8.15M+$VOO +27.5K sh · +$3.51M
Biggest trims (shares)
−$IVV −52.6K sh · −$7.82M−$XLF −46.8K sh · −$2.63M−$IWM −36.7K sh · −$8.51M
Exited to nil (held last quarter, gone now)
$GWW ($340K last qtr)$KHC ($317K last qtr)$IDXX ($268K last qtr)$HPQ ($247K last qtr)$VICI ($244K last qtr)
Sector allocation (share of reported value)
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)
- Financial Exchanges & Data14.9%—
- Asset Management & Custody Banks10.6%—
- Technology Hardware, Storage & Peripherals4.1%—
- Interactive Media & Services2.9%—
- Semiconductors2.0%—
- Health Care Equipment1.7%—
- Multi-Sector Holdings1.7%—
- Systems Software1.5%—
- Other holdings60.7%—
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
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SPGI | S&P Global Inc | 1.05M | $191M | +60.7K | 14.9% |
| $BLK | BlackRock Inc | 1.22M | $137M | +68.5K | 10.6% |
| $AAPL | Apple Inc | 208K | $52.9M | +6.26K | 4.1% |
| $NVDA | NVIDIA Corporation | 148K | $25.8M | +14.1K | 2.0% |
| $SYK | Stryker Corporation | 63.5K | $20.9M | -189 | 1.6% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 43.4K | $20.8M | -478 | 1.6% |
…and 277 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 IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-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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