Ewing Morris & Co. Investment Partners Ltd.
SEC Form 13F institutional filer · CIK 0001846838
13F-HR · 13 reported holdings · 2026-03-31
Reported long-US-equity value
$0.02B
Top-10 concentration
96.7%
Ewing Morris & Co. Investment Partners Ltd. — $20.7M AUM allocation strategy
Ewing Morris & Co. Investment Partners Ltd. files SEC Form 13F and reports $20.7M of long US equity value across 13 reported holdings for 2026-03-31.
Its largest sector bet is Financials 7.9%, followed by Information Technology 7.2% and Consumer Discretionary 3.4%.
The top 10 holdings account for 97% 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.
Ewing Morris & Co. Investment Partners Ltd. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$20.7M
total across 13 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
97% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +3.57K sh · +$1.79M+$SPY +3.15K sh · +$1.98M+$MSFT +1.15K sh · +$300K
Biggest trims (shares)
−$QQQ −6.67K sh · −$4.19M−$TSLA −4.24K sh · −$1.98M−$GOOGL −1.72K sh · −$583K
Exited to nil (held last quarter, gone now)
$TPR ($1.26M last qtr)$IYY ($1.19M last qtr)$LRCX ($1.18M last qtr)$V ($394K last qtr)$EXPE ($368K 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)
- Multi-Sector Holdings5.8%—
- Systems Software3.9%—
- Technology Hardware, Storage & Peripherals3.3%—
- Broadline Retail2.3%—
- Diversified Banks2.0%—
- Interactive Media & Services1.4%—
- Automobile Manufacturers1.1%—
- Heavy Electrical Equipment1.1%—
- Other holdings79.1%—
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 |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 2.52K | $1.21M | +1.02K | 5.8% |
| $MSFT | Microsoft Corporation | 2.17K | $799K | +1.15K | 3.9% |
| $AAPL | Apple Inc | 2.72K | $690K | -696 | 3.3% |
| $AMZN | Amazon.com Inc | 2.27K | $472K | -25 | 2.3% |
| $JPM | JP Morgan Chase & Co | 1.44K | $422K | -200 | 2.0% |
| $GOOGL | Alphabet Inc | 1.03K | $292K | -1.72K | 1.4% |
…and 7 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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