Commonwealth Retirement Investments LLC
SEC Form 13F institutional filer · CIK 0001963787
13F-HR · 88 reported holdings · 2026-03-31
Reported long-US-equity value
$0.28B
Top-10 concentration
42.3%
Commonwealth Retirement Investments LLC — $284M AUM allocation strategy
Commonwealth Retirement Investments LLC files SEC Form 13F and reports $284M of long US equity value across 88 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 16.6%, followed by Health Care 13.1% and Energy 8.3%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. 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.
Commonwealth Retirement Investments LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$284M
total across 88 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HPQ +7.09K sh · −$15.2K+$TSCO +5.46K sh · −$14.2K+$UPS +5.03K sh · +$462K
Biggest trims (shares)
−$IYY −36.4K sh · −$2.9M−$IVV −6.32K sh · +$1.55M−$SCHW −4.18K sh · −$95.1K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$FIS ($326K last qtr)$LLY ($315K last qtr)$PFE ($189K last qtr)$GOOG ($186K last qtr)$KO ($177K 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)
- Pharmaceuticals9.0%—
- Integrated Oil & Gas8.3%—
- Semiconductors6.8%—
- Semiconductor Materials & Equipment4.5%—
- Biotechnology4.2%—
- Diversified Banks3.8%—
- Systems Software3.8%—
- Aerospace & Defense3.4%—
- Other holdings56.2%—
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
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 62.5K | $19.4M | -1.01K | 6.8% |
| $XOM | ExxonMobil Holdings Corporation | 78.5K | $13.3M | +1.48K | 4.7% |
| $ABBV | AbbVie Inc | 54.1K | $11.8M | +1.98K | 4.1% |
| $MRK | Merck & Company Inc | 93.9K | $11.3M | +1.91K | 4.0% |
| $JPM | JP Morgan Chase & Co | 37.2K | $10.9M | +699 | 3.9% |
| $MSFT | Microsoft Corporation | 29K | $10.7M | +2.35K | 3.8% |
| $CVX | Chevron Corporation | 49.7K | $10.3M | +3.05K | 3.6% |
| $JNJ | Johnson & Johnson | 40.8K | $9.98M | +771 | 3.5% |
| $LMT | Lockheed Martin Corporation | 16.1K | $9.74M | +445 | 3.4% |
…and 79 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
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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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