Back to funds
View filing
Massachusetts Wealth Management
hedge fundUpdated 15 days agoManaged by Massachusetts Wealth Management • Latest filing Q3 2026
Portfolio value
$248.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $214.9M |
| Q1 2026 | $230.7M |
| Q2 2026 | $262.5M |
| Q3 2026 | $248.1M |
Top holdings
96 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $16.2M | 321.0K | 6.52% | Added(+15.7%) | |
| 2 | $11.5M | 58.6K | 4.62% | Trimmed(-1.5%) | |
| 3 | $7.1M | 43.6K | 2.86% | — | |
| 4 | $6.6M | 19.9K | 2.67% | Trimmed(-7.1%) | |
| 5 | $6.5M | 38.9K | 2.62% | Trimmed(-0.6%) | |
| 6 | $5.9M | 45.9K | 2.40% | Trimmed(-10.4%) | |
| 7 | $5.8M | 17.6K | 2.35% | Trimmed(-13.6%) | |
| 8 | $5.7M | 106.6K | 2.29% | Added(+0.4%) | |
| 9 | $5.6M | 27.6K | 2.27% | Trimmed(-2.6%) | |
| 10 | $5.4M | 5.7K | 2.18% | Trimmed(-7.0%) | |
| 11 | $5.2M | 41.4K | 2.09% | Trimmed(-3.4%) | |
| 12 | $4.8M | 62.5K | 1.95% | Trimmed(-0.7%) | |
| 13 | $4.7M | 77.2K | 1.91% | Trimmed(-1.7%) | |
| 14 | $4.7M | 9.2K | 1.91% | Trimmed(-5.2%) | |
| 15 | $4.6M | 17.4K | 1.85% | Trimmed(-2.7%) | |
| 16 | $4.4M | 14.2K | 1.79% | Trimmed(-4.2%) | |
| 17 | $4.3M | 25.5K | 1.73% | Added(+2.8%) | |
| 18 | $4.2M | 86.2K | 1.69% | Trimmed(-4.2%) | |
| 19 | $4.2M | 5.1K | 1.68% | Trimmed(-16.4%) | |
| 20 | $4.1M | 3.9K | 1.66% | Trimmed(-51.9%) |