FACTORY MUTUAL INSURANCE CO
Institutional investor · Portfolio as of Q2 2026
Top Holdings205 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 2.8M | $566.9M | 5.3% | $114.23 | +90.45% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.5M | $528.5M | 5.0% | $98.34 | +248.65% | 30 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $497.3M | 4.7% | $98.51 | +224.53% | 30 qtrssince 2019-Q1 | Increased 58 |
DIMENSIONAL ETF TRUST | 10.1M | $426.1M | 4.0% | $41.26 | — | 8 qtrssince 2024-Q3 | Increased 92 |
J P MORGAN EXCHANGE TRADED F | 8M | $374.7M | 3.5% | $45.21 | +2.27% | 6 qtrssince 2025-Q1 | Increased 74 |
MICROSOFT CORP | 923,818 | $344.6M | 3.2% | $116.24 | +341.77% | 30 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.4M | $329.7M | 3.1% | $115.73 | +130.21% | 30 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 2.9M | $291.1M | 2.7% | $94.63 | +3.03% | 14 qtrssince 2023-Q1 | Increased 76 |
BROADCOM INC | 720,520 | $272.2M | 2.6% | $161.85 | +127.87% | 30 qtrssince 2019-Q1 | Decreased 0 |
ENERGY SELECT SECTOR SPDR | 4.5M | $236.4M | 2.2% | $53.37 | +17.44% | 16 qtrssince 2022-Q3 | Increased 77 |
KLA CORP | 593,895 | $179.2M | 1.7% | $275.52 | -36.29% | 19 qtrssince 2021-Q4 | Increased 77 |
DIMENSIONAL WORLD EX US CORE | 4.8M | $177.1M | 1.7% | $28.05 | +36.53% | 8 qtrssince 2024-Q3 | Unchanged 0 |
MICRON TECHNOLOGY INC | 151,095 | $174.4M | 1.6% | $157.01 | +494.14% | 9 qtrssince 2024-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 516,575 | $169.1M | 1.6% | $103.79 | +244.57% | 30 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 283,991 | $160M | 1.5% | $190.38 | +203.61% | 30 qtrssince 2019-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 316,675 | $151.2M | 1.4% | $193.41 | +115.87% | 12 qtrssince 2023-Q3 | Decreased 0 |
UTILITIES SELECT SECTOR SPDR | 3.2M | $144.2M | 1.4% | $34.41 | +24.18% | 23 qtrssince 2020-Q4 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 1.7M | $137.9M | 1.3% | $75.33 | +12.77% | 3 qtrssince 2025-Q4 | Unchanged 0 |
VISA INC-CLASS A SHARES | 373,516 | $128.1M | 1.2% | $170.56 | +123.73% | 30 qtrssince 2019-Q1 | Increased 50 |
ADVANCED MICRO DEVICES | 211,572 | $122.9M | 1.2% | $283.66 | +64.13% | 12 qtrssince 2023-Q3 | Increased 60 |
FACTORY MUTUAL INSURANCE CO manages $10.6B across 205 positions as of Q2 2026. Top holdings: NVDA (5.3%), GOOG (5.0%), AAPL (4.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 15 new positions, 6 exits, 31 increased. Top move: DFCF (INCREASED, conviction 92). Portfolio: $10.6B across 205 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR