Ally Financial Inc.

CIK 0000040729 · Q1 2026

13F Equity AUM

$803.8M

-1.9% QoQ

Positions

125

+15 QoQ

AUM Rank

#3,227

Top 26%

Skill Alpha (FF)

+0.5%/yr^ns

No Clear Edge

Rank #1,953 · Top 24%

vs S&P -4.8%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 33.3%Top 10: 46.9%Top 20: 61.5%

SPY11.9%

TLT9.4%

AMZN4.6%

MSFT4.0%

NVDA3.4%

RSP3.1%

NDQ3.1%

META2.5%

BRK/B2.5%

GOOG2.3%

Others (115)53.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services40.0%

Technology15.1%

Communication Services11.9%

Healthcare11.1%

Consumer Cyclical7.5%

Consumer Defensive5.9%

Industrials4.7%

Other3.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 125Median: 0.35%Avg: 0.80%

0–0.5%

78(18.5%)

0.5–1%

26(19.0%)

1–3%

14(23.0%)

3–5%

5(18.2%)

5%+

2(21.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 123Unique: 2vs 20 funds

1.7%Low

125

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

3.1%

MORGAN STANLEY

2.3%

JPMORGAN CHASE & CO

2.5%

BANK OF AMERICA CORP /DE/

2.6%

FMR LLC

4.2%

STATE STREET CORP

3.5%

GEODE CAPITAL MANAGEMENT, LLC

3.4%

VANGUARD CAPITAL MANAGEMENT LLC

3.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New32Increased23Decreased7Exited17

New Positions

SPY11.9%

+147K

NDQ3.1%

+43K

GOOG2.3%

+66K

AVGO1.5%

+39K

JPM1.2%

+33K

BKNG0.4%

+800

SYK0.4%

+9K

BX0.3%

+23K

ECL0.3%

+10K

COIN0.3%

+14K

Increased

BSX0.5%

+55K(+500%)

BAC0.6%

+50K(+100%)

MSFT4.0%

+45K(+107%)

ORCL1.3%

+43K(+163%)

NVDA3.4%

+42K(+37%)

ABT0.8%

+40K(+167%)

KKR0.6%

+34K(+213%)

AAPL1.2%

+32K(+533%)

WFC0.6%

+19K(+43%)

UBER0.5%

+14K(+39%)

Decreased

RSP3.1%

-637,000(-83%)

IJR1.2%

-561,000(-88%)

MRK0.4%

-128,000(-84%)

USB0.2%

-63,000(-69%)

SLB0.5%

-35,000(-33%)

LIN0.1%

-10,000(-83%)

HON0.2%

-7,000(-50%)

Exited

-12,000

-18,000

-133,000

-124,000

-12,000

-45,000

-10,000

TXN

-16,000

TFC

-51,000

-43,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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