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Employees Provident Fund Board

13F for the quarter to June 30, 2026, filed August 12, 2026 · SEC CIK 1600177

Reported value
$17.4bn
100% in companies we cover
Positions we cover
68
Largest MSFT 8.0%
Copy, a year
+42.8%
S&P 500 +13.3%
Copy Sharpe ratio
1.21
S&P 500 0.37

How copying its 13F would have done

$10.0k 2026 $12.1k$10.7k
CopyS&P 500 $10,000 copying Employees Provident Fund Board's filed holdings in companies we cover from April 17, 2026, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −8.1% (S&P 500 −10.7%); beta 0.81; alpha +18.3% a year (t = 1.22); last 12 months — against —.

Reported value by quarter

Employees Provident Fund Board: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $2T $4T $6T $8T Reported value, 2013-03-31: $2.3T Reported value, 2013-06-30: $2.5T Reported value, 2013-09-30: $2.8T Reported value, 2013-12-31: $3.3T Reported value, 2014-03-31: $3.1T Reported value, 2014-06-30: $3.2T Reported value, 2014-09-30: $3.2T Reported value, 2014-12-31: $3.3T Reported value, 2015-03-31: $2.9T Reported value, 2015-06-30: $2.9T Reported value, 2015-09-30: $2.6T Reported value, 2015-12-31: $2.9T Reported value, 2016-03-31: $2.3T Reported value, 2016-06-30: $2.3T Reported value, 2016-09-30: $2.8T Reported value, 2016-12-31: $2.9T Reported value, 2017-03-31: $3.4T Reported value, 2017-06-30: $3.5T Reported value, 2017-09-30: $3.5T Reported value, 2017-12-31: $3.7T Reported value, 2018-03-31: $3.4T Reported value, 2018-06-30: $3.7T Reported value, 2018-09-30: $3.6T Reported value, 2018-12-31: $3.6T Reported value, 2019-03-31: $3.6T Reported value, 2019-06-30: $3.8T Reported value, 2019-09-30: $3.7T Reported value, 2019-12-31: $4.7T Reported value, 2020-03-31: $3.7T Reported value, 2020-06-30: $4.4T Reported value, 2020-09-30: $4.8T Reported value, 2020-12-31: $5.9T Reported value, 2021-03-31: $5.8T Reported value, 2021-06-30: $6.1T Reported value, 2021-09-30: $6.1T Reported value, 2021-12-31: $6.1T Reported value, 2022-03-31: $5.8T Reported value, 2022-06-30: $4.4T Reported value, 2022-09-30: $3.4T Reported value, 2022-12-31: $3.5T Reported value, 2023-03-31: $3.9B Reported value, 2023-06-30: $4.2B Reported value, 2023-09-30: $4.4B Reported value, 2023-12-31: $5.1B Reported value, 2024-03-31: $5.7B Reported value, 2024-06-30: $6.2B Reported value, 2024-09-30: $7.3B Reported value, 2024-12-31: $8.1B Reported value, 2025-03-31: $8.8B Reported value, 2025-06-30: $11.6B Reported value, 2025-09-30: $12.5B Reported value, 2025-12-31: $13.6B Reported value, 2026-03-31: $13.2B Reported value, 2026-06-30: $17.4B 2013-03-31 2015-12-31 2018-09-30 2021-06-30 2024-03-31 2026-06-30 $17.4B
View chart data
Period Reported value
2013-03-31 $2.3T
2013-06-30 $2.5T
2013-09-30 $2.8T
2013-12-31 $3.3T
2014-03-31 $3.1T
2014-06-30 $3.2T
2014-09-30 $3.2T
2014-12-31 $3.3T
2015-03-31 $2.9T
2015-06-30 $2.9T
2015-09-30 $2.6T
2015-12-31 $2.9T
2016-03-31 $2.3T
2016-06-30 $2.3T
2016-09-30 $2.8T
2016-12-31 $2.9T
2017-03-31 $3.4T
2017-06-30 $3.5T
2017-09-30 $3.5T
2017-12-31 $3.7T
2018-03-31 $3.4T
2018-06-30 $3.7T
2018-09-30 $3.6T
2018-12-31 $3.6T
2019-03-31 $3.6T
2019-06-30 $3.8T
2019-09-30 $3.7T
2019-12-31 $4.7T
2020-03-31 $3.7T
2020-06-30 $4.4T
2020-09-30 $4.8T
2020-12-31 $5.9T
2021-03-31 $5.8T
2021-06-30 $6.1T
2021-09-30 $6.1T
2021-12-31 $6.1T
2022-03-31 $5.8T
2022-06-30 $4.4T
2022-09-30 $3.4T
2022-12-31 $3.5T
2023-03-31 $3.9B
2023-06-30 $4.2B
2023-09-30 $4.4B
2023-12-31 $5.1B
2024-03-31 $5.7B
2024-06-30 $6.2B
2024-09-30 $7.3B
2024-12-31 $8.1B
2025-03-31 $8.8B
2025-06-30 $11.6B
2025-09-30 $12.5B
2025-12-31 $13.6B
2026-03-31 $13.2B
2026-06-30 $17.4B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
MSFTMicrosoft Corporation8.00%$1.4bn3.74M+14.0% Added
NVDANVIDIA Corporation7.87%$1.4bn6.85M+1.4% Added
MUMicron Technology5.82%$1.0bn878.0K−50.6% Reduced
GOOGLAlphabet Inc. (Class A)5.53%$962.9m2.69M+6.1% Added
AVGOBroadcom4.67%$813.8m2.15M+43.6% Added
METAMeta Platforms4.03%$702.1m1.25M+0.8% Added
AMATApplied Materials3.65%$635.4m878.8K+2.5% Added
LLYLilly (Eli)3.57%$621.6m518.3K−1.2% Reduced
AAPLApple Inc.3.26%$567.6m1.96M+10.7% Added
CRWDCrowdStrike3.23%$563.0m737.7K+24.9% Added
PWRQuanta Services3.06%$533.6m741.0K+71.5% Added
AMZNAmazon3.06%$533.0m2.24M+6.5% Added
PANWPalo Alto Networks2.90%$506.0m1.48M−21.3% Reduced
NOWServiceNow2.38%$414.2m4.17M+54.2% Added
DDOGDatadog, Inc.2.09%$364.5m1.40M−30.0% Reduced
NEENextEra Energy2.06%$359.9m4.10M+64.0% Added
MAMastercard2.04%$355.1m691.4K+29.7% Added
AEMAgnico Eagle Mines LTD2.03%$354.0m2.28M+23.1% Added
LINLinde plc1.95%$339.1m653.5KNew
SNPSSynopsys Inc1.84%$320.6m718.8K+45.4% Added
ARMARM Holdings PLC1.83%$319.1m900.0K−35.7% Reduced
JPMJPMorgan Chase1.69%$294.6m900.0K−20.4% Reduced
NFLXNetflix1.64%$285.6m4.00M+433.3% Added
ISRGIntuitive Surgical1.35%$235.3m591.6K+38.5% Added
UBERUber1.34%$234.2m3.25M0.0%
NKENike, Inc.1.34%$233.0m5.68M+94.3% Added
BACBank of America1.23%$213.7m3.75M−35.3% Reduced
BMYBristol Myers Squibb1.20%$209.8m3.64M+45.1% Added
GEVGE Vernova1.12%$195.6m166.5K+1320.7% Added
DISThe Walt Disney Company1.10%$192.5m2.00M+15.3% Added
MDBMongodb, Inc.1.09%$190.1m565.9K−3.2% Reduced
BIIBBiogen0.87%$152.1m704.2K0.0%
STLAStellantis N.V.0.85%$148.3m26.07MNew
DXCMDexcom0.85%$147.5m2.19M0.0%
BSXBoston Scientific0.82%$143.3m3.36M+57.3% Added
CRMSalesforce0.80%$140.1m894.1K0.0%
UNHUnitedHealth Group0.72%$124.7m300.0K0.0%
ANETArista Networks0.56%$98.1m577.2KNew
RMDResMed|0.52%$91.2m468.0K+8.9% Added
TERTeradyne0.50%$87.2m180.2KNew
QCOMQualcomm0.46%$79.3m428.9KNew
MRKMerck & Co.0.40%$68.8m535.5K−71.7% Reduced
JNJJohnson & Johnson0.39%$67.6m266.0K+45.9% Added
DGDollar General0.39%$67.4m585.9K0.0%
GILDGilead Sciences0.35%$61.7m488.7K+41.2% Added
TJXTJX Companies0.34%$59.7m394.3K+30.0% Added
CMICummins0.32%$55.0m77.1K−4.3% Reduced
DOVDover Corporation0.28%$49.4m220.4K+55.2% Added
FSLRFirst Solar, Inc.0.24%$42.2m178.8K+22.0% Added
ABBVAbbVie0.24%$41.0m163.1K+12.4% Added
TTTrane Technologies0.23%$39.6m80.6K+19.9% Added
SYKStryker Corporation0.20%$35.8m113.6K0.0%
AMGNAmgen0.19%$32.6m90.0K+67.0% Added
PNCPNC Financial Services0.17%$29.7m120.5K+31.1% Added
CLColgate-Palmolive0.17%$29.4m320.3K+28.1% Added
FIXComfort Systems USA0.17%$28.9m14.6K−3.0% Reduced
CSLCarlisle Companies Inc0.17%$28.7m79.2K+1.9% Added
CICigna0.14%$25.2m91.5K+20.4% Added
GPCGenuine Parts Company0.14%$24.6m208.7K−5.1% Reduced
CORCencora0.14%$23.8m84.2K+30.5% Added
VVisa Inc.0.12%$21.6m62.8K+16.4% Added
EFXEquifax0.10%$16.7m105.0K+13.5% Added
EQTEQT Corporation0.06%$10.9m205.0K−22.6% Reduced
ZTSZoetis0.05%$9.1m126.3K−91.8% Reduced
CEGConstellation Energy0.03%$5.9m23.9K0.0%
GISGeneral Mills0.02%$3.5m101.0K−37.7% Reduced
AKAMAkamai Technologies0.02%$3.2m27.0K−70.0% Reduced
HSYThe Hershey Company0.01%$2.4m13.5K−50.0% Reduced
CompanyBought (value)Shares
LINLinde plc$339.1m653.5K
AVGOBroadcom$247.0m653.9K
NFLXNetflix$232.1m3.25M
PWRQuanta Services$222.4m308.9K
GEVGE Vernova$181.9m154.8K
MSFTMicrosoft Corporation$170.8m457.8K
STLAStellantis N.V.$148.3m26.07M
NOWServiceNow$145.6m1.47M
NEENextEra Energy$140.4m1.60M
NKENike, Inc.$113.1m2.76M
CRWDCrowdStrike$112.4m147.3K
SNPSSynopsys Inc$100.1m224.4K
ANETArista Networks$98.1m577.2K
TERTeradyne$87.2m180.2K
MAMastercard$81.3m158.4K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
MUMicron Technology−$1.0bn−900.3K
ARMARM Holdings PLC−$177.3m−500.0K
MRKMerck & Co.−$174.7m−1.36M
DDOGDatadog, Inc.−$156.2m−600.0K
PANWPalo Alto Networks−$136.6m−400.6K
SLBSchlumberger−$134.0m−2.61M
BACBank of America−$116.8m−2.05M
BBarrick Mining Corp−$114.0m−2.80M
WDCWestern Digital−$109.6m−405.2K
ZTSZoetis−$101.4m−1.41M
JPMJPMorgan Chase−$75.3m−230.0K
CLXClorox−$17.8m−171.7K
AKAMAkamai Technologies−$7.4m−63.0K
LLYLilly (Eli)−$7.3m−6.1K
MDBMongodb, Inc.−$6.3m−18.6K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
SLBSchlumberger$134.0m2.61M
BBarrick Mining Corp$114.0m2.80M
WDCWestern Digital$109.6m405.2K
CLXClorox$17.8m171.7K
ACNAccenture$2.3m11.6K
VZVerizon$866,55217.3K
  • Technology51.2%
  • Communication Services12.3%
  • Health Care12.0%
  • Industrials6.8%
  • Consumer Discretionary5.7%
  • Financials5.2%
  • Materials4.0%
  • Utilities2.1%
  • Consumer Staples0.6%
  • Energy0.1%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestApril 17, 2026 to November 2, 2026+42.8%+13.3%1.210.37−8.1%0.81

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.