Institution

Mercer Global Advisors Inc

13F for the quarter to June 30, 2026, filed August 19, 2026 · SEC CIK 853758

Reported value: $80.9bn
Positions we cover: 2,391
Copy, a year: +14.8%
Copy Sharpe ratio: 0.69

How copying its 13F would have done

CopyS&P 500 $10,000 copying Mercer Global Advisors Inc's filed holdings in companies we cover from April 26, 2019, 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 −33.1% (S&P 500 −31.8%); beta 1.00; alpha −0.1% a year (t = −0.13); last 12 months +14.2% against +12.1%.

Reported value by quarter

Mercer Global Advisors Inc: 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).

View chart data

Period	Reported value
2019-03-31	$4.7B
2019-06-30	$3.8B
2019-09-30	$4.3B
2019-12-31	$5B
2020-03-31	$4.5B
2020-06-30	$5.5B
2020-09-30	$6.6B
2020-12-31	$8B
2021-03-31	$11B
2021-06-30	$13B
2021-09-30	$14.3B
2021-12-31	$16.2B
2022-03-31	$17B
2022-06-30	$16.3B
2022-09-30	$16.8B
2022-12-31	$20B
2024-06-30	$36.7B
2024-09-30	$42.7B
2024-12-31	$41B
2025-03-31	$43.6B
2025-06-30	$44.5B
2025-09-30	$59.9B
2025-12-31	$65.6B
2026-03-31	$67.6B
2026-06-30	$80.9B

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
AAPLApple Inc.	2.50%	$2.0bn	6.99M	+4.8% Added
NVDANVIDIA Corporation	1.90%	$1.5bn	7.69M	+7.1% Added
MSFTMicrosoft Corporation	1.00%	$808.0m	2.17M	+7.3% Added
AMZNAmazon	0.72%	$582.5m	2.44M	+10.2% Added
GOOGLAlphabet Inc. (Class A)	0.71%	$573.6m	1.61M	+4.1% Added
AVGOBroadcom	0.57%	$465.0m	1.23M	+4.1% Added
MUMicron Technology	0.57%	$458.5m	397.2K	−0.4%
JPMJPMorgan Chase	0.38%	$311.1m	950.4K	+13.5% Added
METAMeta Platforms	0.37%	$300.0m	532.6K	+12.1% Added
TSLATesla, Inc.	0.34%	$273.4m	649.9K	+10.7% Added
LRCXLam Research	0.33%	$262.8m	606.4K	−4.8% Reduced
INTCIntel	0.32%	$255.5m	1.83M	−27.3% Reduced
AMDAdvanced Micro Devices	0.31%	$247.6m	426.2K	+52.8% Added
JNJJohnson & Johnson	0.29%	$236.6m	931.6K	+2.3% Added
LLYLilly (Eli)	0.28%	$227.6m	189.7K	+8.4% Added
WMTWalmart	0.28%	$224.3m	1.98M	+5.5% Added
AMATApplied Materials	0.26%	$206.9m	286.1K	+2.8% Added
CATCaterpillar Inc.	0.25%	$201.6m	189.3K	+20.8% Added
KLACKLA Corporation	0.22%	$179.1m	593.6K	+817.4% Added
CSCOCisco	0.21%	$172.5m	1.47M	−2.7% Reduced
COSTCostco	0.20%	$160.6m	171.7K	+13.9% Added
HDThe Home Depot	0.19%	$153.6m	435.4K	+14.5% Added
ABBVAbbVie	0.17%	$136.7m	543.3K	+15.0% Added
VVisa Inc.	0.16%	$131.0m	381.9K	+15.9% Added
CVXChevron Corporation	0.15%	$125.8m	758.8K	+17.3% Added
APHAmphenol	0.15%	$120.8m	685.3K	−11.0% Reduced
NFLXNetflix	0.14%	$114.9m	1.61M	−0.3%
RJFRaymond James Financial	0.14%	$109.5m	720.1K	−1.6% Reduced
MRKMerck & Co.	0.13%	$108.6m	845.5K	+7.6% Added
QCOMQualcomm	0.13%	$107.6m	582.2K	−4.0% Reduced
GLWCorning Inc.	0.13%	$104.9m	410.7K	+19.0% Added
GEGE Aerospace	0.12%	$100.2m	268.0K	+17.4% Added
TSMTaiwan Semiconductor Manufacturing Co LTD	0.12%	$98.2m	205.7K	+21.7% Added
PGProcter & Gamble	0.12%	$97.1m	662.2K	+3.7% Added
IBMIBM	0.12%	$95.0m	337.6K	+17.4% Added
CCitigroup	0.12%	$93.0m	664.8K	+1.0% Added
WDCWestern Digital	0.11%	$85.8m	134.4K	−4.8% Reduced
WFCWells Fargo	0.11%	$85.7m	1.04M	+21.6% Added
ORCLOracle Corporation	0.10%	$85.1m	580.6K	+10.9% Added
BACBank of America	0.10%	$85.1m	1.49M	+14.2% Added
RTXRTX Corporation	0.10%	$82.4m	434.2K	+35.6% Added
UNHUnitedHealth Group	0.10%	$79.8m	192.1K	+28.9% Added
BNYBNY Mellon	0.10%	$79.3m	548.7K	−2.1% Reduced
TJXTJX Companies	0.10%	$78.7m	519.3K	+17.0% Added
PANWPalo Alto Networks	0.10%	$77.0m	225.7K	+33.0% Added
MAMastercard	0.09%	$74.7m	145.5K	+50.6% Added
GEVGE Vernova	0.09%	$74.5m	63.4K	+22.3% Added
ETNEaton Corporation	0.09%	$69.8m	163.7K	+13.4% Added
FDXFedEx	0.08%	$67.1m	214.3K	+1.2% Added
CMICummins	0.08%	$65.8m	92.3K	+13.8% Added
EOGEOG Resources	0.08%	$63.8m	491.9K	−1.2% Reduced
KOThe Coca-Cola Company	0.08%	$63.5m	781.2K	+17.3% Added
MSMorgan Stanley	0.08%	$62.5m	298.8K	+33.3% Added
GSGoldman Sachs	0.07%	$60.9m	60.2K	−5.4% Reduced
MOAltria	0.07%	$60.2m	836.8K	−0.8% Reduced
PMPhilip Morris International	0.07%	$60.2m	332.5K	+15.2% Added
AXPAmerican Express	0.07%	$59.8m	176.7K	+13.3% Added
TXNTexas Instruments	0.07%	$58.8m	197.4K	+21.2% Added
ANETArista Networks	0.07%	$57.8m	340.2K	+6.7% Added
SPOTSpotify Technology S.a.	0.07%	$56.9m	124.0K	−0.1%
ASMLAsml Holding NV	0.07%	$56.9m	28.6K	+3.8% Added
CBChubb Limited	0.07%	$56.7m	166.3K	+30.8% Added
PEPPepsiCo	0.07%	$56.1m	414.3K	−1.4% Reduced
ABTAbbott Laboratories	0.07%	$55.3m	609.9K	+13.0% Added
EMREmerson Electric	0.07%	$55.2m	385.7K	+13.3% Added
AMGNAmgen	0.07%	$52.7m	145.5K	+2.9% Added
JCIJohnson Controls	0.07%	$52.4m	359.0K	+11.4% Added
SNASnap-on	0.06%	$51.5m	127.9K	−6.1% Reduced
PNCPNC Financial Services	0.06%	$50.6m	205.4K	+7.7% Added
MCDMcDonald's	0.06%	$49.7m	183.8K	+2.7% Added
STXSeagate Technology	0.06%	$49.4m	51.2K	+31.7% Added
LMTLockheed Martin	0.06%	$47.5m	93.3K	+4.3% Added
PHParker Hannifin	0.06%	$47.1m	48.1K	+3.8% Added
VZVerizon	0.06%	$45.3m	1.07M	+20.7% Added
PLTRPalantir Technologies Inc.	0.06%	$45.0m	385.5K	+4.2% Added
SYKStryker Corporation	0.06%	$44.7m	142.1K	−5.8% Reduced
HCAHCA Healthcare	0.05%	$42.3m	108.6K	−25.9% Reduced
FIXComfort Systems USA	0.05%	$42.2m	21.3K	+13.5% Added
TAT&T	0.05%	$41.9m	2.02M	−0.8% Reduced
STTState Street Corporation	0.05%	$41.5m	244.9K	+7.8% Added
ADIAnalog Devices	0.05%	$41.2m	103.8K	+39.1% Added
LINLinde plc	0.05%	$40.9m	78.8K	+38.6% Added
TRVThe Travelers Companies	0.05%	$40.5m	122.5K	−5.0% Reduced
GDGeneral Dynamics	0.05%	$39.7m	112.1K	−16.8% Reduced
MDTMedtronic	0.05%	$39.5m	504.9K	−12.2% Reduced
SYFSynchrony Financial	0.05%	$39.4m	518.1K	−22.7% Reduced
ALLAllstate	0.05%	$39.2m	164.9K	−17.8% Reduced
GILDGilead Sciences	0.05%	$39.1m	309.1K	+4.2% Added
NEMNewmont	0.05%	$38.8m	415.4K	−5.0% Reduced
BABoeing	0.05%	$38.4m	177.5K	+43.3% Added
UNPUnion Pacific Corporation	0.05%	$38.3m	141.0K	+2.4% Added
TTTrane Technologies	0.05%	$37.7m	76.8K	+13.9% Added
KTOSKratos Defense & Security Solutions, Inc.	0.04%	$36.8m	738.4K	−9.4% Reduced
BMYBristol Myers Squibb	0.04%	$36.7m	636.1K	+8.1% Added
EBAYeBay Inc.	0.04%	$36.4m	325.4K	−12.5% Reduced
SNDKSandisk	0.04%	$36.3m	16.0K	−14.2% Reduced
ORLYO'Reilly Automotive	0.04%	$35.2m	381.8K	−3.7% Reduced
TERTeradyne	0.04%	$34.6m	71.5K	+23.0% Added
DELLDell Technologies	0.04%	$34.6m	80.1K	+14.1% Added
VRTVertiv	0.04%	$33.7m	100.7K	+34.5% Added
UALUnited Airlines Holdings	0.04%	$33.6m	247.4K	−12.2% Reduced
DEDeere & Company	0.04%	$33.0m	52.1K	+7.2% Added
COFCapital One	0.04%	$32.5m	161.9K	+28.1% Added
NEENextEra Energy	0.04%	$32.3m	368.5K	+2.4% Added
DUKDuke Energy	0.04%	$32.0m	252.5K	+12.0% Added
WELLWelltower	0.04%	$31.9m	140.6K	+1.7% Added
RCLRoyal Caribbean Group	0.04%	$31.9m	100.3K	−20.1% Reduced
CAHCardinal Health	0.04%	$31.8m	133.8K	−21.3% Reduced
SCHWCharles Schwab Corporation	0.04%	$31.0m	336.1K	+2.0% Added
TELTE Connectivity	0.04%	$31.0m	153.7K	−3.4% Reduced
HIGThe Hartford	0.04%	$30.8m	232.5K	−27.3% Reduced
ISRGIntuitive Surgical	0.04%	$30.5m	76.6K	+19.7% Added
PLDPrologis	0.04%	$30.4m	224.6K	+5.5% Added
EDConsolidated Edison	0.04%	$30.2m	273.0K	+9.4% Added
DALDelta Air Lines	0.04%	$30.2m	322.1K	+9.8% Added
PHMPulteGroup	0.04%	$30.0m	218.9K	−16.7% Reduced
ADPAutomatic Data Processing	0.04%	$29.9m	133.7K	+11.5% Added
ABNBAirbnb	0.04%	$29.3m	204.5K	+4.3% Added
CRWDCrowdStrike	0.04%	$29.0m	38.1K	+32.0% Added
AEPAmerican Electric Power	0.04%	$28.7m	209.9K	+8.5% Added
FCXFreeport-McMoRan	0.04%	$28.7m	456.2K	+42.8% Added
GMGeneral Motors	0.04%	$28.6m	370.5K	+7.3% Added
UPSUnited Parcel Service	0.04%	$28.4m	264.6K	+15.1% Added
DOVDover Corporation	0.04%	$28.4m	126.5K	+2.8% Added
PFEPfizer	0.04%	$28.1m	1.17M	+24.6% Added
BLKBlackRock	0.03%	$27.6m	28.7K	+5.8% Added
COPConocoPhillips	0.03%	$27.6m	265.4K	−6.3% Reduced
MRVLMarvell Technology	0.03%	$27.5m	92.2K	+63.2% Added
CCLCarnival Corporation	0.03%	$27.1m	949.4K	New
EVRGEvergy	0.03%	$26.8m	309.7K	+2.4% Added
TDYTeledyne Technologies	0.03%	$26.4m	39.5K	−1.1% Reduced
DISThe Walt Disney Company	0.03%	$26.3m	273.7K	+2.4% Added
AFLAflac	0.03%	$26.2m	223.7K	−6.0% Reduced
PSXPhillips 66	0.03%	$26.1m	154.2K	+19.8% Added
TMOThermo Fisher Scientific	0.03%	$25.8m	51.5K	+40.2% Added
EWEdwards Lifesciences	0.03%	$25.3m	279.9K	+7.3% Added
ONDSOndas Inc.	0.03%	$25.3m	3.07M	+19.7% Added
UBERUber	0.03%	$25.1m	348.3K	−6.9% Reduced
ITWIllinois Tool Works	0.03%	$25.1m	92.9K	+26.2% Added
LLoews Corporation	0.03%	$24.9m	219.8K	+11.9% Added
CINFCincinnati Financial	0.03%	$24.4m	131.8K	+5.1% Added
CNCCentene Corporation	0.03%	$24.0m	373.3K	+7.9% Added
FTNTFortinet	0.03%	$23.9m	155.9K	+16.3% Added
HPEHewlett Packard Enterprise	0.03%	$23.9m	530.7K	+19.5% Added
SOSouthern Company	0.03%	$23.9m	249.6K	+5.8% Added
SBUXStarbucks	0.03%	$23.7m	231.9K	+4.0% Added
SPGSimon Property Group	0.03%	$23.4m	104.7K	−26.5% Reduced
URIUnited Rentals	0.03%	$23.2m	20.5K	−6.9% Reduced
LOWLowe's	0.03%	$22.9m	103.6K	−15.1% Reduced
DHRDanaher Corporation	0.03%	$22.7m	119.4K	−12.5% Reduced

Company	Bought (value)	Shares
KLACKLA Corporation	$159.6m	528.9K
NVDANVIDIA Corporation	$102.5m	512.3K
AAPLApple Inc.	$93.2m	322.2K
AMDAdvanced Micro Devices	$85.5m	147.2K
MSFTMicrosoft Corporation	$54.9m	147.2K
AMZNAmazon	$53.7m	225.3K
JPMJPMorgan Chase	$37.0m	113.1K
CATCaterpillar Inc.	$34.7m	32.6K
METAMeta Platforms	$32.4m	57.6K
CCLCarnival Corporation	$27.1m	949.4K
TSLATesla, Inc.	$26.4m	62.8K
MAMastercard	$25.1m	48.9K
GOOGLAlphabet Inc. (Class A)	$22.6m	63.2K
RTXRTX Corporation	$21.6m	114.0K
COSTCostco	$19.7m	21.0K

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

Company	Sold (value)	Shares
INTCIntel	−$96.0m	−687.9K
ORKAOruka Therapeutics, Inc.	−$39.4m	−802.5K
APHAmphenol	−$14.9m	−84.4K
HCAHCA Healthcare	−$14.8m	−38.0K
LRCXLam Research	−$13.3m	−30.8K
ULTAUlta Beauty	−$12.9m	−28.7K
SYFSynchrony Financial	−$11.6m	−152.4K
HIGThe Hartford	−$11.6m	−87.3K
FOXAFox Corporation (Class A)	−$9.6m	−184.4K
MCKMcKesson	−$9.3m	−12.4K
CAHCardinal Health	−$8.6m	−36.1K
ALLAllstate	−$8.5m	−35.8K
SPGSimon Property Group	−$8.4m	−37.7K
LEVILevi Strauss & Co	−$8.2m	−330.1K
RCLRoyal Caribbean Group	−$8.0m	−25.3K

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

Company	Value last quarter	Shares
ORKAOruka Therapeutics, Inc.	$39.4m	802.5K
BBAIBigbear.ai Holdings, Inc.	$1.8m	514.8K
OLLIOllie's Bargain Outlet Holdings, Inc.	$1.1m	12.3K
VNTVontier Corp	$405,706	11.4K
ESABESAB Corp	$379,370	3.9K
PBHPrestige Consumer Healthcare Inc.	$363,918	6.1K
CORZCore Scientific, Inc.	$362,072	24.2K
BLSHBullish	$338,828	9.5K
TPBTurning Point Brands, Inc.	$330,593	3.8K
MATMattel Inc	$316,451	21.8K
ZUMZZumiez Inc	$309,132	13.9K
HCCWarrior MET Coal, Inc.	$307,418	3.3K
GLIBALiberty Capital Corp	$303,202	8.2K
FIGRFigure Technology Solutions, Inc.	$299,256	9.3K
BTUPeabody Energy Corp	$295,782	9.0K
NHINational Health Investors Inc	$295,382	3.7K
KBRKBR, Inc.	$291,199	7.9K
BLBlackline, Inc.	$289,081	7.8K
SNDASonida Senior Living, Inc.	$287,090	8.9K
WGOWinnebago Industries Inc	$274,687	8.9K
VEONVeon Ltd.	$272,939	5.9K
NVECNVE Corp	$271,933	4.2K
ASOAcademy Sports & Outdoors, Inc.	$262,749	4.7K
PWPPerella Weinberg Partners	$262,684	14.5K
DMLPDorchester Minerals, L.p.	$256,610	9.5K
WWWWolverine World Wide Inc	$244,049	15.0K
WEYSWeyco Group Inc	$241,860	7.5K
VALValaris Ltd	$239,708	2.4K
NSSCNapco Security Technologies, Inc	$226,541	5.8K
LOANManhattan Bridge Capital, Inc	$219,801	219.8K

Technology40.5%
Financials11.8%
Industrials10.8%
Consumer Discretionary8.9%
Health Care8.6%
Communication Services6.0%
Consumer Staples4.6%
Energy2.5%
Real Estate2.2%
Utilities2.2%
Materials2.0%

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

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestApril 26, 2019 to November 2, 2026	+14.8%	+15.1%	0.69	0.70	−33.1%	1.00
Last three yearsNovember 3, 2023 to November 2, 2026	+20.1%	+21.8%	1.07	1.16	−17.1%	0.97
Last yearNovember 7, 2025 to November 2, 2026	+15.6%	+14.2%	0.98	0.84	−7.8%	0.92

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.