13F.chat

13F.chat — AI Smart Money Copilot

Follow the smart money — see what top managers actually bought, and whether it is still worth studying

13F.chat tracks the real quarterly moves of legendary managers — what they bought, added, and sold, in dollars — and helps you judge whether each move still matters, with AI-powered explanations.

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Catalog generated at 2026-07-27T03:18:36.249703+00:00135 public workspaces

Daily public research

Selected for Aug 14, 2026 · refreshes daily

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Multi-manager 13F research

Warren Buffett investment lineage across four 13F portfolios

Explore the latest disclosed holdings, concentration, sector exposure and a curated public research conversation.

Manager consensusCurated Q&A
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13F universe

13F Discovery Radar

Track the latest 13F rotation signals across managers, industries, and high-conviction stock moves. 2025-12-31 -> 2026-03-31.

Managers
133
Industries
25
Stocks
500
Latest active flow
-$70B
2026-03-31
Equity withdrawal proxy
+$564B
2025-12-31 -> 2026-03-31
SPY indexed
+146.7%
2026-03-31

Capital Rotation Timeline

Stacked sectors show share-count-implied active capital; the amber line tracks SPY.

Latest flow
-$70B
SPY
+146.7%
Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
FinancialsHealth CareInformation TechnologyIndustrialsConsumer DiscretionaryConsumer StaplesWithdrawal proxySPY

Macro Rotation Heatmap

Area ranks current 13F exposure. Color shows active flow momentum from the latest filings.

All industriesNet inflowNet outflow
Active flow momentumTrimmedFlatAdded
Financial Services
Financials
Wt 13.6% Flow -2.8%
Media and Entertainment
Communication Services
Wt 9.1% Flow +3.1%
Capital Goods
Industrials
Wt 8.4% Flow -1.2%
Tech Hardware
Information Technology
Wt 7.1%
Semiconductors
Information Technology
Wt 6.8%
Software and Services
Information Technology
Wt 6.5%
Biotech & Pharma
Health Care
Wt 6.3% Flow -0.0%
Discretionary Retail
Consumer Discretionary
Wt 6.0% Flow -5.4%
Energy
Energy
Wt 5.6%
Health Care Equipmen...
Wt 4.7%
Banks
Financials
Wt 4.5%
Food, Beverage and T...
Consumer Staples
Wt 3.4%
Materials
Wt 2.7%
Insurance
Wt 2.6%
Transportation
Industrials
Wt 2.4%
Consumer Services
Consumer Discretionary
Wt 2.1%
Commercial and Profe...
Wt 1.4%

Largest industry rotations

Software and Services
Information Technology
-$19B
-11.5%84 Buyers / 79 Sellers
Energy
Energy
-$13B
-16.8%49 Buyers / 64 Sellers
Financial Services
Financials
-$7.6B
-2.8%84 Buyers / 98 Sellers
Consumer Services
Consumer Discretionary
-$7.1B
-14.9%56 Buyers / 72 Sellers
Consumer Discretionary Distribution and Retail
Consumer Discretionary
-$6.7B
-5.4%74 Buyers / 81 Sellers
Health Care Equipment and Services
Health Care
-$5.9B
-6.1%69 Buyers / 71 Sellers

Highest conviction stock moves

TickerActive flow
MSFT
Microsoft Corporation
-$12B
GOOGL
Alphabet Inc.
+$8.3B
MA
Mastercard Incorporated
-$2.8B
DAL
Delta Air Lines, Inc.
+$2.5B
NFLX
Netflix, Inc.
-$2.3B
AMZN
Amazon.com, Inc.
-$2.3B
ABBV
AbbVie Inc.
+$1.9B
UNH
UnitedHealth Group Incorporated
-$1.8B

Largest manager books

Berkshire Hathaway Inc.
AUM
+$263B
Turnover
+7.2%
Large CapGrowthLong-term Holder
Fisher Asset Management, LLC
AUM
+$203B
Turnover
+3.8%
Large CapGrowthLong-term Holder
PRIMECAP Management Company
AUM
+$118B
Turnover
+2.1%
Large CapGrowthLong-term Holder
Dodge & Cox Funds - Dodge & Cox Stock Fund
AUM
+$101B
Turnover
+5.6%
Large CapGrowthLong-term Holder

This content is for informational and research purposes only and is not investment advice.