Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Inherent Management Corp. (CIK 2026217) reported $196.8M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($75.1M, 38.15%), IEMG ($29.0M, 14.73%), NEE ($26.4M, 13.43%), SHC ($23.8M, 12.10%), TDG ($11.6M, 5.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $75.1M | 38.15% | 1.2M | Hold |
| 2 | IEMG | ISHARES INC | $29.0M | 14.73% | 415,605 | Hold |
| 3 | NEE | NEXTERA ENERGY INC | $26.4M | 13.43% | 284,500 | Added |
| 4 | SHC | SOTERA HEALTH CO | $23.8M | 12.10% | 1.7M | Added |
| 5 | TDG | TRANSDIGM GROUP INC | $11.6M | 5.89% | 10,000 | Added |
| 6 | STEP | STEPSTONE GROUP INC | $11.2M | 5.67% | 233,729 | New |
| 7 | URTH | ISHARES INC | $10.9M | 5.55% | 60,650 | Hold |
| 8 | EVTL | VERTICAL AEROSPACE LTD | $4.8M | 2.45% | 2.2M | Added |
| 9 | PX | RIDGEPOST CAP INC | $4.0M | 2.03% | 550,000 | New |
| 10 | PAX | PATRIA INVESTMENTS LIMITED | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31