Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Somerset Group LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Somerset Group LLC (CIK 1567912) reported $134.6M across 59 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CHRW ($13.0M, 9.62%), QQQ ($10.6M, 7.84%), MMM ($8.8M, 6.56%), SCHX ($6.9M, 5.09%), AMZN ($6.2M, 4.61%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CHRWC H ROBINSON WORLDWIDE INC$13.0M9.62%71,089Trimmed
2QQQINVESCO QQQ TR$10.6M7.84%16,265Added
3MMM3M CO$8.8M6.56%57,130Hold
4SCHXSCHWAB STRATEGIC TR$6.9M5.09%244,908Added
5AMZNAMAZON COM INC$6.2M4.61%24,772Trimmed
6MSFTMICROSOFT CORP$5.9M4.41%14,041Trimmed
7AAPLAPPLE INC$5.8M4.29%21,380Trimmed
8NEENEXTERA ENERGY INC$4.6M3.40%49,771Trimmed
9COSTCOSTCO WHOLESALE CORPORATION$4.3M3.17%4,269Added
10WFCWELLS FARGO & CO$3.9M2.87%47,400Trimmed
11BXBLACKSTONE INC$3.3M2.42%25,274Added
12IYFISHARES TR$3.2M2.35%25,237Added
13GOOGALPHABET INC$3.1M2.31%9,161Added
14PANWPALO ALTO NETWORKS INC$3.1M2.30%18,489Added
15IJKISHARES TR$3.1M2.29%28,074Trimmed
16IHIISHARES TR$2.9M2.18%54,101Added
17LLYELI LILLY & CO$2.9M2.17%3,145Trimmed
18FDNFIRST TR EXCHANGE-TRADED FD$2.9M2.12%10,886Trimmed
19NVDANVIDIA CORPORATION$2.4M1.75%11,669Trimmed
20SANMSANMINA CORP$2.3M1.74%13,493Hold
21USBUS BANCORP$2.3M1.72%40,765Trimmed
22MINTPIMCO ETF TR$2.3M1.71%22,906Added
23SPYSTATE STR SPDR S&P 500 ETF T$2.2M1.64%3,110Hold
24WMTWALMART INC$2.1M1.59%16,798Added
25IWOISHARES TR$2.1M1.59%5,990Hold

Source: SEC Form 13F filings · as of 2026-03-31