Human Investing 13F annual report
Human Investing is an investment fund managing more than $514 billion ran by Andrew Gladhill. There are currently 64 companies in Mr. Gladhill’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Tax-managed Fds, together worth $201 billion.
$514 billion Assets Under Management (AUM)
As of 10th July 2024, Human Investing’s top holding is 357,469 shares of Vanguard Index Fds currently worth over $149 billion and making up 29.1% of the portfolio value.
In addition, the fund holds 1,044,383 shares of Vanguard Tax-managed Fds worth $51.6 billion.
The third-largest holding is Vanguard Specialized Funds worth $28 billion and the next is Vanguard Whitehall Fds worth $48.8 billion, with 517,421 shares owned.
Currently, Human Investing's portfolio is worth at least $514 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Human Investing
The Human Investing office and employees reside in Lake Oswego, Oregon. According to the last 13-F report filed with the SEC, Andrew Gladhill serves as the Director of Investment and Compliance at Human Investing.
Recent trades
In the most recent 13F filing, Human Investing revealed that it had opened a new position in
Berkshire Hathaway and bought 2 shares worth $1.22 billion.
This means they effectively own approximately 0.1% of the company.
Berkshire Hathaway makes up
57.7%
of the fund's Finance sector allocation and has grown its share price by 22.8% in the past year.
The investment fund also strengthened its position in Vanguard Index Fds by buying
6,080 additional shares.
This makes their stake in Vanguard Index Fds total 357,469 shares worth $149 billion.
On the other hand, there are companies that Human Investing is getting rid of from its portfolio.
Human Investing closed its position in Marriott Intl Inc New on 17th July 2024.
It sold the previously owned 1,919 shares for $484 million.
Andrew Gladhill also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $3.48 billion and 16,538 shares.
One of the average hedge funds
The two most similar investment funds to Human Investing are Tarbox Family Office and Somerville Kurt F. They manage $514 billion and $515 billion respectively.
Andrew Gladhill investment strategy
Human Investing’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Technology — making up 2.6% of
the total portfolio value.
The fund focuses on investments in the United States as
43.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
42% of the total holdings value.
On the other hand, small-cap stocks make up only 1.6% of the portfolio.
The average market cap of the portfolio companies is close to $319 billion.
The complete list of Human Investing trades based on 13F SEC filings
These positions were updated on July 17th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
1.73%
357,469
|
$149,425,805,000 | 29.06% |
| Vanguard Tax-managed Fds |
4.91%
1,044,383
|
$51,613,399,000 | 10.04% |
| Vanguard Specialized Funds |
0.12%
153,173
|
$27,961,822,000 | 5.44% |
| Vanguard Whitehall Fds |
0.32%
517,421
|
$48,793,022,000 | 9.49% |
| Ishares Tr |
3.11%
701,531
|
$67,679,184,000 | 13.16% |
| Vanguard Bd Index Fds |
5.72%
609,419
|
$46,059,028,000 | 8.96% |
| Vanguard Charlotte Fds |
6.76%
458,552
|
$22,317,750,000 | 4.34% |
| Vanguard Scottsdale Fds |
6.70%
279,205
|
$16,201,714,000 | 3.15% |
| Vanguard Intl Equity Index F |
4.37%
309,391
|
$13,538,966,000 | 2.63% |
| Vanguard World Fd |
2.84%
243,804
|
$19,202,633,000 | 3.73% |
| Broadcom Inc. |
No change
3,023
|
$4,853,472,000 | 0.94% |
| Apple Inc |
6.83%
16,538
|
$3,483,226,000 | 0.68% |
| Novo-nordisk A S |
No change
23,290
|
$3,324,415,000 | 0.65% |
| Microsoft Corporation |
0.98%
7,393
|
$3,304,140,000 | 0.64% |
| Eli Lilly Co |
0.07%
2,762
|
$2,500,372,000 | 0.49% |
| Nike, Inc. |
16.75%
31,631
|
$2,384,065,000 | 0.46% |
| Abbvie Inc |
7.70%
13,648
|
$2,340,959,000 | 0.46% |
| Block H R Inc |
3.61%
42,944
|
$2,328,854,000 | 0.45% |
| Vanguard Star Fds |
2.13%
27,867
|
$1,680,360,000 | 0.33% |
| Schwab Strategic Tr |
3.88%
49,468
|
$2,191,325,000 | 0.43% |
| AMGEN Inc. |
7.23%
4,748
|
$1,483,559,000 | 0.29% |
| Berkshire Hathaway Inc. |
Opened
2
|
$1,224,482,000 | 0.24% |
| Home Depot, Inc. |
1.72%
3,550
|
$1,222,019,000 | 0.24% |
| Alphabet Inc |
0.13%
7,622
|
$1,390,582,000 | 0.27% |
| Qualcomm, Inc. |
1.22%
4,927
|
$981,261,000 | 0.19% |
| Texas Instrs Inc |
1.94%
4,799
|
$933,608,000 | 0.18% |
| HP Inc |
5.45%
23,570
|
$825,423,000 | 0.16% |
| Vanguard Mun Bd Fds |
16.75%
16,011
|
$802,304,000 | 0.16% |
| Paychex Inc. |
2.55%
5,858
|
$694,513,000 | 0.14% |
| Merck Co Inc |
0.68%
5,570
|
$689,566,000 | 0.13% |
| Berkshire Hathaway Inc. |
8.01%
1,685
|
$685,458,000 | 0.13% |
| Johnson Johnson |
10.14%
4,645
|
$678,874,000 | 0.13% |
| Mcdonalds Corp |
13.03%
2,577
|
$656,725,000 | 0.13% |
| Amazon.com Inc. |
0.78%
3,092
|
$597,533,000 | 0.12% |
| Accenture Plc Ireland |
8.47%
1,913
|
$580,531,000 | 0.11% |
| Ishares Inc |
0.67%
9,652
|
$516,693,000 | 0.10% |
| Global X Fds |
4.50%
7,683
|
$502,444,000 | 0.10% |
| Philip Morris International Inc |
18.86%
4,908
|
$497,328,000 | 0.10% |
| Infosys Ltd |
8.45%
26,590
|
$495,110,000 | 0.10% |
| Marriott Intl Inc New |
Closed
1,919
|
$484,183,000 | |
| Amdocs Ltd |
11.86%
6,037
|
$476,441,000 | 0.09% |
| Abbott Labs |
5.39%
4,455
|
$462,953,000 | 0.09% |
| Intel Corp. |
4.22%
14,503
|
$449,171,000 | 0.09% |
| Kimberly-Clark Corp. |
16.55%
2,959
|
$408,934,000 | 0.08% |
| General Mls Inc |
8.85%
6,192
|
$391,706,000 | 0.08% |
| Spdr Ser Tr |
No change
8,700
|
$388,020,000 | 0.08% |
| Thermo Fisher Scientific Inc. |
0.15%
653
|
$361,002,000 | 0.07% |
| United Parcel Service, Inc. |
15.34%
2,605
|
$356,495,000 | 0.07% |
| International Business Machs |
22.10%
1,963
|
$339,501,000 | 0.07% |
| Colgate-Palmolive Co. |
13.27%
3,485
|
$338,213,000 | 0.07% |
| Procter And Gamble Co |
9.49%
1,870
|
$308,370,000 | 0.06% |
| Spdr Gold Tr |
No change
1,406
|
$302,305,000 | 0.06% |
| Us Bancorp Del |
0.36%
7,291
|
$289,436,000 | 0.06% |
| Cisco Sys Inc |
39.29%
5,781
|
$274,656,000 | 0.05% |
| Unilever plc |
2.40%
4,686
|
$257,684,000 | 0.05% |
| Bristol-Myers Squibb Co. |
Closed
4,683
|
$253,960,000 | |
| Oracle Corp. |
No change
1,796
|
$253,601,000 | 0.05% |
| Arista Networks Inc |
7.18%
711
|
$249,192,000 | 0.05% |
| Ishares Silver Tr |
No change
9,372
|
$249,015,000 | 0.05% |
| Starbucks Corp. |
16.16%
3,155
|
$245,616,000 | 0.05% |
| Interdigital Inc |
No change
2,000
|
$233,120,000 | 0.05% |
| Gilead Sciences, Inc. |
12.78%
3,268
|
$224,218,000 | 0.04% |
| Waste Mgmt Inc Del |
No change
1,006
|
$214,621,000 | 0.04% |
| Employers Holdings Inc |
15.24%
5,016
|
$213,833,000 | 0.04% |
| Caterpillar Inc. |
Closed
574
|
$210,349,000 | |
| Tesla Inc |
Opened
1,042
|
$206,261,000 | 0.04% |
| Moodys Corp |
Closed
522
|
$204,985,000 | |
| Ishares Tr |
Opened
353
|
$8,018,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 68 holdings | |||
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