BESSEMER GROUP INC — 13F Holdings & Portfolio
CIK 1054074 · latest 13F-HR filed 2026-05-06
BESSEMER GROUP INC manages $63.6M in 13F-reported U.S. long-equity assets across 9,822 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (5.03%), AAPL (3.46%), GOOG (3.36%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 162 new positions, exited 250, added to 1,124, and trimmed 792.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$63.6M
Long-equity book
9,822
Distinct positions
2026-03-31
Filed 2026-05-06
+162 / −250 / ↑1124 / ↓792
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- XPO INC$318.6K +209.0%
- BERKSHIRE HATHAWAY CL B$314.7K +820.3%
- CHEVRON CORP$262.8K +57.7%
- MCDONALDS CORP$237.5K +136.0%
- NETFLIX INC$225.5K +183.7%
Top Trims
- MICROSOFT CORP-$525.3K -17.0%
- DANAHER CORP-$473.1K -98.6%
- ALPHABET INC CLASS C-$440.8K -13.2%
- UNITEDHEALTH GROUP INC-$440.1K -78.6%
- BOSTON SCIENTIFIC CORP-$368.7K -99.2%
New Positions
- ISHARES MSCI BRAZIL INDEX$108.7K
- GLOBAL X US PREFERRED ETF$18.4K
- SIEMENS ENERGY AG NPV ADR$10.0K
- ASTRAZENECA PLC$8.4K
- HINGHAM INSTITUTION FOR SA$4.0K
Exited Positions
- LIGHT & WONDER INC.$118.0K
- CADENCE BANK$32.1K
- ASTRAZENECA PLC SPON ADR$9.4K
- ALEXANDER & BALDWIN INCNEW$4.0K
- PINNACLE FINANCIAL PRTNRS$3.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 67066G104 | $3.2M | 5.03% | 18,332,551 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $2.2M | 3.46% | 8,677,560 | SH |
| 3 | ALPHABET INC CLASS C | GOOG | 02079K107 | $2.1M | 3.36% | 7,460,270 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $1.9M | 2.93% | 5,030,818 | SH |
| 5 | AMAZON.COM INC | AMZN | 023135106 | $1.5M | 2.33% | 7,102,169 | SH |
| 6 | BROADCOM INC | AVGO | 11135F101 | $1.2M | 1.91% | 3,923,799 | SH |
| 7 | JPMORGAN CHASE & CO | JPM | 46625H100 | $959.1K | 1.51% | 3,260,331 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $947.6K | 1.49% | 1,656,237 | SH |
| 9 | NEXTERA ENERGY INC | NEE | 65339F101 | $681.9K | 1.07% | 7,342,139 | SH |
| 10 | CHEVRON CORP | CVX | 166764100 | $598.4K | 0.94% | 2,892,254 | SH |
| 11 | ELI LILLY & CO | LLY | 532457108 | $569.5K | 0.90% | 619,210 | SH |
| 12 | VISA INC | V | 92826C839 | $557.5K | 0.88% | 1,844,435 | SH |
| 13 | COSTCO WHSL CORP NEW | COST | 22160K105 | $483.0K | 0.76% | 484,729 | SH |
| 14 | ABBVIE INC | ABBV | 00287Y109 | $453.5K | 0.71% | 2,085,088 | SH |
| 15 | NVIDIA CORP | NVDA | 67066G104 | $438.5K | 0.69% | 2,514,153 | SH |
| 16 | TAIWAN SEMI MFG CO ADR | TSM | 874039100 | $423.7K | 0.67% | 1,253,801 | SH |
| 17 | BANK OF AMERICA CORP | BAC | 060505104 | $406.3K | 0.64% | 8,334,736 | SH |
| 18 | EXXON MOBIL CORP | XOM | 30231G102 | $361.7K | 0.57% | 2,132,087 | SH |
| 19 | MEDTRONIC PLC | MDT | G5960L103 | $351.1K | 0.55% | 4,052,273 | SH |
| 20 | WALMART INC | WMT | 931142103 | $346.1K | 0.54% | 2,784,655 | SH |
| 21 | HOWMET AEROSPACE INC | HWM | 443201108 | $342.2K | 0.54% | 1,484,656 | SH |
| 22 | MCDONALDS CORP | MCD | 580135101 | $339.0K | 0.53% | 1,090,706 | SH |
| 23 | XPO INC | XPO | 983793100 | $324.2K | 0.51% | 1,666,637 | SH |
| 24 | VANECK JR GOLD MINERS ETF | GDXJ | 92189F791 | $320.9K | 0.50% | 2,673,565 | SH |
| 25 | ISHRS MSCI EAFE IND FND | EFA | 464287465 | $311.0K | 0.49% | 3,202,287 | SH |
| 26 | APPLE INC | AAPL | 037833100 | $307.0K | 0.48% | 1,209,617 | SH |
| 27 | ISHARES TR S&P 500 INDEX | IVV | 464287200 | $294.4K | 0.46% | 450,752 | SH |
| 28 | NETFLIX INC | NFLX | 64110L106 | $289.7K | 0.46% | 3,013,190 | SH |
| 29 | ALPHABET INC CLASS C | GOOG | 02079K107 | $282.8K | 0.44% | 985,982 | SH |
| 30 | INTUITIVE SURGICAL | ISRG | 46120E602 | $274.9K | 0.43% | 596,328 | SH |
| 31 | CENCORA INC | COR | 03073E105 | $273.5K | 0.43% | 870,738 | SH |
| 32 | INTERCONTINENTAL EXCHG INC | ICE | 45866F104 | $272.6K | 0.43% | 1,732,932 | SH |
| 33 | CAPITAL ONE FINANCIAL | COF | 14040H105 | $269.0K | 0.42% | 1,474,459 | SH |
| 34 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $268.5K | 0.42% | 393,602 | SH |
| 35 | MICROSOFT CORP | MSFT | 594918104 | $263.6K | 0.41% | 712,035 | SH |
| 36 | APPLIED MATERIALS | AMAT | 038222105 | $242.6K | 0.38% | 709,752 | SH |
| 37 | BOEING COMPANY | BA | 097023105 | $239.7K | 0.38% | 1,204,426 | SH |
| 38 | CME GROUP INC | CME | 12572Q105 | $239.3K | 0.38% | 810,333 | SH |
| 39 | LIVE NATION ENTERTMNT INC | LYV | 538034109 | $235.3K | 0.37% | 1,542,811 | SH |
| 40 | CITIGROUP INC | C | 172967424 | $232.1K | 0.36% | 2,046,482 | SH |
| 41 | CISCO SYSTEMS INC | CSCO | 17275R102 | $230.3K | 0.36% | 2,968,324 | SH |
| 42 | KLA CORPORATION | KLAC | 482480100 | $229.9K | 0.36% | 156,117 | SH |
| 43 | KEYSIGHT TECHNOLOGIES INC | KEYS | 49338L103 | $224.5K | 0.35% | 795,086 | SH |
| 44 | CATERPILLAR INC | CAT | 149123101 | $221.7K | 0.35% | 312,944 | SH |
| 45 | CARNIVAL CORP CL A | CCL | 143658300 | $219.3K | 0.34% | 8,472,537 | SH |
| 46 | CRH PLC | CRH | G25508105 | $214.9K | 0.34% | 2,044,751 | SH |
| 47 | NVIDIA CORP | NVDA | 67066G104 | $214.5K | 0.34% | 1,229,853 | SH |
| 48 | ALPHABET INC. CLASS A | GOOGL | 02079K305 | $210.7K | 0.33% | 732,578 | SH |
| 49 | AMAZON.COM INC | AMZN | 023135106 | $208.8K | 0.33% | 1,002,546 | SH |
| 50 | US FOODS HOLDING CORP | USFD | 912008109 | $208.1K | 0.33% | 2,256,431 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $63.6M | 9,822 | 0000930413-26-001498 |
| 2025-12-31 | 2026-02-05 | $65.1M | 9,738 | 0000930413-26-000358 |