— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

GOLDMAN SACHS GROUP INC

Q1 2026 · Filed 2026-05-15
Market Value
$754.6B
+8.5%
Holdings
5,378
+168
New Purchases
508
Added To
2,715
Closed
331
Reduced
1,682
Top 10 Concentration
23.6%
Turnover
15.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EMXC 0.31% 0.00% +0.31% $2.3B
AZN 0.28% 0.00% +0.28% $2.1B
XOM 0.72% 0.45% +0.27% $5.4B
LQD 0.23% 0.01% +0.21% $1.7B
MU 0.56% 0.37% +0.20% $4.2B
CNQ 0.17% 0.02% +0.15% $1.3B
SNDK 0.17% 0.02% +0.15% $1.3B
GOOG 1.21% 1.07% +0.14% $9.1B
BE 0.16% 0.03% +0.14% $1.2B
KRE 0.20% 0.08% +0.13% $1.5B
IGV 0.15% 0.02% +0.12% $1.1B
XLE 0.27% 0.15% +0.12% $2.0B
TOTB.DE 0.33% 0.21% +0.11% $2.5B
PINS 0.13% 0.01% +0.11% $952M
SNPS 0.16% 0.05% +0.11% $1.2B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.00% 3.57% -0.57% $22.7B
TSLA 1.45% 1.77% -0.32% $10.9B
AAPL 3.58% 3.88% -0.29% $27.1B
NVDA 4.18% 4.47% -0.29% $31.6B
AMZN 1.87% 2.13% -0.26% $14.1B
DIA 0.25% 0.45% -0.20% $1.9B
IVV 1.17% 1.36% -0.19% $8.8B
AVGO 1.48% 1.66% -0.18% $11.2B
SHOP 0.14% 0.31% -0.16% $1.1B
GOOGL 2.20% 2.35% -0.15% $16.6B
LLY 0.77% 0.92% -0.15% $5.8B
VOO 1.19% 1.33% -0.13% $9.0B
V 0.64% 0.78% -0.13% $4.9B
ORCL 0.29% 0.42% -0.13% $2.2B
WBD 0.09% 0.21% -0.13% $654M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 83 $337.8B 44.8%
Large Cap 1,059 $338.2B 44.8%
Mid Cap 1,355 $58.8B 7.8%
Small Cap 1,706 $17.5B 2.3%
Micro Cap 1,175 $2.2B 0.3%

Portfolio Analytics

Avg Market Cap
$21.7B
Median Market Cap
$1.6B
Avg P/E
31.8
Median P/E
19.4
Avg Dividend Yield
0.02%
Avg Beta
0.99
# Stocks
3,895
# ETFs / Funds
1,483

Top Holdings (5,378 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 4.18% 180,908,765 $31.6B $174.40 $445M +14,122,048 +8.5%
2 AAPL 3.58% 106,585,393 $27.1B $253.79 $91M +7,420,687 +7.5%
3 SPY 3.16% 36,607,926 $23.8B $650.34 $1.2B +3,521,472 +10.6%
4 MSFT 3.00% 61,217,966 $22.7B $370.17 -$2.2B +9,817,298 +19.1%
5 GOOGL 2.20% 57,846,836 $16.6B $287.56 $285M +5,610,937 +10.7%
6 AMZN 1.87% 67,695,611 $14.1B $208.27 -$722M +3,484,771 +5.4%
7 AVGO 1.48% 36,032,651 $11.2B $309.51 -$401M +2,651,303 +7.9%
8 TSLA 1.45% 29,398,294 $10.9B $371.75 -$1.4B +1,978,636 +7.2%
9 META 1.42% 18,712,930 $10.7B $572.13 $497M +3,246,054 +21.0%
10 GOOG 1.21% 31,893,984 $9.1B $286.86 $1.7B +8,221,703 +34.7%
11 VOO 1.19% 15,062,213 $9.0B $597.55 -$233M +338,575 +2.3%
12 IVV 1.17% 13,515,592 $8.8B $653.21 -$615M -272,430 -2.0%
13 JPM 0.91% 23,448,974 $6.9B $294.16 -$119M +1,671,304 +7.7%
14 LLY 0.77% 6,340,865 $5.8B $919.77 -$562M +390,971 +6.6%
15 XOM 0.72% 32,037,810 $5.4B $169.66 $2.3B +5,832,752 +22.3%
16 V 0.64% 16,078,620 $4.9B $302.24 -$539M +685,174 +4.5%
17 IWM 0.63% 19,230,808 $4.8B $248.00 $1.1B +4,487,772 +30.4%
18 WMT 0.63% 38,069,182 $4.7B $124.28 $985M +4,445,645 +13.2%
19 BRK-B 0.59% 9,244,668 $4.4B $479.20 -$353M -271,316 -2.9%
20 JNJ 0.58% 18,057,047 $4.4B $244.44 $1.0B +1,716,975 +10.5%
21 MU 0.56% 12,561,670 $4.2B $337.84 $1.7B +3,638,094 +40.8%
22 MA 0.51% 7,656,360 $3.8B $499.66 $463M +1,766,300 +30.0%
23 ABBV 0.44% 15,145,279 $3.3B $217.49 $325M +2,149,654 +16.5%
24 COST 0.42% 3,213,809 $3.2B $996.43 $969M +624,415 +24.1%
25 TSM 0.42% 9,401,594 $3.2B $337.95 $603M +929,321 +11.0%
26 QQQ 0.42% 5,477,044 $3.2B $577.18 -$455M -410,127 -7.0%
27 GE 0.41% 10,901,894 $3.1B $283.77 $646M +2,955,498 +37.2%
28 IWF 0.40% 7,049,153 $3.0B $426.40 -$330M +855 +0.0%
29 EFA 0.40% 30,887,127 $3.0B $97.13 $42M +78,604 +0.3%
30 BAC 0.39% 59,609,158 $2.9B $48.75 -$211M +2,942,541 +5.2%
31 NFLX 0.38% 29,471,508 $2.8B $96.15 $419M +3,715,406 +14.4%
32 HD 0.37% 8,569,045 $2.8B $328.89 $69M +579,636 +7.3%
33 CSCO 0.37% 35,840,360 $2.8B $77.59 $100M +1,038,069 +3.0%
34 IJH 0.36% 40,473,497 $2.7B $67.53 $782M +10,917,016 +36.9%
35 AMAT 0.36% 7,861,728 $2.7B $341.79 $966M +1,165,983 +17.4%
36 KLAC 0.35% 1,818,032 $2.7B $1,472.41 $956M +401,739 +28.4%
37 PLTR 0.34% 17,537,852 $2.6B $146.28 $349M +5,071,143 +40.7%
38 PG 0.33% 17,322,319 $2.5B $144.44 $264M +1,705,060 +10.9%
39 AMD 0.33% 12,283,096 $2.5B $203.43 $540M +3,134,900 +34.3%
40 IWD 0.33% 11,634,553 $2.5B $213.67 $54M +74,349 +0.6%
41 TOTB.DE 0.33% 27,239,924 $2.5B $90.98 $983M +4,386,577 +19.2%
42 MS 0.32% 14,875,181 $2.4B $164.57 -$253M -336,546 -2.2%
43 MRK 0.32% 20,133,379 $2.4B $120.29 $385M +784,661 +4.1%
44 KO 0.32% 31,744,004 $2.4B $76.05 $427M +3,312,942 +11.7%
45 CVX 0.31% 11,373,285 $2.4B $206.90 $721M +662,901 +6.2%
46 EMXC 0.31% 29,679,701 $2.3B $78.66 $2.3B +29,469,997 +14053.1%
47 CAT 0.30% 3,210,971 $2.3B $708.46 $476M +71,425 +2.3%
48 LRCX 0.30% 10,477,727 $2.2B $213.66 -$302M -4,363,031 -29.4%
49 ORCL 0.29% 14,998,137 $2.2B $147.11 -$716M +3,512 +0.0%
50 UNH 0.28% 7,837,182 $2.1B $270.59 $78M +1,647,946 +26.6%
51 NEE 0.28% 22,780,372 $2.1B $92.88 $677M +4,853,422 +27.1%
52 AZN 0.28% 10,605,842 $2.1B $197.22 +10,605,842 NEW
53 XLE 0.27% 33,438,646 $2.0B $61.26 $990M +9,765,064 +41.2%
54 HEFA 0.27% 48,091,087 $2.0B $42.49 -$41M -2,301,915 -4.6%
55 RTX 0.26% 10,199,612 $2.0B $192.90 $71M -138,490 -1.3%
56 LIN 0.26% 3,921,515 $1.9B $495.76 $569M +697,229 +21.6%
57 IEFA 0.25% 21,168,840 $1.9B $90.53 -$194M -2,427,215 -10.3%
58 ETN 0.25% 5,353,533 $1.9B $357.67 $372M +508,633 +10.5%
59 PEP 0.25% 12,257,998 $1.9B $155.29 $132M -82,467 -0.7%
60 TXN 0.25% 9,731,260 $1.9B $194.14 $698M +2,863,891 +41.7%
61 DIA 0.25% 4,078,679 $1.9B $463.19 -$1.3B -2,499,183 -38.0%
62 IEMG 0.24% 26,326,701 $1.8B $69.75 -$89M -2,308,863 -8.1%
63 VZ 0.24% 36,096,361 $1.8B $50.20 $600M +6,327,009 +21.2%
64 GEV 0.24% 2,072,619 $1.8B $872.90 $205M -382,627 -15.6%
65 XBI 0.23% 13,719,344 $1.8B $127.73 -$674M -6,177,074 -31.1%
66 VEA 0.23% 26,907,518 $1.7B $64.08 -$39M -1,316,865 -4.7%
67 TJX 0.23% 10,733,174 $1.7B $159.70 -$68M -868,224 -7.5%
68 LQD 0.23% 15,626,475 $1.7B $108.99 $1.6B +14,698,068 +1583.2%
69 IBM 0.23% 7,006,456 $1.7B $242.39 -$255M +412,353 +6.2%
70 WFC 0.22% 21,274,059 $1.7B $79.61 -$209M +863,084 +4.2%
71 T 0.22% 57,477,782 $1.7B $28.99 $529M +11,695,940 +25.6%
72 HON 0.22% 7,211,970 $1.6B $226.03 $590M +1,882,400 +35.3%
73 MCD 0.21% 5,066,209 $1.6B $310.79 $116M +293,999 +6.2%
74 RSP 0.21% 8,113,675 $1.6B $191.92 -$683M -3,583,035 -30.6%
75 TMO 0.21% 3,157,226 $1.6B $491.53 -$225M +90,342 +3.0%
76 BSV 0.20% 19,710,804 $1.5B $78.41 $85M +1,174,079 +6.3%
77 GILD 0.20% 11,065,214 $1.5B $139.37 $468M +2,312,701 +26.4%
78 KRE 0.20% 23,472,736 $1.5B $65.15 $991M +15,173,494 +182.8%
79 AXP 0.20% 4,970,588 $1.5B $302.48 -$236M +269,785 +5.7%
80 ABT 0.20% 14,505,201 $1.5B $102.67 -$452M -990,844 -6.4%
81 AMGN 0.20% 4,219,989 $1.5B $351.85 $2M -310,269 -6.8%
82 SPYG 0.19% 15,021,380 $1.5B $97.91 -$64M +634,064 +4.4%
83 WDC 0.19% 5,406,883 $1.5B $270.49 $677M +847,170 +18.6%
84 COF 0.19% 7,986,498 $1.5B $182.43 -$385M +385,626 +5.1%
85 GSUS 0.19% 16,202,833 $1.5B $89.59 -$130M -552,495 -3.3%
86 APH 0.19% 11,406,674 $1.4B $126.35 $287M +2,865,478 +33.5%
87 PM 0.19% 8,690,547 $1.4B $165.34 $105M +388,541 +4.7%
88 COP 0.19% 10,850,188 $1.4B $132.00 $539M +1,304,179 +13.7%
89 AGG 0.19% 14,115,260 $1.4B $99.27 -$37M -279,357 -1.9%
90 STX 0.19% 3,573,790 $1.4B $391.76 $641M +818,119 +29.7%
91 CRWV 0.18% 17,877,647 $1.4B $77.47 $735M +8,795,691 +96.8%
92 QCOM 0.18% 10,495,130 $1.4B $128.78 -$102M +1,994,966 +23.5%
93 WELL 0.18% 6,734,131 $1.3B $197.71 $501M +2,260,014 +50.5%
94 BLK 0.18% 1,379,934 $1.3B $961.71 $158M +287,370 +26.3%
95 PFE 0.18% 47,105,556 $1.3B $28.08 $325M +7,049,994 +17.6%
96 TMUS 0.17% 6,279,935 $1.3B $210.03 $247M +1,002,036 +19.0%
97 UBER 0.17% 18,169,694 $1.3B $71.93 $47M +2,754,217 +17.9%
98 INTU 0.17% 3,016,380 $1.3B $432.38 -$705M -16,886 -0.6%
99 XLI 0.17% 8,024,926 $1.3B $161.73 -$191M -1,575,126 -16.4%
100 SNDK 0.17% 2,042,540 $1.3B $635.34 $1.1B +1,383,884 +210.1%

Options Breakdown

614 Calls $45.7B Call Value 580 Puts $64.0B Put Value 1.4 P/C Ratio

Top Calls

SymbolSharesValueStatus
TSM 11,617,100 $3.9B
HYG 41,143,000 $3.3B
NVDA 14,141,800 $2.5B
AAPL 8,890,200 $2.3B
SPY 3,370,100 $2.2B
QQQ 3,419,400 $2.0B
LQD 17,009,800 $1.9B
MSFT 4,764,500 $1.8B
EEM 24,131,200 $1.4B
SNDK 2,024,100 $1.3B NEW

Top Puts

SymbolSharesValueStatus
QQQ 10,940,400 $6.3B
SPY 8,956,000 $5.8B
HYG 65,074,700 $5.2B
NVDA 25,522,900 $4.5B
IWM 9,025,600 $2.2B
TLT 25,714,500 $2.2B
AAPL 7,187,400 $1.8B
MSFT 4,351,900 $1.6B
LQD 12,136,500 $1.3B
TSLA 3,488,200 $1.3B

New Positions

SymbolValue% Port
AZN $2.1B 0.28%
IQMM $271M 0.04%
SUNB $128M 0.02%
PIPR $112M 0.01%
INDV $73M 0.01%
ETHB $67M 0.01%
TALV $40M 0.01%
DFTX $32M —%
TABD $31M —%
AIA $24M —%
UVXY $24M —%
FDHY $22M —%
JAN $21M —%
DFAX $21M —%
MDA $20M —%

Sold Out Positions

SymbolValue% Port
BBUC —%
BTZ —%
DAVA —%
NEA —%
ETB —%
TCI —%
NVG —%
VKQ —%
CSAN —%
PEW —%
RFL —%
PNFP —%
HQH —%
BST —%
ANDG —%
View SEC EDGAR Filings for GOLDMAN SACHS GROUP INC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms