Institutional Fund
English Capital Management LLC
Bloomfield Hills, MICIK 20104425 filings on record
Portfolio Value
$169.81M
Q1 2026
Holdings
35
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+6.1%
from $160.08M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Arrow Electrs Inc6.7%
- Aercap Holdings NV5.6%
- Synchrony Financial4.5%
- Globe Life Inc4.4%
- Hca Healthcare Inc4.3%
- Applied Matls Inc4.1%
- Other70.5%
Portfolio Holdings
35 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Arrow Electrs Inc | 78.9K | $11.31M | 6.7% | 0 | Held |
| 2 | Aercap Holdings NV | 68.9K | $9.46M | 5.6% | 0 | Held |
| 3 | Synchrony Financial | 111.4K | $7.58M | 4.5% | 0 | Held |
| 4 | Globe Life Inc | 53.4K | $7.43M | 4.4% | 0 | Held |
| 5 | Hca Healthcare Inc | 15.5K | $7.31M | 4.3% | 0 | Held |
| 6 | Applied Matls Inc | 20.4K | $6.98M | 4.1% | 0 | Held |
| 7 | Alphabet Inc | 23.5K | $6.75M | 4.0% | 0 | Held |
| 8 | Booking Holdings Inc | 1.6K | $6.73M | 4.0% | +85 | Added |
| 9 | Td Synnex Corporation | 36.9K | $6.23M | 3.7% | 0 | Held |
| 10 | Taiwan Semiconductor Mfg Ltd | 18.1K | $6.12M | 3.6% | 0 | Held |
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