account_balance
Investment manager · 13F filer · SEC CIK 2010442
English Capital Management LLC
Reported value$220Mas of Sep 30, 2026
Positions37 2 new, 0 sold out
Top 10 weight42.2%ARW alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ARWArrow Electronics, Inc.
8.1%
AERAerCap Holdings N.V.
4.5%
MSFTMicrosoft Corp
4.1%Added +82%
SNXTD SYNNEX Corp
4.1%Added +95%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.8%Trimmed −84%
GOOGAlphabet Inc.
3.6%
SYFSynchrony Financial
3.6%
HCAHCA Healthcare, Inc.
3.6%Trimmed −65%
GLGlobe Life Inc.
3.5%Trimmed −70%
METAMeta Platforms, Inc.
3.3%Trimmed −27%
BKNGBooking Holdings Inc.
3.2%
TITNTitan Machinery Inc.
3.1%
ARWArrow Electronics, Inc.
8.1%
AERAerCap Holdings N.V.
4.5%
MSFTMicrosoft Corp
4.1%
SNXTD SYNNEX Corp
4.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.8%
GOOGAlphabet Inc.
3.6%
SYFSynchrony Financial
3.6%
HCAHCA Healthcare, Inc.
3.6%−65%
GLGlobe Life Inc.
3.5%
META3.3%BKNG3.2%TITN3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ARW Arrow Electronics, Inc. 8.1% HeldAER AerCap Holdings N.V. 4.5% HeldMSFT Microsoft Corp 4.1% Added +82%SNX TD SYNNEX Corp 4.1% Added +95%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.8% Trimmed −84%GOOG Alphabet Inc. 3.6% HeldSYF Synchrony Financial 3.6% HeldHCA HCA Healthcare, Inc. 3.6% Trimmed −65%GL Globe Life Inc. 3.5% Trimmed −70%META Meta Platforms, Inc. 3.3% Trimmed −27%BKNG Booking Holdings Inc. 3.2% HeldTITN Titan Machinery Inc. 3.1% Held
What changed
Biggest moves since Jun 30, 2026
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