Ally Financial Inc.

FundStock

CIK 0000040729 · Q2 2026

13F Equity AUM

$775.0M

-3.6% QoQ

Positions

131

+6 QoQ

AUM Rank

#2,843

Top 32%

Skill Alpha (FF)

+0.5%/yr^ns

No Clear Edge

Rank #2,234 · Top 27%

vs S&P -2.4%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 32.9%Top 10: 44.1%Top 20: 57.5%

RSP10.1%

TLT9.7%

MSFT4.6%

NVDA4.4%

AMZN4.1%

META3.0%

BRK/B2.7%

PEP2.0%

MA1.7%

VEA1.7%

Others (121)55.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services36.0%

Technology14.8%

Healthcare12.5%

Communication Services10.7%

Consumer Cyclical9.0%

Industrials6.2%

Consumer Defensive5.8%

Other5.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 131Median: 0.40%Avg: 0.76%

0–0.5%

79(20.7%)

0.5–1%

33(22.8%)

1–3%

13(20.5%)

3–5%

4(16.1%)

5%+

2(19.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 131vs 20 funds

0%Low

131

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New21Increased38Decreased10Exited15

New Positions

VEA1.7%

+185K

XLU1.3%

+222K

TSLA0.7%

+13K

NOC0.7%

+10K

MCD0.6%

+18K

DUK0.5%

+28K

JNJ0.4%

+13K

AZO0.3%

+750

HCA0.3%

+6K

SYY0.3%

+28K

Increased

RSP10.1%

+238K(+182%)

NFLX0.9%

+22K(+28%)

UBER0.7%

+22K(+44%)

CARR0.4%

+21K(+91%)

OTIS0.3%

+20K(+167%)

BKNG0.5%

+19K(+2400%)

SCHW0.4%

+19K(+119%)

ABT0.9%

+17K(+27%)

NVDA4.4%

+16K(+10%)

MDT0.4%

+15K(+52%)

Decreased

CMCSA0.5%

-65,000(-29%)

AMZN4.1%

-46,000(-26%)

GOOG1.0%

-44,000(-67%)

IJR0.7%

-44,000(-55%)

AAPL0.4%

-28,000(-74%)

GOOGL1.0%

-20,500(-49%)

UNP0.2%

-10,500(-64%)

LLY0.3%

-6,500(-76%)

AVGO1.7%

-4,500(-12%)

ETN0.2%

-2,000(-33%)

Exited

-147,000

-43,000

-68,500

-33,000

-48,000

-18,000

-16,000

-20,000

-15,000

-25,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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