Life Cycle Investment Partners Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$223M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$187M |
| 3 |
Apple
AAPL
|
+$174M |
| 4 |
Valero Energy
VLO
|
+$174M |
| 5 |
EOG Resources
EOG
|
+$127M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Steel Dynamics
STLD
|
+$139M |
| 2 |
Booking.com
BKNG
|
+$134M |
| 3 |
ServiceNow
NOW
|
+$134M |
| 4 |
Tyson Foods
TSN
|
+$111M |
| 5 |
Intuit
INTU
|
+$99.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.55% |
| 2 | Financials | 13.35% |
| 3 | Consumer Discretionary | 10.57% |
| 4 | Communication Services | 10.26% |
| 5 | Healthcare | 8.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
NOV
NOV
$7.36B
| $1.06M | 0.01% |
+56,484
| New | +$1.06M |
|
127
Entergy
ETR
$49.9B
| $1.06M | 0.01% |
+9,404
| New | +$946K |
|
128
Eversource Energy
ES
$27.2B
| $976K | 0.01% |
+14,088
| New | +$996K |
|
129
PG&E
PCG
$38.5B
| $963K | 0.01% |
+54,793
| New | +$932K |
|
130
NRG Energy
NRG
$25.2B
| $786K | 0.01% |
+5,380
| New | +$847K |
|
131
Bristol-Myers Squibb
BMY
$132B
| – | – |
-637,858
| Closed | -$34.4M |
|
132
CDW
CDW
$17.8B
| – | – |
-139,121
| Closed | -$18.9M |
|
133
Salesforce
CRM
$165B
| – | – |
-11,111
| Closed | -$2.94M |
|
134
Kraft Heinz
KHC
$30.1B
| – | – |
-1,420,665
| Closed | -$34.5M |
|
135
McCormick & Company Non-Voting
MKC
$14.6B
| – | – |
-344,821
| Closed | -$23.5M |
|
|
136
ServiceNow
NOW
$132B
| – | – |
-875,393
| Closed | -$134M |
|
137
Molson Coors Class B
TAP
$7.85B
| – | – |
-433,627
| Closed | -$20.2M |
|
138
Flutter Entertainment
FLUT
$17.1B
| – | – |
-116,127
| Closed | -$25M |
|
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Life Cycle Investment Partners's Q1 2026 Portfolio in Review
As of Q1 2026, Life Cycle Investment Partners held 138 positions worth $15.7B, up 9.7% from $14.3B the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Life Cycle Investment Partners deployed $2.36B of net new capital in Q1 2026, opening 20 new positions and adding to 96 existing holdings. Its largest new stake was EOG Resources: 1,046,117 shares worth $151M.
By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Steel Dynamics, an estimated $139M trimmed.
- Life Cycle Investment Partners's largest Q1 2026 buy was EOG Resources: 1,046,117 shares worth $151M.
- Life Cycle Investment Partners added most to NVIDIA in Q1 2026, an estimated $223M increase.
- Life Cycle Investment Partners's biggest Q1 2026 reduction was Steel Dynamics, cutting an estimated $139M.
- Life Cycle Investment Partners fully exited ServiceNow in Q1 2026, selling an estimated $134M.
- Life Cycle Investment Partners's ten largest holdings make up 43% of its $15.7B portfolio in Q1 2026.
- Life Cycle Investment Partners opened 20 new positions and closed 8 in Q1 2026.
- Life Cycle Investment Partners's portfolio value rose 9.7% quarter-over-quarter to $15.7B.
Based on Life Cycle Investment Partners's 13F filing for Q1 2026, filed 12 May 2026.