Joel Greenblatt is an accomplished author and a hedge fund manager who currently runs his investing company Gotham Funds. Throughout his career, he has claimed lots of success in the stock market, with his decisions making him fortunes and quickly making a billionaire.
With this success, he came up with multiple books on investing where he shared his knowledge and tactics to nail the game of the stock market. All of his books have been heavily regarded as gold in the investment niche.
Portfolio Period: Q1 – 13F Filing of 2023
Joel Greenblatt Portfolio Value: $4.12 Billion.
Joel Greenblatt Stock Holdings Portfolio Q1 2023:
| Stock | % Portfolio | Value | Shares | Change |
|---|---|---|---|---|
| GSPY - Tidal Etf Tr | 6.53% | $ 269.56M | 12.01M | 0% (-441) |
| SPY - Spdr S&p 500 Etf Tr | 6.28% | $ 259M | 632.65k | 21.77% (+113.11k) |
| IVV - Ishares Tr | 1.66% | $ 68.63M | 166.95k | 0.23% (+376) |
| SNOW - Snowflake Inc | 1.46% | $ 60.32M | 390.97k | -0.54% (-2.12k) |
| MSFT - Microsoft Corp | 1.34% | $ 55.32M | 191.89k | -8% (-16.68k) |
| GVLU - Tidal Etf Tr | 1.30% | $ 53.83M | 2.85M | 1932.14% (+2.71M) |
| AAPL - Apple Inc | 1.22% | $ 50.47M | 306.06k | -15% (-54.01k) |
| GOOGL - Alphabet Inc | 1.02% | $ 41.95M | 404.37k | -6.34% (-27.39k) |
| IEMG - Ishares Inc | 0.79% | $ 32.53M | 666.69k | 26.08% (+137.91k) |
| AMZN - Amazon Com Inc | 0.72% | $ 29.86M | 289.05k | -8.79% (-27.86k) |
| BRKB - Berkshire Hathaway Inc Del | 0.67% | $ 27.49M | 89.02k | -10.77% (-10.74k) |
| META - Meta Platforms Inc | 0.62% | $ 25.64M | 120.99k | -23.16% (-36.48k) |
| XOM - Exxon Mobil Corp | 0.48% | $ 19.92M | 181.62k | 29.22% (+41.07k) |
| BND - Vanguard Bd Index Fds | 0.46% | $ 19.10M | 258.65k | NEW (+258.65k) |
| PFE - Pfizer Inc | 0.45% | $ 18.49M | 453.22k | 68.68% (+184.53k) |
| MRK - Merck & Co Inc | 0.44% | $ 18.24M | 171.44k | -2.11% (-3.69k) |
| JNJ - Johnson & Johnson | 0.44% | $ 18.03M | 116.34k | 27.57% (+25.14k) |
| CSCO - Cisco Sys Inc | 0.43% | $ 17.85M | 341.48k | -3.15% (-11.09k) |
| AVGO - Broadcom Inc | 0.41% | $ 17.10M | 26.65k | 64.47% (+10.45k) |
| DD - Dupont De Nemours Inc | 0.39% | $ 16M | 222.92k | 632.34% (+192.48k) |
| CAT - Caterpillar Inc | 0.39% | $ 15.96M | 69.76k | 99.38% (+34.77k) |
| LRCX - Lam Research Corp | 0.36% | $ 14.69M | 27.71k | -25.24% (-9.35k) |
| WMT - Walmart Inc | 0.36% | $ 14.68M | 99.58k | 3.29% (+3.17k) |
| CMCSA - Comcast Corp New | 0.33% | $ 13.80M | 364.07k | -3.11% (-11.67k) |
| NFLX - Netflix Inc | 0.33% | $ 13.80M | 39.94k | -0.24% (-95) |
| CVX - Chevron Corp New | 0.33% | $ 13.41M | 82.22k | 7.23% (+5.54k) |
| CEG - Constellation Energy Corp | 0.32% | $ 13.36M | 170.13k | 26.14% (+35.25k) |
| ADBE - Adobe Systems Incorporated | 0.32% | $ 13.26M | 34.42k | -2.15% (-758) |
| CVS - Cvs Health Corp | 0.32% | $ 13.10M | 176.30k | 75.24% (+75.69k) |
| PG - Procter And Gamble Co | 0.31% | $ 12.84M | 86.38k | 6.58% (+5.33k) |
| COP - Conocophillips | 0.31% | $ 12.62M | 127.19k | 34.6% (+32.70k) |
| T - At&t Inc | 0.30% | $ 12.57M | 652.99k | 15.83% (+89.26k) |
| CRM - Salesforce Inc | 0.30% | $ 12.38M | 61.98k | -44.2% (-49.09k) |
| IEFA - Ishares Tr | 0.30% | $ 12.22M | 182.87k | 6.6% (+11.32k) |
| NVDA - Nvidia Corporation | 0.30% | $ 12.22M | 43.98k | 7.56% (+3.09k) |
| HLT - Hilton Worldwide Hldgs Inc | 0.29% | $ 12.02M | 85.33k | 33.31% (+21.32k) |
| NOW - Servicenow Inc | 0.29% | $ 11.83M | 25.45k | -8.39% (-2.33k) |
| KMB - Kimberly-clark Corp | 0.29% | $ 11.82M | 88.10k | 75.93% (+38.02k) |
| MRNA - Moderna Inc | 0.29% | $ 11.78M | 76.71k | -4.76% (-3.83k) |
| AMAT - Applied Matls Inc | 0.28% | $ 11.53M | 93.83k | -2.97% (-2.87k) |
| KDP - Keurig Dr Pepper Inc | 0.28% | $ 11.47M | 325.18k | 143.61% (+191.70k) |
| ON - On Semiconductor Corp | 0.27% | $ 11.23M | 136.40k | -27.4% (-51.48k) |
| GM - General Mtrs Co | 0.27% | $ 11M | 299.98k | -25.69% (-103.71k) |
| CNC - Centene Corp Del | 0.26% | $ 10.88M | 172.10k | 109.42% (+89.92k) |
| MPC - Marathon Pete Corp | 0.26% | $ 10.84M | 80.42k | -18.97% (-18.83k) |
| IT - Gartner Inc | 0.26% | $ 10.83M | 33.26k | 210.21% (+22.54k) |
| NXPI - Nxp Semiconductors N V | 0.26% | $ 10.75M | 57.66k | -22.67% (-16.90k) |
| SWKS - Skyworks Solutions Inc | 0.25% | $ 10.39M | 88.08k | 116.72% (+47.44k) |
| EXC - Exelon Corp | 0.25% | $ 10.37M | 247.63k | 9.55% (+21.59k) |
| TPR - Tapestry Inc | 0.25% | $ 10.35M | 240.09k | 29.35% (+54.48k) |
| GEHC - Ge Healthcare Technologies I | 0.25% | $ 10.33M | 125.97k | NEW (+125.97k) |
| LMT - Lockheed Martin Corp | 0.25% | $ 10.20M | 21.59k | -32.12% (-10.21k) |
| AXON - Axon Enterprise Inc | 0.25% | $ 10.15M | 45.15k | 138.49% (+26.22k) |
Read More: Cathie Wood Portfolio
Joel Greenblatt’s 13F filing:
Even though most of the finances of Joel Greenblatt include manufacturing, the biggest shares of his are held by the leading tech companies right now. The biggest share goes to Microsoft, coming with a 2.3% of the hold, with Google coming second holding 1.8% of the shares.
Read More: What Companies Does Facebook Own
Other tech companies include Apple and Facebook. Leading e-commerce companies like Amazon and Walmart are also seen. Even though his portfolio graphs show that he’s doing better than before, his selling ratio is much higher than buying, which could indicate a change in tactics for Joel Greenblatt.
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