BillGates13F's Factsheet • February 28, 2026

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BillGates13F
🇬🇧 Stock Smart Portfolio.
245 copiers.
FEBRUARY
+7.97%
YEAR TO DATE
+7.7%
1 YEAR
+21.17%
ALL TIME
+45.61%
ANNUALIZED RETURN
+16.22%
TRACK RECORD
2.8 years

About BillGates13F

The Bill and Melinda Gates Foundation is a renowned nonprofit global philanthropic institution founded by Bill Gates and Melinda Gates. They are dedicated to addressing critical issues, such as global health, education, poverty alleviation, and access to technology.

Through the Bill and Melinda Gates Foundation Trust, the endowment assets are managed, focusing on the perpetuity of its philanthropic activities that create a positive change on a global scale.

The BillGates13F Smart Portfolio offers a diverse selection of stocks based on the Foundation's Trust latest U.S. SEC Form 13F investment filings. This portfolio exposes investors to various sectors, including technology, healthcare, finance, and more.

The minimum investment amount for this portfolio is $500.

    Smart Portfolio Stats

    Type

    Smart Portfolio

    Copiers

    245

    Assets Under Copy

    $300K-$1M

    Risk Score

    3

    Trades

    Most Traded

    MicrosoftBerkshire Hathaway

    Win Rate

    Trade Stats

    Average Profit: +19.04%

    Average Duration: 735 days

    Long Positions: 100%

    Average Leverage: 1x

    Trades during February 2026

    InstrumentProfitDurationClosedOpen RateClose RateSince Closed
    BRK.B
    BUY BRK.B
    		+13.41%1 year
    23 days ago
    		$439.9299$498.9186-4.66%
    MSFT
    BUY MSFT
    		+24.68%2 years
    23 days ago
    		$321.75$401.15-1.83%

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -6.13%
      		Dec 2024May 20255
      -5.95%
      		Apr 2024Aug 20244
      -5.94%
      		Aug 2023Nov 20233
      -2.91%
      		Oct 2024Nov 20241
      -0.84%
      		Oct 2025Nov 20251
      -0.55%
      		Aug 2025Sep 20251
      -0.51%
      		Dec 2025Feb 20262

      Performance Metrics

      Score 5.4/10

      Beta

      0.67
      0.67
      0
      0.8
      1.2
      0
      2

      Sharpe Ratio

      0.82
      0.82
      0
      0.5
      1
      1.5
      1.5

      Sortino Ratio

      1.43
      1.43
      0
      1
      2
      3
      3

      Jensen's Alpha

      -0.2
      -0.2
      -2
      0
      2
      4.5
      4.5

      Omega Ratio

      0.68
      0.68
      0
      1
      1.5
      2.5
      2.5

      Treynor Ratio

      1.24
      1.24
      0
      0.75
      1.25
      2
      2

      Information Ratio

      -0.53
      -0.53
      -1
      0.3
      0.6
      1
      1

      Calmar Ratio

      2.39
      2.39
      0
      0.3
      0.6
      3
      3

      Diversification

      Sectors Breakdown

      • Sector
      • Total
      • 💰 Finance
        25.28%
      • 🏭 Industrial Services
        20.05%
      • 🛠️ Producer Manufacturing
        18.79%
      • 🚚 Transportation
        18.27%
      • 🖥️ Technology Services
        8.26%
      • 🧪 Process Industries
        4.22%
      • 🛍️ Retail Trade
        3.36%
      • 💇‍♀️ Consumer Services
        0.78%
      • 🧬 Health Technology
        0.48%
      • 🍞 Consumer Non Durables
        0.35%
      • 💵 Cash
        0.19%

      Exchanges Breakdown

      • Exchange
      • Total
      • 🇺🇸 NYSE
        88.38%
      • 🇺🇸 Nasdaq
        11.47%

      Countries Breakdown

      • Country
      • Total
      • 🇺🇸 United States
        82.61%
      • 🇨🇦 Canada
        16.9%
      • 🇧🇪 Belgium
        0.35%

      Dividends

      Dividend Yield

      1%

      14 out of 18 instruments pay dividend.

      0 dividend payments in the next 30 days.

      Highest Dividend: $CNI (2.36%)

      Dividend Yield Breakdown

      Instrument
      Portfolio Yield
      Company Yield
      Per Share
      CNI
      CNI
      0.37%
      2.36%
      $2.42
      WM
      WM
      0.27%
      1.4%
      $2.9
      CAT
      CAT
      0.1%
      0.81%
      $5.31
      MSFT
      MSFT
      0.07%
      0.86%
      $3
      DE
      DE
      0.06%
      1.06%
      $5.76
      ECL
      ECL
      0.04%
      0.93%
      $2.24
      FDX
      FDX
      0.04%
      1.52%
      $5.16
      WMT
      WMT
      0.02%
      0.78%
      $0.81
      WCN
      WCN
      0.01%
      0.79%
      $1.12
      MCD
      MCD
      0.01%
      2.2%
      $6.53
      PCAR
      PCAR
      0%
      1.07%
      $1.11
      BUD
      BUD
      0%
      0.72%
      $0.65
      DHR
      DHR
      0%
      0.67%
      $1.05
      WST
      WST
      0%
      0.35%
      $0.8

      Next Dividends

      Stock
      Type
      Date
      Pay Per Share

      Portfolio Holdings

      (As of February 28, 2026)

      Monthly Returns

      Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk. Past performance is not an indication of future results