SOMERVILLE KURT F
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 418,804
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 111 | 418,804 | 13F-HR | SOMERVILLE KURT F |
| Q1 2026 | 5/8/2026 | 105 | 379,075 | 13F-HR | SOMERVILLE KURT F |
| Q4 2025 | 2/17/2026 | 123 | 589,692 | 13F-HR | SOMERVILLE KURT F |
| Q3 2025 | 11/10/2025 | 111 | 605,199 | 13F-HR | SOMERVILLE KURT F |
| Q2 2025 | 7/23/2025 | 111 | 593,538 | 13F-HR | SOMERVILLE KURT F |
| Q2 2014 | 7/23/2014 | 103 | 256,542 | 13F-HR | SOMERVILLE KURT F |
| Q1 2014 | 5/30/2014 | 101 | 251,276 | 13F-HR | SOMERVILLE KURT F |
| Q4 2013 | 5/28/2014 | 104 | 261,216 | 13F-HR | SOMERVILLE KURT F |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 417.8 K | 99.8% | 39.82 K | 0 | 39.82 K |
| ETFs | 967 | 0.2% | 0 | 89 | -89 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
418,804
Holdings
111
QoQ value change ($000)
39,729
(10.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.