# Ally Financial Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 40729. Source: https://holderbook.com/funds/40729-ally-financial-inc/

- Reported value: $775.0M
- Positions: 131
- Weight of the ten largest: 44.1%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $78.5M | 369,000 | 10.1% | 9 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $75.4M | 873,000 | 9.7% | 17 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $35.4M | 95,000 | 4.6% | 4 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $34.4M | 172,000 | 4.4% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $31.5M | 132,000 | 4.1% | 24 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $23.7M | 42,000 | 3.1% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $21.0M | 42,000 | 2.7% | 5 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $15.3M | 113,000 | 2.0% | 11 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $13.4M | 26,000 | 1.7% | 5 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $13.2M | 185,000 | 1.7% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $12.8M | 34,000 | 1.7% | 2 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $12.5M | 30,000 | 1.6% | 10 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $12.3M | 290,000 | 1.6% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $11.7M | 34,000 | 1.5% | 5 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $10.7M | 446,000 | 1.4% | 13 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $10.1M | 222,000 | 1.3% | 1 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $9.0M | 47,000 | 1.2% | 8 |
| ANHEUSER BUSCH INBEV SA/NV | [BUD](https://holderbook.com/stocks/BUD/) | $8.7M | 105,000 | 1.1% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $8.5M | 17,000 | 1.1% | 9 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $7.6M | 21,500 | 1.0% | 2 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $7.6M | 35,000 | 1.0% | 10 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $7.5M | 21,000 | 1.0% | 11 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $7.3M | 81,000 | 0.9% | 4 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $7.3M | 50,000 | 0.9% | 6 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $7.1M | 100,000 | 0.9% | 4 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $6.9M | 72,000 | 0.9% | 20 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $6.7M | 23,000 | 0.9% | 7 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $6.5M | 60,000 | 0.8% | 20 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $5.7M | 100,000 | 0.7% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $5.5M | 13,000 | 0.7% | 1 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $5.5M | 133,000 | 0.7% | 20 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $5.3M | 36,000 | 0.7% | 19 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $5.2M | 63,000 | 0.7% | 4 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $5.2M | 72,000 | 0.7% | 9 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $5.1M | 10,000 | 0.7% | 1 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $5.1M | 32,500 | 0.7% | 6 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $5.1M | 31,000 | 0.7% | 7 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $4.9M | 18,000 | 0.6% | 1 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $4.8M | 5,000 | 0.6% | 3 |
| FRANKLIN RESOURCES INC | [BEN](https://holderbook.com/stocks/BEN/) | $4.7M | 140,000 | 0.6% | 31 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $4.6M | 12,000 | 0.6% | 13 |
| KKR & CO INC | [KKR](https://holderbook.com/stocks/KKR/) | $4.6M | 50,000 | 0.6% | 3 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $4.5M | 35,000 | 0.6% | 12 |
| WARNER BROS DISCOVERY INC | [WBD](https://holderbook.com/stocks/WBD/) | $4.5M | 168,132 | 0.6% | 17 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $4.2M | 20,500 | 0.5% | 10 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $4.1M | 13,000 | 0.5% | 2 |
| PAYPAL HLDGS INC | [PYPL](https://holderbook.com/stocks/PYPL/) | $4.1M | 94,000 | 0.5% | 22 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $4.0M | 18,000 | 0.5% | 3 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $4.0M | 10,000 | 0.5% | 2 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $3.9M | 26,000 | 0.5% | 11 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $3.9M | 158,252 | 0.5% | 21 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $3.9M | 11,000 | 0.5% | 3 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $3.7M | 21,000 | 0.5% | 2 |
| CARNIVAL CORP | [CCL](https://holderbook.com/stocks/CCL/) | $3.6M | 125,000 | 0.5% | 31 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $3.6M | 20,000 | 0.5% | 2 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $3.5M | 28,000 | 0.5% | 1 |
| REDDIT INC | [RDDT](https://holderbook.com/stocks/RDDT/) | $3.5M | 20,000 | 0.4% | 2 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $3.4M | 44,000 | 0.4% | 5 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $3.3M | 12,000 | 0.4% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $3.3M | 13,000 | 0.4% | 1 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $3.3M | 70,000 | 0.4% | 31 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $3.2M | 35,000 | 0.4% | 2 |
| CARRIER GLOBAL CORPORATION | [CARR](https://holderbook.com/stocks/CARR/) | $3.2M | 44,000 | 0.4% | 4 |
| Spotify Technology  S.A. | - | $3.2M | 7,000 | 0.4% | 2 |
| WORKDAY INC | [WDAY](https://holderbook.com/stocks/WDAY/) | $3.2M | 26,000 | 0.4% | 10 |
| KRAFT HEINZ CO | [KHC](https://holderbook.com/stocks/KHC/) | $3.1M | 131,000 | 0.4% | 31 |
| BROWN FORMAN CORP | [BFB](https://holderbook.com/stocks/BFB/) | $3.0M | 113,000 | 0.4% | 21 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $2.9M | 30,000 | 0.4% | 5 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.9M | 10,000 | 0.4% | 7 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $2.8M | 66,000 | 0.4% | 3 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $2.8M | 14,000 | 0.4% | 2 |
| EXTRA SPACE STORAGE INC | [EXR](https://holderbook.com/stocks/EXR/) | $2.8M | 19,000 | 0.4% | 5 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $2.7M | 23,000 | 0.3% | 2 |
| CBRE GROUP INC | [CBRE](https://holderbook.com/stocks/CBRE/) | $2.7M | 20,000 | 0.3% | 2 |
| LAUDER ESTEE COS INC | [EL](https://holderbook.com/stocks/EL/) | $2.7M | 34,000 | 0.3% | 13 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $2.6M | 12,000 | 0.3% | 3 |
| GLOBAL PMTS INC | [GPN](https://holderbook.com/stocks/GPN/) | $2.6M | 36,000 | 0.3% | 19 |
| VIATRIS INC | [VTRS](https://holderbook.com/stocks/VTRS/) | $2.4M | 152,991 | 0.3% | 23 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.4M | 2,000 | 0.3% | 8 |
| AUTOZONE INC | [AZO](https://holderbook.com/stocks/AZO/) | $2.4M | 750 | 0.3% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $2.4M | 7,000 | 0.3% | 2 |
| STANLEY BLACK & DECKER INC | [SWK](https://holderbook.com/stocks/SWK/) | $2.4M | 25,000 | 0.3% | 7 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $2.4M | 26,000 | 0.3% | 2 |
| CONAGRA BRANDS INC | [CAG](https://holderbook.com/stocks/CAG/) | $2.3M | 174,000 | 0.3% | 12 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $2.3M | 28,000 | 0.3% | 1 |
| HCA HEALTHCARE INC | [HCA](https://holderbook.com/stocks/HCA/) | $2.3M | 6,000 | 0.3% | 1 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $2.3M | 16,000 | 0.3% | 2 |
| OTIS WORLDWIDE CORP | [OTIS](https://holderbook.com/stocks/OTIS/) | $2.3M | 32,000 | 0.3% | 4 |
| BAXTER INTL INC | [BAX](https://holderbook.com/stocks/BAX/) | $2.2M | 103,000 | 0.3% | 18 |
| GE HEALTHCARE TECHNOLOGIES I | [GEHC](https://holderbook.com/stocks/GEHC/) | $2.2M | 34,165 | 0.3% | 14 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $2.2M | 17,500 | 0.3% | 6 |
| LENNAR CORP | [LEN](https://holderbook.com/stocks/LEN/) | $2.1M | 23,000 | 0.3% | 5 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $2.0M | 4,000 | 0.3% | 1 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $1.9M | 20,000 | 0.2% | 1 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $1.7M | 8,000 | 0.2% | 4 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $1.7M | 7,000 | 0.2% | 5 |
| ZIMMER BIOMET HOLDINGS INC | [ZBH](https://holderbook.com/stocks/ZBH/) | $1.7M | 20,000 | 0.2% | 9 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.7M | 4,000 | 0.2% | 4 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $1.7M | 28,000 | 0.2% | 27 |
| FIDELITY NATL INFORMATION SV | [FIS](https://holderbook.com/stocks/FIS/) | $1.7M | 43,000 | 0.2% | 20 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.8% | +14.8% | -7.0% | 100% |
| Q1 2026 | -3.1% | -4.6% | +1.5% | 100% |
| Q4 2025 | +2.3% | +2.4% | -0.1% | 100% |
| Q3 2025 | +6.1% | +7.8% | -1.8% | 100% |
| Q2 2025 | +5.2% | +10.5% | -5.3% | 100% |
| Q1 2025 | -0.3% | -4.6% | +4.3% | 100% |
| Q4 2024 | -2.3% | +2.1% | -4.5% | 100% |
| Q3 2024 | +8.3% | +5.4% | +2.9% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $775.0M | 131 |
| Q1 2026 | $803.8M | 125 |
| Q4 2025 | $819.0M | 110 |
| Q3 2025 | $809.9M | 105 |
| Q2 2025 | $885.2M | 105 |
| Q1 2025 | $891.2M | 109 |
| Q4 2024 | $820.0M | 107 |
| Q3 2024 | $827.9M | 107 |
| Q2 2024 | $806.2M | 113 |
| Q1 2024 | $740.7M | 108 |
| Q4 2023 | $765.3M | 100 |
| Q3 2023 | $680.3M | 106 |