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13f-analysis

Fetch and analyze U.S. institutional 13F-HR filings with normalized holdings data.

18|3|Updated Jan 20, 2026
Search Tags:#investment research#SEC EDGAR#fund analysis#13F-HR#holdings data
One-click install
npx skills add https://github.com/mohitjandwani/analyst-kit --skill 13f-analysis-mohitjandwani
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: 13f-analysis
Source: https://github.com/mohitjandwani/analyst-kit/tree/main/plugins/analyst-kit/skills/13f-analysis
Command: npx skills add https://github.com/mohitjandwani/analyst-kit --skill 13f-analysis-mohitjandwani

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the retrieval and analysis of U.S. institutional 13F-HR filings, providing access to detailed long-equity holdings data for fund managers.

Core Features & Use Cases

  • 13F-HR Filing Retrieval: Fetch the latest or historical quarter's 13F-HR filings for any fund manager.
  • Fund Entity Resolution: Resolve a fund name to its corresponding filing entity (CIK).
  • Data Normalization: Normalize holdings data to whole dollars and aggregate positions by issuer.
  • Use Case: Quickly analyze a fund's portfolio composition and investment strategies by retrieving and interpreting its 13F-HR filing.

Quick Start

Fetch the latest 13F-HR holdings for Berkshire Hathaway using the 13f-analysis skill.

Frequently Asked Questions about 13f-analysis

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I fetch and analyze 13F-HR filings for institutional fund managers?▼

You can retrieve 13F-HR filings by providing a fund manager's name. The Skill resolves the name to a CIK, fetches the SEC EDGAR data, and normalizes long-equity holdings by issuer for portfolio analysis.

What is the best way to resolve a fund name to its SEC EDGAR CIK for holdings data?▼

Resolving a fund name to its SEC EDGAR CIK is handled automatically during 13F-HR filing retrieval. The Skill maps the provided fund entity name to its corresponding CIK to fetch the correct institutional holdings data.

Can I retrieve historical 13F-HR holdings data for a specific quarter?▼

Yes, you can retrieve historical 13F-HR holdings data for a specific quarter. The Skill fetches both latest and historical U.S. institutional 13F-HR filings from SEC EDGAR to support long-term investment strategy development.

Do I need any external dependencies or API keys to analyze SEC EDGAR 13F-HR filings?▼

No external dependencies or API keys are required. The Skill analyzes SEC EDGAR 13F-HR filings using only Python's standard library and requires direct SEC EDGAR access to retrieve institutional holdings data.

How are aggregated positions and holdings data normalized in 13F analysis?▼

Holdings data in 13F analysis is normalized to whole dollars. The Skill aggregates long-equity positions by issuer, providing a clean dataset for evaluating a fund manager's portfolio composition and investment strategies.

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