Somerset Group LLC

Background

Somerset Group LLC does not carry the name recognition of a marquee fund, but its disclosed track record warrants attention on its own terms. Over the past twelve months the firm has posted an 82.5% annual return against a backdrop where the S&P 500 delivered far more modest gains — a spread of roughly 64.8 percentage points of alpha. The curator designation is pointed: "logistics-focused generalist," with sixty-five percent annual outperformance cited as the headline credential. Somerset is not a mega manager by assets under management, and no specific style box — growth, value, blend — has been flagged. What is flagged, unambiguously, is performance. For ETF investors considering individual-stock exposure, that single data point makes Somerset's 13F disclosures worth examining closely, with the usual caveats about past returns and portfolio snapshot limitations firmly in mind.

Current Portfolio Signal

Somerset's most recent 13F reveals a 51-holding portfolio with meaningful concentration at the top. C.H. Robinson Worldwide (CHRW) commands 9.6% — the single largest position and an immediate signal that logistics infrastructure is a genuine anchor thesis, not merely a label. Invesco QQQ Trust (NDQ) sits second at 7.8%, followed by 3M (MMM) at 6.6%, together suggesting Somerset…