NOTTINGHAM ADVISORS, INC.

CIK

1093276

Location

AMHERST, NY

Portfolio Value

Micro $34,190,380

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,274 / 8,603 ▲ 165 · as of Mar 2026

Top Industry

Banks - Regional 20.4%

3Y Alpha vs SPY

+5.1%

Period ended 3 months ago

Filed Apr 17, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+98.5%

SPY

+76.0%

Annualised alpha

+5.0%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

44.6%

−0.6 pts

Top 5

76.3%

−1.4 pts

Top 10

86.7%

−1.5 pts

HHI

2,493

Moderately concentrated−124

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	73.5%	$25,139,051	6
Financial Services	9.6%	$3,292,680	6
Technology	6.7%	$2,288,397	5
Basic Materials	3.1%	$1,070,841	1
Energy	2.4%	$830,700	1
Communication Services	1.6%	$551,907	2
Consumer Cyclical	1.6%	$543,376	1
Healthcare	1.4%	$473,428	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	+110	5,843	$398,142
SPY	Spdr S&P 500 ETF Trust	+43	1,992	$1,295,477
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−9,398	80,317	$7,080,746
GLDM	World Gold Trust	−7,436	164,385	$15,236,845
MTB	M&T Bank Corp	−1,903	2,075	$428,944
T	At&T Inc.	−140	9,507	$275,607
NVDA	Nvidia Corp	−90	3,555	$619,992
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TCBX	Third Coast Bancshares, Inc.	37,423	$1,415,712
NCDL	Nuveen Churchill Direct Lending Corp.	24,195	$307,760
PSBD	Palmer Square Capital BDC Inc.	31,220	$305,019
MRK	Merck & Co., Inc.	1,800	$216,522
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	812	$240,522
BXMT	Blackstone Mortgage Trust, Inc.	10,000	$191,300
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $34,190,380 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLDM	World Gold Trust	Reduced	164,385	-7,436	$15,236,845	+3.9%	44.56%
IAU	Ishares Gold Trust	Reduced	80,317	-9,398	$7,080,746	−2.8%	20.71%
TCBX	Third Coast Bancshares, Inc. Financial Services	NEW	37,423	NEW	$1,415,712	NEW	4.14%
SPY	Spdr S&P 500 ETF Trust	Added	1,992	+43	$1,295,477	−2.5%	3.79%
LIN	Linde PLC Basic Materials	Held	2,160	0	$1,070,841	+16.3%	3.13%
AAPL	Apple Inc. Technology	Held	3,739	0	$948,920	−6.6%	2.78%
NFG	National Fuel Gas Co Energy	Held	8,841	0	$830,700	+17.4%	2.43%
NVDA	Nvidia Corp Technology	Reduced	3,555	-90	$619,992	−8.8%	1.81%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,220	0	$565,091	−3.6%	1.65%
QQQ	Invesco Qqq Trust, Series 1	Held	975	0	$562,750	−6.0%	1.65%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,609	0	$543,376	−9.8%	1.59%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,499	0	$440,945	−8.7%	1.29%
MTB	M&T Bank Corp Financial Services	Reduced	2,075	-1,903	$428,944	−46.5%	1.25%
PAYX	Paychex Inc Technology	Held	4,353	0	$400,998	−17.9%	1.17%
SLV	iShares Silver Trust	Added	5,843	+110	$398,142	+7.8%	1.16%
ICE	Intercontinental Exchange, Inc. Financial Services	Held	2,507	0	$394,300	−2.9%	1.15%
NCDL	Nuveen Churchill Direct Lending Corp. Financial Services	NEW	24,195	NEW	$307,760	NEW	0.90%
PSBD	Palmer Square Capital BDC Inc. Financial Services	NEW	31,220	NEW	$305,019	NEW	0.89%
MSFT	Microsoft Corp Technology	Held	786	0	$290,953	−23.5%	0.85%
VZ	Verizon Communications Inc Communication Services	Held	5,504	0	$276,300	+23.3%	0.81%
T	At&T Inc. Communication Services	Reduced	9,507	-140	$275,607	+15.0%	0.81%
JNJ	Johnson & Johnson Healthcare	Held	1,051	0	$256,906	+18.1%	0.75%
MRK	Merck & Co., Inc. Healthcare	NEW	1,800	NEW	$216,522	NEW	0.63%
KLAC	Kla Corp Technology	Held	187	0	$27,534	+21.2%	0.08%