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ABSOLUTE INVESTMENT ADVISERS, LLC

Location
ROSEMARY BEACH, FL
Portfolio Value
Small $105,024,995
Diversification
Diversified
Filing Date
Global Rank
#1,560 / 2,719 ▲ 3440
Top Industry
Asset Management 100.0%
3Y Alpha vs SPY
-4.5%
Period ended 29 days ago
Filed Jul 21, 2026 · 8d
10 quarters · since Mar 2024

Clone Performance

May 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+31.1%
SPY
+43.3%
Annualised alpha
-4.7%
Max drawdown
−14.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.

Portfolio Concentration

33 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
13.8%
+4.2 pts
Top 5
46.5%
+12.3 pts
Top 10
69.0%
+14.5 pts
HHI
652
Mar 2024 → Jun 2026 · range 418 – 812
Diversified+233

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Financial Services 100.0% $105,024,995

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
6 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
16 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
8 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
21 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
33 positions · $105,024,995 total · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History