MYCIO WEALTH PARTNERS, LLC

CIK

1371726

Location

PHILADELPHIA, PA

Portfolio Value

Small $375,301,086

Diversification

Highly concentrated

Filing Date

Global Rank

#2,758 / 8,232 ▲ 217

Top Industry

Insurance - Property & Casualty 89.3%

3Y Alpha vs SPY

-0.9%

Period ended 2 months ago

Filed Apr 29, 2026 · 45d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+72.9%

SPY

+76.5%

Annualised alpha

-0.8%

Max drawdown

−12.8%

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

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

Top Position

82.5%

−2.8 pts

Top 5

96.3%

−1.5 pts

Top 10

99.6%

−0.1 pts

HHI

6,869

Highly concentrated−469

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	84.6%	$317,517,322	2
Unclassified	7.6%	$28,596,279	3
Technology	4.4%	$16,484,568	3
Real Estate	1.4%	$5,341,672	1
Industrials	0.8%	$3,167,003	1
Basic Materials	0.6%	$2,287,899	1
Communication Services	0.3%	$1,093,303	1
Utilities	0.1%	$493,391	1
Consumer Cyclical	0.1%	$319,649	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
KKR	KKR & Co. Inc.	+56,083	83,733	$7,745,302
BNL	Broadstone Net Lease, Inc.	+5,770	292,374	$5,341,672
VFC	V F Corp	+229	18,814	$319,649
NVDA	Nvidia Corp	+114	2,908	$507,155
SPY	Spdr S&P 500 ETF Trust	+53	28,780	$18,716,785
MSFT	Microsoft Corp	+12	718	$265,782
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
CB	Chubb Ltd	−32,139	950,425	$309,772,020
GOOGL	Alphabet Inc.	−52	3,802	$1,093,303
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
FXE	Invesco CurrencyShares Euro Trust	88,759	$9,469,697
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $375,301,086 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Financial Services Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	718	+12	$265,782	−22.2%	0.07%
VFC	V F Corp Consumer Cyclical	Added	18,814	+229	$319,649	−4.9%	0.09%
QQQ	Invesco Qqq Trust, Series 1	Held	710	0	$409,797	−6.0%	0.11%
PPL	PPL Corp Utilities	Held	12,916	0	$493,391	+9.1%	0.13%
NVDA	Nvidia Corp Technology	Added	2,908	+114	$507,155	−2.7%	0.14%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,802	-52	$1,093,303	−9.4%	0.29%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	7,876	0	$2,287,899	+17.6%	0.61%
LMT	Lockheed Martin Corp Industrials	Held	5,240	0	$3,167,003	+25.0%	0.84%
BNL	Broadstone Net Lease, Inc. Real Estate	Added	292,374	+5,770	$5,341,672	+7.3%	1.42%
KKR	KKR & Co. Inc. Financial Services	Added	83,733	+56,083	$7,745,302	+119.7%	2.06%
FXE	Invesco CurrencyShares Euro Trust	NEW	88,759	NEW	$9,469,697	NEW	2.52%
AAPL	Apple Inc. Technology	Held	61,908	0	$15,711,631	−6.6%	4.19%
SPY	Spdr S&P 500 ETF Trust	Added	28,780	+53	$18,716,785	−4.5%	4.99%
CB	Chubb Ltd Financial Services	Reduced	950,425	-32,139	$309,772,020	+1.0%	82.54%