Filing Date
Global Rank
#4,873
/ 8,232
▲ 507
Top Industry
Credit Services
25.2%
3Y Alpha vs SPY
-10.8%
Period ended 2 months ago
Filed May 14, 2026 · 30d
25 quarters · since Mar 2020
Portfolio Concentration
28 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.2%
+0.4 pts
Top 5
52.7%
−7.2 pts
Top 10
78.7%
−5.7 pts
HHI
790
Diversified−110
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 45.1% | $56,510,904 |
| Energy | 16.8% | $20,999,100 |
| Consumer Cyclical | 16.3% | $20,473,223 |
| Technology | 9.3% | $11,675,825 |
| Communication Services | 7.5% | $9,453,314 |
| Industrials | 2.7% | $3,418,189 |
| Consumer Defensive | 1.2% | $1,563,055 |
| Basic Materials | 1.0% | $1,190,800 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VTS | Vitesse Energy, Inc. | 1,293 | $24,903 | |
| No positions match the current search. | ||||
2 positions ·
$11,675,825 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Held | 44,000 | $11,166,760 | 95.64% | |
| HPQ |
Hp Inc
Technology
|
NEW | 26,500 | $509,065 | 4.36% |