Twele Capital Management, Inc.
CIK
1411268
Location
MINNETONKA, MN
Portfolio Value
Micro
$909,494
Diversification
Highly concentrated
Filing Date
Global Rank
#8,538
/ 8,603
▲ 60
· as of Mar 2026
Top Industry
Consumer Electronics
71.4%
3Y Alpha vs SPY
+8.7%
Period ended 3 months ago
Filed Apr 7, 2026 · 3mo
12 quarters · since Jun 2023
Clone Performance
Aug 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+113.4%
SPY
+72.2%
Annualised alpha
+9.3%
Max drawdown
−32.8%
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
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
71.4%
−0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,912
Highly concentrated−2
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 100.0% | $909,494 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +1 | 2,557 | $648,941 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$909,494 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 2,557 | $648,941 | 71.35% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,494 | $260,553 | 28.65% |