PRIVATE CLIENT SERVICES, LLC
Filing Date
Global Rank
#5,968
/ 8,586
▲ 249
Top Industry
Semiconductors
10.9%
3Y Alpha vs SPY
+0.5%
Period ended 3 months ago
Filed Apr 6, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+57.3%
SPY
+55.8%
Annualised alpha
+0.5%
Max drawdown
−19.6%
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
83 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.2%
−3.6 pts
Top 5
32.2%
−5.2 pts
Top 10
47.4%
−4.2 pts
HHI
341
Diversified−96
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.9% | $22,633,855 |
| Unclassified | 22.2% | $19,430,007 |
| Financial Services | 12.0% | $10,450,022 |
| Industrials | 9.2% | $8,017,146 |
| Healthcare | 7.7% | $6,688,699 |
| Communication Services | 7.5% | $6,571,040 |
| Consumer Cyclical | 5.9% | $5,127,409 |
| Consumer Defensive | 5.5% | $4,840,782 |
| Energy | 1.9% | $1,679,340 |
| Utilities | 1.0% | $874,328 |
| Basic Materials | 0.7% | $641,160 |
| Real Estate | 0.5% | $435,035 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CART | Maplebear Inc. | +3,261 | 21,673 | $811,870 | |
| EXEL | Exelixis, Inc. | +2,455 | 47,906 | $2,054,688 | |
| JPM | Jpmorgan Chase & Co | +2,137 | 10,113 | $2,974,840 | |
| CVSA | Covista Inc. | +1,587 | 5,952 | $685,968 | |
| AVGO | Broadcom Inc. | +1,422 | 5,760 | $1,782,777 | |
| PM | Philip Morris International Inc. | +1,386 | 3,287 | $543,472 | |
| NVDA | Nvidia Corp | +1,299 | 21,311 | $3,716,638 | |
| MSFT | Microsoft Corp | +1,241 | 8,359 | $3,094,251 | |
| QQQ | Invesco Qqq Trust, Series 1 | +997 | 12,499 | $7,214,172 | |
| RTX | RTX Corp | +975 | 4,326 | $834,485 | |
| CVX | Chevron Corp | +859 | 2,858 | $591,320 | |
| MRK | Merck & Co., Inc. | +763 | 2,785 | $335,007 | |
| META | Meta Platforms, Inc. | +722 | 2,567 | $1,468,657 | |
| AAPL | Apple Inc. | +617 | 20,678 | $5,247,869 | |
| AYI | Acuity Inc. (De) | +560 | 3,355 | $940,138 | |
| ORCL | Oracle Corp | +516 | 3,456 | $508,412 | |
| FFIV | F5, Inc. | +451 | 2,398 | $693,813 | |
| WMT | Walmart Inc. | +428 | 9,600 | $1,193,088 | |
| HD | Home Depot, Inc. | +404 | 1,481 | $487,086 | |
| AMG | Affiliated Managers Group, Inc. | +365 | 5,659 | $1,565,845 | |
| IAU | Ishares Gold Trust | +321 | 10,680 | $941,548 | |
| AMZN | Amazon Com Inc | +319 | 12,069 | $2,513,610 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +305 | 1,360 | $459,612 | |
| JNJ | Johnson & Johnson | +284 | 1,958 | $478,613 | |
| GOOGL | Alphabet Inc. | +261 | 6,506 | $1,870,865 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PEGA | Pegasystems Inc | −16,394 | 14,410 | $613,289 | |
| REAX | Real Brokerage Inc | −10,846 | 22,828 | $57,070 | |
| SPY | Spdr S&P 500 ETF Trust | −3,196 | 13,680 | $8,896,651 | |
| XOM | Exxon Mobil Corp | −3,067 | 4,588 | $778,400 | |
| MO | Altria Group, Inc. | −2,287 | 7,602 | $501,655 | |
| EVR | Evercore Inc. | −1,837 | 1,023 | $305,375 | |
| PHYS | Sprott Physical Gold Trust | −1,720 | 21,471 | $760,932 | |
| NXT | Nextpower Inc. | −1,424 | 23,397 | $2,820,508 | |
| NFLX | Netflix Inc | −955 | 3,947 | $379,504 | |
| PLTR | Palantir Technologies Inc. | −776 | 6,955 | $1,017,377 | |
| NYT | New York Times Co | −623 | 16,602 | $1,390,085 | |
| FIX | Comfort Systems USA Inc | −448 | 2,122 | $2,926,216 | |
| AZZ | Azz Inc | −333 | 8,101 | $1,013,678 | |
| D | Dominion Energy, Inc | −281 | 5,815 | $359,483 | |
| PSLV | Sprott Physical Silver Trust | −155 | 32,585 | $794,748 | |
| BRK-B | Berkshire Hathaway Inc | −139 | 1,093 | $523,765 | |
| SYBT | Stock Yards Bancorp, Inc. | −74 | 6,881 | $456,141 | |
| MPC | Marathon Petroleum Corp | −50 | 1,268 | $309,620 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NBIX | Neurocrine Biosciences Inc | 12,466 | $1,642,270 | |
| APP | AppLovin Corp | 2,793 | $1,111,614 | |
| HON | Honeywell International Inc | 4,826 | $1,090,820 | |
| CRUS | Cirrus Logic, Inc. | 5,445 | $787,455 | |
| ABBV | AbbVie Inc. | 3,566 | $775,569 | |
| SFM | Sprouts Farmers Market, Inc. | 9,189 | $708,747 | |
| SEZL | Sezzle Inc. | 10,247 | $648,532 | |
| DOW | Dow Inc. | 15,394 | $641,160 | |
| KLAC | Kla Corp | 416 | $612,522 | |
| MU | Micron Technology Inc | 1,280 | $432,435 | |
| JLL | Jones Lang Lasalle Inc | 1,242 | $377,965 | |
| NEE | Nextera Energy Inc | 3,303 | $306,782 | |
| GS | Goldman Sachs Group Inc | 295 | $249,567 | |
| FDX | Fedex Corp | 687 | $244,695 | |
| KR | Kroger Co | 3,094 | $223,881 | |
| ABT | Abbott Laboratories | 2,120 | $217,660 | |
| DUK | Duke Energy CORP | 1,589 | $208,063 | |
| RQI | Cohen & Steers Quality Income Realty Fund Inc | 15,997 | $192,763 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BDC | Belden Inc. | 8,983 | $1,046,968 | |
| ILMN | Illumina, Inc. | 6,411 | $840,866 | |
| LDOS | Leidos Holdings, Inc. | 2,787 | $502,774 | |
| PANW | Palo Alto Networks Inc | 2,239 | $412,423 | |
| MRVL | Marvell Technology, Inc. | 3,709 | $315,190 | |
| CAH | Cardinal Health Inc | 1,321 | $271,465 | |
| HOOD | Robinhood Markets, Inc. | 2,313 | $261,600 | |
| COF | Capital One Financial Corp | 1,065 | $258,113 | |
| BKNG | Booking Holdings Inc. | 43 | $230,279 | |
| ISRG | Intuitive Surgical Inc | 394 | $223,145 | |
| SPOT | Spotify Technology S.A. | 384 | $222,992 | |
| IBM | International Business Machines Corp | 742 | $219,787 | |
| BA | Boeing Co | 935 | $203,007 | |
| No positions match the current search. | ||||
3 positions ·
$874,328 total
· Utilities only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities