Courage Miller Partners, LLC
CIK
1482106
Location
NORFOLK, VA
Portfolio Value
Micro
$26,351,106
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,170
/ 8,232
▲ 671
Top Industry
Consumer Electronics
15.8%
3Y Alpha vs SPY
-2.2%
Period ended 2 months ago
Filed Apr 27, 2026 · 48d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.8%
SPY
+76.3%
Annualised alpha
-2.2%
Max drawdown
−16.9%
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
20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
37.5%
+20.8 pts
Top 5
63.6%
+1.1 pts
Top 10
86.9%
−0.9 pts
HHI
1,709
Moderately concentrated+713
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 50.1% | $13,196,861 |
| Industrials | 8.9% | $2,351,052 |
| Technology | 8.7% | $2,291,419 |
| Energy | 7.6% | $2,014,821 |
| Financial Services | 6.9% | $1,814,913 |
| Communication Services | 6.3% | $1,652,032 |
| Consumer Cyclical | 6.0% | $1,576,322 |
| Consumer Defensive | 4.4% | $1,154,761 |
| Healthcare | 1.1% | $298,925 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPGI | S&P Global Inc. | 458 | $239,346 | |
| No positions match the current search. | ||||
20 positions ·
$26,351,106 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
NEW | 45,133 | $9,871,489 | 37.46% | |
| AAPL |
Apple Inc.
Technology
|
Added | 8,177 | $2,075,240 | 7.88% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 10,522 | $1,785,162 | 6.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 5,745 | $1,652,032 | 6.27% | |
| GLD |
Spdr Gold Trust
|
NEW | 3,201 | $1,377,358 | 5.23% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 2,099 | $1,365,063 | 5.18% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,740 | $1,313,008 | 4.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 6,251 | $1,301,895 | 4.94% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 5,188 | $1,258,712 | 4.78% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 910 | $906,751 | 3.44% | |
| GE |
General Electric Co
Industrials
|
NEW | 2,176 | $617,483 | 2.34% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 1,010 | $582,951 | 2.21% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 544 | $474,857 | 1.80% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 325 | $298,925 | 1.13% | |
| V |
Visa Inc.
Financial Services
|
Held | 932 | $281,687 | 1.07% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 883 | $274,427 | 1.04% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 1,500 | $248,010 | 0.94% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,110 | $229,659 | 0.87% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 755 | $220,218 | 0.84% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 584 | $216,179 | 0.82% |