Courage Miller Partners, LLC

CIK

1482106

Location

NORFOLK, VA

Portfolio Value

Micro $2,291,419

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,524 / 8,588 ▲ 547

Top Industry

Consumer Electronics 15.8%

3Y Alpha vs SPY

-1.7%

Period ended 3 months ago

Filed Apr 27, 2026 · 51d

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

+69.4%

SPY

+76.8%

Annualised alpha

-1.7%

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, 2025

Top 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	Positions
Unclassified	50.1%	$13,196,861	4
Industrials	8.9%	$2,351,052	3
Technology	8.7%	$2,291,419	2
Energy	7.6%	$2,014,821	2
Financial Services	6.9%	$1,814,913	3
Communication Services	6.3%	$1,652,032	1
Consumer Cyclical	6.0%	$1,576,322	2
Consumer Defensive	4.4%	$1,154,761	2
Healthcare	1.1%	$298,925	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+1,585	2,740	$1,313,008
AAPL	Apple Inc.	+255	8,177	$2,075,240
MSFT	Microsoft Corp	+1	584	$216,179
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
GLTR	abrdn Precious Metals Basket ETF Trust	45,133	$9,871,489
GLD	Spdr Gold Trust	3,201	$1,377,358
GE	General Electric Co	2,176	$617,483
QQQ	Invesco Qqq Trust, Series 1	1,010	$582,951
CVX	Chevron Corp	1,110	$229,659
No positions match the current search.

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.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $2,291,419 total · Technology only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
AAPL	Apple Inc. Technology	Added	8,177	+255	$2,075,240	−3.6%	90.57%
MSFT	Microsoft Corp Technology	Added	584	+1	$216,179	−23.3%	9.43%