Stelac Advisory Services LLC
Filing Date
Global Rank
#2,955
/ 8,232
▲ 1525
Top Industry
Internet Content & Information
13.7%
3Y Alpha vs SPY
-0.9%
Period ended 2 months ago
Filed May 8, 2026 · 37d
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
+72.4%
SPY
+76.3%
Annualised alpha
-0.9%
Max drawdown
−21.8%
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
77 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.6%
−4.9 pts
Top 5
35.6%
−15.4 pts
Top 10
54.4%
−20.8 pts
HHI
423
Diversified−331
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.3% | $90,673,861 |
| Financial Services | 15.2% | $50,559,874 |
| Communication Services | 13.4% | $44,522,549 |
| Consumer Cyclical | 10.8% | $35,929,444 |
| Healthcare | 10.6% | $35,249,011 |
| Industrials | 8.1% | $26,823,134 |
| Unclassified | 7.8% | $25,836,567 |
| Real Estate | 5.0% | $16,445,283 |
| Basic Materials | 1.5% | $4,898,816 |
| Consumer Defensive | 0.2% | $613,526 |
| Energy | 0.1% | $289,816 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +67,676 | 145,709 | $25,411,649 | |
| AMZN | Amazon Com Inc | +61,742 | 66,276 | $13,803,302 | |
| GOOGL | Alphabet Inc. | +44,735 | 133,681 | $38,441,308 | |
| MSFT | Microsoft Corp | +22,617 | 41,897 | $15,509,012 | |
| AMAT | Applied Materials Inc /De | +21,734 | 22,179 | $7,580,560 | |
| AVGO | Broadcom Inc. | +17,578 | 19,264 | $5,962,400 | |
| LULU | lululemon athletica inc. | +17,335 | 52,409 | $8,023,817 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +17,216 | 18,004 | $6,084,451 | |
| AAPL | Apple Inc. | +15,926 | 21,671 | $5,499,883 | |
| BABA | Alibaba Group Holding Ltd | +14,360 | 59,669 | $7,486,072 | |
| V | Visa Inc. | +8,386 | 9,081 | $2,744,641 | |
| MA | Mastercard Inc | +5,220 | 5,584 | $2,790,101 | |
| BRK-B | Berkshire Hathaway Inc | +4,846 | 17,736 | $8,499,091 | |
| META | Meta Platforms, Inc. | +4,825 | 6,280 | $3,592,976 | |
| LLY | ELI LILLY & Co | +4,129 | 14,395 | $13,240,089 | |
| SNEX | StoneX Group Inc. | +1,280 | 3,840 | $309,696 | |
| RH | Rh | +1,169 | 2,658 | $371,641 | |
| SPY | Spdr S&P 500 ETF Trust | +961 | 23,456 | $15,254,375 | |
| GLD | Spdr Gold Trust | +750 | 4,005 | $1,723,311 | |
| QQQ | Invesco Qqq Trust, Series 1 | +451 | 3,388 | $1,955,485 | |
| TSLA | Tesla, Inc. | +406 | 1,269 | $471,750 | |
| JPM | Jpmorgan Chase & Co | +261 | 851 | $250,330 | |
| UNH | Unitedhealth Group Inc | +158 | 18,768 | $5,078,433 | |
| BX | Blackstone Inc. | +123 | 1,346 | $154,776 | |
| WMT | Walmart Inc. | +44 | 1,881 | $233,770 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PLD | Prologis, Inc. | −15,000 | 122,467 | $16,187,688 | |
| ENPH | Enphase Energy, Inc. | −8,540 | 97,415 | $3,683,261 | |
| IBIT | iShares Bitcoin Trust ETF | −7,537 | 50,278 | $1,931,680 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −1,171 | 8,338 | $3,862,078 | |
| CG | Carlyle Group Inc. | −920 | 3,590 | $173,720 | |
| APO | Apollo Global Management, Inc. | −551 | 40,277 | $4,487,663 | |
| LRCX | Lam Research Corp | −113 | 739 | $157,894 | |
| MU | Micron Technology Inc | −74 | 497 | $167,906 | |
| KKR | KKR & Co. Inc. | −40 | 1,423 | $131,627 | |
| KLAC | Kla Corp | −35 | 120 | $176,689 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FSUN | Firstsun Capital Bancorp | 623,704 | $22,740,247 | |
| VRT | Vertiv Holdings Co | 41,891 | $10,497,046 | |
| PH | Parker-Hannifin Corp | 7,847 | $7,024,948 | |
| MRK | Merck & Co., Inc. | 38,025 | $4,574,027 | |
| RIO | Rio Tinto PLC | 48,382 | $4,513,556 | |
| AMP | Ameriprise Financial Inc | 9,725 | $4,321,790 | |
| PFE | Pfizer Inc | 126,698 | $3,557,679 | |
| PLTR | Palantir Technologies Inc. | 22,734 | $3,325,529 | |
| BLK | BlackRock, Inc. | 3,075 | $2,957,258 | |
| ORCL | Oracle Corp | 19,175 | $2,820,834 | |
| PDD | PDD Holdings Inc. | 27,445 | $2,804,330 | |
| SNY | Sanofi | 56,555 | $2,724,819 | |
| NKE | NIKE, Inc. | 49,954 | $2,638,570 | |
| QCOM | Qualcomm Inc/De | 20,277 | $2,611,272 | |
| NFLX | Netflix Inc | 25,879 | $2,488,265 | |
| ADBE | Adobe Inc. | 9,749 | $2,369,786 | |
| FTNT | Fortinet, Inc. | 28,748 | $2,349,286 | |
| ABT | Abbott Laboratories | 22,852 | $2,346,214 | |
| NVO | Novo Nordisk A S | 60,105 | $2,208,858 | |
| ZTS | Zoetis Inc. | 10,006 | $1,182,809 | |
| FISV | Fiserv Inc | 19,886 | $1,109,638 | |
| COP | Conocophillips | 1,337 | $176,484 | |
| PG | PROCTER & GAMBLE Co | 1,077 | $155,561 | |
| BAK | Braskem SA | 40,092 | $146,736 | |
| PYPL | PayPal Holdings, Inc. | 2,572 | $116,331 | |
| No positions match the current search. | ||||
18 positions ·
$90,673,861 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 145,709 | $25,411,649 | 28.03% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 41,897 | $15,509,012 | 17.10% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 22,179 | $7,580,560 | 8.36% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 17,300 | $6,754,093 | 7.45% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 18,004 | $6,084,451 | 6.71% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 19,264 | $5,962,400 | 6.58% | |
| AAPL |
Apple Inc.
Technology
|
Added | 21,671 | $5,499,883 | 6.07% | |
| ENPH |
Enphase Energy, Inc.
Technology
|
Reduced | 97,415 | $3,683,261 | 4.06% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 22,734 | $3,325,529 | 3.67% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 19,175 | $2,820,834 | 3.11% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 20,277 | $2,611,272 | 2.88% | |
| ADBE |
Adobe Inc.
Technology
|
NEW | 9,749 | $2,369,786 | 2.61% | |
| FTNT |
Fortinet, Inc.
Technology
|
NEW | 28,748 | $2,349,286 | 2.59% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 120 | $176,689 | 0.19% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 497 | $167,906 | 0.19% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 739 | $157,894 | 0.17% | |
| UBER |
Uber Technologies, Inc
Technology
|
NEW | 1,515 | $108,973 | 0.12% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 76 | $100,383 | 0.11% |