Rezny Wealth Management, Inc.
Filing Date
Global Rank
#6,603
/ 8,578
▼ 77
Top Industry
Semiconductors
15.7%
3Y Alpha vs SPY
-2.7%
Period ended 3 months ago
Filed May 13, 2026 · 33d
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
+65.9%
SPY
+77.5%
Annualised alpha
-2.7%
Max drawdown
−19.9%
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
24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.2%
+1.6 pts
Top 5
47.0%
+2.2 pts
Top 10
67.5%
+2.1 pts
HHI
902
Diversified+80
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.7% | $19,295,554 |
| Unclassified | 25.5% | $15,019,178 |
| Financial Services | 18.0% | $10,613,394 |
| Communication Services | 8.7% | $5,131,999 |
| Consumer Cyclical | 7.4% | $4,370,364 |
| Industrials | 4.6% | $2,688,028 |
| Basic Materials | 2.8% | $1,649,139 |
| Consumer Defensive | 0.4% | $207,796 |
| Healthcare | 0.0% | $27,680 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAM | Brookfield Asset Management Ltd. | +2,259 | 40,913 | $1,818,582 | |
| AMZN | Amazon Com Inc | +883 | 11,208 | $2,334,290 | |
| BRK-B | Berkshire Hathaway Inc | +461 | 4,600 | $2,204,320 | |
| TSLA | Tesla, Inc. | +151 | 5,477 | $2,036,074 | |
| CLS | Celestica Inc | +87 | 15,921 | $4,484,627 | |
| MSFT | Microsoft Corp | +1 | 5,285 | $1,956,348 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CIEN | Ciena Corp | 6,828 | $2,650,834 | |
| COHR | Coherent Corp. | 9,225 | $2,197,487 | |
| AMD | Advanced Micro Devices Inc | 10,377 | $2,110,993 | |
| MU | Micron Technology Inc | 5,558 | $1,877,714 | |
| ALL | Allstate Corp | 8,590 | $1,781,050 | |
| B | Barrick Mining Corp | 40,430 | $1,649,139 | |
| WMT | Walmart Inc. | 1,672 | $207,796 | |
| TNYA | Tenaya Therapeutics, Inc. | 40,000 | $27,680 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRDO | Credo Technology Group Holding Ltd | 24,355 | $3,504,440 | |
| AGX | Argan Inc | 10,490 | $3,286,726 | |
| URBN | Urban Outfitters Inc | 28,900 | $2,175,014 | |
| DXPE | Dxp Enterprises Inc | 17,854 | $1,960,190 | |
| EAT | Brinker International, Inc | 11,738 | $1,684,637 | |
| PYPL | PayPal Holdings, Inc. | 22,821 | $1,332,289 | |
| LRN | Stride, Inc. | 14,361 | $932,459 | |
| No positions match the current search. | ||||
1 positions ·
$27,680 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TNYA |
Tenaya Therapeutics, Inc.
Healthcare
|
NEW | 40,000 | $27,680 | 100.00% |