Nadler Financial Group, Inc.
Filing Date
Global Rank
#4,719
/ 8,586
▼ 92
Top Industry
Consumer Electronics
20.7%
3Y Alpha vs SPY
-2.7%
Period ended 3 months ago
Filed May 4, 2026 · 43d
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
+67.0%
SPY
+78.1%
Annualised alpha
-2.6%
Max drawdown
−20.6%
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
88 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.2%
−0.1 pts
Top 5
44.2%
−2.0 pts
Top 10
63.4%
−2.8 pts
HHI
586
Diversified−26
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.8% | $53,673,375 |
| Unclassified | 21.7% | $34,489,573 |
| Financial Services | 14.8% | $23,429,195 |
| Consumer Cyclical | 9.1% | $14,415,309 |
| Healthcare | 5.3% | $8,478,412 |
| Consumer Defensive | 5.0% | $7,995,155 |
| Communication Services | 4.7% | $7,463,486 |
| Industrials | 3.0% | $4,765,157 |
| Energy | 1.6% | $2,522,754 |
| Utilities | 0.9% | $1,366,023 |
| Real Estate | 0.1% | $97,230 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PEP | Pepsico Inc | +10,064 | 13,689 | $2,125,764 | |
| IAU | Ishares Gold Trust | +4,935 | 72,524 | $6,393,715 | |
| IBIT | iShares Bitcoin Trust ETF | +4,894 | 9,450 | $363,069 | |
| XOM | Exxon Mobil Corp | +3,601 | 12,028 | $2,040,670 | |
| PSLV | Sprott Physical Silver Trust | +3,551 | 27,172 | $662,725 | |
| MPT | Medical Properties Trust Inc | +3,000 | 21,000 | $97,230 | |
| SPY | Spdr S&P 500 ETF Trust | +1,679 | 25,192 | $16,383,365 | |
| GE | General Electric Co | +600 | 2,221 | $630,253 | |
| PG | PROCTER & GAMBLE Co | +512 | 3,219 | $464,952 | |
| NFLX | Netflix Inc | +433 | 13,963 | $1,342,542 | |
| GEV | GE Vernova Inc. | +150 | 655 | $571,749 | |
| MDLN | Medline Inc. | +105 | 8,535 | $379,807 | |
| CAT | Caterpillar Inc | +50 | 1,675 | $1,186,670 | |
| MRK | Merck & Co., Inc. | +43 | 5,853 | $704,057 | |
| MCD | Mcdonalds Corp | +7 | 6,912 | $2,148,180 | |
| AMGN | Amgen Inc | +4 | 1,385 | $487,312 | |
| IBM | International Business Machines Corp | +2 | 2,025 | $490,839 | |
| CBOE | Cboe Global Markets, Inc. | +1 | 1,979 | $556,237 | |
| PNC | Pnc Financial Services Group, Inc. | +1 | 1,545 | $321,499 | |
| JNJ | Johnson & Johnson | +1 | 6,106 | $1,492,550 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −7,659 | 59,329 | $10,346,977 | |
| AAPL | Apple Inc. | −3,731 | 101,258 | $25,698,267 | |
| BRK-B | Berkshire Hathaway Inc | −3,040 | 14,645 | $7,017,884 | |
| MSFT | Microsoft Corp | −2,901 | 28,469 | $10,538,369 | |
| QQQ | Invesco Qqq Trust, Series 1 | −1,438 | 11,618 | $6,705,677 | |
| KO | Coca Cola Co | −1,357 | 6,629 | $504,135 | |
| AMZN | Amazon Com Inc | −1,001 | 34,697 | $7,226,344 | |
| ABBV | AbbVie Inc. | −896 | 7,531 | $1,637,917 | |
| CSCO | Cisco Systems, Inc. | −851 | 9,536 | $739,898 | |
| LLY | ELI LILLY & Co | −676 | 1,731 | $1,592,121 | |
| PFE | Pfizer Inc | −657 | 15,995 | $449,139 | |
| T | At&T Inc. | −615 | 38,903 | $1,127,797 | |
| COF | Capital One Financial Corp | −600 | 35,979 | $6,563,648 | |
| PANW | Palo Alto Networks Inc | −503 | 1,735 | $278,155 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −503 | 1,609 | $543,761 | |
| ORCL | Oracle Corp | −481 | 15,892 | $2,337,872 | |
| V | Visa Inc. | −406 | 2,445 | $738,976 | |
| BA | Boeing Co | −400 | 2,836 | $564,449 | |
| ABT | Abbott Laboratories | −347 | 8,440 | $866,534 | |
| JPM | Jpmorgan Chase & Co | −345 | 5,727 | $1,684,654 | |
| BX | Blackstone Inc. | −314 | 3,225 | $370,842 | |
| MA | Mastercard Inc | −281 | 1,089 | $544,129 | |
| WMT | Walmart Inc. | −194 | 7,541 | $937,195 | |
| AXP | American Express Co | −156 | 1,177 | $356,018 | |
| HD | Home Depot, Inc. | −149 | 2,702 | $888,660 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CEG | Constellation Energy Corp | 1,059 | $374,112 | |
| ECL | Ecolab Inc. | 1,298 | $340,750 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 636 | $305,642 | |
| HRMY | Harmony Biosciences Holdings, Inc. | 7,964 | $298,012 | |
| DHR | Danaher Corp /De/ | 1,122 | $256,848 | |
| EFX | Equifax Inc | 1,000 | $216,980 | |
| GBTC | Grayscale Bitcoin Trust ETF | 3,167 | $216,496 | |
| ADSK | Autodesk, Inc. | 730 | $216,087 | |
| MO | Altria Group, Inc. | 3,471 | $200,137 | |
| No positions match the current search. | ||||
7 positions ·
$7,995,155 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 3,497 | $3,484,515 | 43.58% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 13,689 | $2,125,764 | 26.59% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 7,541 | $937,195 | 11.72% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 6,629 | $504,135 | 6.31% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,219 | $464,952 | 5.82% | |
| HSY |
Hershey Co
Consumer Defensive
|
Held | 1,417 | $294,580 | 3.68% | |
| ACI |
Albertsons Companies, Inc.
Consumer Defensive
|
Held | 10,799 | $184,014 | 2.30% |