Stonehearth Capital Management, LLC
Filing Date
Global Rank
#7,004
/ 8,232
▲ 141
Top Industry
Consumer Electronics
14.8%
3Y Alpha vs SPY
-1.1%
Period ended 2 months ago
Filed Apr 17, 2026 · 58d
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
+71.5%
SPY
+76.3%
Annualised alpha
-1.1%
Max drawdown
−14.1%
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
48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
27.9%
+2.1 pts
Top 5
51.4%
−0.8 pts
Top 10
64.1%
−1.7 pts
HHI
1,012
Diversified+56
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 31.7% | $9,969,699 |
| Technology | 18.5% | $5,825,448 |
| Industrials | 14.2% | $4,468,810 |
| Financial Services | 8.2% | $2,566,065 |
| Consumer Cyclical | 7.1% | $2,246,125 |
| Energy | 6.9% | $2,169,861 |
| Healthcare | 6.4% | $2,007,779 |
| Communication Services | 3.4% | $1,057,707 |
| Basic Materials | 2.5% | $794,088 |
| Consumer Defensive | 1.2% | $367,682 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MRK | Merck & Co., Inc. | +467 | 2,828 | $340,180 | |
| UBER | Uber Technologies, Inc | +97 | 3,034 | $218,235 | |
| DKS | Dick's Sporting Goods, Inc. | +57 | 1,087 | $215,541 | |
| MSFT | Microsoft Corp | +10 | 581 | $215,068 | |
| NVDA | Nvidia Corp | +8 | 1,817 | $316,884 | |
| GOOGL | Alphabet Inc. | +1 | 862 | $247,876 | |
| BYD | Boyd Gaming Corp | +1 | 3,015 | $247,772 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −3,041 | 12,532 | $3,180,496 | |
| GLD | Spdr Gold Trust | −2,018 | 20,394 | $8,775,334 | |
| HBAN | Huntington Bancshares Inc /Md/ | −1,878 | 14,661 | $229,444 | |
| SLV | iShares Silver Trust | −1,170 | 5,512 | $375,587 | |
| GE | General Electric Co | −1,156 | 3,751 | $1,064,421 | |
| NEM | NEWMONT Corp /DE/ | −1,036 | 3,744 | $405,288 | |
| VZ | Verizon Communications Inc | −375 | 10,999 | $552,149 | |
| PFE | Pfizer Inc | −187 | 11,461 | $321,824 | |
| STLD | Steel Dynamics Inc | −74 | 2,160 | $388,800 | |
| TSLA | Tesla, Inc. | −56 | 915 | $340,151 | |
| KLAC | Kla Corp | −52 | 247 | $363,685 | |
| XOM | Exxon Mobil Corp | −35 | 9,750 | $1,654,185 | |
| NOC | Northrop Grumman Corp /De/ | −33 | 425 | $289,952 | |
| LMT | Lockheed Martin Corp | −22 | 478 | $288,898 | |
| GEV | GE Vernova Inc. | −13 | 919 | $802,195 | |
| GS | Goldman Sachs Group Inc | −2 | 276 | $233,493 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
10 positions ·
$5,825,448 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 12,532 | $3,180,496 | 54.60% | |
| ORCL |
Oracle Corp
Technology
|
Held | 4,244 | $624,334 | 10.72% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 247 | $363,685 | 6.24% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,817 | $316,884 | 5.44% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Held | 1,480 | $240,470 | 4.13% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 1,782 | $229,485 | 3.94% | |
| MSTR |
Strategy Inc
Technology
|
Held | 1,797 | $224,265 | 3.85% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 3,034 | $218,235 | 3.75% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 581 | $215,068 | 3.69% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 1,046 | $212,526 | 3.65% |