HT Partners LLC
Filing Date
Global Rank
#7,125
/ 8,232
▲ 144
Top Industry
Drug Manufacturers - General
29.3%
3Y Alpha vs SPY
-0.6%
Period ended 2 months ago
Filed Apr 10, 2026 · 2mo
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
+74.3%
SPY
+76.5%
Annualised alpha
-0.5%
Max drawdown
−18.8%
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
24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.0%
−1.2 pts
Top 5
59.4%
−0.9 pts
Top 10
83.6%
−0.4 pts
HHI
872
Diversified−31
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.4% | $9,528,324 |
| Healthcare | 27.4% | $7,583,746 |
| Communication Services | 15.5% | $4,288,823 |
| Unclassified | 6.6% | $1,840,227 |
| Financial Services | 5.5% | $1,536,044 |
| Consumer Cyclical | 4.7% | $1,314,398 |
| Consumer Defensive | 2.7% | $736,536 |
| Industrials | 1.8% | $493,253 |
| Energy | 1.3% | $360,188 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −1,250 | 18,451 | $3,217,854 | |
| WMT | Walmart Inc. | −400 | 1,642 | $204,067 | |
| XOM | Exxon Mobil Corp | −241 | 2,123 | $360,188 | |
| JNJ | Johnson & Johnson | −166 | 12,860 | $3,143,498 | |
| AAPL | Apple Inc. | −150 | 9,769 | $2,479,274 | |
| LLY | ELI LILLY & Co | −25 | 3,917 | $3,602,739 | |
| GOOGL | Alphabet Inc. | −13 | 10,999 | $3,162,872 | |
| AMZN | Amazon Com Inc | −12 | 4,726 | $984,284 | |
| TSLA | Tesla, Inc. | −11 | 888 | $330,114 | |
| AVGO | Broadcom Inc. | −6 | 668 | $206,752 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| COST | Costco Wholesale Corp /New | 252 | $251,100 | |
| No positions match the current search. | ||||
24 positions ·
$27,681,539 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 3,917 | $3,602,739 | 13.01% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 8,960 | $3,316,723 | 11.98% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 18,451 | $3,217,854 | 11.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 10,999 | $3,162,872 | 11.43% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 12,860 | $3,143,498 | 11.36% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,769 | $2,479,274 | 8.96% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,727 | $1,306,778 | 4.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,968 | $1,125,951 | 4.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 4,726 | $984,284 | 3.56% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,241 | $807,071 | 2.92% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,377 | $794,776 | 2.87% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 2,741 | $596,140 | 2.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 2,123 | $360,188 | 1.30% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 888 | $330,114 | 1.19% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 3,966 | $307,721 | 1.11% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,948 | $281,369 | 1.02% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 1,931 | $252,999 | 0.91% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 252 | $251,100 | 0.91% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 686 | $241,369 | 0.87% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 700 | $240,254 | 0.87% | |
| GLD |
Spdr Gold Trust
|
Held | 554 | $238,380 | 0.86% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Held | 9,400 | $229,266 | 0.83% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 668 | $206,752 | 0.75% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 1,642 | $204,067 | 0.74% |