HT Partners LLC
Filing Date
Global Rank
#7,125
/ 8,232
▲ 144
Top Industry
Drug Manufacturers - General
29.3%
3Y Alpha vs SPY
-0.5%
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
+74.4%
SPY
+76.3%
Annualised alpha
-0.4%
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. | ||||
3 positions ·
$736,536 total
· Consumer Defensive only
· 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 |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,948 | $281,369 | 38.20% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 252 | $251,100 | 34.09% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 1,642 | $204,067 | 27.71% |