Estate Counselors, LLC

CIK

1559832

Location

Thiensville, WI

Portfolio Value

Micro $55,820,023

Diversification

Diversified

Filing Date

Global Rank

#6,342 / 8,232 ▼ 1109

Top Industry

Communication Equipment 10.3%

3Y Alpha vs SPY

+15.6%

Period ended 2 months ago

Filed May 15, 2026 · 29d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+155.6%

SPY

+76.5%

Annualised alpha

+15.9%

Max drawdown

−30.1%

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

31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.1%

+6.5 pts

Top 5

29.9%

+2.6 pts

Top 10

47.5%

−0.2 pts

HHI

463

Diversified+74

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.7%	$14,903,339	8
Financial Services	23.0%	$12,830,452	8
Unclassified	14.1%	$7,892,632	3
Energy	7.8%	$4,338,559	2
Communication Services	7.2%	$4,034,792	3
Real Estate	6.9%	$3,859,138	2
Healthcare	4.2%	$2,365,274	2
Industrials	3.4%	$1,920,933	1
Utilities	3.3%	$1,856,210	1
Consumer Cyclical	3.3%	$1,818,694	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
GM	General Motors Co	−50,548	24,412	$1,818,694
OVV	Ovintiv Inc.	−41,280	33,132	$1,966,715
CMCSA	Comcast Corp	−25,300	64,200	$1,843,182
WDC	Western Digital Corp	−18,087	7,500	$2,028,675
COHR	Coherent Corp.	−13,010	7,438	$1,771,805
QQQ	Invesco Qqq Trust, Series 1	−11,690	590	$340,536
CIEN	Ciena Corp	−11,236	7,562	$2,935,795
LITE	Lumentum Holdings Inc.	−8,657	2,843	$1,997,946
MU	Micron Technology Inc	−7,417	5,103	$1,723,997
CI	Cigna Group	−6,390	7,288	$1,944,074
RNR	Renaissancere Holdings Ltd	−4,885	5,594	$1,662,704
FIX	Comfort Systems USA Inc	−3,525	1,393	$1,920,933
GLD	Spdr Gold Trust	−3,173	16,942	$7,289,973
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
APA	APA Corp	55,887	$2,371,844
PFG	Principal Financial Group Inc	22,708	$2,046,217
CHTR	Charter Communications, Inc. /Mo/	9,113	$1,967,314
AGNC	AGNC Investment Corp.	195,095	$1,956,802
NLY	Annaly Capital Management Inc	89,945	$1,902,336
EIX	Edison International	25,365	$1,856,210
HPQ	Hp Inc	93,277	$1,791,851
TER	Teradyne, Inc	6,032	$1,788,246
SYF	Synchrony Financial	26,143	$1,778,246
ALL	Allstate Corp	8,477	$1,757,621
MET	Metlife Inc	24,750	$1,750,320
EQH	Equitable Holdings, Inc.	45,487	$1,688,022
EG	Everest Group, Ltd.	5,135	$1,678,374
MDY	Spdr S&P Midcap 400 ETF Trust	425	$262,123
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	33,600	$5,972,400
HOOD	Robinhood Markets, Inc.	49,317	$5,577,752
NXT	Nextpower Inc.	62,622	$5,455,002
NEM	NEWMONT Corp /DE/	49,605	$4,953,059
GEV	GE Vernova Inc.	7,296	$4,768,446
ELAN	Elanco Animal Health Inc	210,633	$4,766,624
AVGO	Broadcom Inc.	13,711	$4,745,377
APH	Amphenol Corp /De/	30,935	$4,180,555
CVNA	Carvana Co.	9,553	$4,031,557
SOFI	SoFi Technologies, Inc.	146,868	$3,845,004
M	Macy's, Inc.	168,713	$3,720,121
STX	Seagate Technology Holdings plc	10,834	$2,983,575
CRDO	Credo Technology Group Holding Ltd	17,500	$2,518,075
WBD	Warner Bros. Discovery, Inc.	75,852	$2,186,054
SPY	Spdr S&P 500 ETF Trust	1,510	$1,029,699
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 positions · $55,820,023 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Reduced	16,942	-3,173	$7,289,973	−8.6%	13.06%
CIEN	Ciena Corp Technology	Reduced	7,562	-11,236	$2,935,795	−33.2%	5.26%
APA	APA Corp Energy	NEW	55,887	NEW	$2,371,844	NEW	4.25%
PFG	Principal Financial Group Inc Financial Services	NEW	22,708	NEW	$2,046,217	NEW	3.67%
WDC	Western Digital Corp Technology	Reduced	7,500	-18,087	$2,028,675	−54.0%	3.63%
LITE	Lumentum Holdings Inc. Technology	Reduced	2,843	-8,657	$1,997,946	−52.9%	3.58%
CHTR	Charter Communications, Inc. /Mo/ Communication Services	NEW	9,113	NEW	$1,967,314	NEW	3.52%
OVV	Ovintiv Inc. Energy	Reduced	33,132	-41,280	$1,966,715	−32.6%	3.52%
AGNC	AGNC Investment Corp. Real Estate	NEW	195,095	NEW	$1,956,802	NEW	3.51%
CI	Cigna Group Healthcare	Reduced	7,288	-6,390	$1,944,074	−48.4%	3.48%
FIX	Comfort Systems USA Inc Industrials	Reduced	1,393	-3,525	$1,920,933	−58.1%	3.44%
NLY	Annaly Capital Management Inc Real Estate	NEW	89,945	NEW	$1,902,336	NEW	3.41%
EIX	Edison International Utilities	NEW	25,365	NEW	$1,856,210	NEW	3.33%
CMCSA	Comcast Corp Communication Services	Reduced	64,200	-25,300	$1,843,182	−26.5%	3.30%
GM	General Motors Co Consumer Cyclical	Reduced	24,412	-50,548	$1,818,694	−70.2%	3.26%
HPQ	Hp Inc Technology	NEW	93,277	NEW	$1,791,851	NEW	3.21%
TER	Teradyne, Inc Technology	NEW	6,032	NEW	$1,788,246	NEW	3.20%
SYF	Synchrony Financial Financial Services	NEW	26,143	NEW	$1,778,246	NEW	3.19%
COHR	Coherent Corp. Technology	Reduced	7,438	-13,010	$1,771,805	−53.1%	3.17%
ALL	Allstate Corp Financial Services	NEW	8,477	NEW	$1,757,621	NEW	3.15%
MET	Metlife Inc Financial Services	NEW	24,750	NEW	$1,750,320	NEW	3.14%
MU	Micron Technology Inc Technology	Reduced	5,103	-7,417	$1,723,997	−51.8%	3.09%
EQH	Equitable Holdings, Inc. Financial Services	NEW	45,487	NEW	$1,688,022	NEW	3.02%
EG	Everest Group, Ltd. Financial Services	NEW	5,135	NEW	$1,678,374	NEW	3.01%
RNR	Renaissancere Holdings Ltd Financial Services	Reduced	5,594	-4,885	$1,662,704	−43.6%	2.98%
NVDA	Nvidia Corp Technology	Held	4,960	0	$865,024	−6.5%	1.55%
FMBH	First Mid Bancshares, Inc. Financial Services	Held	11,385	0	$468,948	+5.6%	0.84%
PFE	Pfizer Inc Healthcare	Held	15,000	0	$421,200	+12.8%	0.75%
QQQ	Invesco Qqq Trust, Series 1	Reduced	590	-11,690	$340,536	−95.5%	0.61%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	425	NEW	$262,123	NEW	0.47%
GOOGL	Alphabet Inc. Communication Services	Held	780	0	$224,296	−8.1%	0.40%