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PRING TURNER CAPITAL GROUP INC

Location
ALAMO, CA
Portfolio Value
Small $156,205,646
Diversification
Diversified
Filing Date
Global Rank
#4,736 / 8,603 ▲ 227 · as of Mar 2026
Top Industry
Specialty Industrial Machinery 9.3%
3Y Alpha vs SPY
-2.8%
Period ended 3 months ago
Filed May 13, 2026 · 57d
18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio
+64.6%
SPY
+76.5%
Annualised alpha
-2.8%
Max drawdown
−16.2%

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

65 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
5.4%
+0.1 pts
Top 5
22.6%
−0.4 pts
Top 10
39.3%
−1.0 pts
HHI
291
Jun 2023 → Mar 2026 · range 291 – 323
Diversified−1

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Financial Services 16.0% $25,045,830
Industrials 15.9% $24,825,970
Energy 15.3% $23,868,668
Real Estate 14.3% $22,269,115
Technology 11.7% $18,223,252
Basic Materials 10.1% $15,847,253
Utilities 5.0% $7,784,711
Healthcare 4.7% $7,397,461
Consumer Cyclical 4.5% $6,964,333
Consumer Defensive 1.4% $2,186,335
Communication Services 1.0% $1,503,968
Unclassified 0.2% $288,750

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
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
3 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
65 positions · $156,205,646 total · as of Mar 31, 2026
Showing 1–50 of 65 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History