Garde Capital, Inc.

CIK

1616328

Location

SEATTLE, WA

Portfolio Value

Small $248,300,402

Diversification

Diversified

Filing Date

Global Rank

#3,782 / 8,624 ▼ 405 · as of Mar 2026

Top Industry

Software - Infrastructure 27.0%

3Y Alpha vs SPY

-3.5%

Period ended 4 months ago

Filed Apr 29, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+56.5%

SPY

+67.7%

Annualised alpha

-2.7%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 97% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

21.1%

−1.4 pts

Top 5

55.0%

−2.0 pts

Top 10

68.3%

−2.6 pts

HHI

806

Diversified−82

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.3%	$105,079,296	23
Unclassified	16.1%	$39,932,676	10
Consumer Cyclical	14.5%	$35,957,476	13
Communication Services	12.3%	$30,457,752	6
Financial Services	6.4%	$15,937,985	11
Industrials	2.6%	$6,556,517	6
Consumer Defensive	2.6%	$6,498,390	7
Healthcare	1.9%	$4,839,112	9
Energy	1.0%	$2,496,678	4
Utilities	0.2%	$544,520	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
AEXA	American Exceptionalism Acquisition Corp. A	+117,941	234,233	$2,536,743
IAU	Ishares Gold Trust	+4,751	63,686	$5,614,557
FBTC	Fidelity Wise Origin Bitcoin Fund	+955	10,726	$633,155
ORCL	Oracle Corp	+771	7,732	$1,137,454
ABT	Abbott Laboratories	+677	2,315	$237,681
BRK-B	Berkshire Hathaway Inc	+510	10,700	$5,127,440
CAT	Caterpillar Inc	+328	5,462	$3,869,608
PEP	Pepsico Inc	+247	2,252	$349,713
LLY	ELI LILLY & Co	+226	1,830	$1,683,179
BABA	Alibaba Group Holding Ltd	+157	2,364	$296,587
RTX	RTX Corp	+127	1,616	$311,726
MCD	Mcdonalds Corp	+64	3,038	$944,180
COST	Costco Wholesale Corp /New	+62	4,201	$4,186,002
GLD	Spdr Gold Trust	+55	1,583	$681,149
AMD	Advanced Micro Devices Inc	+38	1,108	$225,400
ABBV	AbbVie Inc.	+34	1,402	$304,920
UNP	Union Pacific Corp	+26	2,560	$621,107
JNJ	Johnson & Johnson	+22	2,574	$629,188
HD	Home Depot, Inc.	+18	1,255	$412,756
WMT	Walmart Inc.	+17	5,836	$725,298
AMGN	Amgen Inc	+13	2,143	$754,014
F	Ford Motor Co	+11	25,036	$288,915
SPOT	Spotify Technology S.A.	+10	686	$332,648
FDX	Fedex Corp	+7	1,687	$600,875
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−75,953	81,193	$3,119,435
ETHA	iShares Ethereum Trust ETF	−38,543	82,721	$1,309,473
AMZN	Amazon Com Inc	−29,872	109,309	$22,765,785
AAPL	Apple Inc.	−28,315	105,333	$26,732,462
PLTR	Palantir Technologies Inc.	−17,161	11,095	$1,622,976
CRM	Salesforce, Inc.	−10,871	6,820	$1,273,089
ZG	Zillow Group, Inc.	−9,860	98,207	$4,064,787
MSFT	Microsoft Corp	−8,955	141,220	$52,275,407
QQQ	Invesco Qqq Trust, Series 1	−8,531	34,131	$19,699,730
GSBD	Goldman Sachs BDC, Inc.	−7,871	93,664	$831,736
NAUT	Nautilus Biotechnology, Inc.	−7,000	11,000	$42,680
UBER	Uber Technologies, Inc	−6,671	24,458	$1,759,263
META	Meta Platforms, Inc.	−5,559	10,929	$6,252,808
NVDA	Nvidia Corp	−5,281	48,645	$8,483,688
TSLA	Tesla, Inc.	−4,252	14,146	$5,258,775
SNOW	Snowflake Inc.	−4,237	8,194	$1,235,819
GBTC	Grayscale Bitcoin Trust ETF	−3,225	5,912	$311,917
AVGO	Broadcom Inc.	−2,909	4,863	$1,505,147
TMUS	T-Mobile US, Inc.	−2,768	17,150	$3,602,014
GOOGL	Alphabet Inc.	−2,122	52,191	$15,008,043
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,997	10,252	$3,464,663
NKE	NIKE, Inc.	−1,593	4,644	$245,296
BA	Boeing Co	−1,104	5,463	$1,087,300
PG	PROCTER & GAMBLE Co	−993	1,808	$261,147
JPM	Jpmorgan Chase & Co	−934	5,082	$1,494,921
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
SCHW	Schwab Charles Corp	19,934	$1,873,397
GLDM	World Gold Trust	6,823	$632,423
MU	Micron Technology Inc	1,277	$431,421
GLW	Corning Inc /Ny	2,482	$337,477
TJX	Tjx Companies Inc /De/	1,382	$220,705
AM	Antero Midstream Corp	9,553	$217,808
MO	Altria Group, Inc.	3,299	$217,701
SO	Southern Co	2,236	$215,818
ACHR	Archer Aviation Inc.	12,747	$65,901
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
WDAY	Workday, Inc.	3,296	$707,914
BP	Bp PLC	12,345	$428,741
BOX	Box Inc	7,577	$226,628
PRU	Prudential Financial Inc	2,000	$225,760
MTD	Mettler Toledo International Inc/	150	$209,128
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

91 tracked positions · $248,300,402 total · filing declares 203 positions · $1,669,543,489 · as of Mar 31, 2026

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

Showing 1–50 of 91 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	141,220	-8,955	$52,275,407	−28.0%	21.05%
AAPL	Apple Inc. Technology	Reduced	105,333	-28,315	$26,732,462	−26.4%	10.77%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	109,309	-29,872	$22,765,785	−29.1%	9.17%
QQQ	Invesco Qqq Trust, Series 1	Reduced	34,131	-8,531	$19,699,730	−24.8%	7.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	52,191	-2,122	$15,008,043	−11.7%	6.04%
NVDA	Nvidia Corp Technology	Reduced	48,645	-5,281	$8,483,688	−15.6%	3.42%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,373	-155	$7,396,316	−5.9%	2.98%
META	Meta Platforms, Inc. Communication Services	Reduced	10,929	-5,559	$6,252,808	−42.5%	2.52%
IAU	Ishares Gold Trust	Added	63,686	+4,751	$5,614,557	+17.4%	2.26%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	14,146	-4,252	$5,258,775	−36.4%	2.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,700	+510	$5,127,440	+0.1%	2.07%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,201	+62	$4,186,002	+17.3%	1.69%
ZG	Zillow Group, Inc. Communication Services	Reduced	98,207	-9,860	$4,064,787	−44.9%	1.64%
CAT	Caterpillar Inc Industrials	Added	5,462	+328	$3,869,608	+31.6%	1.56%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	17,150	-2,768	$3,602,014	−10.9%	1.45%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	10,252	-1,997	$3,464,663	−6.9%	1.40%
IBIT	iShares Bitcoin Trust ETF	Reduced	81,193	-75,953	$3,119,435	−60.0%	1.26%
AEXA	American Exceptionalism Acquisition Corp. A Financial Services	Added	234,233	+117,941	$2,536,743	+91.5%	1.02%
SCHW	Schwab Charles Corp Financial Services	NEW	19,934	NEW	$1,873,397	NEW	0.75%
UBER	Uber Technologies, Inc Technology	Reduced	24,458	-6,671	$1,759,263	−30.8%	0.71%
LLY	ELI LILLY & Co Healthcare	Added	1,830	+226	$1,683,179	−2.4%	0.68%
PLTR	Palantir Technologies Inc. Technology	Reduced	11,095	-17,161	$1,622,976	−67.7%	0.65%
AXP	American Express Co Financial Services	Reduced	5,157	-20	$1,559,889	−18.6%	0.63%
AVGO	Broadcom Inc. Technology	Reduced	4,863	-2,909	$1,505,147	−44.0%	0.61%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,082	-934	$1,494,921	−22.9%	0.60%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Held	42,499	0	$1,360,392	−13.5%	0.55%
ETHA	iShares Ethereum Trust ETF	Reduced	82,721	-38,543	$1,309,473	−51.9%	0.53%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	5,538	-74	$1,278,668	−19.6%	0.51%
CRM	Salesforce, Inc. Technology	Reduced	6,820	-10,871	$1,273,089	−72.8%	0.51%
SNOW	Snowflake Inc. Technology	Reduced	8,194	-4,237	$1,235,819	−54.7%	0.50%
NFLX	Netflix Inc Communication Services	Reduced	12,454	-560	$1,197,452	−1.9%	0.48%
ORCL	Oracle Corp Technology	Added	7,732	+771	$1,137,454	−16.2%	0.46%
QCOM	Qualcomm Inc/De Technology	Reduced	8,755	-107	$1,127,468	−25.6%	0.45%
BA	Boeing Co Industrials	Reduced	5,463	-1,104	$1,087,300	−23.7%	0.44%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	11,627	-171	$1,041,662	+4.8%	0.42%
PTON	Peloton Interactive, Inc. Consumer Cyclical	Held	229,498	0	$984,546	−30.4%	0.40%
AR	ANTERO RESOURCES Corp Energy	Held	22,406	0	$950,910	+23.2%	0.38%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,038	+64	$944,180	+3.9%	0.38%
TXN	Texas Instruments Inc Technology	Held	4,678	0	$908,186	+11.9%	0.37%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,276	-316	$895,126	+33.0%	0.36%
ABNB	Airbnb, Inc. Consumer Cyclical	Held	6,804	0	$859,209	−7.0%	0.35%
GSBD	Goldman Sachs BDC, Inc. Financial Services	Reduced	93,664	-7,871	$831,736	−11.7%	0.33%
AMGN	Amgen Inc Healthcare	Added	2,143	+13	$754,014	+8.2%	0.30%
WMT	Walmart Inc. Consumer Defensive	Added	5,836	+17	$725,298	+11.9%	0.29%
GLD	Spdr Gold Trust	Added	1,583	+55	$681,149	+12.5%	0.27%
BAC	Bank Of America Corp /De/ Financial Services	Held	13,366	0	$651,592	−11.4%	0.26%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	10,726	+955	$633,155	−15.0%	0.25%
GLDM	World Gold Trust	NEW	6,823	NEW	$632,423	NEW	0.25%
JNJ	Johnson & Johnson Healthcare	Added	2,574	+22	$629,188	+19.1%	0.25%
UNP	Union Pacific Corp Industrials	Added	2,560	+26	$621,107	+6.0%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.