Garde Capital, Inc.

CIK

1616328

Location

SEATTLE, WA

Portfolio Value

Small $247,288,587

Diversification

Diversified

Filing Date

Global Rank

#3,763 / 8,603 ▼ 398 · as of Mar 2026

Top Industry

Software - Infrastructure 27.1%

3Y Alpha vs SPY

-4.5%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

25 quarters · since Mar 2020

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

+56.7%

SPY

+76.0%

Annualised alpha

-4.6%

Max drawdown

−22.3%

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

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

Top Position

21.1%

−1.4 pts

Top 5

55.2%

−1.9 pts

Top 10

68.5%

−2.5 pts

HHI

812

Diversified−79

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.5%	$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
Consumer Defensive	2.6%	$6,498,390	7
Industrials	2.6%	$6,439,828	6
Healthcare	2.0%	$4,839,112	9
Energy	0.6%	$1,601,552	3
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	$484,186
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

90 positions · $247,288,587 total · as of Mar 31, 2026

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

Showing 1–50 of 90 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%	21.14%
AAPL	Apple Inc. Technology	Reduced	105,333	-28,315	$26,732,462	−26.4%	10.81%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	109,309	-29,872	$22,765,785	−29.1%	9.21%
QQQ	Invesco Qqq Trust, Series 1	Reduced	34,131	-8,531	$19,699,730	−24.8%	7.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	52,191	-2,122	$15,008,043	−11.7%	6.07%
NVDA	Nvidia Corp Technology	Reduced	48,645	-5,281	$8,483,688	−15.6%	3.43%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,373	-155	$7,396,316	−5.9%	2.99%
META	Meta Platforms, Inc. Communication Services	Reduced	10,929	-5,559	$6,252,808	−42.5%	2.53%
IAU	Ishares Gold Trust	Added	63,686	+4,751	$5,614,557	+17.4%	2.27%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	14,146	-4,252	$5,258,775	−36.4%	2.13%
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%	1.46%
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%	1.03%
SCHW	Schwab Charles Corp Financial Services	NEW	19,934	NEW	$1,873,397	NEW	0.76%
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%	0.66%
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%	0.52%
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%	0.46%
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%
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%	0.34%
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%	0.28%
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%	0.26%
GLDM	World Gold Trust	NEW	6,823	NEW	$632,423	NEW	0.26%
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%
V	Visa Inc. Financial Services	Reduced	1,951	-105	$589,670	−18.2%	0.24%