Teamwork Financial Advisors, LLC
Filing Date
Global Rank
#1,830
/ 8,232
▲ 5
Top Industry
Semiconductors
10.5%
3Y Alpha vs SPY
-0.7%
Period ended 2 months ago
Filed Apr 9, 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
+73.1%
SPY
+76.3%
Annualised alpha
-0.7%
Max drawdown
−22.2%
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
126 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.1%
−0.1 pts
Top 5
23.4%
−0.5 pts
Top 10
35.9%
−0.3 pts
HHI
240
Diversified−9
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.2% | $237,339,000 |
| Industrials | 13.7% | $100,941,580 |
| Financial Services | 12.8% | $93,894,077 |
| Consumer Cyclical | 11.3% | $83,413,156 |
| Energy | 10.0% | $73,281,910 |
| Communication Services | 9.0% | $65,981,825 |
| Consumer Defensive | 3.8% | $27,888,002 |
| Basic Materials | 3.4% | $24,753,469 |
| Utilities | 1.6% | $11,764,963 |
| Healthcare | 1.4% | $10,523,629 |
| Real Estate | 0.5% | $3,697,100 |
| Unclassified | 0.4% | $2,940,403 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LAC | Lithium Americas Corp. | +480,092 | 859,920 | $3,396,684 | |
| HOOD | Robinhood Markets, Inc. | +90,006 | 221,018 | $15,316,547 | |
| CVX | Chevron Corp | +63,247 | 71,582 | $14,810,315 | |
| PATH | UiPath, Inc. | +46,935 | 155,611 | $1,727,282 | |
| NFLX | Netflix Inc | +35,362 | 184,146 | $17,705,637 | |
| NOW | ServiceNow, Inc. | +29,696 | 31,614 | $3,305,243 | |
| V | Visa Inc. | +15,512 | 23,632 | $7,142,535 | |
| ABT | Abbott Laboratories | +13,354 | 15,886 | $1,631,015 | |
| MSTR | Strategy Inc | +10,234 | 15,578 | $1,944,134 | |
| AMGN | Amgen Inc | +8,854 | 9,835 | $3,460,444 | |
| RBRK | Rubrik, Inc. | +8,555 | 16,642 | $814,958 | |
| AMD | Advanced Micro Devices Inc | +7,812 | 90,131 | $18,335,349 | |
| UBER | Uber Technologies, Inc | +6,960 | 32,804 | $2,359,591 | |
| VICI | Vici Properties Inc. | +5,756 | 24,777 | $676,907 | |
| CRM | Salesforce, Inc. | +2,330 | 11,019 | $2,056,916 | |
| PLTR | Palantir Technologies Inc. | +2,011 | 103,206 | $15,096,973 | |
| XOM | Exxon Mobil Corp | +1,911 | 134,345 | $22,792,972 | |
| NVO | Novo Nordisk A S | +1,458 | 100,124 | $3,679,557 | |
| ADBE | Adobe Inc. | +1,430 | 13,756 | $3,343,808 | |
| T | At&T Inc. | +1,163 | 23,150 | $671,118 | |
| O | Realty Income Corp | +889 | 14,594 | $892,860 | |
| NBIS | Nebius Group N.V. | +833 | 9,761 | $1,012,801 | |
| EPR | Epr Properties | +643 | 9,635 | $481,364 | |
| ALAB | Astera Labs, Inc. | +460 | 6,341 | $694,973 | |
| GRMN | Garmin Ltd | +414 | 4,796 | $1,112,719 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SOFI | SoFi Technologies, Inc. | −247,331 | 212,789 | $3,379,089 | |
| S | SentinelOne, Inc. | −113,926 | 14,523 | $187,056 | |
| EMR | Emerson Electric Co | −94,234 | 26,665 | $3,493,648 | |
| LRCX | Lam Research Corp | −91,293 | 1,373 | $293,355 | |
| PANW | Palo Alto Networks Inc | −58,364 | 13,574 | $2,176,183 | |
| NET | Cloudflare, Inc. | −57,497 | 6,751 | $1,393,001 | |
| MNST | Monster Beverage Corp | −40,368 | 139,827 | $10,131,864 | |
| SPGI | S&P Global Inc. | −28,832 | 656 | $279,023 | |
| AXON | Axon Enterprise, Inc. | −24,508 | 844 | $358,438 | |
| BNY | Bank of New York Mellon Corp | −19,549 | 99,387 | $11,790,279 | |
| ANET | Arista Networks, Inc. | −18,318 | 119,049 | $14,616,836 | |
| PNC | Pnc Financial Services Group, Inc. | −16,999 | 48,691 | $10,132,110 | |
| UPS | United Parcel Service Inc | −16,228 | 2,123 | $208,860 | |
| AAPL | Apple Inc. | −13,115 | 177,351 | $45,009,910 | |
| PWR | Quanta Services, Inc. | −11,593 | 27,560 | $15,130,991 | |
| PEP | Pepsico Inc | −11,569 | 2,067 | $320,984 | |
| QCOM | Qualcomm Inc/De | −11,167 | 2,174 | $279,967 | |
| UNH | Unitedhealth Group Inc | −10,535 | 1,602 | $433,485 | |
| TJX | Tjx Companies Inc /De/ | −10,375 | 74,173 | $11,845,428 | |
| AMZN | Amazon Com Inc | −10,280 | 210,136 | $43,765,024 | |
| GEV | GE Vernova Inc. | −9,294 | 18,775 | $16,388,697 | |
| CAT | Caterpillar Inc | −7,779 | 17,149 | $12,149,380 | |
| GE | General Electric Co | −7,205 | 36,428 | $10,337,173 | |
| DE | Deere & Co | −7,069 | 18,436 | $10,384,998 | |
| GOOGL | Alphabet Inc. | −6,530 | 68,401 | $19,669,391 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| APD | Air Products & Chemicals, Inc. | 40,841 | $11,863,902 | |
| OKE | Oneok Inc /New/ | 127,315 | $11,508,002 | |
| UNP | Union Pacific Corp | 40,268 | $9,769,822 | |
| PKG | Packaging Corp Of America | 45,756 | $9,710,338 | |
| NOC | Northrop Grumman Corp /De/ | 13,970 | $9,530,892 | |
| PPG | Ppg Industries Inc | 86,615 | $9,257,411 | |
| TPL | Texas Pacific Land Corp | 14,795 | $7,021,115 | |
| RDDT | Reddit, Inc. | 50,698 | $6,826,485 | |
| BMNR | Bitmine Immersion Technologies, Inc. | 96,921 | $1,917,097 | |
| IREN | IREN Ltd | 16,988 | $582,348 | |
| SLV | iShares Silver Trust | 4,381 | $298,521 | |
| KO | Coca Cola Co | 3,220 | $244,881 | |
| DVN | Devon Energy Corp/De | 4,082 | $205,406 | |
| FDX | Fedex Corp | 574 | $204,447 | |
| F | Ford Motor Co | 11,456 | $132,202 | |
| EOSE | Eos Energy Enterprises, Inc. | 15,101 | $74,900 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EXPE | Expedia Group, Inc. | 51,469 | $14,581,682 | |
| PFE | Pfizer Inc | 88,785 | $2,210,746 | |
| WTW | Willis Towers Watson PLC | 6,293 | $2,067,879 | |
| TTD | Trade Desk, Inc. | 49,883 | $1,893,558 | |
| ETHA | iShares Ethereum Trust ETF | 81,422 | $1,826,295 | |
| PYPL | PayPal Holdings, Inc. | 28,034 | $1,636,624 | |
| ETH | Grayscale Ethereum Staking Mini ETF | 32,206 | $903,700 | |
| IBIT | iShares Bitcoin Trust ETF | 11,392 | $565,612 | |
| SNOW | Snowflake Inc. | 1,836 | $402,744 | |
| CME | Cme Group Inc. | 905 | $247,137 | |
| TDG | TransDigm Group INC | 175 | $232,723 | |
| MA | Mastercard Inc | 382 | $218,076 | |
| GWW | W.W. Grainger, Inc. | 203 | $204,837 | |
| PFLT | PennantPark Floating Rate Capital Ltd. | 10,844 | $100,523 | |
| No positions match the current search. | ||||
126 positions ·
$736,419,114 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 126 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FTHM |
Fathom Holdings Inc.
Real Estate
|
Held | 12,402 | $6,573 | 0.00% | |
| EOSE |
Eos Energy Enterprises, Inc.
Industrials
|
NEW | 15,101 | $74,900 | 0.01% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
Added | 10,859 | $120,100 | 0.02% | |
| F |
Ford Motor Co
Consumer Cyclical
|
NEW | 11,456 | $132,202 | 0.02% | |
| S |
SentinelOne, Inc.
Technology
|
Reduced | 14,523 | $187,056 | 0.03% | |
| FDX |
Fedex Corp
Industrials
|
NEW | 574 | $204,447 | 0.03% | |
| DVN |
Devon Energy Corp/De
Energy
|
NEW | 4,082 | $205,406 | 0.03% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 2,123 | $208,860 | 0.03% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 2,223 | $208,917 | 0.03% | |
| MPLX |
Mplx LP
Energy
|
Held | 3,910 | $223,143 | 0.03% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 719 | $223,458 | 0.03% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Held | 3,943 | $230,547 | 0.03% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Reduced | 400 | $235,472 | 0.03% | |
| RTX |
RTX Corp
Industrials
|
Added | 1,226 | $236,495 | 0.03% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 3,220 | $244,881 | 0.03% | |
| ATO |
Atmos Energy Corp
Utilities
|
Held | 1,346 | $248,633 | 0.03% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 656 | $279,023 | 0.04% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 2,174 | $279,967 | 0.04% | |
| BA |
Boeing Co
Industrials
|
Reduced | 1,429 | $284,413 | 0.04% | |
| WWD |
Woodward, Inc.
Industrials
|
Held | 812 | $290,631 | 0.04% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 1,373 | $293,355 | 0.04% | |
| SLV |
iShares Silver Trust
|
NEW | 4,381 | $298,521 | 0.04% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 926 | $304,552 | 0.04% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
Reduced | 2,051 | $312,798 | 0.04% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,067 | $320,984 | 0.04% | |
| ENB |
Enbridge Inc
Energy
|
Reduced | 6,020 | $325,922 | 0.04% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 16,982 | $327,752 | 0.04% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Reduced | 5,352 | $343,705 | 0.05% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Reduced | 844 | $358,438 | 0.05% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 603 | $364,447 | 0.05% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Reduced | 3,580 | $365,661 | 0.05% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,509 | $368,859 | 0.05% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 2,378 | $393,178 | 0.05% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,972 | $428,890 | 0.06% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 666 | $433,126 | 0.06% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,602 | $433,485 | 0.06% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 13,675 | $458,522 | 0.06% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 359 | $474,177 | 0.06% | |
| EPR |
Epr Properties
Real Estate
|
Added | 9,635 | $481,364 | 0.07% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Added | 7,211 | $490,059 | 0.07% | |
| IAU |
Ishares Gold Trust
|
Added | 5,633 | $496,605 | 0.07% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 7,543 | $497,762 | 0.07% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 1,131 | $521,379 | 0.07% | |
| PSX |
Phillips 66
Energy
|
Reduced | 2,922 | $532,329 | 0.07% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,241 | $543,195 | 0.07% | |
| GLD |
Spdr Gold Trust
|
Added | 1,299 | $558,946 | 0.08% | |
| IREN |
IREN Ltd
Financial Services
|
NEW | 16,988 | $582,348 | 0.08% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 12,421 | $623,534 | 0.08% | |
| CACI |
Caci International Inc /De/
Technology
|
Held | 1,202 | $653,731 | 0.09% | |
| T |
At&T Inc.
Communication Services
|
Added | 23,150 | $671,118 | 0.09% |