Integrated Advisors Network LLC
Filing Date
Global Rank
#1,786
/ 8,578
▼ 140
Top Industry
Semiconductors
10.2%
3Y Alpha vs SPY
-2.3%
Period ended 3 months ago
Filed Apr 28, 2026 · 48d
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
+64.3%
SPY
+74.2%
Annualised alpha
-2.3%
Max drawdown
−20.4%
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
388 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.9%
−1.0 pts
Top 5
20.8%
−2.9 pts
Top 10
32.4%
−4.5 pts
HHI
157
Diversified−34
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.0% | $244,246,547 |
| Unclassified | 13.0% | $127,286,834 |
| Financial Services | 11.5% | $112,289,506 |
| Industrials | 10.8% | $105,249,139 |
| Healthcare | 9.6% | $93,620,231 |
| Consumer Cyclical | 7.6% | $74,193,390 |
| Consumer Defensive | 6.0% | $58,142,235 |
| Energy | 5.1% | $49,698,119 |
| Communication Services | 4.8% | $46,565,435 |
| Basic Materials | 2.6% | $25,175,020 |
| Utilities | 2.2% | $21,859,024 |
| Real Estate | 1.9% | $18,276,004 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETHE | Grayscale Ethereum Staking ETF | +210,612 | 358,249 | $6,115,310 | |
| DHY | Credit Suisse High Yield Credit Fund | +54,926 | 97,380 | $185,022 | |
| CSX | Csx Corp | +51,112 | 62,031 | $2,546,372 | |
| MCHP | Microchip Technology Inc | +36,535 | 44,815 | $2,895,497 | |
| NEE | Nextera Energy Inc | +24,699 | 58,680 | $5,450,198 | |
| KKR | KKR & Co. Inc. | +18,101 | 47,064 | $4,353,420 | |
| ENVX | Enovix Corp | +17,608 | 43,396 | $224,791 | |
| DHI | Horton D R Inc /De/ | +16,741 | 21,032 | $2,886,011 | |
| GLDM | World Gold Trust | +15,976 | 90,138 | $8,354,891 | |
| BTU | Peabody Energy Corp | +15,217 | 250,758 | $8,262,476 | |
| DLR | Digital Realty Trust, Inc. | +14,727 | 16,711 | $3,011,489 | |
| PCAR | Paccar Inc | +14,298 | 18,993 | $2,193,691 | |
| NUE | Nucor Corp | +12,556 | 17,488 | $2,957,220 | |
| NTNX | Nutanix, Inc. | +12,354 | 18,605 | $707,176 | |
| ABBV | AbbVie Inc. | +11,057 | 47,509 | $10,332,732 | |
| HYMC | Hycroft Mining Holding Corp | +10,400 | 20,529 | $722,620 | |
| CVX | Chevron Corp | +10,111 | 51,642 | $10,684,729 | |
| AUR | Aurora Innovation, Inc. | +9,952 | 20,032 | $82,531 | |
| PG | PROCTER & GAMBLE Co | +9,522 | 51,841 | $7,487,914 | |
| ETHA | iShares Ethereum Trust ETF | +9,477 | 29,579 | $468,235 | |
| TXN | Texas Instruments Inc | +9,472 | 14,743 | $2,862,206 | |
| IDXX | Idexx Laboratories Inc /De | +9,454 | 9,792 | $5,502,026 | |
| PNC | Pnc Financial Services Group, Inc. | +8,657 | 10,719 | $2,230,516 | |
| EPD | Enterprise Products Partners L.P. | +7,619 | 41,376 | $1,565,667 | |
| SPG | Simon Property Group Inc. | +7,434 | 26,651 | $4,971,211 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −64,136 | 212,523 | $37,064,011 | |
| MFC | Manulife Financial Corp | −56,665 | 15,020 | $517,288 | |
| BAC | Bank Of America Corp /De/ | −44,164 | 70,594 | $3,441,457 | |
| CG | Carlyle Group Inc. | −41,817 | 5,617 | $271,806 | |
| ENB | Enbridge Inc | −38,830 | 12,424 | $672,635 | |
| SCHW | Schwab Charles Corp | −37,440 | 37,458 | $3,520,302 | |
| AAPL | Apple Inc. | −35,764 | 198,303 | $50,327,318 | |
| T | At&T Inc. | −34,961 | 46,026 | $1,334,293 | |
| GOOGL | Alphabet Inc. | −33,640 | 86,548 | $24,887,742 | |
| AMZN | Amazon Com Inc | −33,274 | 111,377 | $23,196,487 | |
| MRVL | Marvell Technology, Inc. | −32,963 | 7,616 | $754,364 | |
| IAU | Ishares Gold Trust | −32,680 | 17,148 | $1,511,767 | |
| ZTS | Zoetis Inc. | −31,636 | 2,851 | $337,016 | |
| SPY | Spdr S&P 500 ETF Trust | −28,749 | 89,222 | $58,024,635 | |
| BX | Blackstone Inc. | −26,037 | 193,739 | $22,278,047 | |
| UMBF | Umb Financial Corp | −22,736 | 2,408 | $271,598 | |
| TER | Teradyne, Inc | −22,359 | 2,513 | $745,003 | |
| AEP | American Electric Power Co Inc | −20,136 | 4,593 | $602,050 | |
| ORLY | O Reilly Automotive Inc | −20,075 | 2,306 | $212,866 | |
| PODD | Insulet Corp | −19,238 | 26,729 | $5,608,813 | |
| LAMR | Lamar Advertising Co/New | −18,833 | 1,817 | $230,141 | |
| STT | State Street Corp | −18,749 | 3,439 | $435,239 | |
| C | Citigroup Inc | −18,135 | 6,730 | $763,249 | |
| IBIT | iShares Bitcoin Trust ETF | −17,883 | 23,067 | $886,234 | |
| GLD | Spdr Gold Trust | −17,565 | 26,416 | $11,366,540 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ELAN | Elanco Animal Health Inc | 264,076 | $6,319,338 | |
| TMDX | TransMedics Group, Inc. | 47,590 | $4,730,921 | |
| PHM | Pultegroup Inc/Mi/ | 33,060 | $3,888,186 | |
| CE | Celanese Corp | 50,491 | $3,320,793 | |
| STNG | Scorpio Tankers Inc. | 33,845 | $2,526,867 | |
| CL | Colgate Palmolive Co | 29,554 | $2,518,887 | |
| EMN | Eastman Chemical Co | 31,592 | $2,411,101 | |
| GPN | Global Payments Inc | 31,101 | $2,093,097 | |
| NTR | Nutrien Ltd. | 27,704 | $2,090,543 | |
| TSN | Tyson Foods, Inc. | 29,200 | $1,870,844 | |
| WPM | Wheaton Precious Metals Corp. | 12,100 | $1,585,221 | |
| BBCQ | Bleichroeder Acquisition Corp. II | 118,170 | $1,184,063 | |
| INFQ | Infleqtion, Inc. | 98,100 | $962,361 | |
| SCCO | Southern Copper Corp/ | 5,380 | $925,682 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 12,058 | $711,783 | |
| CCJ | Cameco Corp | 6,294 | $683,591 | |
| MYN | Blackrock Muniyield New York Quality Fund, Inc. | 71,015 | $681,744 | |
| GWW | W.W. Grainger, Inc. | 594 | $647,941 | |
| REGN | Regeneron Pharmaceuticals, Inc. | 828 | $639,745 | |
| ON | On Semiconductor Corp | 9,167 | $567,620 | |
| AZN | Astrazeneca PLC | 2,320 | $457,550 | |
| ADM | Archer-Daniels-Midland Co | 6,004 | $436,430 | |
| SWX | Southwest Gas Holdings, Inc. | 4,878 | $423,898 | |
| AG | First Majestic Silver Corp | 19,516 | $419,203 | |
| CALM | Cal-Maine Foods Inc | 5,038 | $398,757 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EQIX | Equinix Inc | 7,981 | $6,114,722 | |
| RELY | Remitly Global, Inc. | 269,415 | $3,717,927 | |
| RF | Regions Financial Corp | 108,617 | $2,943,520 | |
| CRCL | Circle Internet Group, Inc. | 37,078 | $2,940,285 | |
| ADSK | Autodesk, Inc. | 4,112 | $1,217,193 | |
| VNOM | Viper Energy, Inc. | 30,033 | $1,160,174 | |
| NVO | Novo Nordisk A S | 15,684 | $798,001 | |
| CDE | Coeur Mining, Inc. | 43,700 | $779,171 | |
| BAND | Bandwidth Inc. | 48,808 | $754,083 | |
| CDNS | Cadence Design Systems Inc | 2,260 | $706,430 | |
| APP | AppLovin Corp | 904 | $609,133 | |
| RMBS | Rambus Inc | 6,475 | $594,987 | |
| PEG | Public Service Enterprise Group Inc | 6,327 | $508,058 | |
| FPI | Farmland Partners Inc. | 49,741 | $481,990 | |
| MDB | MongoDB, Inc. | 1,148 | $481,804 | |
| O | Realty Income Corp | 7,027 | $396,111 | |
| VZLA | Vizsla Silver Corp. | 68,650 | $375,515 | |
| WDAY | Workday, Inc. | 1,740 | $373,717 | |
| AHR | American Healthcare REIT, Inc. | 7,488 | $352,385 | |
| IBKR | Interactive Brokers Group, Inc. | 5,359 | $344,637 | |
| BUD | Anheuser-Busch InBev SA/NV | 5,279 | $338,067 | |
| CAH | Cardinal Health Inc | 1,524 | $313,182 | |
| JHG | Janus Henderson Group PLC | 6,581 | $313,058 | |
| SYF | Synchrony Financial | 3,735 | $311,611 | |
| MPT | Medical Properties Trust Inc | 61,926 | $309,630 | |
| No positions match the current search. | ||||
52 positions ·
$105,249,139 total
· Industrials only
· 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 52 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 42,672 | $30,231,405 | 28.72% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 16,162 | $11,774,986 | 11.19% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 21,785 | $4,924,063 | 4.68% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 12,874 | $4,604,643 | 4.37% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 18,108 | $3,493,033 | 3.32% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 24,465 | $3,205,404 | 3.05% | |
| BA |
Boeing Co
Industrials
|
Reduced | 15,045 | $2,994,406 | 2.85% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 4,749 | $2,870,248 | 2.73% | |
| CSX |
Csx Corp
Industrials
|
Added | 62,031 | $2,546,372 | 2.42% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 9,640 | $2,415,591 | 2.30% | |
| PCAR |
Paccar Inc
Industrials
|
Added | 18,993 | $2,193,691 | 2.08% | |
| GPN |
Global Payments Inc
Industrials
|
NEW | 31,101 | $2,093,097 | 1.99% | |
| DE |
Deere & Co
Industrials
|
Reduced | 2,909 | $1,638,639 | 1.56% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 3,784 | $1,576,944 | 1.50% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 6,456 | $1,566,354 | 1.49% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Added | 2,765 | $1,518,040 | 1.44% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 2,178 | $1,485,918 | 1.41% | |
| GE |
General Electric Co
Industrials
|
Reduced | 4,883 | $1,385,648 | 1.32% | |
| TDG |
TransDigm Group INC
Industrials
|
Reduced | 1,195 | $1,384,957 | 1.32% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
Added | 6,887 | $1,345,237 | 1.28% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,490 | $1,300,621 | 1.24% | |
| MMM |
3M Co
Industrials
|
Reduced | 7,954 | $1,155,159 | 1.10% | |
| IR |
Ingersoll Rand Inc.
Industrials
|
Added | 13,703 | $1,097,884 | 1.04% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 1,197 | $1,071,602 | 1.02% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 1,943 | $1,045,372 | 0.99% | |
| TXT |
Textron Inc
Industrials
|
Added | 11,745 | $1,028,392 | 0.98% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Added | 3,950 | $1,028,145 | 0.98% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Reduced | 2,588 | $928,781 | 0.88% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Reduced | 3,220 | $924,140 | 0.88% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 3,983 | $915,253 | 0.87% | |
| BLD |
TopBuild Corp
Industrials
|
Added | 2,437 | $856,118 | 0.81% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 2,343 | $804,164 | 0.76% | |
| AER |
AerCap Holdings N.V.
Industrials
|
Added | 5,423 | $743,927 | 0.71% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Reduced | 2,084 | $719,292 | 0.68% | |
| JCI |
Johnson Controls International plc
Industrials
|
Added | 5,275 | $690,761 | 0.66% | |
| XYL |
Xylem Inc.
Industrials
|
Reduced | 5,459 | $652,350 | 0.62% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
NEW | 594 | $647,941 | 0.62% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 6,434 | $632,976 | 0.60% | |
| BE |
Bloom Energy Corp
Industrials
|
Reduced | 3,690 | $499,958 | 0.48% | |
| HII |
Huntington Ingalls Industries, Inc.
Industrials
|
Reduced | 1,044 | $396,615 | 0.38% | |
| STRL |
Sterling Infrastructure, Inc.
Industrials
|
Reduced | 881 | $358,804 | 0.34% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Added | 1,542 | $355,369 | 0.34% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
NEW | 5,997 | $337,691 | 0.32% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 904 | $321,986 | 0.31% | |
| FAST |
Fastenal Co
Industrials
|
Reduced | 5,764 | $267,449 | 0.25% | |
| RRX |
Regal Rexnord Corp
Industrials
|
NEW | 1,374 | $257,295 | 0.24% | |
| RSG |
Republic Services, Inc.
Industrials
|
Reduced | 1,067 | $233,694 | 0.22% | |
| LUNR |
Intuitive Machines, Inc.
Industrials
|
NEW | 12,137 | $225,262 | 0.21% | |
| ENVX |
Enovix Corp
Industrials
|
Added | 43,396 | $224,791 | 0.21% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Reduced | 1,322 | $214,745 | 0.20% |