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Freestate Advisors LLC

Location
OVERLAND PARK, KS
Portfolio Value
Micro $9,332,244
Diversification
Moderately concentrated
Filing Date
Global Rank
#2,796 / 2,968 ▲ 5398
Top Industry
Consumer Electronics 25.0%
3Y Alpha vs SPY
-3.1%
Period ended 30 days ago
Filed Jul 9, 2026 · 21d
14 quarters · since Jun 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
+61.7%
SPY
+67.9%
Annualised alpha
-1.5%
Max drawdown
−18.5%

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 100% of reported value on average across 8 quarters. Past performance does not predict future results.

Portfolio Concentration

15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
39.7%
+3.8 pts
Top 5
72.6%
+6.4 pts
Top 10
93.5%
+3.5 pts
HHI
1,986
Dec 2020 → Jun 2026 · range 1,181 – 10,000
Moderately concentrated+297

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 45.4% $4,236,367
Technology 22.4% $2,086,416
Communication Services 12.0% $1,116,769
Industrials 11.1% $1,033,023
Financial Services 9.2% $859,669

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
11 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

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

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
15 tracked positions · $9,332,244 total · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

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.