Well Done, LLC

CIK

1667132

Location

HOLLAND, MI

Portfolio Value

Small $134,564,427

Diversification

Diversified

Filing Date

Global Rank

#4,736 / 8,232 ▲ 66

Top Industry

Insurance - Diversified 24.1%

3Y Alpha vs SPY

-5.1%

Period ended 2 months ago

Filed Apr 14, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.1%

SPY

+76.3%

Annualised alpha

-5.1%

Max drawdown

−12.1%

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

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

Top Position

18.1%

+0.7 pts

Top 5

48.0%

+2.3 pts

Top 10

64.2%

−1.2 pts

HHI

663

Diversified+38

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.7%	$35,985,488	13
Unclassified	24.5%	$32,993,006	11
Healthcare	14.8%	$19,880,317	8
Consumer Cyclical	10.5%	$14,095,835	6
Technology	9.8%	$13,243,923	9
Consumer Defensive	5.6%	$7,602,659	8
Industrials	3.3%	$4,491,925	7
Energy	1.8%	$2,436,182	4
Communication Services	1.3%	$1,686,005	2
Basic Materials	1.1%	$1,517,411	5
Utilities	0.5%	$631,676	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
BITB	Bitwise Bitcoin ETF	+12,937	43,621	$1,605,689
IAU	Ishares Gold Trust	+2,072	167,790	$14,792,366
WPM	Wheaton Precious Metals Corp.	+1,835	4,183	$548,014
NUE	Nucor Corp	+978	2,500	$422,750
GLD	Spdr Gold Trust	+790	2,924	$1,258,167
QQQ	Invesco Qqq Trust, Series 1	+91	3,530	$2,037,445
MLKN	Millerknoll, Inc.	+51	18,482	$267,249
DIA	Spdr Dow Jones Industrial Average ETF Trust	+25	2,594	$1,201,514
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GNTX	Gentex Corp	−47,919	357,699	$7,815,723
SLV	iShares Silver Trust	−7,882	47,506	$3,237,058
AAPL	Apple Inc.	−4,884	22,335	$5,668,399
NVDA	Nvidia Corp	−1,991	1,299	$226,545
PFE	Pfizer Inc	−1,825	9,881	$277,458
MU	Micron Technology Inc	−1,630	1,025	$346,286
MO	Altria Group, Inc.	−1,200	5,591	$368,950
JNJ	Johnson & Johnson	−1,137	9,871	$2,412,867
WMT	Walmart Inc.	−987	9,003	$1,118,892
ABBV	AbbVie Inc.	−928	48,248	$10,493,457
AVGO	Broadcom Inc.	−792	694	$214,799
GOOGL	Alphabet Inc.	−760	3,786	$1,088,702
SOFI	SoFi Technologies, Inc.	−694	252,100	$4,003,348
MSFT	Microsoft Corp	−500	9,558	$3,538,084
HD	Home Depot, Inc.	−400	2,099	$690,340
PEP	Pepsico Inc	−382	3,915	$607,960
CAT	Caterpillar Inc	−367	2,271	$1,608,912
KO	Coca Cola Co	−357	3,490	$265,414
XOM	Exxon Mobil Corp	−340	7,737	$1,312,659
CL	Colgate Palmolive Co	−316	27,800	$2,369,394
WFC	Wells Fargo & Company/Mn	−313	6,807	$541,905
SYK	Stryker Corp	−301	4,470	$1,468,797
SPY	Spdr S&P 500 ETF Trust	−275	11,066	$7,196,662
PG	PROCTER & GAMBLE Co	−265	13,369	$1,931,018
META	Meta Platforms, Inc.	−237	1,044	$597,303
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
BITW	Bitwise 10 Crypto Index ETF	9,065	$404,362
DELL	Dell Technologies Inc.	2,286	$375,201
LNG	Cheniere Energy, Inc.	1,065	$302,204
DOW	Dow Inc.	6,039	$251,524
SU	Suncor Energy Inc	3,526	$233,103
GSG	iShares S&P GSCI Commodity-Indexed Trust	6,980	$225,105
FITB	Fifth Third Bancorp	4,521	$210,045
CLF	Cleveland-Cliffs Inc.	10,506	$88,775
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	1,888	$849,071
CI	Cigna Group	3,067	$844,130
LLY	ELI LILLY & Co	254	$272,968
RTX	RTX Corp	1,436	$263,362
CSCO	Cisco Systems, Inc.	3,353	$258,281
GM	General Motors Co	2,841	$231,030
PLTR	Palantir Technologies Inc.	1,262	$224,320
PYPL	PayPal Holdings, Inc.	3,732	$217,874
SPGI	S&P Global Inc.	383	$200,151
FPI	Farmland Partners Inc.	12,070	$116,958
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 positions · $134,564,427 total · as of Mar 31, 2026

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

Showing 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	50,694	-151	$24,292,564	−4.9%	18.05%
IAU	Ishares Gold Trust	Added	167,790	+2,072	$14,792,366	+10.0%	10.99%
ABBV	AbbVie Inc. Healthcare	Reduced	48,248	-928	$10,493,457	−6.6%	7.80%
GNTX	Gentex Corp Consumer Cyclical	Reduced	357,699	-47,919	$7,815,723	−17.2%	5.81%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,066	-275	$7,196,662	−6.9%	5.35%
AAPL	Apple Inc. Technology	Reduced	22,335	-4,884	$5,668,399	−23.4%	4.21%
ABT	Abbott Laboratories Healthcare	Reduced	44,809	-136	$4,600,540	−18.3%	3.42%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	19,418	-178	$4,044,186	−10.6%	3.01%
SOFI	SoFi Technologies, Inc. Financial Services	Reduced	252,100	-694	$4,003,348	−39.5%	2.98%
MSFT	Microsoft Corp Technology	Reduced	9,558	-500	$3,538,084	−27.3%	2.63%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	11,099	-185	$3,264,881	−10.2%	2.43%
SLV	iShares Silver Trust	Reduced	47,506	-7,882	$3,237,058	−9.3%	2.41%
JNJ	Johnson & Johnson Healthcare	Reduced	9,871	-1,137	$2,412,867	+5.9%	1.79%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	27,800	-316	$2,369,394	+6.6%	1.76%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	6,971	-79	$2,355,849	+10.0%	1.75%
QQQ	Invesco Qqq Trust, Series 1	Added	3,530	+91	$2,037,445	−3.6%	1.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	13,369	-265	$1,931,018	−1.2%	1.44%
CAT	Caterpillar Inc Industrials	Reduced	2,271	-367	$1,608,912	+6.5%	1.20%
BITB	Bitwise Bitcoin ETF	Added	43,621	+12,937	$1,605,689	+10.0%	1.19%
SYK	Stryker Corp Healthcare	Reduced	4,470	-301	$1,468,797	−12.4%	1.09%
XOM	Exxon Mobil Corp Energy	Reduced	7,737	-340	$1,312,659	+35.0%	0.98%
GLD	Spdr Gold Trust	Added	2,924	+790	$1,258,167	+48.8%	0.93%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	2,594	+25	$1,201,514	−2.7%	0.89%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,003	-987	$1,118,892	+0.5%	0.83%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,786	-760	$1,088,702	−23.5%	0.81%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,341	-37	$1,038,349	+0.6%	0.77%
DE	Deere & Co Industrials	Reduced	1,821	-68	$1,025,769	+16.6%	0.76%
ETN	Eaton Corp plc Industrials	Reduced	2,493	-19	$891,671	+11.4%	0.66%
V	Visa Inc. Financial Services	Reduced	2,797	-183	$845,365	−19.1%	0.63%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	47,589	-141	$744,767	−10.1%	0.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	697	-5	$694,511	+14.7%	0.52%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,099	-400	$690,340	−19.7%	0.51%
ARKB	Ark 21Shares Bitcoin ETF	Held	30,510	0	$686,169	−22.6%	0.51%
WTFC	Wintrust Financial Corp Financial Services	Reduced	4,658	-208	$647,182	−4.9%	0.48%
NEE	Nextera Energy Inc Utilities	Reduced	6,801	-161	$631,676	+13.0%	0.47%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,915	-382	$607,960	−1.4%	0.45%
META	Meta Platforms, Inc. Communication Services	Reduced	1,044	-237	$597,303	−29.4%	0.44%
CVX	Chevron Corp Energy	Reduced	2,843	-33	$588,216	+34.2%	0.44%
WPM	Wheaton Precious Metals Corp. Basic Materials	Added	4,183	+1,835	$548,014	+98.6%	0.41%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	6,807	-313	$541,905	−18.3%	0.40%
NUE	Nucor Corp Basic Materials	Added	2,500	+978	$422,750	+70.3%	0.31%
BITW	Bitwise 10 Crypto Index ETF	NEW	9,065	NEW	$404,362	NEW	0.30%
LMT	Lockheed Martin Corp Industrials	Reduced	638	-93	$385,600	+9.1%	0.29%
AMGN	Amgen Inc Healthcare	Reduced	1,082	-74	$380,701	+0.6%	0.28%
DELL	Dell Technologies Inc. Technology	NEW	2,286	NEW	$375,201	NEW	0.28%
MO	Altria Group, Inc. Consumer Defensive	Reduced	5,591	-1,200	$368,950	−5.8%	0.27%
BMNR	Bitmine Immersion Technologies, Inc. Financial Services	Held	18,000	0	$356,040	−27.1%	0.26%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	565	-25	$348,469	−2.1%	0.26%
MU	Micron Technology Inc Technology	Reduced	1,025	-1,630	$346,286	−54.3%	0.26%
ALL	Allstate Corp Financial Services	Reduced	1,608	-39	$333,402	−2.7%	0.25%