Well Done, LLC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Financial Services | 26.7% | $35,985,488 |
| Unclassified | 24.5% | $32,993,006 |
| Healthcare | 14.8% | $19,880,317 |
| Consumer Cyclical | 10.5% | $14,095,835 |
| Technology | 9.8% | $13,243,923 |
| Consumer Defensive | 5.6% | $7,602,659 |
| Industrials | 3.3% | $4,491,925 |
| Energy | 1.8% | $2,436,182 |
| Communication Services | 1.3% | $1,686,005 |
| Basic Materials | 1.1% | $1,517,411 |
| Utilities | 0.5% | $631,676 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
8 positions ·
$7,602,659 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 27,800 | $2,369,394 | 31.17% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 13,369 | $1,931,018 | 25.40% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 9,003 | $1,118,892 | 14.72% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 697 | $694,511 | 9.14% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 3,915 | $607,960 | 8.00% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 5,591 | $368,950 | 4.85% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 3,490 | $265,414 | 3.49% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 2,034 | $246,520 | 3.24% |