RETIREMENT CAPITAL STRATEGIES

Pension

CIK

1672681

Location

SAN JOSE, CA

Portfolio Value

Micro $34,414,419

Diversification

Diversified

Filing Date

Global Rank

#7,266 / 8,603 ▼ 181 · as of Mar 2026

Top Industry

Consumer Electronics 23.4%

3Y Alpha vs SPY

-0.3%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+77.1%

SPY

+76.0%

Annualised alpha

+0.3%

Max drawdown

−25.0%

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

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

Top Position

20.1%

+3.6 pts

Top 5

60.9%

−3.3 pts

Top 10

86.5%

−3.9 pts

HHI

1,014

Diversified−12

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	50.0%	$17,194,212	6
Industrials	21.1%	$7,267,468	4
Unclassified	14.2%	$4,892,620	3
Financial Services	8.8%	$3,020,634	1
Consumer Cyclical	4.0%	$1,391,240	2
Healthcare	1.3%	$445,803	1
Communication Services	0.6%	$202,442	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+41	13,176	$2,297,894
MSFT	Microsoft Corp	+28	6,369	$2,357,612
AMZN	Amazon Com Inc	+24	1,036	$215,767
ANET	Arista Networks, Inc.	+4	32,156	$3,948,113
GEV	GE Vernova Inc.	+1	720	$628,488
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−72,928	22,333	$1,521,770
GLD	Spdr Gold Trust	−9,373	5,681	$2,444,477
MMM	3M Co	−254	31,982	$4,644,745
AAPL	Apple Inc.	−160	27,249	$6,915,523
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GOOGL	Alphabet Inc.	704	$202,442
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

18 positions · $34,414,419 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	27,249	-160	$6,915,523	−7.2%	20.09%
MMM	3M Co Industrials	Reduced	31,982	-254	$4,644,745	−10.0%	13.50%
ANET	Arista Networks, Inc. Technology	Added	32,156	+4	$3,948,113	−6.3%	11.47%
LPLA	LPL Financial Holdings Inc. Financial Services	Held	10,041	0	$3,020,634	−15.8%	8.78%
GLD	Spdr Gold Trust	Reduced	5,681	-9,373	$2,444,477	−59.0%	7.10%
MSFT	Microsoft Corp Technology	Added	6,369	+28	$2,357,612	−23.1%	6.85%
NVDA	Nvidia Corp Technology	Added	13,176	+41	$2,297,894	−6.2%	6.68%
SLV	iShares Silver Trust	Reduced	22,333	-72,928	$1,521,770	−75.2%	4.42%
ETN	Eaton Corp plc Industrials	Held	3,996	0	$1,429,249	+12.3%	4.15%
TSLA	Tesla, Inc. Consumer Cyclical	Held	3,162	0	$1,175,473	−17.3%	3.42%
CSCO	Cisco Systems, Inc. Technology	Held	14,200	0	$1,101,778	+0.7%	3.20%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,502	0	$926,373	+2.2%	2.69%
GEV	GE Vernova Inc. Industrials	Added	720	+1	$628,488	+33.7%	1.83%
INTC	Intel Corp Technology	Held	12,991	0	$573,292	+19.6%	1.67%
GE	General Electric Co Industrials	Held	1,991	0	$564,986	−7.9%	1.64%
SOLV	Solventum Corp Healthcare	Held	6,827	0	$445,803	−17.6%	1.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,036	+24	$215,767	−7.6%	0.63%
GOOGL	Alphabet Inc. Communication Services	NEW	704	NEW	$202,442	NEW	0.59%