Almanack Investment Partners, LLC.

CIK

1680613

Location

WAYNE, PA

Portfolio Value

Small $290,540,664

Diversification

Diversified

Filing Date

Global Rank

#3,700 / 8,517 ▲ 1113

Top Industry

Telecom Services 17.5%

3Y Alpha vs SPY

+18.1%

Period ended 46 days ago

Filed Jul 30, 2026 · 16d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 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

+167.0%

SPY

+75.3%

Annualised alpha

+18.2%

Max drawdown

−10.9%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

208 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.9%

−14.2 pts

Top 5

37.5%

−25.2 pts

Top 10

48.9%

−24.4 pts

HHI

477

Diversified−1,081

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.4%	$79,644,769	49
Unclassified	19.0%	$55,243,306	13
Communication Services	18.6%	$54,145,776	11
Energy	6.6%	$19,137,291	17
Financial Services	6.0%	$17,433,012	33
Consumer Cyclical	5.8%	$16,872,929	12
Healthcare	5.7%	$16,585,273	22
Industrials	4.7%	$13,775,661	19
Utilities	1.9%	$5,411,536	8
Consumer Defensive	1.8%	$5,181,248	10
Basic Materials	1.5%	$4,221,738	10
Real Estate	1.0%	$2,888,125	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ET	Energy Transfer LP	+158,373	188,109	$3,596,644
S	SentinelOne, Inc.	+61,006	82,393	$1,398,209
SGOL	abrdn Gold ETF Trust	+53,406	1,050,514	$40,161,150
NVDA	Nvidia Corp	+30,659	54,544	$10,913,708
PLTR	Palantir Technologies Inc.	+21,754	29,580	$3,451,098
AMZN	Amazon Com Inc	+18,840	27,785	$6,622,276
IBM	International Business Machines Corp	+18,659	20,375	$5,729,653
EPD	Enterprise Products Partners L.P.	+17,789	49,653	$1,825,244
XOM	ExxonMobil Holdings Corp	+17,109	33,138	$4,530,627
VZ	Verizon Communications Inc	+15,997	951,761	$40,297,560
PFE	Pfizer Inc	+15,580	25,225	$607,418
AAPL	Apple Inc.	+15,001	31,711	$9,175,894
AVGO	Broadcom Inc.	+14,738	15,774	$5,958,628
MRK	Merck & Co., Inc.	+11,894	14,048	$1,805,168
MSFT	Microsoft Corp	+10,746	18,859	$7,034,784
CSCO	Cisco Systems, Inc.	+8,702	12,026	$1,412,573
GOF	Guggenheim Strategic Opportunities Fund	+8,228	57,683	$629,898
GOOGL	Alphabet Inc.	+7,710	23,254	$8,310,281
RTX	RTX Corp	+5,850	7,128	$1,352,395
WMT	Walmart Inc.	+5,229	8,153	$923,408
TSLA	Tesla, Inc.	+4,901	5,523	$2,322,973
NGEN	Nervgen Pharma Corp.	+4,825	25,750	$53,045
AMD	Advanced Micro Devices Inc	+4,452	8,302	$4,822,714
ABBV	AbbVie Inc.	+4,257	5,322	$1,339,228
PG	PROCTER & GAMBLE Co	+3,984	8,721	$1,278,847
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	−12,136	4,372	$223,190
GLD	Spdr Gold Trust	−5,481	1,648	$607,090
KO	Coca Cola Co	−4,862	4,065	$330,362
BTC	Grayscale Bitcoin Mini Trust ETF	−3,916	24,520	$636,294
ACHR	Archer Aviation Inc.	−2,000	10,420	$49,286
BNY	Bank of New York Mellon Corp	−756	8,078	$1,168,159
BAR	GraniteShares Gold Trust	−435	14,210	$561,721
HODL	VanEck Bitcoin ETF	−326	10,034	$166,664
COF	Capital One Financial Corp	−2	1,644	$329,819
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	4,654	$5,372,065
MRVL	Marvell Technology, Inc.	15,773	$4,698,618
FLNC	Fluence Energy, Inc.	145,125	$2,885,085
KMI	Kinder Morgan, Inc.	88,904	$2,842,260
CAT	Caterpillar Inc	2,149	$2,288,470
SPCX	Space Exploration Technologies Corp	9,972	$1,703,815
ASML	Asml Holding NV	817	$1,625,372
DLR	Digital Realty Trust, Inc.	7,564	$1,358,343
ZETA	Zeta Global Holdings Corp.	58,750	$1,156,200
SCCO	Southern Copper Corp/	6,018	$1,048,696
GLW	Corning Inc /Ny	4,097	$1,046,496
CSX	Csx Corp	21,451	$1,019,566
EQIX	Equinix Inc	966	$1,006,948
RIO	Rio Tinto PLC	9,477	$899,651
IOT	Samsara Inc.	27,675	$897,500
ENB	Enbridge Inc	16,470	$892,838
PANW	Palo Alto Networks Inc	2,599	$886,310
AMAT	Applied Materials Inc /De	1,224	$884,952
ETN	Eaton Corp plc	2,065	$879,937
ALAB	Astera Labs, Inc.	1,818	$878,130
OKTA	Okta, Inc.	6,391	$872,051
BMY	Bristol Myers Squibb Co	14,979	$863,089
AMGN	Amgen Inc	2,375	$860,035
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,800	$859,626
QCOM	Qualcomm Inc/De	4,605	$850,957
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
SIVR	abrdn Silver ETF Trust	23,835	$1,706,824
VXUS	Vanguard Total International Stock ETF	19,342	$1,491,461
HSY	Hershey Co	4,394	$913,468
GLDM	World Gold Trust	7,335	$679,881
BITX	2x Bitcoin ETF	36,251	$534,339
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	5,140	$471,029
ACN	Accenture plc	1,932	$383,096
TMO	Thermo Fisher Scientific Inc.	614	$301,799
ABT	Abbott Laboratories	2,830	$290,556
ZTS	Zoetis Inc.	2,193	$259,234
DPZ	Dominos Pizza Inc	569	$204,151
TARA	Protara Therapeutics, Inc.	23,782	$123,904
SMHI	SEACOR Marine Holdings Inc.	10,905	$78,079
NAK	Northern Dynasty Minerals Ltd	20,330	$28,462
NAKA	Nakamoto Inc.	51,200	$11,315
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

208 tracked positions · $290,540,664 total · filing declares 321 positions · $784,739,151 · as of Jun 30, 2026

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

Showing 1–50 of 208 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VZ	Verizon Communications Inc Communication Services	Added	951,761	+15,997	$40,297,560	−14.2%	13.87%
SGOL	abrdn Gold ETF Trust	Added	1,050,514	+53,406	$40,161,150	−9.7%	13.82%
NVDA	Nvidia Corp Technology	Added	54,544	+30,659	$10,913,708	+162.0%	3.76%
AAPL	Apple Inc. Technology	Added	31,711	+15,001	$9,175,894	+116.4%	3.16%
GOOGL	Alphabet Inc. Communication Services	Added	23,254	+7,710	$8,310,281	+86.1%	2.86%
SPY	Spdr S&P 500 ETF Trust	Added	10,370	+3,288	$7,744,004	+68.1%	2.67%
MSFT	Microsoft Corp Technology	Added	18,859	+10,746	$7,034,784	+134.2%	2.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	27,785	+18,840	$6,622,276	+255.5%	2.28%
AVGO	Broadcom Inc. Technology	Added	15,774	+14,738	$5,958,628	+1758.3%	2.05%
IBM	International Business Machines Corp Technology	Added	20,375	+18,659	$5,729,653	+1277.5%	1.97%
MU	Micron Technology Inc Technology	NEW	4,654	NEW	$5,372,065	NEW	1.85%
AMD	Advanced Micro Devices Inc Technology	Added	8,302	+4,452	$4,822,714	+515.8%	1.66%
MRVL	Marvell Technology, Inc. Technology	NEW	15,773	NEW	$4,698,618	NEW	1.62%
URBN	Urban Outfitters Inc Consumer Cyclical	Added	64,684	+10	$4,583,508	+11.9%	1.58%
XOM	ExxonMobil Holdings Corp Energy	Added	33,138	+17,109	$4,530,627	+66.6%	1.56%
JNJ	Johnson & Johnson Healthcare	Added	17,302	+3,418	$4,394,188	+29.5%	1.51%
ET	Energy Transfer LP Energy	Added	188,109	+158,373	$3,596,644	+526.7%	1.24%
PLTR	Palantir Technologies Inc. Technology	Added	29,580	+21,754	$3,451,098	+201.5%	1.19%
LLY	ELI LILLY & Co Healthcare	Added	2,607	+2,270	$3,126,914	+908.8%	1.08%
META	Meta Platforms, Inc. Communication Services	Added	5,423	+2,503	$3,054,721	+82.8%	1.05%
FLNC	Fluence Energy, Inc. Utilities	NEW	145,125	NEW	$2,885,085	NEW	0.99%
KMI	Kinder Morgan, Inc. Energy	NEW	88,904	NEW	$2,842,260	NEW	0.98%
QQQ	Invesco Qqq Trust, Series 1	Added	3,742	+3,149	$2,755,608	+705.1%	0.95%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,523	+4,901	$2,322,973	+904.6%	0.80%
CAT	Caterpillar Inc Industrials	NEW	2,149	NEW	$2,288,470	NEW	0.79%
VRT	Vertiv Holdings Co Industrials	Added	6,672	+3,772	$2,233,919	+207.4%	0.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,721	+1,980	$2,199,984	+57.7%	0.76%
EPD	Enterprise Products Partners L.P. Energy	Added	49,653	+17,789	$1,825,244	+51.4%	0.63%
MRK	Merck & Co., Inc. Healthcare	Added	14,048	+11,894	$1,805,168	+596.7%	0.62%
SPCX	Space Exploration Technologies Corp Industrials	NEW	9,972	NEW	$1,703,815	NEW	0.59%
ASML	Asml Holding NV Technology	NEW	817	NEW	$1,625,372	NEW	0.56%
V	Visa Inc. Financial Services	Added	4,224	+1,673	$1,449,212	+88.0%	0.50%
CSCO	Cisco Systems, Inc. Technology	Added	12,026	+8,702	$1,412,573	+447.7%	0.49%
S	SentinelOne, Inc. Technology	Added	82,393	+61,006	$1,398,209	+407.6%	0.48%
DLR	Digital Realty Trust, Inc. Real Estate	NEW	7,564	NEW	$1,358,343	NEW	0.47%
RTX	RTX Corp Industrials	Added	7,128	+5,850	$1,352,395	+448.6%	0.47%
ABBV	AbbVie Inc. Healthcare	Added	5,322	+4,257	$1,339,228	+478.2%	0.46%
WRB	Berkley W R Corp Financial Services	Held	18,145	0	$1,279,766	+6.4%	0.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,721	+3,984	$1,278,847	+86.9%	0.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,370	+397	$1,185,924	+25.4%	0.41%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	8,078	-756	$1,168,159	+11.5%	0.40%
ZETA	Zeta Global Holdings Corp. Technology	NEW	58,750	NEW	$1,156,200	NEW	0.40%
LMT	Lockheed Martin Corp Industrials	Added	2,127	+1,009	$1,083,621	+60.4%	0.37%
SCCO	Southern Copper Corp/ Basic Materials	NEW	6,018	NEW	$1,048,696	NEW	0.36%
GLW	Corning Inc /Ny Technology	NEW	4,097	NEW	$1,046,496	NEW	0.36%
CSX	Csx Corp Industrials	NEW	21,451	NEW	$1,019,566	NEW	0.35%
EQIX	Equinix Inc Real Estate	NEW	966	NEW	$1,006,948	NEW	0.35%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,469	+2,211	$937,705	+139.8%	0.32%
WMT	Walmart Inc. Consumer Defensive	Added	8,153	+5,229	$923,408	+154.1%	0.32%
CVX	Chevron Corp Energy	Added	5,526	+1,747	$915,989	+17.2%	0.32%

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.