Almanack Investment Partners, LLC.

CIK

1680613

Location

WAYNE, PA

Portfolio Value

Small $160,467,112

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,679 / 8,603 ▲ 263 · as of Mar 2026

Top Industry

Telecom Services 46.7%

3Y Alpha vs SPY

-8.2%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

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

+41.1%

SPY

+76.5%

Annualised alpha

-8.7%

Max drawdown

−20.9%

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

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

Top Position

29.3%

+2.1 pts

Top 5

65.1%

+3.1 pts

Top 10

75.2%

+2.2 pts

HHI

1,681

Moderately concentrated+238

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.8%	$59,094,274	12
Communication Services	32.1%	$51,520,132	4
Technology	9.8%	$15,667,453	13
Financial Services	6.6%	$10,666,990	20
Consumer Cyclical	4.5%	$7,237,661	6
Healthcare	3.7%	$5,961,460	11
Consumer Defensive	2.0%	$3,257,560	5
Energy	2.0%	$3,164,598	5
Industrials	1.4%	$2,284,031	7
Basic Materials	0.4%	$635,818	3
Utilities	0.3%	$522,319	1
Real Estate	0.3%	$454,816	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SIVR	abrdn Silver ETF Trust	+18,979	23,835	$1,706,824
AGNC	AGNC Investment Corp.	+5,290	15,647	$156,939
GLD	Spdr Gold Trust	+5,235	7,129	$3,067,537
HSY	Hershey Co	+2,056	4,394	$913,468
GLDM	World Gold Trust	+1,830	7,335	$679,881
BTC	Grayscale Bitcoin Mini Trust ETF	+1,736	28,436	$852,795
V	Visa Inc.	+1,550	2,551	$771,014
GOOGL	Alphabet Inc.	+626	8,873	$2,551,519
AAPL	Apple Inc.	+523	16,710	$4,240,830
MSFT	Microsoft Corp	+353	8,113	$3,003,189
WMT	Walmart Inc.	+288	2,924	$363,394
META	Meta Platforms, Inc.	+225	2,920	$1,670,619
MRK	Merck & Co., Inc.	+141	2,154	$259,104
PPG	Ppg Industries Inc	+111	2,311	$246,999
CSCO	Cisco Systems, Inc.	+100	3,324	$257,909
TSLA	Tesla, Inc.	+82	622	$231,228
PEP	Pepsico Inc	+56	3,977	$617,588
CVX	Chevron Corp	+53	3,779	$781,875
BNY	Bank of New York Mellon Corp	+44	8,834	$1,047,977
ET	Energy Transfer LP	+28	29,736	$573,904
HD	Home Depot, Inc.	+27	1,372	$451,237
LLY	ELI LILLY & Co	+24	337	$309,962
EPD	Enterprise Products Partners L.P.	+13	31,864	$1,205,733
TFC	Truist Financial Corp	+13	8,755	$402,467
PNC	Pnc Financial Services Group, Inc.	+13	2,362	$491,508
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOF	Guggenheim Strategic Opportunities Fund	−58,140	49,455	$544,994
HODL	VanEck Bitcoin ETF	−29,376	10,360	$198,497
BXSL	Blackstone Secured Lending Fund	−12,000	12,000	$284,280
SGOL	abrdn Gold ETF Trust	−8,128	997,108	$44,490,958
FBTC	Fidelity Wise Origin Bitcoin Fund	−4,285	16,508	$974,467
ACHR	Archer Aviation Inc.	−1,000	12,420	$64,211
VZ	Verizon Communications Inc	−866	935,764	$46,975,352
SPY	Spdr S&P 500 ETF Trust	−642	7,082	$4,605,707
NVDA	Nvidia Corp	−568	23,885	$4,165,544
QQQ	Invesco Qqq Trust, Series 1	−397	593	$342,267
BAC	Bank Of America Corp /De/	−363	5,801	$282,798
AVGO	Broadcom Inc.	−204	1,036	$320,652
ABT	Abbott Laboratories	−167	2,830	$290,556
ABBV	AbbVie Inc.	−145	1,065	$231,626
PHYS	Sprott Physical Gold Trust	−142	10,594	$375,451
AMZN	Amazon Com Inc	−125	8,945	$1,862,975
VRT	Vertiv Holdings Co	−79	2,900	$726,682
AMD	Advanced Micro Devices Inc	−68	3,850	$783,205
ACN	Accenture plc	−66	1,932	$383,096
JNJ	Johnson & Johnson	−57	13,884	$3,393,804
CW	Curtiss Wright Corp	−40	366	$249,289
LMT	Lockheed Martin Corp	−32	1,118	$675,708
PLTR	Palantir Technologies Inc.	−29	7,826	$1,144,787
NVS	Novartis AG	−27	2,892	$441,753
JPM	Jpmorgan Chase & Co	−19	4,741	$1,394,612
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
CMCSA	Comcast Corp	11,238	$322,642
ARCC	Ares Capital Corp	16,347	$294,572
ZTS	Zoetis Inc.	2,193	$259,234
BP	Bp PLC	4,760	$223,720
DPZ	Dominos Pizza Inc	569	$204,151
NGEN	Nervgen Pharma Corp.	20,925	$78,887
SMHI	SEACOR Marine Holdings Inc.	10,905	$78,079
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	37,004	$3,003,614
FIS	Fidelity National Information Services, Inc.	3,262	$216,792
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

89 positions · $160,467,112 total · as of Mar 31, 2026

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

Showing 1–50 of 89 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VZ	Verizon Communications Inc Communication Services	Reduced	935,764	-866	$46,975,352	+23.1%	29.27%
SGOL	abrdn Gold ETF Trust	Reduced	997,108	-8,128	$44,490,958	+7.7%	27.73%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,082	-642	$4,605,707	−12.6%	2.87%
AAPL	Apple Inc. Technology	Added	16,710	+523	$4,240,830	−3.6%	2.64%
NVDA	Nvidia Corp Technology	Reduced	23,885	-568	$4,165,544	−8.7%	2.60%
URBN	Urban Outfitters Inc Consumer Cyclical	Reduced	64,674	-13	$4,097,097	−15.8%	2.55%
JNJ	Johnson & Johnson Healthcare	Reduced	13,884	-57	$3,393,804	+17.6%	2.11%
GLD	Spdr Gold Trust	Added	7,129	+5,235	$3,067,537	+308.7%	1.91%
MSFT	Microsoft Corp Technology	Added	8,113	+353	$3,003,189	−20.0%	1.87%
GOOGL	Alphabet Inc. Communication Services	Added	8,873	+626	$2,551,519	−1.2%	1.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,945	-125	$1,862,975	−11.0%	1.16%
SIVR	abrdn Silver ETF Trust	Added	23,835	+18,979	$1,706,824	+419.6%	1.06%
META	Meta Platforms, Inc. Communication Services	Added	2,920	+225	$1,670,619	−6.1%	1.04%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,741	-19	$1,394,612	−9.1%	0.87%
EPD	Enterprise Products Partners L.P. Energy	Added	31,864	+13	$1,205,733	+18.1%	0.75%
WRB	Berkley W R Corp Financial Services	Held	18,145	0	$1,202,650	−5.5%	0.75%
PLTR	Palantir Technologies Inc. Technology	Reduced	7,826	-29	$1,144,787	−18.0%	0.71%
BNY	Bank of New York Mellon Corp Financial Services	Added	8,834	+44	$1,047,977	+2.7%	0.65%
GBTC	Grayscale Bitcoin Trust ETF	Held	19,086	0	$1,006,977	−22.8%	0.63%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	16,508	-4,285	$974,467	−38.5%	0.61%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,973	+9	$945,461	−4.2%	0.59%
HSY	Hershey Co Consumer Defensive	Added	4,394	+2,056	$913,468	+114.7%	0.57%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	28,436	+1,736	$852,795	−17.5%	0.53%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Held	16,726	0	$798,164	+4.2%	0.50%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,850	-68	$783,205	−6.7%	0.49%
CVX	Chevron Corp Energy	Added	3,779	+53	$781,875	+37.7%	0.49%
V	Visa Inc. Financial Services	Added	2,551	+1,550	$771,014	+119.6%	0.48%
VRT	Vertiv Holdings Co Industrials	Reduced	2,900	-79	$726,682	+50.6%	0.45%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,737	-16	$684,212	+0.4%	0.43%
GLDM	World Gold Trust	Added	7,335	+1,830	$679,881	+44.7%	0.42%
KO	Coca Cola Co Consumer Defensive	Added	8,927	+3	$678,898	+8.8%	0.42%
LMT	Lockheed Martin Corp Industrials	Reduced	1,118	-32	$675,708	+21.5%	0.42%
BAR	GraniteShares Gold Trust	Held	14,645	0	$675,573	+8.6%	0.42%
PEP	Pepsico Inc Consumer Defensive	Added	3,977	+56	$617,588	+9.7%	0.38%
ET	Energy Transfer LP Energy	Added	29,736	+28	$573,904	+17.2%	0.36%
GOF	Guggenheim Strategic Opportunities Fund Financial Services	Reduced	49,455	-58,140	$544,994	−60.7%	0.34%
DUK	Duke Energy CORP Utilities	Added	3,989	+6	$522,319	+11.9%	0.33%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	799	0	$492,791	+2.2%	0.31%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	2,362	+13	$491,508	+0.2%	0.31%
NAKA	Nakamoto Inc. Financial Services	Held	51,200	0	$452,608	−37.0%	0.28%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,372	+27	$451,237	−2.5%	0.28%
NVS	Novartis AG Healthcare	Reduced	2,892	-27	$441,753	+9.8%	0.28%
IBM	International Business Machines Corp Technology	Reduced	1,716	-12	$415,941	−18.7%	0.26%
FICO	Fair Isaac Corp Technology	Reduced	387	-7	$413,137	−38.0%	0.26%
TFC	Truist Financial Corp Financial Services	Added	8,755	+13	$402,467	−6.4%	0.25%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,258	+11	$390,973	+2.6%	0.24%
ACN	Accenture plc Technology	Reduced	1,932	-66	$383,096	−28.5%	0.24%
OKE	Oneok Inc /New/ Energy	Held	4,197	0	$379,366	+23.0%	0.24%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	10,594	-142	$375,451	+5.9%	0.23%
WMT	Walmart Inc. Consumer Defensive	Added	2,924	+288	$363,394	+23.7%	0.23%