Hapanowicz & Associates Financial Services, Inc

CIK

1695959

Location

PITTSBURGH, PA

Portfolio Value

Micro $49,361,816

Diversification

Highly concentrated

Filing Date

Global Rank

#6,496 / 8,232 ▲ 208

Top Industry

Internet Retail 15.6%

3Y Alpha vs SPY

-1.5%

Period ended 2 months ago

Filed Apr 28, 2026 · 47d

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

+69.7%

SPY

+76.3%

Annualised alpha

-1.5%

Max drawdown

−18.7%

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

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

Top Position

77.5%

+0.5 pts

Top 5

87.0%

+0.1 pts

Top 10

94.3%

+1.0 pts

HHI

6,043

Highly concentrated+82

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	81.8%	$40,380,139	3
Technology	5.8%	$2,857,785	4
Consumer Cyclical	4.5%	$2,204,599	3
Communication Services	3.4%	$1,655,322	3
Financial Services	2.6%	$1,274,473	2
Industrials	2.0%	$989,498	2

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
AMZN	Amazon Com Inc	+4,775	6,721	$1,399,782
SPY	Spdr S&P 500 ETF Trust	+1,845	58,812	$38,247,796
VZ	Verizon Communications Inc	+446	6,844	$343,568
GLD	Spdr Gold Trust	+144	1,695	$729,341
MCD	Mcdonalds Corp	+28	848	$263,549
META	Meta Platforms, Inc.	+20	801	$458,276
FDX	Fedex Corp	+9	713	$253,956
TSLA	Tesla, Inc.	+3	1,456	$541,268
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−2,655	4,943	$862,059
GOOGL	Alphabet Inc.	−174	2,968	$853,478
MSFT	Microsoft Corp	−160	1,101	$407,557
AAPL	Apple Inc.	−152	4,134	$1,049,167
BRK-B	Berkshire Hathaway Inc	−45	1,379	$660,816
PNC	Pnc Financial Services Group, Inc.	−27	2,949	$613,657
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
JPM	Jpmorgan Chase & Co	850	$273,887
CSCO	Cisco Systems, Inc.	3,023	$232,861
EQT	EQT Corp	4,000	$214,400
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

17 positions · $49,361,816 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FDX	Fedex Corp Industrials	Added	713	+9	$253,956	+24.9%	0.51%
MCD	Mcdonalds Corp Consumer Cyclical	Added	848	+28	$263,549	+5.2%	0.53%
VZ	Verizon Communications Inc Communication Services	Added	6,844	+446	$343,568	+31.8%	0.70%
MSFT	Microsoft Corp Technology	Reduced	1,101	-160	$407,557	−33.2%	0.83%
META	Meta Platforms, Inc. Communication Services	Added	801	+20	$458,276	−11.1%	0.93%
AMAT	Applied Materials Inc /De Technology	Held	1,577	0	$539,002	+33.0%	1.09%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,456	+3	$541,268	−17.2%	1.10%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	2,949	-27	$613,657	−1.2%	1.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,379	-45	$660,816	−7.7%	1.34%
GLD	Spdr Gold Trust	Added	1,695	+144	$729,341	+18.7%	1.48%
LMT	Lockheed Martin Corp Industrials	Held	1,217	0	$735,542	+25.0%	1.49%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,968	-174	$853,478	−13.2%	1.73%
NVDA	Nvidia Corp Technology	Reduced	4,943	-2,655	$862,059	−39.2%	1.75%
AAPL	Apple Inc. Technology	Reduced	4,134	-152	$1,049,167	−10.0%	2.13%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,721	+4,775	$1,399,782	+211.6%	2.84%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	3,029	0	$1,403,002	−3.6%	2.84%
SPY	Spdr S&P 500 ETF Trust	Added	58,812	+1,845	$38,247,796	−1.5%	77.48%