Hapanowicz & Associates Financial Services, Inc
CIK
1695959
Location
PITTSBURGH, PA
Portfolio Value
Micro
$2,857,785
Diversification
Highly concentrated
Filing Date
Global Rank
#6,844
/ 8,586
▲ 90
Top Industry
Internet Retail
15.6%
3Y Alpha vs SPY
-1.9%
Period ended 3 months ago
Filed Apr 28, 2026 · 50d
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
+69.9%
SPY
+78.1%
Annualised alpha
-1.9%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 81.8% | $40,380,139 |
| Technology | 5.8% | $2,857,785 |
| Consumer Cyclical | 4.5% | $2,204,599 |
| Communication Services | 3.4% | $1,655,322 |
| Financial Services | 2.6% | $1,274,473 |
| Industrials | 2.0% | $989,498 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 quarterNo qualifying positions this quarter.
4 positions ·
$2,857,785 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,101 | $407,557 | 14.26% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 1,577 | $539,002 | 18.86% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,943 | $862,059 | 30.17% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,134 | $1,049,167 | 36.71% |