YorkBridge Wealth Partners, LLC
Filing Date
Global Rank
#2,516
/ 6,944
▼ 83
Top Industry
Drug Manufacturers - General
8.7%
3Y Alpha vs SPY
-8.4%
Period ended 3 years ago
Filed Jan 26, 2023 · 3y
12 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
+42.2%
SPY
+76.3%
Annualised alpha
-8.4%
Max drawdown
−15.2%
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
205 positions · as of Dec 31, 2022 · Δ vs Sep 30, 2022Top Position
10.1%
+0.8 pts
Top 5
26.0%
−2.6 pts
Top 10
37.0%
−2.3 pts
HHI
242
Diversified−13
Portfolio Trend
12 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 22.7% | $66,301,231 |
| Financial Services | 16.6% | $48,633,058 |
| Healthcare | 16.6% | $48,614,142 |
| Unclassified | 10.1% | $29,438,696 |
| Consumer Cyclical | 8.8% | $25,727,906 |
| Consumer Defensive | 8.3% | $24,106,214 |
| Industrials | 5.3% | $15,391,340 |
| Energy | 4.0% | $11,712,806 |
| Communication Services | 3.5% | $10,355,938 |
| Utilities | 1.7% | $4,867,622 |
| Basic Materials | 1.5% | $4,402,389 |
| Real Estate | 0.9% | $2,559,912 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EQT | EQT Corp | +6,870 | 14,234 | $481,536 | |
| TMO | Thermo Fisher Scientific Inc. | +4,260 | 5,084 | $2,799,707 | |
| ILMN | Illumina, Inc. | +4,104 | 10,138 | $1,994,069 | |
| GM | General Motors Co | +3,570 | 14,353 | $482,834 | |
| JPM | Jpmorgan Chase & Co | +3,512 | 28,040 | $3,760,164 | |
| CPRT | Copart Inc | +2,552 | 5,513 | $167,843 | |
| CMCSA | Comcast Corp | +1,968 | 63,008 | $2,065,030 | |
| EXE | EXPAND ENERGY Corp | +1,509 | 6,181 | $583,300 | |
| NOW | ServiceNow, Inc. | +1,507 | 9,076 | $704,787 | |
| INTC | Intel Corp | +1,327 | 35,010 | $925,314 | |
| SPY | Spdr S&P 500 ETF Trust | +955 | 76,978 | $29,438,696 | |
| ENB | Enbridge Inc | +860 | 37,661 | $1,472,545 | |
| SAP | Sap SE | +799 | 12,117 | $1,250,353 | |
| BDX | Becton Dickinson & Co | +640 | 4,962 | $992,009 | |
| KHC | Kraft Heinz Co | +532 | 11,298 | $459,941 | |
| KO | Coca Cola Co | +461 | 36,974 | $2,351,916 | |
| AMT | American Tower Corp /Ma/ | +340 | 8,032 | $1,701,659 | |
| SRE | Sempra | +339 | 6,769 | $523,040 | |
| ADI | Analog Devices Inc | +271 | 2,767 | $453,871 | |
| SWKS | Skyworks Solutions, Inc. | +195 | 3,082 | $280,862 | |
| ENTG | Entegris Inc | +179 | 3,313 | $217,299 | |
| WST | West Pharmaceutical Services Inc | +142 | 1,133 | $266,651 | |
| NEE | Nextera Energy Inc | +129 | 25,367 | $2,120,681 | |
| MCD | Mcdonalds Corp | +118 | 1,851 | $487,794 | |
| UNP | Union Pacific Corp | +92 | 6,975 | $1,444,313 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −33,035 | 103,110 | $8,661,240 | |
| META | Meta Platforms, Inc. | −26,367 | 15,740 | $1,894,151 | |
| AAPL | Apple Inc. | −16,164 | 122,567 | $15,925,130 | |
| VRT | Vertiv Holdings Co | −15,281 | 10,883 | $148,661 | |
| ABEV | Ambev S.A. | −9,741 | 91,810 | $249,723 | |
| V | Visa Inc. | −8,398 | 27,996 | $5,816,448 | |
| WFC | Wells Fargo & Company/Mn | −6,907 | 10,905 | $450,267 | |
| BX | Blackstone Inc. | −6,136 | 3,996 | $296,463 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | −5,766 | 53,597 | $322,117 | |
| ABNB | Airbnb, Inc. | −5,157 | 24,403 | $2,086,456 | |
| MA | Mastercard Inc | −4,979 | 16,110 | $5,601,930 | |
| PEG | Public Service Enterprise Group Inc | −4,879 | 13,124 | $804,107 | |
| PYPL | PayPal Holdings, Inc. | −4,872 | 44,209 | $3,148,564 | |
| MSFT | Microsoft Corp | −4,656 | 54,406 | $13,047,646 | |
| DOCU | Docusign, Inc. | −4,064 | 39,502 | $2,189,200 | |
| DD | DuPont de Nemours, Inc. | −3,256 | 4,725 | $135,680 | |
| ZTS | Zoetis Inc. | −3,237 | 17,454 | $2,557,883 | |
| CRM | Salesforce, Inc. | −3,072 | 34,067 | $4,516,943 | |
| MRK | Merck & Co., Inc. | −3,051 | 28,548 | $3,167,400 | |
| LDP | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | −2,853 | 51,209 | $973,995 | |
| WRB | Berkley W R Corp | −2,700 | 137,444 | $6,649,540 | |
| ABT | Abbott Laboratories | −2,652 | 56,702 | $6,225,312 | |
| OTIS | Otis Worldwide Corp | −2,580 | 3,704 | $290,060 | |
| DIS | Walt Disney Co | −2,391 | 18,268 | $1,587,123 | |
| MFC | Manulife Financial Corp | −2,382 | 23,536 | $419,882 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RTX | RTX Corp | 29,124 | $2,939,194 | |
| AVB | Avalonbay Communities Inc | 3,774 | $609,576 | |
| AVY | Avery Dennison Corp | 1,416 | $256,296 | |
| ZBH | Zimmer Biomet Holdings, Inc. | 1,915 | $244,162 | |
| CHH | Choice Hotels International Inc /De | 2,010 | $226,406 | |
| EME | EMCOR Group, Inc. | 1,467 | $217,277 | |
| MCO | Moodys Corp /De/ | 767 | $213,701 | |
| DOW | Dow Inc. | 4,043 | $203,726 | |
| AMP | Ameriprise Financial Inc | 650 | $202,390 | |
| BN | BROOKFIELD Corp /ON/ | 9,457 | $198,344 | |
| OLPX | Olaplex Holdings, Inc. | 23,206 | $120,903 | |
| APH | Amphenol Corp /De/ | 2,774 | $105,606 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
24 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| USB | US Bancorp De | 15,047 | $606,695 | |
| TSLA | Tesla, Inc. | 1,960 | $519,890 | |
| DG | Dollar General Corp | 1,853 | $444,460 | |
| VICI | Vici Properties Inc. | 12,030 | $359,095 | |
| MTB | M&T Bank Corp | 1,960 | $345,587 | |
| BXP | BXP, Inc. | 4,479 | $335,790 | |
| EA | Electronic Arts Inc. | 2,695 | $311,838 | |
| ACM | Aecom | 4,543 | $310,604 | |
| ELV | Elevance Health, Inc. | 681 | $309,337 | |
| AZTA | Azenta, Inc. | 7,116 | $304,991 | |
| JBHT | Hunt J B Transport Services Inc | 1,937 | $302,985 | |
| AMN | Amn Healthcare Services Inc | 2,658 | $281,641 | |
| GIS | General Mills Inc | 3,537 | $270,969 | |
| GNRC | Generac Holdings Inc. | 1,359 | $242,092 | |
| FIS | Fidelity National Information Services, Inc. | 3,144 | $237,592 | |
| ZBRA | Zebra Technologies Corp | 877 | $229,782 | |
| ESI | Element Solutions Inc | 13,991 | $227,633 | |
| PRGO | PERRIGO Co plc | 6,103 | $217,632 | |
| WTW | Willis Towers Watson PLC | 1,064 | $213,800 | |
| BMBL | Bumble Inc. | 9,944 | $213,696 | |
| NXPI | NXP Semiconductors N.V. | 1,361 | $200,761 | |
| PRKS | United Parks & Resorts Inc. | 4,387 | $199,652 | |
| WRBY | Warby Parker Inc. | 11,416 | $152,289 | |
| PANW | Palo Alto Networks Inc | 1,350 | $110,558 | |
| No positions match the current search. | ||||
205 positions ·
$292,111,254 total
· as of Dec 31, 2022
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 205 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 76,978 | $29,438,696 | 10.08% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 122,567 | $15,925,130 | 5.45% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 54,406 | $13,047,646 | 4.47% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 50,136 | $8,856,524 | 3.03% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 103,110 | $8,661,240 | 2.97% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 13,585 | $7,202,495 | 2.47% | |
| WRB |
Berkley W R Corp
Financial Services
|
Reduced | 137,444 | $6,649,540 | 2.28% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 57,812 | $6,376,663 | 2.18% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 56,702 | $6,225,312 | 2.13% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 27,996 | $5,816,448 | 1.99% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 16,110 | $5,601,930 | 1.92% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 34,067 | $4,516,943 | 1.55% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 13,285 | $4,470,801 | 1.53% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 14,443 | $4,461,442 | 1.53% | |
| ACN |
Accenture plc
Technology
|
Reduced | 16,483 | $4,398,323 | 1.51% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 85,512 | $4,381,634 | 1.50% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 13,634 | $4,306,435 | 1.47% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 26,944 | $4,083,632 | 1.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 28,040 | $3,760,164 | 1.29% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 50,857 | $3,389,619 | 1.16% | |
| LULU |
lululemon athletica inc.
Consumer Cyclical
|
Held | 10,192 | $3,265,312 | 1.12% | |
| ADSK |
Autodesk, Inc.
Technology
|
Reduced | 17,429 | $3,256,957 | 1.11% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 17,939 | $3,240,859 | 1.11% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 28,548 | $3,167,400 | 1.08% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 31,200 | $3,157,752 | 1.08% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Reduced | 44,209 | $3,148,564 | 1.08% | |
| RTX |
RTX Corp
Industrials
|
NEW | 29,124 | $2,939,194 | 1.01% | |
| IT |
Gartner Inc
Technology
|
Reduced | 8,417 | $2,829,290 | 0.97% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 5,084 | $2,799,707 | 0.96% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 14,662 | $2,748,978 | 0.94% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 16,416 | $2,652,989 | 0.91% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Reduced | 17,454 | $2,557,883 | 0.88% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 36,974 | $2,351,916 | 0.81% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Reduced | 19,760 | $2,312,117 | 0.79% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 4,822 | $2,201,243 | 0.75% | |
| DOCU |
Docusign, Inc.
Technology
|
Reduced | 39,502 | $2,189,200 | 0.75% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 25,367 | $2,120,681 | 0.73% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Reduced | 24,403 | $2,086,456 | 0.71% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 63,008 | $2,065,030 | 0.71% | |
| ILMN |
Illumina, Inc.
Healthcare
|
Added | 10,138 | $1,994,069 | 0.68% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 15,740 | $1,894,151 | 0.65% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 38,547 | $1,761,983 | 0.60% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 20,250 | $1,721,655 | 0.59% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 51,804 | $1,715,748 | 0.59% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Added | 8,032 | $1,701,659 | 0.58% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 6,440 | $1,691,401 | 0.58% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 18,268 | $1,587,123 | 0.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 17,480 | $1,542,260 | 0.53% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 38,864 | $1,531,241 | 0.52% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 9,096 | $1,502,841 | 0.51% |