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Equibles

Independent Advisor Alliance

Location
CHARLOTTE, NC
Portfolio Value
Micro $51,328,001
Diversification
Diversified
Filing Date
Global Rank
#849 / 8,586 ▼ 13
Top Industry
Semiconductors 17.4%
3Y Alpha vs SPY
-1.3%
Period ended 3 months ago
Filed May 12, 2026 · 35d
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
+72.6%
SPY
+78.1%
Annualised alpha
-1.3%
Max drawdown
−19.5%

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

816 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
10.6%
−0.8 pts
Top 5
31.1%
−0.6 pts
Top 10
42.7%
+1.0 pts
HHI
278
Jun 2023 → Mar 2026 · range 200 – 282
Diversified−4

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 31.4% $1,076,649,433
Financial Services 17.1% $586,095,674
Unclassified 10.5% $358,999,365
Consumer Cyclical 7.9% $271,983,323
Industrials 6.8% $232,659,832
Communication Services 5.8% $200,077,084
Healthcare 5.6% $190,170,201
Consumer Defensive 5.0% $169,731,805
Energy 4.7% $162,335,709
Utilities 2.3% $79,340,865
Basic Materials 1.5% $51,328,001
Real Estate 1.3% $45,753,211

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
PTY +357,679 371,808 $4,484,003
SPY +230,166 244,977 $159,318,341
IBIT +200,442 207,127 $7,957,819
ABCB +157,331 2,647,757 $206,498,568
QQQ +141,665 149,170 $86,097,940
BKR +27,339 33,131 $2,022,647
PHYS +26,635 44,765 $1,586,471
SAN +25,384 55,152 $622,114
HOOD +23,561 54,626 $3,785,581
TFC +22,337 349,146 $16,050,241
SMR +20,234 33,068 $358,457
PCT +18,050 28,150 $146,098
CPRT +17,989 33,049 $1,097,226
ALB +16,021 23,347 $4,191,486
GIS +15,932 62,427 $2,323,532
CDE +15,470 27,209 $510,712
ING +15,237 24,782 $645,570
RIVN +15,136 27,179 $409,043
VFF +14,523 40,959 $116,323
DIA +13,662 14,237 $6,594,435
TGT +13,204 59,542 $7,216,489
BULL +12,708 47,638 $228,662
VISN +12,496 29,416 $535,371
HUMA +12,000 26,500 $16,085
MS +11,876 50,622 $8,330,861

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
NVDA −153,423 2,086,679 $363,916,816
SMCI −139,288 13,946 $317,550
SSRM −135,732 39,498 $1,161,240
KO −88,361 238,848 $18,164,390
ET −88,102 213,499 $4,120,530
TTMI −79,464 9,302 $906,200
FSK −79,062 62,536 $636,615
SLV −70,849 100,539 $6,850,726
MITK −70,046 1,155,073 $15,593,485
NFLX −65,530 229,617 $22,077,674
WMT −60,398 270,315 $33,594,747
AAPL −56,469 871,524 $221,184,075
AMZN −56,464 539,033 $112,264,402
ANET −54,118 39,519 $4,852,142
VRT −53,997 9,219 $2,310,096
GLD −44,595 158,277 $68,105,009
GOOGL −44,139 235,686 $67,773,866
CCL −42,600 40,874 $1,057,819
JPM −41,939 130,844 $38,489,070
GLRE −41,534 23,027 $398,136
IAU −38,119 63,736 $5,618,965
AMD −36,163 261,037 $53,102,756
MSFT −30,788 306,720 $113,538,541
T −29,921 255,266 $7,400,161
ENB −28,049 77,113 $4,174,897

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
GLDM 70,908 $6,572,461
OUNZ 89,476 $4,030,893
SPXX 247,485 $3,977,083
CEF 69,012 $3,293,252
GDL 384,932 $3,206,483
FRO 84,691 $2,952,328
GAB 405,588 $2,271,292
RQI 169,832 $2,046,475
PDI 104,120 $1,781,493
PTA 81,085 $1,519,532
VNOM 29,534 $1,387,802
PSLV 52,960 $1,291,694
NDMO 121,315 $1,248,331
PFLT 137,500 $1,105,500
AMCR 27,685 $1,100,478
FCT 110,815 $1,068,256
STEW 60,360 $1,032,156
IAUM 21,964 $1,025,718
NRO 356,420 $1,012,232
CAG 57,614 $905,691
SGOL 20,116 $897,575
R 4,304 $881,071
ATR 6,983 $879,997
FGDL 13,750 $854,837
PARR 13,125 $822,149

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
BE 87,794 $7,628,419
ARGX 8,651 $7,275,058
UI 10,795 $5,973,412
HSAI 171,999 $3,852,777
EMBJ 55,580 $3,577,683
HL 185,782 $3,565,156
GWRE 17,712 $3,560,288
ESLT 5,987 $3,458,748
EXEL 73,888 $3,238,510
PSIX 53,975 $3,084,131
SEZL 41,341 $2,624,119
VNET 290,908 $2,461,081
TPC 35,451 $2,375,925
NGD 252,470 $2,199,013
OR 60,661 $2,146,791
SE 16,664 $2,125,826
TME 117,271 $2,055,759
BALL 35,654 $1,888,591
LTC 53,774 $1,848,749
PAHC 36,795 $1,374,660
TXRH 7,440 $1,235,040
EGO 31,368 $1,126,738
AES 78,495 $1,125,617
SRAD 40,723 $967,985
WES 22,506 $888,987

Portfolio Positions

Export CSV View 13F filing
45 positions · $51,328,001 total · Basic Materials only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Ticker Company Shares Value (USD) % of Portfolio History
FNV
FRANCO NEVADA Corp
Basic Materials 		22,930 $5,664,855 11.04%
LIN
Linde PLC
Basic Materials 		8,820 $4,372,603 8.52%
ALB
Albemarle Corp
Basic Materials 		23,347 $4,191,486 8.17%
NEM
NEWMONT Corp /DE/
Basic Materials 		26,039 $2,818,721 5.49%
EMN
Eastman Chemical Co
Basic Materials 		35,569 $2,714,625 5.29%
NUE
Nucor Corp
Basic Materials 		13,153 $2,224,171 4.33%
B
Barrick Mining Corp
Basic Materials 		53,676 $2,189,443 4.27%
LYB
LyondellBasell Industries N.V.
Basic Materials 		26,221 $2,112,362 4.12%
DD
DuPont de Nemours, Inc.
Basic Materials 		41,664 $1,908,210 3.72%
FCX
Freeport-Mcmoran Inc
Basic Materials 		31,705 $1,863,618 3.63%
RIO
Rio Tinto PLC
Basic Materials 		19,447 $1,814,209 3.53%
SHW
Sherwin Williams Co
Basic Materials 		5,272 $1,689,939 3.29%
APD
Air Products & Chemicals, Inc.
Basic Materials 		5,527 $1,605,537 3.13%
SSRM
Ssr Mining Inc.
Basic Materials 		39,498 $1,161,240 2.26%
BHP
BHP Group Ltd
Basic Materials 		15,699 $1,141,944 2.22%
STLD
Steel Dynamics Inc
Basic Materials 		6,123 $1,102,140 2.15%
WPM
Wheaton Precious Metals Corp.
Basic Materials 		8,389 $1,099,042 2.14%
ECL
Ecolab Inc.
Basic Materials 		3,918 $1,042,266 2.03%
AEM
Agnico Eagle Mines Ltd
Basic Materials 		4,737 $961,515 1.87%
CTVA
Corteva, Inc.
Basic Materials 		10,565 $884,395 1.72%
PPG
Ppg Industries Inc
Basic Materials 		7,495 $801,064 1.56%
AG
First Majestic Silver Corp
Basic Materials 		35,691 $766,642 1.49%
KGC
Kinross Gold Corp
Basic Materials 		23,471 $716,334 1.40%
TMC
TMC the metals Co Inc.
Basic Materials 		149,298 $697,221 1.36%
VMC
Vulcan Materials CO
Basic Materials 		2,203 $599,876 1.17%
AU
AngloGold Ashanti PLC
Basic Materials 		5,460 $531,585 1.04%
CDE
Coeur Mining, Inc.
Basic Materials 		27,209 $510,712 0.99%
CF
CF Industries Holdings, Inc.
Basic Materials 		3,674 $477,031 0.93%
MLM
Martin Marietta Materials Inc
Basic Materials 		707 $416,196 0.81%
DOW
Dow Inc.
Basic Materials 		9,057 $377,223 0.73%
RGLD
Royal Gold Inc
Basic Materials 		1,415 $360,102 0.70%
RS
Reliance, Inc.
Basic Materials 		1,125 $341,909 0.67%
SOLS
Solstice Advanced Materials Inc.
Basic Materials 		3,727 $283,847 0.55%
CRH
Crh Public Ltd Co
Basic Materials 		2,619 $275,309 0.54%
SCCO
Southern Copper Corp/
Basic Materials 		1,515 $260,670 0.51%
MP
MP Materials Corp. / DE
Basic Materials 		5,292 $255,391 0.50%
MOS
Mosaic Co
Basic Materials 		8,567 $218,458 0.43%
RPM
Rpm International Inc/De/
Basic Materials 		2,107 $209,435 0.41%
IAG
Iamgold Corp
Basic Materials 		10,032 $188,801 0.37%
FSM
Fortuna Mining Corp.
Basic Materials 		13,190 $130,976 0.26%
UAMY
United States Antimony Corp
Basic Materials 		13,850 $120,910 0.24%
IAUX
i-80 Gold Corp.
Basic Materials 		64,616 $98,216 0.19%
BAK
Braskem SA
Basic Materials 		15,676 $57,374 0.11%
SLI
Standard Lithium Ltd.
Basic Materials 		12,639 $43,098 0.08%
ITRG
Integra Resources Corp.
Basic Materials 		10,000 $27,300 0.05%

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