MONEYWISE, INC.
Filing Date
Global Rank
#7,370
/ 8,232
▲ 195
Top Industry
Software - Infrastructure
25.5%
3Y Alpha vs SPY
-10.4%
Period ended 2 months ago
Filed Apr 27, 2026 · 47d
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
+34.9%
SPY
+76.5%
Annualised alpha
-10.4%
Max drawdown
−20.0%
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
13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
78.8%
−0.9 pts
Top 5
90.3%
−1.8 pts
Top 10
96.8%
−1.1 pts
HHI
6,257
Highly concentrated−150
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 80.7% | $16,087,197 |
| Technology | 7.8% | $1,550,732 |
| Consumer Cyclical | 4.4% | $869,026 |
| Industrials | 2.6% | $520,312 |
| Utilities | 1.3% | $251,797 |
| Energy | 1.3% | $251,266 |
| Communication Services | 1.1% | $212,794 |
| Consumer Defensive | 1.0% | $202,521 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLD | Spdr Gold Trust | +91 | 876 | $376,934 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IBM | International Business Machines Corp | 722 | $213,863 | |
| No positions match the current search. | ||||
1 positions ·
$212,794 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 740 | $212,794 | 100.00% |