DeDora Capital, Inc.

CIK

1717658

Location

Napa, CA

Portfolio Value

Small $180,411,775

Diversification

Diversified

Filing Date

Global Rank

#4,657 / 8,517 ▼ 192

Top Industry

Semiconductors 14.6%

3Y Alpha vs SPY

+27.7%

Period ended 48 days ago

Filed Jul 13, 2026 · 35d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+230.5%

SPY

+77.9%

Annualised alpha

+27.8%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

92 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.6%

−2.1 pts

Top 5

26.9%

−5.6 pts

Top 10

45.9%

−3.2 pts

HHI

306

Diversified−56

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.3%	$54,630,858	24
Consumer Cyclical	12.7%	$22,967,279	7
Healthcare	12.1%	$21,778,493	13
Unclassified	9.5%	$17,127,197	6
Communication Services	9.4%	$16,903,566	6
Financial Services	8.5%	$15,337,940	11
Industrials	7.1%	$12,876,577	12
Consumer Defensive	5.4%	$9,756,339	6
Energy	1.9%	$3,439,520	2
Basic Materials	1.6%	$2,900,028	2
Utilities	1.3%	$2,335,357	2
Real Estate	0.2%	$358,621	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	+8,787	77,348	$6,142,978
GDLC	Grayscale CoinDesk Crypto 5 ETF	+7,111	32,787	$865,248
XEL	Xcel Energy Inc	+1,889	19,367	$1,555,170
MSFT	Microsoft Corp	+1,442	20,225	$7,544,329
CVX	Chevron Corp	+1,109	18,203	$3,017,329
NEE	Nextera Energy Inc	+897	8,889	$780,187
CRWD	CrowdStrike Holdings, Inc.	+813	1,765	$336,735
ENSG	Ensign Group, Inc	+651	8,636	$1,384,350
HD	Home Depot, Inc.	+633	14,344	$5,058,841
COIN	Coinbase Global, Inc.	+580	2,743	$400,999
ABBV	AbbVie Inc.	+450	15,149	$3,812,094
WMT	Walmart Inc.	+420	26,385	$2,988,365
JPM	Jpmorgan Chase & Co	+406	19,014	$6,223,852
SBUX	Starbucks Corp	+400	3,439	$351,431
UBER	Uber Technologies, Inc	+328	19,214	$1,386,482
CARR	CARRIER GLOBAL Corp	+320	6,061	$444,574
JNJ	Johnson & Johnson	+311	6,554	$1,664,519
LLY	ELI LILLY & Co	+244	3,644	$4,370,723
GE	General Electric Co	+180	2,994	$1,118,947
NFLX	Netflix Inc	+132	26,595	$1,898,883
COST	Costco Wholesale Corp /New	+124	4,362	$4,080,520
ANET	Arista Networks, Inc.	+100	2,628	$446,444
AMGN	Amgen Inc	+93	7,475	$2,706,847
UNP	Union Pacific Corp	+86	11,171	$3,038,512
NOW	ServiceNow, Inc.	+81	2,691	$267,162
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−23,297	20,156	$7,203,149
NVDA	Nvidia Corp	−2,111	45,833	$9,170,724
IBIT	iShares Bitcoin Trust ETF	−1,878	17,318	$576,516
CRM	Salesforce, Inc.	−1,317	5,853	$916,930
VZ	Verizon Communications Inc	−1,272	5,870	$248,535
ACN	Accenture plc	−961	1,724	$214,534
AMZN	Amazon Com Inc	−947	35,641	$8,494,675
AAPL	Apple Inc.	−890	53,531	$15,489,730
AMD	Advanced Micro Devices Inc	−735	7,776	$4,517,156
PG	PROCTER & GAMBLE Co	−479	12,312	$1,805,431
ABT	Abbott Laboratories	−432	11,287	$1,024,182
AVGO	Broadcom Inc.	−359	20,732	$7,831,513
TSLA	Tesla, Inc.	−219	18,137	$7,628,422
UNH	Unitedhealth Group Inc	−210	7,550	$3,138,006
MRK	Merck & Co., Inc.	−204	9,956	$1,279,346
KO	Coca Cola Co	−166	3,260	$264,940
QQQ	Invesco Qqq Trust, Series 1	−142	9,578	$7,053,239
PEP	Pepsico Inc	−142	2,736	$370,454
MU	Micron Technology Inc	−135	1,051	$1,213,158
DIS	Walt Disney Co	−127	5,023	$483,463
GILD	Gilead Sciences, Inc.	−107	2,783	$351,604
META	Meta Platforms, Inc.	−98	5,233	$2,947,696
GLD	Spdr Gold Trust	−84	4,728	$1,741,700
RTX	RTX Corp	−81	20,907	$3,966,685
AXP	American Express Co	−74	802	$271,276
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	1,232	$367,000
PANW	Palo Alto Networks Inc	850	$289,867
SNOW	Snowflake Inc.	982	$249,919
MDLZ	Mondelez International, Inc.	4,264	$246,629
HOOD	Robinhood Markets, Inc.	2,359	$236,560
GEV	GE Vernova Inc.	197	$231,447
TXN	Texas Instruments Inc	757	$225,638
COLB	Columbia Banking System, Inc.	6,528	$209,222
KLAC	Kla Corp	678	$204,559
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	79,562	$20,838,879
VXUS	Vanguard Total International Stock ETF	19,930	$1,536,802
DHR	Danaher Corp /De/	1,666	$315,873
ADP	Automatic Data Processing Inc	1,414	$287,296
SLV	iShares Silver Trust	3,556	$242,305
ADBE	Adobe Inc.	929	$225,821
GBTC	Grayscale Bitcoin Trust ETF	4,047	$213,519
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

92 tracked positions · $180,411,775 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 92 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	53,531	-890	$15,489,730	+12.2%	8.59%
NVDA	Nvidia Corp Technology	Reduced	45,833	-2,111	$9,170,724	+9.7%	5.08%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	35,641	-947	$8,494,675	+11.5%	4.71%
AVGO	Broadcom Inc. Technology	Reduced	20,732	-359	$7,831,513	+20.0%	4.34%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	18,137	-219	$7,628,422	+11.8%	4.23%
MSFT	Microsoft Corp Technology	Added	20,225	+1,442	$7,544,329	+8.5%	4.18%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,156	-23,297	$7,203,149	−42.3%	3.99%
QQQ	Invesco Qqq Trust, Series 1	Reduced	9,578	-142	$7,053,239	+25.7%	3.91%
JPM	Jpmorgan Chase & Co Financial Services	Added	19,014	+406	$6,223,852	+13.7%	3.45%
GLDM	World Gold Trust	Added	77,348	+8,787	$6,142,978	−3.3%	3.40%
HD	Home Depot, Inc. Consumer Cyclical	Added	14,344	+633	$5,058,841	+12.2%	2.80%
AMD	Advanced Micro Devices Inc Technology	Reduced	7,776	-735	$4,517,156	+160.9%	2.50%
LLY	ELI LILLY & Co Healthcare	Added	3,644	+244	$4,370,723	+39.8%	2.42%
APP	AppLovin Corp Communication Services	Reduced	8,000	-67	$4,121,840	+28.4%	2.28%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,362	+124	$4,080,520	−3.4%	2.26%
RTX	RTX Corp Industrials	Reduced	20,907	-81	$3,966,685	−2.0%	2.20%
ABBV	AbbVie Inc. Healthcare	Added	15,149	+450	$3,812,094	+19.2%	2.11%
V	Visa Inc. Financial Services	Reduced	9,317	-3	$3,196,569	+13.5%	1.77%
UNH	Unitedhealth Group Inc Healthcare	Reduced	7,550	-210	$3,138,006	+49.4%	1.74%
UNP	Union Pacific Corp Industrials	Added	11,171	+86	$3,038,512	+13.0%	1.68%
CVX	Chevron Corp Energy	Added	18,203	+1,109	$3,017,329	−14.7%	1.67%
WMT	Walmart Inc. Consumer Defensive	Added	26,385	+420	$2,988,365	−7.4%	1.66%
META	Meta Platforms, Inc. Communication Services	Reduced	5,233	-98	$2,947,696	−3.4%	1.63%
AMGN	Amgen Inc Healthcare	Added	7,475	+93	$2,706,847	+4.2%	1.50%
LIN	Linde PLC Basic Materials	Reduced	4,984	-46	$2,586,396	+3.7%	1.43%
MA	Mastercard Inc Financial Services	Reduced	4,522	-4	$2,322,499	+2.7%	1.29%
NFLX	Netflix Inc Communication Services	Added	26,595	+132	$1,898,883	−25.4%	1.05%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,312	-479	$1,805,431	−2.3%	1.00%
GLD	Spdr Gold Trust	Reduced	4,728	-84	$1,741,700	−15.9%	0.97%
JNJ	Johnson & Johnson Healthcare	Added	6,554	+311	$1,664,519	+9.1%	0.92%
XEL	Xcel Energy Inc Utilities	Added	19,367	+1,889	$1,555,170	+12.0%	0.86%
UBER	Uber Technologies, Inc Technology	Added	19,214	+328	$1,386,482	+2.1%	0.77%
ENSG	Ensign Group, Inc Healthcare	Added	8,636	+651	$1,384,350	−14.0%	0.77%
LRCX	Lam Research Corp Technology	Held	3,148	0	$1,364,122	+102.8%	0.76%
MRK	Merck & Co., Inc. Healthcare	Reduced	9,956	-204	$1,279,346	+4.7%	0.71%
MU	Micron Technology Inc Technology	Reduced	1,051	-135	$1,213,158	+202.8%	0.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,314	-4	$1,157,902	−70.9%	0.64%
GE	General Electric Co Industrials	Added	2,994	+180	$1,118,947	+40.1%	0.62%
ABT	Abbott Laboratories Healthcare	Reduced	11,287	-432	$1,024,182	−14.9%	0.57%
CAT	Caterpillar Inc Industrials	Reduced	919	-16	$978,643	+47.7%	0.54%
LMT	Lockheed Martin Corp Industrials	Reduced	1,880	-24	$957,784	−16.8%	0.53%
CRM	Salesforce, Inc. Technology	Reduced	5,853	-1,317	$916,930	−31.5%	0.51%
GDLC	Grayscale CoinDesk Crypto 5 ETF	Added	32,787	+7,111	$865,248	+8.0%	0.48%
GWW	W.W. Grainger, Inc. Industrials	Added	604	+2	$821,681	+25.1%	0.46%
MCD	Mcdonalds Corp Consumer Cyclical	Held	2,981	0	$805,794	−13.0%	0.45%
ORCL	Oracle Corp Technology	Reduced	5,491	-12	$804,706	−0.6%	0.45%
NEE	Nextera Energy Inc Utilities	Added	8,889	+897	$780,187	+5.1%	0.43%
SPY	Spdr S&P 500 ETF Trust	Added	1,001	+30	$747,516	+18.4%	0.41%
MCK	Mckesson Corp Healthcare	Reduced	963	-5	$727,642	−13.1%	0.40%
MCO	Moodys Corp /De/ Financial Services	Reduced	1,374	-2	$622,312	+3.7%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.