DeDora Capital, Inc.

CIK

1717658

Location

Napa, CA

Portfolio Value

Small $161,527,452

Diversification

Diversified

Filing Date

Global Rank

#4,666 / 8,603 ▲ 7 · as of Mar 2026

Top Industry

Semiconductors 12.0%

3Y Alpha vs SPY

-1.8%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.1%

SPY

+76.0%

Annualised alpha

-1.8%

Max drawdown

−20.1%

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

87 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.6%

−0.3 pts

Top 5

27.0%

−2.2 pts

Top 10

45.5%

−2.0 pts

HHI

303

Diversified−18

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.0%	$45,254,314	21
Consumer Cyclical	12.9%	$20,877,466	7
Healthcare	12.0%	$19,397,746	14
Unclassified	10.3%	$16,661,311	8
Communication Services	9.6%	$15,557,561	6
Financial Services	8.4%	$13,637,444	9
Industrials	7.0%	$11,373,609	11
Consumer Defensive	6.2%	$10,004,803	5
Energy	2.2%	$3,536,748	1
Basic Materials	1.7%	$2,735,823	2
Utilities	1.3%	$2,130,748	2
Real Estate	0.2%	$359,879	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	+13,897	68,561	$6,354,919
GDLC	Grayscale CoinDesk Crypto 5 ETF	+6,180	25,676	$800,834
NFLX	Netflix Inc	+1,216	26,463	$2,544,417
IBIT	iShares Bitcoin Trust ETF	+972	19,196	$737,510
LIN	Linde PLC	+721	5,030	$2,493,672
PG	PROCTER & GAMBLE Co	+522	12,791	$1,847,532
SBUX	Starbucks Corp	+398	3,039	$272,264
CARR	CARRIER GLOBAL Corp	+337	5,741	$323,275
VZ	Verizon Communications Inc	+299	7,142	$358,528
HD	Home Depot, Inc.	+259	13,711	$4,509,410
UPS	United Parcel Service Inc	+202	2,604	$256,181
COIN	Coinbase Global, Inc.	+156	2,163	$377,681
TM	Toyota Motor Corp/	+139	2,280	$469,885
PEP	Pepsico Inc	+138	2,878	$446,924
TEL	TE Connectivity plc	+133	1,797	$375,608
JNJ	Johnson & Johnson	+131	6,243	$1,526,038
CME	Cme Group Inc.	+94	1,429	$422,055
V	Visa Inc.	+84	9,320	$2,816,876
XEL	Xcel Energy Inc	+81	17,478	$1,388,452
UNP	Union Pacific Corp	+69	11,085	$2,689,442
MCO	Moodys Corp /De/	+61	1,376	$600,280
PLTR	Palantir Technologies Inc.	+45	2,719	$397,735
CAT	Caterpillar Inc	+38	935	$662,410
MA	Mastercard Inc	+26	4,526	$2,261,461
MCK	Mckesson Corp	+18	968	$837,668
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NUE	Nucor Corp	−2,393	1,432	$242,151
AAPL	Apple Inc.	−1,803	54,421	$13,811,505
LRCX	Lam Research Corp	−1,387	3,148	$672,601
ADP	Automatic Data Processing Inc	−1,262	1,414	$287,296
ADBE	Adobe Inc.	−931	929	$225,821
NVDA	Nvidia Corp	−808	47,944	$8,361,433
RTX	RTX Corp	−697	20,988	$4,048,585
SLV	iShares Silver Trust	−679	3,556	$242,305
AVGO	Broadcom Inc.	−602	21,091	$6,527,875
ABT	Abbott Laboratories	−484	11,719	$1,203,189
GOOGL	Alphabet Inc.	−297	20,509	$5,897,568
UBER	Uber Technologies, Inc	−286	18,886	$1,358,469
JPM	Jpmorgan Chase & Co	−225	18,608	$5,473,729
WMT	Walmart Inc.	−178	25,965	$3,226,930
CVX	Chevron Corp	−178	17,094	$3,536,748
ABBV	AbbVie Inc.	−157	14,699	$3,196,885
GE	General Electric Co	−135	2,814	$798,528
GLD	Spdr Gold Trust	−130	4,812	$2,070,555
AMZN	Amazon Com Inc	−128	36,588	$7,620,182
CRM	Salesforce, Inc.	−116	7,170	$1,338,423
UNH	Unitedhealth Group Inc	−86	7,760	$2,099,778
DIS	Walt Disney Co	−77	5,150	$496,357
META	Meta Platforms, Inc.	−60	5,331	$3,050,025
MSFT	Microsoft Corp	−56	18,783	$6,952,903
ENSG	Ensign Group, Inc	−53	7,985	$1,608,977
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	2,233	$440,392
BNY	Bank of New York Mellon Corp	2,626	$311,522
NOW	ServiceNow, Inc.	2,610	$272,875
SNPS	Synopsys Inc	623	$247,007
PWR	Quanta Services, Inc.	444	$243,764
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	4,545	$265,337
PTC	Ptc Inc.	1,262	$219,853
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 positions · $161,527,452 total · as of Mar 31, 2026

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

Showing 1–50 of 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	54,421	-1,803	$13,811,505	−9.6%	8.55%
NVDA	Nvidia Corp Technology	Reduced	47,944	-808	$8,361,433	−8.0%	5.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	36,588	-128	$7,620,182	−10.1%	4.72%
MSFT	Microsoft Corp Technology	Reduced	18,783	-56	$6,952,903	−23.7%	4.30%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	18,356	-30	$6,823,843	−17.5%	4.22%
AVGO	Broadcom Inc. Technology	Reduced	21,091	-602	$6,527,875	−13.1%	4.04%
GLDM	World Gold Trust	Added	68,561	+13,897	$6,354,919	+36.2%	3.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,509	-297	$5,897,568	−9.4%	3.65%
QQQ	Invesco Qqq Trust, Series 1	Reduced	9,720	-40	$5,610,189	−6.4%	3.47%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	18,608	-225	$5,473,729	−9.8%	3.39%
HD	Home Depot, Inc. Consumer Cyclical	Added	13,711	+259	$4,509,410	−2.6%	2.79%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,238	-6	$4,222,870	+15.4%	2.61%
RTX	RTX Corp Industrials	Reduced	20,988	-697	$4,048,585	+1.8%	2.51%
CVX	Chevron Corp Energy	Reduced	17,094	-178	$3,536,748	+34.4%	2.19%
WMT	Walmart Inc. Consumer Defensive	Reduced	25,965	-178	$3,226,930	+10.8%	2.00%
APP	AppLovin Corp Communication Services	Held	8,067	0	$3,210,666	−40.9%	1.99%
ABBV	AbbVie Inc. Healthcare	Reduced	14,699	-157	$3,196,885	−5.8%	1.98%
LLY	ELI LILLY & Co Healthcare	Reduced	3,400	-10	$3,127,218	−14.7%	1.94%
META	Meta Platforms, Inc. Communication Services	Reduced	5,331	-60	$3,050,025	−14.3%	1.89%
V	Visa Inc. Financial Services	Added	9,320	+84	$2,816,876	−13.0%	1.74%
UNP	Union Pacific Corp Industrials	Added	11,085	+69	$2,689,442	+5.5%	1.67%
AMGN	Amgen Inc Healthcare	Reduced	7,382	-16	$2,597,356	+7.3%	1.61%
NFLX	Netflix Inc Communication Services	Added	26,463	+1,216	$2,544,417	+7.5%	1.58%
LIN	Linde PLC Basic Materials	Added	5,030	+721	$2,493,672	+35.7%	1.54%
MA	Mastercard Inc Financial Services	Added	4,526	+26	$2,261,461	−12.0%	1.40%
UNH	Unitedhealth Group Inc Healthcare	Reduced	7,760	-86	$2,099,778	−18.9%	1.30%
GLD	Spdr Gold Trust	Reduced	4,812	-130	$2,070,555	+5.7%	1.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	12,791	+522	$1,847,532	+5.1%	1.14%
AMD	Advanced Micro Devices Inc Technology	Reduced	8,511	-13	$1,731,392	−5.2%	1.07%
ENSG	Ensign Group, Inc Healthcare	Reduced	7,985	-53	$1,608,977	+14.9%	1.00%
JNJ	Johnson & Johnson Healthcare	Added	6,243	+131	$1,526,038	+20.6%	0.94%
XEL	Xcel Energy Inc Utilities	Added	17,478	+81	$1,388,452	+8.1%	0.86%
UBER	Uber Technologies, Inc Technology	Reduced	18,886	-286	$1,358,469	−13.3%	0.84%
CRM	Salesforce, Inc. Technology	Reduced	7,170	-116	$1,338,423	−30.7%	0.83%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,160	-22	$1,222,146	+14.0%	0.76%
ABT	Abbott Laboratories Healthcare	Reduced	11,719	-484	$1,203,189	−21.3%	0.74%
LMT	Lockheed Martin Corp Industrials	Added	1,904	+1	$1,150,758	+25.0%	0.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,314	-25	$1,108,868	−5.7%	0.69%
MCD	Mcdonalds Corp Consumer Cyclical	Held	2,981	0	$926,464	+1.7%	0.57%
MCK	Mckesson Corp Healthcare	Added	968	+18	$837,668	+7.5%	0.52%
ORCL	Oracle Corp Technology	Reduced	5,503	-26	$809,546	−24.9%	0.50%
GDLC	Grayscale CoinDesk Crypto 5 ETF	Added	25,676	+6,180	$800,834	−0.6%	0.50%
GE	General Electric Co Industrials	Reduced	2,814	-135	$798,528	−12.1%	0.49%
NEE	Nextera Energy Inc Utilities	Reduced	7,992	-6	$742,296	+15.6%	0.46%
IBIT	iShares Bitcoin Trust ETF	Added	19,196	+972	$737,510	−18.5%	0.46%
LRCX	Lam Research Corp Technology	Reduced	3,148	-1,387	$672,601	−13.4%	0.42%
CAT	Caterpillar Inc Industrials	Added	935	+38	$662,410	+28.9%	0.41%
GWW	W.W. Grainger, Inc. Industrials	Added	602	+1	$656,667	+8.3%	0.41%
SPY	Spdr S&P 500 ETF Trust	Reduced	971	-16	$631,480	−6.2%	0.39%
MCO	Moodys Corp /De/ Financial Services	Added	1,376	+61	$600,280	−10.6%	0.37%