Measured Wealth Private Client Group, LLC
Filing Date
Global Rank
#4,748
/ 8,603
▲ 54
· as of Mar 2026
Top Industry
Integrated Freight & Logistics
14.4%
3Y Alpha vs SPY
-0.6%
Period ended 3 months ago
Filed May 13, 2026 · 57d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+72.6%
SPY
+76.0%
Annualised alpha
-0.8%
Max drawdown
−15.9%
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
572 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
16.7%
+0.8 pts
Top 5
42.2%
+0.1 pts
Top 10
48.3%
−1.2 pts
HHI
505
Diversified+17
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 25.1% | $39,145,985 |
| Industrials | 18.6% | $28,900,068 |
| Technology | 16.1% | $25,129,501 |
| Financial Services | 14.3% | $22,213,333 |
| Healthcare | 7.0% | $10,837,684 |
| Utilities | 4.3% | $6,644,631 |
| Consumer Cyclical | 4.0% | $6,266,968 |
| Basic Materials | 3.0% | $4,718,255 |
| Consumer Defensive | 2.7% | $4,165,133 |
| Energy | 2.0% | $3,105,414 |
| Real Estate | 2.0% | $3,040,554 |
| Communication Services | 1.0% | $1,561,939 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BMY | Bristol Myers Squibb Co | +18,842 | 25,075 | $1,520,798 | |
| OHI | Omega Healthcare Investors Inc | +14,033 | 27,236 | $1,193,481 | |
| AMBP | Ardagh Metal Packaging S.A. | +12,116 | 77,968 | $315,770 | |
| PHIN | Phinia Inc. | +10,544 | 10,563 | $722,931 | |
| SPNT | SiriusPoint Ltd | +10,364 | 23,083 | $497,207 | |
| OPLN | OPENLANE, Inc. | +9,053 | 22,386 | $652,551 | |
| HG | Hamilton Insurance Group, Ltd. | +7,179 | 17,189 | $512,747 | |
| GTX | Garrett Motion Inc. | +5,412 | 40,368 | $733,486 | |
| ES | Eversource Energy | +4,421 | 19,831 | $1,373,891 | |
| BFH | Bread Financial Holdings, Inc. | +3,826 | 9,388 | $703,067 | |
| ELAN | Elanco Animal Health Inc | +3,401 | 20,848 | $498,892 | |
| RUSHA | Rush Enterprises Inc \Tx\ | +3,208 | 3,582 | $236,806 | |
| AA | Alcoa Corp | +2,990 | 12,651 | $839,140 | |
| CAH | Cardinal Health Inc | +2,798 | 4,334 | $915,817 | |
| EWBC | East West Bancorp Inc | +2,436 | 8,076 | $862,193 | |
| PTCT | Ptc Therapeutics, Inc. | +2,432 | 7,395 | $503,821 | |
| GM | General Motors Co | +2,332 | 4,073 | $303,438 | |
| AMAT | Applied Materials Inc /De | +2,316 | 2,825 | $965,556 | |
| MCY | Mercury General Corp | +1,949 | 8,513 | $750,420 | |
| STT | State Street Corp | +1,719 | 2,024 | $256,157 | |
| INCY | Incyte Corp | +1,657 | 5,454 | $513,330 | |
| SBS | Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp | +1,403 | 19,339 | $118,006 | |
| CPRI | Capri Holdings Ltd | +1,142 | 1,523 | $26,835 | |
| HIG | Hartford Insurance Group, Inc. | +887 | 5,802 | $784,604 | |
| CBOE | Cboe Global Markets, Inc. | +812 | 996 | $279,945 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MTG | Mgic Investment Corp | −46,573 | 12,411 | $325,788 | |
| ORI | Old Republic International Corp | −20,267 | 3,160 | $126,084 | |
| RITM | Rithm Capital Corp. | −19,556 | 592 | $5,612 | |
| IAG | Iamgold Corp | −16,406 | 49,207 | $926,075 | |
| LNC | Lincoln National Corp | −15,752 | 4,957 | $175,973 | |
| PLUG | Plug Power Inc | −14,413 | 22,167 | $50,097 | |
| CVS | CVS HEALTH Corp | −11,086 | 1,861 | $133,657 | |
| DB | Deutsche Bank Aktiengesellschaft | −10,960 | 1,162 | $34,604 | |
| SYF | Synchrony Financial | −10,493 | 2,982 | $202,835 | |
| MFC | Manulife Financial Corp | −7,845 | 7,560 | $260,366 | |
| CNA | Cna Financial Corp | −7,671 | 1,144 | $52,532 | |
| MWA | Mueller Water Products, Inc. | −7,318 | 648 | $17,813 | |
| RDN | Radian Group Inc | −7,172 | 223 | $7,376 | |
| SPCE | Virgin Galactic Holdings, Inc | −6,852 | 125,490 | $304,940 | |
| VZ | Verizon Communications Inc | −6,497 | 3,572 | $179,314 | |
| HRB | H&R Block Inc | −4,934 | 3,316 | $105,249 | |
| GLD | Spdr Gold Trust | −4,710 | 60,432 | $26,003,285 | |
| EXEL | Exelixis, Inc. | −4,690 | 784 | $33,625 | |
| DELL | Dell Technologies Inc. | −4,451 | 406 | $66,636 | |
| VIRT | Virtu Financial, Inc. | −3,887 | 419 | $18,427 | |
| SANM | Sanmina Corp | −3,718 | 513 | $66,505 | |
| ARCC | Ares Capital Corp | −3,185 | 6,691 | $120,571 | |
| AXS | Axis Capital Holdings Ltd | −3,176 | 1,761 | $178,583 | |
| JPM | Jpmorgan Chase & Co | −3,064 | 3,319 | $976,317 | |
| THG | Hanover Insurance Group, Inc. | −3,009 | 163 | $28,256 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HST | Host Hotels & Resorts, Inc. | 56,906 | $1,090,318 | |
| CRUS | Cirrus Logic, Inc. | 3,662 | $529,598 | |
| ARW | Arrow Electronics, Inc. | 3,521 | $504,946 | |
| ENVA | Enova International, Inc. | 3,499 | $475,269 | |
| DHT | DHT Holdings, Inc. | 25,978 | $474,618 | |
| KRYS | Krystal Biotech, Inc. | 1,826 | $471,692 | |
| TIMB | Tim S.A. | 12,542 | $332,237 | |
| AXIA | AXIA Energia S.A. | 28,599 | $322,596 | |
| EIX | Edison International | 3,757 | $274,937 | |
| UBSI | United Bankshares Inc/Wv | 5,631 | $233,236 | |
| TEX | Terex Corp | 3,578 | $211,459 | |
| DBD | DIEBOLD NIXDORF, Inc | 1,239 | $93,470 | |
| CFR | Cullen/Frost Bankers, Inc. | 299 | $40,986 | |
| WTFC | Wintrust Financial Corp | 254 | $35,290 | |
| VVV | Valvoline Inc | 843 | $28,392 | |
| AZN | Astrazeneca PLC | 117 | $23,074 | |
| FELE | Franklin Electric Co Inc | 245 | $22,581 | |
| WAT | Waters Corp /De/ | 75 | $22,335 | |
| MKSI | Mks Inc | 96 | $22,061 | |
| BLDR | Builders FirstSource, Inc. | 262 | $21,570 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 320 | $20,828 | |
| BMI | Badger Meter Inc | 134 | $20,414 | |
| WMS | Advanced Drainage Systems, Inc. | 136 | $18,649 | |
| SJM | J M SMUCKER Co | 179 | $17,262 | |
| PNFP | Pinnacle Financial Partners, Inc. | 194 | $16,711 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CEG | Constellation Energy Corp | 846 | $298,866 | |
| FTDR | Frontdoor, Inc. | 2,221 | $128,129 | |
| PLMR | Palomar Holdings, Inc. | 746 | $100,530 | |
| CVLT | Commvault Systems Inc | 308 | $38,610 | |
| STE | STERIS plc | 110 | $27,887 | |
| LEN | Lennar Corp /New/ | 268 | $27,550 | |
| J | Jacobs Solutions Inc. | 195 | $25,829 | |
| LEVI | Levi Strauss & Co | 1,235 | $25,613 | |
| WDAY | Workday, Inc. | 106 | $22,766 | |
| GWRE | Guidewire Software, Inc. | 111 | $22,312 | |
| QTWO | Q2 Holdings, Inc. | 307 | $22,153 | |
| MORN | Morningstar, Inc. | 95 | $20,644 | |
| UHS | Universal Health Services Inc | 80 | $17,441 | |
| KBR | Kbr, Inc. | 431 | $17,326 | |
| ESNT | Essent Group Ltd. | 258 | $16,772 | |
| TGNA | TEGNA INC | 861 | $16,712 | |
| BWXT | BWX Technologies, Inc. | 92 | $15,901 | |
| BL | Blackline, Inc. | 278 | $15,370 | |
| JLL | Jones Lang Lasalle Inc | 43 | $14,468 | |
| RGA | Reinsurance Group Of America Inc | 55 | $11,190 | |
| DVA | Davita Inc. | 98 | $11,133 | |
| GPC | Genuine Parts Co | 83 | $10,205 | |
| BRO | Brown & Brown, Inc. | 127 | $10,121 | |
| HAL | Halliburton Co | 355 | $10,032 | |
| GLOB | Globant S.A. | 130 | $8,498 | |
| No positions match the current search. | ||||
572 positions ·
$155,729,465 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 572 positions by value
· page 1 of 12
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 60,432 | $26,003,285 | 16.70% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 169,006 | $16,626,810 | 10.68% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 18,418 | $11,977,962 | 7.69% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 33,120 | $5,776,128 | 3.71% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 20,762 | $5,269,187 | 3.38% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 9,385 | $2,904,751 | 1.87% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,745 | $2,126,626 | 1.37% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 14,765 | $1,674,498 | 1.08% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 25,075 | $1,520,798 | 0.98% | |
| EXC |
Exelon Corp
Utilities
|
Added | 28,440 | $1,394,128 | 0.90% | |
| ES |
Eversource Energy
Utilities
|
Added | 19,831 | $1,373,891 | 0.88% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 20,136 | $1,328,774 | 0.85% | |
| NFG |
National Fuel Gas Co
Energy
|
Added | 13,529 | $1,271,184 | 0.82% | |
| OHI |
Omega Healthcare Investors Inc
Real Estate
|
Added | 27,236 | $1,193,481 | 0.77% | |
| R |
Ryder System Inc
Industrials
|
Reduced | 5,779 | $1,183,019 | 0.76% | |
| AIT |
Applied Industrial Technologies Inc
Industrials
|
Reduced | 4,363 | $1,157,591 | 0.74% | |
| HST |
Host Hotels & Resorts, Inc.
Real Estate
|
NEW | 56,906 | $1,090,318 | 0.70% | |
| ACT |
Enact Holdings, Inc.
Financial Services
|
Reduced | 26,122 | $1,066,038 | 0.68% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Reduced | 1,415 | $1,044,708 | 0.67% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Reduced | 6,942 | $1,014,503 | 0.65% | |
| B |
Barrick Mining Corp
Basic Materials
|
Reduced | 24,623 | $1,004,372 | 0.64% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,319 | $976,317 | 0.63% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 2,825 | $965,556 | 0.62% | |
| CM |
Canadian Imperial Bank Of Commerce /Can/
Financial Services
|
Reduced | 10,013 | $948,731 | 0.61% | |
| IAG |
Iamgold Corp
Basic Materials
|
Reduced | 49,207 | $926,075 | 0.59% | |
| KR |
Kroger Co
Consumer Defensive
|
Reduced | 12,768 | $923,892 | 0.59% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Added | 4,334 | $915,817 | 0.59% | |
| UGI |
Ugi Corp /Pa/
Utilities
|
Reduced | 24,329 | $886,062 | 0.57% | |
| HWC |
Hancock Whitney Corp
Financial Services
|
Reduced | 13,818 | $878,686 | 0.56% | |
| EWBC |
East West Bancorp Inc
Financial Services
|
Added | 8,076 | $862,193 | 0.55% | |
| SLV |
iShares Silver Trust
|
Reduced | 12,536 | $854,203 | 0.55% | |
| AA |
Alcoa Corp
Basic Materials
|
Added | 12,651 | $839,140 | 0.54% | |
| BPOP |
Popular, Inc.
Financial Services
|
Reduced | 6,155 | $825,816 | 0.53% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 3,336 | $815,451 | 0.52% | |
| FLEX |
Flex Ltd.
Technology
|
Reduced | 12,238 | $801,099 | 0.51% | |
| HIG |
Hartford Insurance Group, Inc.
Financial Services
|
Added | 5,802 | $784,604 | 0.50% | |
| FBP |
First Bancorp /Pr/
Financial Services
|
Added | 35,979 | $768,511 | 0.49% | |
| AZZ |
Azz Inc
Industrials
|
Reduced | 6,057 | $757,912 | 0.49% | |
| MCY |
Mercury General Corp
Financial Services
|
Added | 8,513 | $750,420 | 0.48% | |
| FHI |
Federated Hermes, Inc.
Financial Services
|
Added | 13,109 | $743,411 | 0.48% | |
| GTX |
Garrett Motion Inc.
Consumer Cyclical
|
Added | 40,368 | $733,486 | 0.47% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Reduced | 10,908 | $731,599 | 0.47% | |
| PHIN |
Phinia Inc.
Consumer Cyclical
|
Added | 10,563 | $722,931 | 0.46% | |
| BFH |
Bread Financial Holdings, Inc.
Financial Services
|
Added | 9,388 | $703,067 | 0.45% | |
| JAZZ |
Jazz Pharmaceuticals plc
Healthcare
|
Reduced | 3,701 | $699,674 | 0.45% | |
| AER |
AerCap Holdings N.V.
Industrials
|
Reduced | 5,067 | $695,091 | 0.45% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 5,498 | $694,672 | 0.45% | |
| JBL |
Jabil Inc
Technology
|
Reduced | 2,609 | $693,028 | 0.45% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 2,332 | $680,197 | 0.44% | |
| OPLN |
OPENLANE, Inc.
Consumer Cyclical
|
Added | 22,386 | $652,551 | 0.42% |