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Equibles

Larson Financial Group LLC

Location
ST LOUIS, MO
Portfolio Value
Micro $57,693,269
Diversification
Diversified
Filing Date
Global Rank
#1,420 / 8,588 ▲ 72
Top Industry
Semiconductors 16.0%
3Y Alpha vs SPY
-0.9%
Period ended 3 months ago
Filed May 15, 2026 · 33d
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
+74.4%
SPY
+76.8%
Annualised alpha
-0.6%
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

2,691 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
8.8%
−0.4 pts
Top 5
29.0%
−2.7 pts
Top 10
40.2%
−1.9 pts
HHI
243
Jun 2023 → Mar 2026 · range 217 – 303
Diversified−25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 34.6% $506,822,191
Unclassified 12.1% $177,298,955
Financial Services 10.7% $156,167,667
Consumer Cyclical 8.8% $128,210,547
Industrials 7.9% $116,296,311
Healthcare 7.1% $103,364,760
Energy 5.2% $76,528,062
Communication Services 4.3% $62,645,151
Consumer Defensive 3.9% $57,693,269
Utilities 2.0% $29,244,038
Real Estate 1.7% $24,491,466
Basic Materials 1.6% $24,113,447

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
NVDA +50,956 741,223 $129,269,291
NFLX +41,538 84,279 $8,103,425
XRPZ +36,802 74,077 $1,080,783
LRCX +31,930 130,563 $27,896,090
AAPL +30,021 453,403 $115,069,147
T +26,720 80,830 $2,343,261
FSK +26,322 190,383 $1,938,098
UMC +25,612 26,370 $236,802
KVUE +21,059 54,571 $940,804
GOOGL +20,225 81,526 $23,443,616
SEM +19,419 161,326 $2,628,000
AGNC +18,963 59,154 $593,314
FSLY +18,862 18,879 $548,623
S +17,809 18,086 $232,947
AMZN +17,609 248,811 $51,819,866
HBAN +16,537 262,929 $4,114,838
CZR +16,238 91,001 $2,405,156
CPRT +16,129 16,873 $560,183
BMNR +15,700 20,116 $397,894
BAC +15,420 87,112 $4,246,710
VZ +15,217 54,561 $2,738,962
ASX +15,170 297,281 $6,445,052
BP +14,790 137,404 $6,457,988
DKNG +13,931 85,966 $1,858,584
TOST +13,600 19,365 $513,366

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
STLA −92,031 93,078 $659,923
LPTH −62,617 7,458 $74,803
DIS −36,706 14,694 $1,416,207
INSG −34,062 2,934 $32,626
HODL −31,316 53 $1,015
FCX −30,714 7,003 $411,636
PFE −25,535 109,981 $3,088,266
ETHV −24,602 34 $1,042
ZETA −23,221 2,012 $32,031
TRI −21,271 544 $48,949
QQQ −18,371 83,991 $48,477,925
TJX −18,130 9,285 $1,482,814
EXTR −15,066 1,438 $21,685
BRCC −13,500 27 $20
INVZ −12,171 12 $7
OBE −11,520 8 $75
SILA −11,005 44,374 $1,050,776
UPST −10,583 1,118 $28,676
PEP −10,464 22,827 $3,544,804
GLD −10,456 25,595 $11,013,272
AAOI −9,573 860 $72,747
GRAB −9,132 872 $3,191
PINS −8,096 2,042 $37,450
DIBS −7,788 300 $1,650
ZD −7,137 583 $24,462

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
DMLP 23,729 $643,055
UUP 13,401 $372,279
AZN 1,334 $263,091
WAY 4,901 $118,163
AGQ 946 $113,056
COUR 18,011 $104,824
SPXX 5,341 $85,829
BXMT 4,335 $83,015
GRDN 2,064 $77,730
PDYN 11,000 $66,770
PCRX 2,637 $59,596
PLUS 770 $57,942
ARW 378 $54,208
CRF 7,121 $49,490
PNFP 562 $48,410
BLSH 1,279 $45,698
ESTA 769 $43,663
AMCR 1,091 $43,367
SRAD 2,344 $39,238
OTF 3,085 $38,223
MYI 3,160 $33,211
DXYZ 1,163 $31,145
ECC 7,500 $28,200
SAIL 2,127 $28,161
FRHC 190 $27,527

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
GHI 44,565 $307,052
WW 3,962 $115,749
TOI 31,468 $112,026
RVPH 16,644 $93,206
DIAX 6,000 $91,560
LWAY 2,580 $62,513
LUXE 6,212 $51,870
ESPR 10,500 $38,850
CVRX 5,426 $38,524
DCO 250 $23,782
EXAS 228 $23,155
NVR 3 $21,878
IZEA 4,599 $20,143
MQ 3,937 $18,700
AIRS 9,213 $18,241
JJSF 197 $17,802
GAB 2,528 $15,443
HYPD 4,283 $15,247
CMRC 3,699 $15,239
ARHS 1,329 $14,898
GDV 490 $13,607
DOMO 1,573 $13,260
EBC 707 $13,030
NMCO 1,266 $12,951
NFJ 1,000 $12,890

Portfolio Positions

Export CSV View 13F filing
112 positions · $57,693,269 total · Consumer Defensive 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
Showing 1–50 of 112 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History
COST
Costco Wholesale Corp /New
Consumer Defensive 		14,766 $14,713,285 25.50%
WMT
Walmart Inc.
Consumer Defensive 		68,098 $8,463,219 14.67%
PFGC
Performance Food Group Co
Consumer Defensive 		52,171 $4,468,967 7.75%
KO
Coca Cola Co
Consumer Defensive 		48,750 $3,707,437 6.43%
PEP
Pepsico Inc
Consumer Defensive 		22,827 $3,544,804 6.14%
MO
Altria Group, Inc.
Consumer Defensive 		47,723 $3,149,240 5.46%
PM
Philip Morris International Inc.
Consumer Defensive 		17,339 $2,866,830 4.97%
PG
PROCTER & GAMBLE Co
Consumer Defensive 		16,146 $2,332,128 4.04%
TGT
Target Corp
Consumer Defensive 		10,176 $1,233,331 2.14%
MDLZ
Mondelez International, Inc.
Consumer Defensive 		18,096 $1,043,053 1.81%
KVUE
Kenvue Inc.
Consumer Defensive 		54,571 $940,804 1.63%
BTI
British American Tobacco p.l.c.
Consumer Defensive 		12,636 $738,826 1.28%
COKE
Coca-Cola Consolidated, Inc.
Consumer Defensive 		3,748 $718,641 1.25%
UL
Unilever PLC
Consumer Defensive 		11,467 $653,274 1.13%
CLX
Clorox Co /De/
Consumer Defensive 		6,150 $637,324 1.10%
STZ
Constellation Brands, Inc.
Consumer Defensive 		4,189 $628,350 1.09%
ADM
Archer-Daniels-Midland Co
Consumer Defensive 		8,510 $618,591 1.07%
EL
Estee Lauder Companies Inc
Consumer Defensive 		8,381 $601,504 1.04%
KR
Kroger Co
Consumer Defensive 		8,230 $595,522 1.03%
KMB
Kimberly Clark Corp
Consumer Defensive 		4,939 $476,465 0.83%
CL
Colgate Palmolive Co
Consumer Defensive 		5,463 $465,611 0.81%
MNST
Monster Beverage Corp
Consumer Defensive 		5,552 $402,297 0.70%
SYY
Sysco Corp
Consumer Defensive 		4,947 $352,869 0.61%
HSY
Hershey Co
Consumer Defensive 		1,530 $318,071 0.55%
MKC
Mccormick & Co Inc
Consumer Defensive 		5,943 $299,764 0.52%
CHD
Church & Dwight Co Inc /De/
Consumer Defensive 		2,355 $219,768 0.38%
HRL
Hormel Foods Corp /De/
Consumer Defensive 		8,628 $195,424 0.34%
TSN
Tyson Foods, Inc.
Consumer Defensive 		2,890 $185,162 0.32%
CCEP
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive 		1,773 $160,757 0.28%
USFD
US Foods Holding Corp.
Consumer Defensive 		1,690 $155,834 0.27%
SFM
Sprouts Farmers Market, Inc.
Consumer Defensive 		1,852 $142,844 0.25%
BUD
Anheuser-Busch InBev SA/NV
Consumer Defensive 		2,059 $142,832 0.25%
CAG
Conagra Brands Inc.
Consumer Defensive 		8,934 $140,442 0.24%
KHC
Kraft Heinz Co
Consumer Defensive 		6,234 $140,202 0.24%
DG
Dollar General Corp
Consumer Defensive 		939 $111,487 0.19%
CELH
Celsius Holdings, Inc.
Consumer Defensive 		3,016 $107,007 0.19%
COUR
Coursera, Inc.
Consumer Defensive 		18,011 $104,824 0.18%
KDP
Keurig Dr Pepper Inc.
Consumer Defensive 		3,916 $103,108 0.18%
JBSS
Sanfilippo John B & Son Inc
Consumer Defensive 		1,284 $101,859 0.18%
UVV
Universal Corp /Va/
Consumer Defensive 		1,607 $84,688 0.15%
DOLE
Dole plc
Consumer Defensive 		5,791 $82,753 0.14%
FDP
Fresh Del Monte Produce Inc
Consumer Defensive 		1,940 $78,104 0.14%
INGR
Ingredion Inc
Consumer Defensive 		693 $78,073 0.14%
COTY
Coty Inc.
Consumer Defensive 		37,337 $75,047 0.13%
ANDE
Andersons, Inc.
Consumer Defensive 		1,014 $72,784 0.13%
ELF
e.l.f. Beauty, Inc.
Consumer Defensive 		1,191 $72,186 0.13%
POST
Post Holdings, Inc.
Consumer Defensive 		701 $69,300 0.12%
DLTR
Dollar Tree, Inc.
Consumer Defensive 		572 $62,639 0.11%
GIS
General Mills Inc
Consumer Defensive 		1,625 $60,482 0.10%
LW
Lamb Weston Holdings, Inc.
Consumer Defensive 		1,288 $54,430 0.09%

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