Elmwood Wealth Management, Inc.
Filing Date
Global Rank
#5,896
/ 8,586
▲ 119
Top Industry
Semiconductors
11.0%
3Y Alpha vs SPY
-15.2%
Period ended 3 months ago
Filed Apr 9, 2026 · 2mo
23 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
+19.5%
SPY
+78.1%
Annualised alpha
-15.1%
Max drawdown
−28.6%
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
71 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.2%
+0.1 pts
Top 5
31.3%
−0.5 pts
Top 10
48.5%
−0.7 pts
HHI
340
Diversified−7
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.0% | $26,171,638 |
| Financial Services | 18.1% | $16,376,964 |
| Healthcare | 13.6% | $12,257,570 |
| Consumer Defensive | 8.0% | $7,229,838 |
| Communication Services | 7.6% | $6,845,094 |
| Consumer Cyclical | 6.5% | $5,856,213 |
| Industrials | 6.4% | $5,779,376 |
| Unclassified | 5.4% | $4,901,594 |
| Utilities | 2.0% | $1,842,999 |
| Energy | 1.6% | $1,407,383 |
| Basic Materials | 1.2% | $1,092,810 |
| Real Estate | 0.6% | $577,212 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NTLA | Intellia Therapeutics, Inc. | +25,000 | 102,924 | $1,319,485 | |
| PANW | Palo Alto Networks Inc | +1,854 | 5,721 | $917,190 | |
| AAPL | Apple Inc. | +1,718 | 36,356 | $9,226,788 | |
| GERN | Geron Corp | +1,615 | 29,815 | $44,424 | |
| NVDA | Nvidia Corp | +1,493 | 38,083 | $6,641,674 | |
| MSFT | Microsoft Corp | +1,187 | 9,446 | $3,496,625 | |
| INTU | Intuit Inc. | +846 | 3,322 | $1,436,366 | |
| SPY | Spdr S&P 500 ETF Trust | +528 | 4,739 | $3,081,961 | |
| BRK-B | Berkshire Hathaway Inc | +311 | 8,773 | $4,204,021 | |
| SCHW | Schwab Charles Corp | +299 | 16,663 | $1,565,988 | |
| SO | Southern Co | +210 | 4,210 | $406,349 | |
| BAC | Bank Of America Corp /De/ | +165 | 5,071 | $247,211 | |
| DUK | Duke Energy CORP | +156 | 2,729 | $357,335 | |
| HON | Honeywell International Inc | +110 | 4,749 | $1,073,416 | |
| CI | Cigna Group | +75 | 994 | $265,149 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +75 | 2,736 | $924,631 | |
| TMO | Thermo Fisher Scientific Inc. | +70 | 636 | $312,613 | |
| MO | Altria Group, Inc. | +64 | 4,719 | $311,406 | |
| V | Visa Inc. | +60 | 4,120 | $1,245,228 | |
| IBM | International Business Machines Corp | +44 | 1,136 | $275,355 | |
| DLR | Digital Realty Trust, Inc. | +40 | 3,203 | $577,212 | |
| TSLA | Tesla, Inc. | +35 | 2,178 | $809,671 | |
| VZ | Verizon Communications Inc | +27 | 5,468 | $274,493 | |
| MCD | Mcdonalds Corp | +20 | 685 | $212,891 | |
| D | Dominion Energy, Inc | +20 | 17,459 | $1,079,315 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DIS | Walt Disney Co | −1,834 | 10,779 | $1,038,880 | |
| XENE | Xenon Pharmaceuticals Inc. | −950 | 9,807 | $570,277 | |
| ABT | Abbott Laboratories | −769 | 15,099 | $1,550,214 | |
| AMZN | Amazon Com Inc | −547 | 18,599 | $3,873,613 | |
| DHR | Danaher Corp /De/ | −538 | 5,667 | $1,074,463 | |
| PEP | Pepsico Inc | −442 | 8,829 | $1,371,055 | |
| MCHP | Microchip Technology Inc | −427 | 20,084 | $1,297,627 | |
| MKC | Mccormick & Co Inc | −419 | 9,810 | $494,816 | |
| ABBV | AbbVie Inc. | −403 | 2,262 | $491,962 | |
| RTX | RTX Corp | −400 | 1,602 | $309,025 | |
| UNP | Union Pacific Corp | −361 | 5,199 | $1,261,381 | |
| CVX | Chevron Corp | −350 | 3,186 | $659,183 | |
| GOOGL | Alphabet Inc. | −341 | 14,994 | $4,311,674 | |
| UNH | Unitedhealth Group Inc | −264 | 5,398 | $1,460,644 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −245 | 5,622 | $975,135 | |
| JPM | Jpmorgan Chase & Co | −236 | 9,793 | $2,880,708 | |
| TRV | Travelers Companies, Inc. | −228 | 5,180 | $1,510,902 | |
| MA | Mastercard Inc | −180 | 5,538 | $2,767,117 | |
| SBUX | Starbucks Corp | −170 | 4,592 | $411,397 | |
| ECL | Ecolab Inc. | −157 | 4,108 | $1,092,810 | |
| PG | PROCTER & GAMBLE Co | −141 | 8,196 | $1,183,830 | |
| CRM | Salesforce, Inc. | −138 | 7,451 | $1,390,878 | |
| AXP | American Express Co | −135 | 685 | $207,198 | |
| MRK | Merck & Co., Inc. | −114 | 4,013 | $482,723 | |
| NVS | Novartis AG | −100 | 3,240 | $494,910 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
Sold Out
Positions the filer fully exited
5 positions
1 positions ·
$1,092,810 total
· Basic Materials 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
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 4,108 | $1,092,810 | 100.00% |