Stewardship Advisors, LLC

CIK

1733219

Location

MOUNT JOY, PA

Portfolio Value

Micro $23,789,781

Diversification

Diversified

Filing Date

Global Rank

#7,250 / 8,232 ▲ 202

Top Industry

Semiconductors 13.0%

3Y Alpha vs SPY

-1.3%

Period ended 2 months ago

Filed Apr 17, 2026 · 58d

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

+70.5%

SPY

+76.3%

Annualised alpha

-1.3%

Max drawdown

−18.3%

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

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

Top Position

8.6%

−2.1 pts

Top 5

33.8%

−3.7 pts

Top 10

52.5%

−3.8 pts

HHI

381

Diversified−59

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.1%	$6,684,602	8
Financial Services	18.5%	$4,408,688	7
Communication Services	11.7%	$2,786,755	6
Unclassified	10.8%	$2,580,411	4
Consumer Cyclical	9.5%	$2,251,135	5
Utilities	4.9%	$1,156,055	4
Healthcare	4.5%	$1,071,608	5
Consumer Defensive	4.4%	$1,038,768	2
Energy	3.4%	$819,273	3
Industrials	2.1%	$503,285	2
Real Estate	1.1%	$272,059	1
Basic Materials	0.9%	$217,142	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
BPRE	Bluerock Private Real Estate Fund	+7,362	59,034	$980,554
NVDA	Nvidia Corp	+638	10,692	$1,864,684
MSFT	Microsoft Corp	+219	3,246	$1,201,571
AVGO	Broadcom Inc.	+153	2,067	$639,757
AMZN	Amazon Com Inc	+117	4,674	$973,453
CSCO	Cisco Systems, Inc.	+92	2,926	$227,028
META	Meta Platforms, Inc.	+65	1,010	$577,851
AMD	Advanced Micro Devices Inc	+63	1,192	$242,488
TSLA	Tesla, Inc.	+58	1,716	$637,923
ISRG	Intuitive Surgical Inc	+38	459	$211,594
GOOGL	Alphabet Inc.	+27	4,216	$1,212,352
WMT	Walmart Inc.	+17	4,582	$569,450
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
FULT	Fulton Financial Corp	−11,414	75,375	$1,533,127
AAPL	Apple Inc.	−1,530	8,031	$2,038,187
BTC	Grayscale Bitcoin Mini Trust ETF	−1,000	9,621	$288,533
PNC	Pnc Financial Services Group, Inc.	−765	1,739	$361,868
VZ	Verizon Communications Inc	−260	5,830	$292,666
PEG	Public Service Enterprise Group Inc	−134	2,972	$240,583
T	At&T Inc.	−91	8,295	$240,472
ABBV	AbbVie Inc.	−77	945	$205,528
JPM	Jpmorgan Chase & Co	−73	1,961	$576,847
XOM	Exxon Mobil Corp	−68	1,907	$323,541
HD	Home Depot, Inc.	−64	766	$251,929
F	Ford Motor Co	−59	11,793	$136,091
BRK-B	Berkshire Hathaway Inc	−50	721	$345,503
NFLX	Netflix Inc	−44	2,371	$227,971
MA	Mastercard Inc	−34	958	$478,674
GLD	Spdr Gold Trust	−28	594	$255,592
LLY	ELI LILLY & Co	−23	246	$226,263
TMUS	T-Mobile US, Inc.	−22	1,121	$235,443
TMO	Thermo Fisher Scientific Inc.	−15	464	$228,069
QQQ	Invesco Qqq Trust, Series 1	−7	2,408	$1,389,849
FSCO	FS Credit Opportunities Corp.	−1	25,905	$132,115
COST	Costco Wholesale Corp /New	−1	471	$469,318
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	1,285	$265,866
KLAC	Kla Corp	170	$250,309
CAT	Caterpillar Inc	333	$235,917
EOG	Eog Resources Inc	1,590	$229,866
ETR	Entergy Corp /De/	1,969	$221,236
ASML	Asml Holding NV	167	$220,578
LIN	Linde PLC	438	$217,142
DUK	Duke Energy CORP	1,547	$202,564
PFE	Pfizer Inc	7,128	$200,154
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
NEE	Nextera Energy Inc	3,676	$295,109
COF	Capital One Financial Corp	881	$213,519
HCA	HCA Healthcare, Inc.	445	$207,752
TFC	Truist Financial Corp	4,084	$200,973
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 positions · $23,789,781 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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	8,031	-1,530	$2,038,187	−21.6%	8.57%
NVDA	Nvidia Corp Technology	Added	10,692	+638	$1,864,684	−0.6%	7.84%
FULT	Fulton Financial Corp Financial Services	Reduced	75,375	-11,414	$1,533,127	−8.6%	6.44%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,408	-7	$1,389,849	−6.3%	5.84%
GOOGL	Alphabet Inc. Communication Services	Added	4,216	+27	$1,212,352	−7.5%	5.10%
MSFT	Microsoft Corp Technology	Added	3,246	+219	$1,201,571	−17.9%	5.05%
BPRE	Bluerock Private Real Estate Fund Financial Services	Added	59,034	+7,362	$980,554	+26.5%	4.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,674	+117	$973,453	−7.5%	4.09%
SPY	Spdr S&P 500 ETF Trust	Held	994	0	$646,437	−4.6%	2.72%
AVGO	Broadcom Inc. Technology	Added	2,067	+153	$639,757	−3.4%	2.69%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,716	+58	$637,923	−14.4%	2.68%
META	Meta Platforms, Inc. Communication Services	Added	1,010	+65	$577,851	−7.4%	2.43%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,961	-73	$576,847	−12.0%	2.42%
WMT	Walmart Inc. Consumer Defensive	Added	4,582	+17	$569,450	+12.0%	2.39%
PPL	PPL Corp Utilities	Held	12,871	0	$491,672	+9.1%	2.07%
MA	Mastercard Inc Financial Services	Reduced	958	-34	$478,674	−15.5%	2.01%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	471	-1	$469,318	+15.3%	1.97%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	1,739	-765	$361,868	−30.8%	1.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	721	-50	$345,503	−10.8%	1.45%
XOM	Exxon Mobil Corp Energy	Reduced	1,907	-68	$323,541	+36.1%	1.36%
VZ	Verizon Communications Inc Communication Services	Reduced	5,830	-260	$292,666	+18.0%	1.23%
BTC	Grayscale Bitcoin Mini Trust ETF	Reduced	9,621	-1,000	$288,533	−29.9%	1.21%
SILA	Sila Realty Trust, Inc. Real Estate	Held	11,489	0	$272,059	+1.6%	1.14%
GD	General Dynamics Corp Industrials	Held	779	0	$267,368	+1.9%	1.12%
CVX	Chevron Corp Energy	NEW	1,285	NEW	$265,866	NEW	1.12%
GLD	Spdr Gold Trust	Reduced	594	-28	$255,592	+3.7%	1.07%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	766	-64	$251,929	−11.8%	1.06%
MCD	Mcdonalds Corp Consumer Cyclical	Held	810	0	$251,739	+1.7%	1.06%
KLAC	Kla Corp Technology	NEW	170	NEW	$250,309	NEW	1.05%
AMD	Advanced Micro Devices Inc Technology	Added	1,192	+63	$242,488	+0.3%	1.02%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	2,972	-134	$240,583	−3.5%	1.01%
T	At&T Inc. Communication Services	Reduced	8,295	-91	$240,472	+15.4%	1.01%
CAT	Caterpillar Inc Industrials	NEW	333	NEW	$235,917	NEW	0.99%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	1,121	-22	$235,443	+1.5%	0.99%
EOG	Eog Resources Inc Energy	NEW	1,590	NEW	$229,866	NEW	0.97%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	464	-15	$228,069	−17.8%	0.96%
NFLX	Netflix Inc Communication Services	Reduced	2,371	-44	$227,971	+0.7%	0.96%
CSCO	Cisco Systems, Inc. Technology	Added	2,926	+92	$227,028	+4.0%	0.95%
LLY	ELI LILLY & Co Healthcare	Reduced	246	-23	$226,263	−21.7%	0.95%
ETR	Entergy Corp /De/ Utilities	NEW	1,969	NEW	$221,236	NEW	0.93%
ASML	Asml Holding NV Technology	NEW	167	NEW	$220,578	NEW	0.93%
LIN	Linde PLC Basic Materials	NEW	438	NEW	$217,142	NEW	0.91%
ISRG	Intuitive Surgical Inc Healthcare	Added	459	+38	$211,594	−11.3%	0.89%
ABBV	AbbVie Inc. Healthcare	Reduced	945	-77	$205,528	−12.0%	0.86%
DUK	Duke Energy CORP Utilities	NEW	1,547	NEW	$202,564	NEW	0.85%
PFE	Pfizer Inc Healthcare	NEW	7,128	NEW	$200,154	NEW	0.84%
F	Ford Motor Co Consumer Cyclical	Reduced	11,793	-59	$136,091	−12.5%	0.57%
FSCO	FS Credit Opportunities Corp. Financial Services	Reduced	25,905	-1	$132,115	−19.1%	0.56%