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Equibles

Global Retirement Partners, LLC

Pension
Location
San Rafael, CA
Portfolio Value
Micro $32,658,807
Diversification
Diversified
Filing Date
Global Rank
#1,093 / 8,652 ▲ 133
Top Industry
Semiconductors 11.5%
3Y Alpha vs SPY
-4.4%
Period ended 6 months ago
Filed Feb 6, 2026 · 4mo
23 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
+59.5%
SPY
+78.1%
Annualised alpha
-4.4%
Max drawdown
−17.8%

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

2,670 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025
Top Position
6.5%
−1.8 pts
Top 5
24.8%
−5.2 pts
Top 10
36.4%
−6.3 pts
HHI
179
Dec 2022 → Dec 2025 · range 179 – 426
Diversified−66

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025
Sector % Portfolio Value
Technology 30.6% $732,360,658
Financial Services 18.5% $443,380,673
Consumer Cyclical 9.7% $231,224,630
Healthcare 8.4% $202,037,142
Communication Services 7.2% $172,626,957
Industrials 6.6% $158,522,136
Unclassified 6.1% $145,871,027
Consumer Defensive 4.1% $98,774,529
Energy 3.3% $79,998,142
Utilities 2.4% $58,533,194
Real Estate 1.5% $36,797,448
Basic Materials 1.4% $32,658,807

Last Quarter's Activity

Export CSV
Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
BW +266,997 291,597 $1,848,724
NFLX +186,655 202,996 $19,032,904
NVDA +176,380 759,430 $141,633,695
T +103,113 288,882 $7,175,828
SAN +100,715 141,084 $1,654,915
AAPL +95,819 568,591 $154,577,149
ABEV +93,658 94,624 $233,721
CIG +88,550 88,685 $177,370
BAC +88,295 200,800 $11,044,000
PFE +81,713 216,502 $5,390,899
NOW +75,298 88,031 $13,485,468
JQC +71,699 71,999 $361,434
ITUB +68,745 72,748 $520,875
LYG +67,825 476,637 $2,526,176
ASX +64,944 70,865 $1,140,926
AMZN +62,555 301,588 $69,612,542
BMY +60,544 89,952 $4,852,010
GOOGL +60,347 201,781 $63,157,453
MSFT +59,209 233,220 $112,789,856
AOD +57,765 57,843 $563,969
ACP +53,416 56,267 $304,404
F +53,093 118,660 $1,556,819
CSCO +52,232 138,196 $10,645,237
JPC +51,566 52,594 $426,537
MUFG +49,086 56,217 $891,601

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
AXIA −84,548 5,569 $51,012
AJG −57,624 445,401 $115,265,324
PBR −57,157 18,998 $225,126
VGZ −45,045 145,312 $286,264
ETHE −43,425 16,855 $410,756
KT −27,365 7,789 $147,757
OWL −27,242 5,341 $79,794
KGC −27,114 1,977 $55,672
BXSL −26,607 113,836 $2,997,301
BBAI −25,513 18,647 $100,693
BMNR −22,496 15,925 $432,363
ZIM −19,009 33,984 $721,480
AESI −15,513 2,426 $22,852
UUP −14,797 13,537 $365,905
AGNC −14,581 20,594 $220,767
ETH −14,150 1,698 $47,645
SOFI −13,032 58,648 $1,535,404
QBTS −12,741 3,491 $91,289
SERV −12,500 1,001 $10,390
IBIT −11,880 258,804 $12,849,618
GNLX −11,584 217,092 $946,521
BGT −11,536 21,057 $238,575
CMCL −11,519 500 $13,085
KMX −10,814 1,260 $48,686
BMBL −10,434 154 $549

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
STBA 77,554 $3,051,749
UL 30,253 $1,978,546
BPRE 112,052 $1,680,780
TTE 14,950 $978,029
BITW 14,996 $881,164
UVSP 19,262 $630,637
ASGI 26,624 $595,312
EMD 35,446 $376,790
NPFD 17,478 $332,606
FER 4,756 $307,285
VSAT 8,604 $296,493
LXP 5,510 $273,185
HAE 3,370 $270,105
ZTO 12,735 $266,034
TTI 28,058 $262,903
Q 3,142 $256,544
MEGI 17,350 $238,736
BUSE 9,937 $236,401
FSSL 16,413 $232,079
WIW 26,639 $228,829
BOE 19,462 $227,900
NVMI 653 $214,438
CHT 5,022 $209,467
MRCY 2,775 $202,602
XFLT 8,327 $199,848

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
QQQ 152,941 $91,821,188
COR 23,259 $7,269,135
RTX 29,252 $4,894,737
PWR 11,529 $4,777,848
GLDM 47,412 $3,624,647
TGT 11,254 $1,009,483
VERI 117,209 $564,947
TRV 1,762 $491,985
NTHI 47,832 $434,314
AMBQ 11,996 $358,920
FTNT 4,187 $352,042
VISN 15,312 $237,029
DTI 77,505 $178,261
VRSN 455 $127,204
HCI 653 $125,330
SUZ 12,964 $121,861
GL 667 $95,360
NXT 1,282 $94,855
EW 1,155 $89,824
UMAC 5,000 $75,500
AGX 258 $69,672
VALE 5,961 $64,736
CARE 3,268 $63,431
RUM 8,500 $61,540
GUT 8,593 $52,159

Portfolio Positions

Export CSV View 13F filing
140 positions · $32,658,807 total · Basic Materials only · as of Dec 31, 2025
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 140 positions by value · page 1 of 3
Ticker Company Shares Value (USD) % of Portfolio History
ECL
Ecolab Inc.
Basic Materials 		11,663 $3,061,770 9.38%
LIN
Linde PLC
Basic Materials 		6,391 $2,725,058 8.34%
APD
Air Products & Chemicals, Inc.
Basic Materials 		10,975 $2,711,044 8.30%
NEM
NEWMONT Corp /DE/
Basic Materials 		25,371 $2,533,294 7.76%
FCX
Freeport-Mcmoran Inc
Basic Materials 		45,047 $2,287,937 7.01%
CRH
Crh Public Ltd Co
Basic Materials 		9,988 $1,246,502 3.82%
SHW
Sherwin Williams Co
Basic Materials 		3,342 $1,082,908 3.32%
HYMC
Hycroft Mining Holding Corp
Basic Materials 		42,075 $1,000,122 3.06%
B
Barrick Mining Corp
Basic Materials 		17,329 $754,677 2.31%
NEU
Newmarket Corp
Basic Materials 		987 $678,325 2.08%
RIO
Rio Tinto PLC
Basic Materials 		8,423 $674,092 2.06%
RGLD
Royal Gold Inc
Basic Materials 		2,778 $617,521 1.89%
NUE
Nucor Corp
Basic Materials 		3,693 $602,365 1.84%
IFF
International Flavors & Fragrances Inc
Basic Materials 		8,912 $600,579 1.84%
STLD
Steel Dynamics Inc
Basic Materials 		3,369 $570,877 1.75%
DOW
Dow Inc.
Basic Materials 		23,615 $552,118 1.69%
AXTA
Axalta Coating Systems Ltd.
Basic Materials 		16,516 $533,631 1.63%
BHP
BHP Group Ltd
Basic Materials 		8,762 $528,961 1.62%
AA
Alcoa Corp
Basic Materials 		9,212 $489,525 1.50%
AEM
Agnico Eagle Mines Ltd
Basic Materials 		2,799 $474,514 1.45%
CTVA
Corteva, Inc.
Basic Materials 		6,997 $469,008 1.44%
MP
MP Materials Corp. / DE
Basic Materials 		9,210 $465,289 1.42%
PPG
Ppg Industries Inc
Basic Materials 		3,984 $408,200 1.25%
DD
DuPont de Nemours, Inc.
Basic Materials 		9,468 $380,613 1.17%
ALB
Albemarle Corp
Basic Materials 		2,662 $376,513 1.15%
ESI
Element Solutions Inc
Basic Materials 		13,067 $326,544 1.00%
MLM
Martin Marietta Materials Inc
Basic Materials 		523 $325,651 1.00%
VGZ
Vista Gold Corp
Basic Materials 		145,312 $286,264 0.88%
RPM
Rpm International Inc/De/
Basic Materials 		2,720 $282,880 0.87%
PAAS
Pan American Silver Corp
Basic Materials 		4,649 $240,864 0.74%
WPM
Wheaton Precious Metals Corp.
Basic Materials 		1,906 $223,993 0.69%
FNV
FRANCO NEVADA Corp
Basic Materials 		953 $197,537 0.60%
GFI
Gold Fields Ltd
Basic Materials 		4,395 $191,885 0.59%
CF
CF Industries Holdings, Inc.
Basic Materials 		2,261 $174,865 0.54%
MT
ArcelorMittal
Basic Materials 		3,764 $171,525 0.53%
NWPX
NWPX Infrastructure, Inc.
Basic Materials 		2,597 $162,286 0.50%
USAR
USA Rare Earth, Inc.
Basic Materials 		13,439 $159,924 0.49%
TECK
Teck Resources Ltd
Basic Materials 		3,306 $158,324 0.48%
VMC
Vulcan Materials CO
Basic Materials 		550 $156,871 0.48%
HMY
Harmony Gold Mining Co Ltd
Basic Materials 		7,870 $156,613 0.48%
BCPC
Balchem Corp
Basic Materials 		1,006 $154,280 0.47%
CX
Cemex Sab De CV
Basic Materials 		13,222 $151,920 0.47%
LYB
LyondellBasell Industries N.V.
Basic Materials 		3,008 $130,246 0.40%
SCCO
Southern Copper Corp/
Basic Materials 		884 $125,820 0.39%
PPTA
Perpetua Resources Corp.
Basic Materials 		5,085 $123,107 0.38%
UFPI
Ufp Industries Inc
Basic Materials 		1,308 $119,093 0.36%
BVN
Buenaventura Mining Co Inc
Basic Materials 		4,216 $117,331 0.36%
TGLS
Tecnoglass Inc.
Basic Materials 		2,298 $115,635 0.35%
SMG
Scotts Miracle-Gro Co
Basic Materials 		1,971 $115,007 0.35%
CLF
Cleveland-Cliffs Inc.
Basic Materials 		8,509 $112,999 0.35%

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