ACIMA PRIVATE WEALTH, LLC
Filing Date
Global Rank
#6,414
/ 8,232
▲ 181
Top Industry
Consumer Electronics
15.4%
3Y Alpha vs SPY
-10.4%
Period ended 2 months ago
Filed Apr 6, 2026 · 2mo
25 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
+34.6%
SPY
+76.5%
Annualised alpha
-10.4%
Max drawdown
−16.0%
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
109 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.2%
−0.5 pts
Top 5
28.3%
−2.6 pts
Top 10
41.2%
−2.7 pts
HHI
376
Diversified−25
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.3% | $15,963,716 |
| Healthcare | 14.7% | $7,726,592 |
| Consumer Cyclical | 13.6% | $7,145,968 |
| Industrials | 11.7% | $6,172,045 |
| Financial Services | 10.4% | $5,492,727 |
| Consumer Defensive | 7.4% | $3,877,952 |
| Energy | 4.6% | $2,446,061 |
| Basic Materials | 3.7% | $1,961,750 |
| Communication Services | 1.3% | $700,276 |
| Unclassified | 1.3% | $671,203 |
| Utilities | 0.9% | $480,655 |
| Real Estate | 0.0% | $12,943 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CVX | Chevron Corp | −667 | 1,521 | $314,694 | |
| JNJ | Johnson & Johnson | −352 | 6,648 | $1,625,037 | |
| AAPL | Apple Inc. | −312 | 31,455 | $7,982,964 | |
| XOM | Exxon Mobil Corp | −204 | 7,423 | $1,259,386 | |
| ADP | Automatic Data Processing Inc | −38 | 3,888 | $789,963 | |
| ABT | Abbott Laboratories | −38 | 3,382 | $347,229 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −36 | 1,881 | $326,259 | |
| HD | Home Depot, Inc. | −18 | 1,664 | $547,272 | |
| No positions match the current search. | |||||
109 positions ·
$52,651,888 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 109 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 31,455 | $7,982,964 | 15.16% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 5,697 | $2,108,858 | 4.01% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 6,905 | $1,631,513 | 3.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 6,648 | $1,625,037 | 3.09% | |
| NOW |
ServiceNow, Inc.
Technology
|
Held | 14,785 | $1,545,771 | 2.94% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 6,848 | $1,489,371 | 2.83% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Held | 324 | $1,364,143 | 2.59% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Held | 2,231 | $1,348,394 | 2.56% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 4,110 | $1,317,460 | 2.50% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Held | 739 | $1,277,745 | 2.43% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 7,423 | $1,259,386 | 2.39% | |
| V |
Visa Inc.
Financial Services
|
Held | 3,810 | $1,151,534 | 2.19% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,400 | $991,844 | 1.88% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 3,101 | $963,759 | 1.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 4,513 | $939,922 | 1.79% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Held | 4,680 | $927,763 | 1.76% | |
| RTX |
RTX Corp
Industrials
|
Held | 4,694 | $905,472 | 1.72% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 3,671 | $890,658 | 1.69% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 5,907 | $853,207 | 1.62% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 5,206 | $808,439 | 1.54% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Held | 1,806 | $806,451 | 1.53% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 3,888 | $789,963 | 1.50% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Held | 2,934 | $763,690 | 1.45% | |
| COP |
Conocophillips
Energy
|
Held | 5,450 | $719,400 | 1.37% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 9,066 | $689,469 | 1.31% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,892 | $665,700 | 1.26% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 999 | $649,689 | 1.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 2,240 | $644,134 | 1.22% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 4,764 | $573,061 | 1.09% | |
| ACN |
Accenture plc
Technology
|
Held | 2,800 | $555,212 | 1.05% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,664 | $547,272 | 1.04% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 6,591 | $511,395 | 0.97% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 2,530 | $491,174 | 0.93% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 3,900 | $484,692 | 0.92% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Held | 5,904 | $472,792 | 0.90% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 1,815 | $441,190 | 0.84% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 1,500 | $435,735 | 0.83% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 3,200 | $435,104 | 0.83% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 14,009 | $393,372 | 0.75% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Held | 2,000 | $392,080 | 0.74% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 3,251 | $385,633 | 0.73% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 2,095 | $382,190 | 0.73% | |
| MKL |
Markel Group Inc.
Financial Services
|
Held | 195 | $373,243 | 0.71% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 734 | $366,750 | 0.70% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 379 | $364,488 | 0.69% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 1,610 | $363,908 | 0.69% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 722 | $354,884 | 0.67% | |
| ORCL |
Oracle Corp
Technology
|
Held | 2,400 | $353,064 | 0.67% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 826 | $351,330 | 0.67% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 3,382 | $347,229 | 0.66% |