ACIMA PRIVATE WEALTH, LLC

CIK

1761961

Location

RICHMOND, VA

Portfolio Value

Micro $54,837,447

Diversification

Diversified

Filing Date

Global Rank

#212 / 295 ▲ 6567

Top Industry

Consumer Electronics 16.8%

3Y Alpha vs SPY

-8.9%

Period ended 9 days ago

Filed Jul 6, 2026 · 3d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+42.8%

SPY

+76.5%

Annualised alpha

-8.3%

Max drawdown

−15.9%

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

104 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.6%

+1.4 pts

Top 5

29.5%

+1.2 pts

Top 10

42.4%

+1.2 pts

HHI

420

Diversified+44

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.8%	$17,444,289	13
Healthcare	14.9%	$8,172,415	17
Consumer Cyclical	13.0%	$7,151,169	10
Industrials	11.3%	$6,195,830	11
Financial Services	10.6%	$5,812,782	20
Consumer Defensive	7.1%	$3,899,082	11
Basic Materials	3.8%	$2,092,466	4
Energy	3.6%	$1,965,983	6
Communication Services	1.5%	$847,505	4
Unclassified	1.4%	$764,442	2
Utilities	0.9%	$479,217	5
Real Estate	0.0%	$12,267	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
BKNG	Booking Holdings Inc.	+7,776	8,100	$1,443,744
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−66	4,447	$1,059,897
AXP	American Express Co	−44	1,056	$357,192
AAPL	Apple Inc.	−34	31,421	$9,091,980
MKL	Markel Group Inc.	−15	180	$351,541
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,610	$363,908
INTC	Intel Corp	6,297	$277,886
DHR	Danaher Corp /De/	185	$35,076
SCHW	Schwab Charles Corp	169	$15,882
GS	Goldman Sachs Group Inc	5	$4,229
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

104 positions · $54,837,447 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 104 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	31,421	-34	$9,091,980	+13.9%	16.58%
MSFT	Microsoft Corp Technology	Held	5,697	0	$2,125,094	+0.8%	3.88%
ABBV	AbbVie Inc. Healthcare	Held	6,848	0	$1,723,230	+15.7%	3.14%
JNJ	Johnson & Johnson Healthcare	Held	6,648	0	$1,688,392	+3.9%	3.08%
LOW	Lowes Companies Inc Consumer Cyclical	Held	6,905	0	$1,522,483	−6.7%	2.78%
CAT	Caterpillar Inc Industrials	Held	1,400	0	$1,490,860	+50.3%	2.72%
NOW	ServiceNow, Inc. Technology	Held	14,785	0	$1,467,854	−5.0%	2.68%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	8,100	+7,776	$1,443,744	+5.8%	2.63%
SHW	Sherwin Williams Co Basic Materials	Held	4,110	0	$1,415,155	+7.4%	2.58%
V	Visa Inc. Financial Services	Held	3,810	0	$1,307,172	+13.5%	2.38%
MELI	Mercadolibre Inc Consumer Cyclical	Held	739	0	$1,254,371	−1.8%	2.29%
LMT	Lockheed Martin Corp Industrials	Held	2,231	0	$1,136,605	−15.7%	2.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,447	-66	$1,059,897	+12.8%	1.93%
PGR	Progressive Corp/Oh/ Financial Services	Held	4,680	0	$1,022,346	+10.2%	1.86%
XOM	Exxon Mobil Corp Energy	Held	7,423	0	$1,014,872	−19.4%	1.85%
UNP	Union Pacific Corp Industrials	Held	3,671	0	$998,512	+12.1%	1.82%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Held	1,806	0	$897,094	+11.2%	1.64%
RTX	RTX Corp Industrials	Held	4,694	0	$890,592	−1.6%	1.62%
ADP	Automatic Data Processing Inc Technology	Held	3,888	0	$870,717	+10.2%	1.59%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	5,907	0	$866,202	+1.5%	1.58%
MCD	Mcdonalds Corp Consumer Cyclical	Held	3,101	0	$838,231	−13.0%	1.53%
GLW	Corning Inc /Ny Technology	Held	3,200	0	$817,376	+87.9%	1.49%
GOOGL	Alphabet Inc. Communication Services	Held	2,240	0	$800,508	+24.3%	1.46%
ITW	Illinois Tool Works Inc Industrials	Held	2,934	0	$793,558	+3.9%	1.45%
CSCO	Cisco Systems, Inc. Technology	Held	6,591	0	$774,178	+51.4%	1.41%
TXN	Texas Instruments Inc Technology	Held	2,530	0	$754,117	+53.5%	1.38%
SPY	Spdr S&P 500 ETF Trust	Held	999	0	$746,023	+14.8%	1.36%
KO	Coca Cola Co Consumer Defensive	Held	9,066	0	$736,793	+6.9%	1.34%
PEP	Pepsico Inc Consumer Defensive	Held	5,206	0	$704,892	−12.8%	1.29%
AMGN	Amgen Inc Healthcare	Held	1,892	0	$685,131	+2.9%	1.25%
MRK	Merck & Co., Inc. Healthcare	Held	4,764	0	$612,174	+6.8%	1.12%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,664	0	$586,859	+7.2%	1.07%
COP	Conocophillips Energy	Held	5,450	0	$566,582	−21.2%	1.03%
EW	Edwards Lifesciences Corp Healthcare	Held	5,904	0	$534,075	+13.0%	0.97%
WMT	Walmart Inc. Consumer Defensive	Held	3,900	0	$441,714	−8.9%	0.81%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	1,500	0	$439,770	+0.9%	0.80%
COF	Capital One Financial Corp Financial Services	Held	2,095	0	$420,298	+10.0%	0.77%
DRI	Darden Restaurants Inc Consumer Cyclical	Held	2,000	0	$412,020	+5.1%	0.75%
MA	Mastercard Inc Financial Services	Held	734	0	$376,982	+2.8%	0.69%
ADBE	Adobe Inc. Technology	Held	1,815	0	$372,111	−15.7%	0.68%
SHOP	Shopify Inc. Technology	Held	3,251	0	$371,199	−3.7%	0.68%
BLK	BlackRock, Inc. Financial Services	Held	379	0	$364,431	−0.0%	0.66%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	722	0	$361,981	+2.0%	0.66%
AXP	American Express Co Financial Services	Reduced	1,056	-44	$357,192	+7.4%	0.65%
ORCL	Oracle Corp Technology	Held	2,400	0	$351,720	−0.4%	0.64%
MKL	Markel Group Inc. Financial Services	Reduced	180	-15	$351,541	−5.8%	0.64%
ACN	Accenture plc Technology	Held	2,800	0	$348,432	−37.2%	0.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	679	0	$339,764	+4.4%	0.62%
PFE	Pfizer Inc Healthcare	Held	14,009	0	$337,336	−14.2%	0.62%
SPGI	S&P Global Inc. Financial Services	Held	826	0	$336,396	−4.3%	0.61%