ACIMA PRIVATE WEALTH, LLC
Filing Date
Global Rank
#6,762
/ 8,586
▲ 64
Top Industry
Consumer Electronics
15.4%
3Y Alpha vs SPY
-11.1%
Period ended 3 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
+33.7%
SPY
+78.1%
Annualised alpha
-11.1%
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 | |
| ABT | Abbott Laboratories | −38 | 3,382 | $347,229 | |
| ADP | Automatic Data Processing Inc | −38 | 3,888 | $789,963 | |
| 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. | |||||
4 positions ·
$1,961,750 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 |
|---|---|---|---|---|---|---|
| SHW |
Sherwin Williams Co
Basic Materials
|
Held | 4,110 | $1,317,460 | 67.16% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 1,500 | $435,735 | 22.21% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Held | 1,667 | $178,168 | 9.08% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
NEW | 399 | $30,387 | 1.55% |