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Equibles

Apollon Wealth Management, LLC

Location
MOUNT PLEASANT, SC
Portfolio Value
Small $196,918,734
Diversification
Diversified
Filing Date
Global Rank
#683 / 8,232 ▲ 103
Top Industry
Semiconductors 12.7%
3Y Alpha vs SPY
-2.4%
Period ended 2 months ago
Filed Apr 22, 2026 · 53d
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
+66.1%
SPY
+76.3%
Annualised alpha
-2.4%
Max drawdown
−18.8%

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

851 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
7.1%
−0.6 pts
Top 5
24.7%
−2.4 pts
Top 10
34.4%
−2.9 pts
HHI
186
Jun 2023 → Mar 2026 · range 157 – 218
Diversified−28

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 32.9% $1,118,474,365
Financial Services 14.2% $483,257,491
Industrials 9.7% $330,524,592
Healthcare 8.6% $293,712,259
Consumer Cyclical 8.4% $286,744,450
Communication Services 6.5% $222,088,091
Consumer Defensive 5.8% $196,918,734
Unclassified 4.4% $149,781,749
Energy 4.3% $145,145,206
Utilities 2.1% $70,678,350
Real Estate 1.6% $53,947,664
Basic Materials 1.4% $48,327,461

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
OBDC +1,783,661 1,894,992 $20,958,611
BNL +850,080 958,843 $17,518,061
ARCC +843,313 1,055,150 $19,013,803
NLY +388,886 409,484 $8,660,586
HTGC +132,351 151,796 $2,242,026
BKR +117,321 145,134 $8,860,430
SAN +96,050 220,155 $2,483,348
ENB +94,025 123,663 $6,695,114
MO +82,690 161,788 $10,676,390
NVDA +75,537 1,392,812 $242,906,412
GLW +74,198 272,591 $37,064,198
AAPL +68,158 910,403 $231,051,177
WMT +63,125 407,717 $50,671,068
GOOGL +62,785 361,410 $103,927,059
DELL +62,547 70,608 $11,588,891
AMZN +62,546 542,167 $112,917,121
OWL +49,537 148,844 $1,358,945
ROL +47,719 182,633 $9,754,428
NEE +41,388 218,562 $20,300,038
SNAP +41,063 58,099 $267,255
INTC +40,331 245,436 $10,831,090
GE +38,196 80,042 $22,713,518
MSFT +37,050 398,679 $147,579,005
HPE +34,699 72,407 $1,724,010
OTF +34,225 106,976 $1,325,432

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
FSCO −219,189 49,064 $250,226
DNP −147,178 596,296 $6,141,848
RQI −146,541 77,280 $931,224
CSQ −118,903 281,070 $4,811,918
PSLV −87,975 14,940 $364,386
EFT −86,194 43,847 $470,478
CHI −74,996 37,864 $406,659
FSK −72,967 23,771 $241,988
NFLX −64,277 191,350 $18,398,302
BX −49,538 82,398 $9,474,946
BXMT −42,436 44,137 $845,223
ORCL −36,554 80,592 $11,855,889
CHY −35,618 48,999 $533,599
BR −30,859 10,982 $1,784,355
SLDE −23,388 148,123 $2,666,214
NAT −23,243 22,368 $131,076
TMUS −22,328 21,271 $4,467,548
LIEN −22,009 55,809 $521,256
FHN −20,926 60,525 $1,377,549
CLF −18,255 36,078 $304,859
SYK −16,099 9,787 $3,215,910
PAA −15,153 67,373 $1,504,439
APO −12,844 15,990 $1,781,605
IRT −10,245 14,415 $214,639
IAU −8,770 168,374 $14,843,851

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
AZN 94,445 $18,626,442
UTHR 13,288 $7,879,518
VSCO 20,278 $940,088
BSTZ 41,322 $915,282
OHI 17,121 $750,242
WMS 5,122 $702,379
SMCI 30,502 $694,530
GLXY 35,154 $648,591
CRH 5,558 $584,256
CNQ 10,609 $516,976
ORA 4,067 $455,178
POOL 2,127 $430,355
LASR 7,482 $426,623
CRWV 5,502 $426,239
SPHR 3,591 $421,583
OUNZ 8,352 $376,257
EIX 5,136 $375,852
COO 5,169 $369,583
WTTR 24,083 $368,469
NTR 4,880 $368,244
VIAV 11,002 $366,146
SATS 3,115 $364,673
PAG 2,435 $364,081
APLD 15,142 $359,471
AA 5,390 $357,518

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
XFLT 62,329 $1,495,896
AGL 82,348 $1,418,444
SSNC 14,925 $1,304,743
BST 23,890 $968,500
SMBC 11,180 $660,961
NTRA 1,974 $452,223
MSB 11,736 $452,070
CDT 13,431 $429,792
FSSL 29,422 $416,027
FUBO 12,809 $387,344
TWLO 2,381 $338,673
MHK 2,955 $322,981
GNL 36,280 $312,008
CAVA 5,223 $306,537
ONON 6,361 $295,659
EL 2,805 $293,739
CRL 1,454 $290,043
SANM 1,742 $261,421
FTV 4,726 $260,922
EPAM 1,202 $246,265
BXP 3,544 $239,149
BMI 1,287 $224,465
AIZ 927 $223,267
IONQ 4,948 $222,016
RBLX 2,648 $214,567

Portfolio Positions

Export CSV View 13F filing
43 positions · $196,918,734 total · Consumer Defensive 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 Shares Value (USD) % of Portfolio History
COST
Costco Wholesale Corp /New
Consumer Defensive 		55,033 $54,836,532 27.85%
WMT
Walmart Inc.
Consumer Defensive 		407,717 $50,671,068 25.73%
PEP
Pepsico Inc
Consumer Defensive 		110,882 $17,218,865 8.74%
PG
PROCTER & GAMBLE Co
Consumer Defensive 		97,998 $14,154,831 7.19%
MO
Altria Group, Inc.
Consumer Defensive 		161,788 $10,676,390 5.42%
KO
Coca Cola Co
Consumer Defensive 		138,463 $10,530,111 5.35%
PM
Philip Morris International Inc.
Consumer Defensive 		56,018 $9,262,016 4.70%
MDLZ
Mondelez International, Inc.
Consumer Defensive 		97,996 $5,648,489 2.87%
CL
Colgate Palmolive Co
Consumer Defensive 		33,459 $2,851,710 1.45%
STZ
Constellation Brands, Inc.
Consumer Defensive 		13,606 $2,040,900 1.04%
KMB
Kimberly Clark Corp
Consumer Defensive 		21,143 $2,039,665 1.04%
KVUE
Kenvue Inc.
Consumer Defensive 		84,245 $1,452,383 0.74%
UL
Unilever PLC
Consumer Defensive 		24,979 $1,423,053 0.72%
MNST
Monster Beverage Corp
Consumer Defensive 		18,441 $1,336,234 0.68%
TGT
Target Corp
Consumer Defensive 		10,705 $1,297,446 0.66%
HSY
Hershey Co
Consumer Defensive 		5,349 $1,112,003 0.56%
KR
Kroger Co
Consumer Defensive 		12,171 $880,693 0.45%
SYY
Sysco Corp
Consumer Defensive 		10,331 $736,910 0.37%
DG
Dollar General Corp
Consumer Defensive 		6,021 $714,873 0.36%
ADM
Archer-Daniels-Midland Co
Consumer Defensive 		9,717 $706,328 0.36%
TSN
Tyson Foods, Inc.
Consumer Defensive 		10,122 $648,516 0.33%
KDP
Keurig Dr Pepper Inc.
Consumer Defensive 		19,453 $512,197 0.26%
CLX
Clorox Co /De/
Consumer Defensive 		4,777 $495,040 0.25%
BTI
British American Tobacco p.l.c.
Consumer Defensive 		7,932 $463,784 0.24%
SFM
Sprouts Farmers Market, Inc.
Consumer Defensive 		5,762 $444,423 0.23%
KHC
Kraft Heinz Co
Consumer Defensive 		19,316 $434,416 0.22%
CHD
Church & Dwight Co Inc /De/
Consumer Defensive 		4,452 $415,460 0.21%
GIS
General Mills Inc
Consumer Defensive 		10,565 $393,229 0.20%
TR
Tootsie Roll Industries Inc
Consumer Defensive 		8,973 $383,326 0.19%
BUD
Anheuser-Busch InBev SA/NV
Consumer Defensive 		5,490 $380,841 0.19%
MKC
Mccormick & Co Inc
Consumer Defensive 		6,517 $328,717 0.17%
CCEP
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive 		3,135 $284,250 0.14%
DEO
Diageo PLC
Consumer Defensive 		3,795 $282,537 0.14%
CAG
Conagra Brands Inc.
Consumer Defensive 		17,198 $270,352 0.14%
DLTR
Dollar Tree, Inc.
Consumer Defensive 		2,342 $256,472 0.13%
PFGC
Performance Food Group Co
Consumer Defensive 		2,883 $246,957 0.13%
TAP
Molson Coors Beverage Co
Consumer Defensive 		5,564 $239,585 0.12%
BJ
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive 		2,322 $228,531 0.12%
HRL
Hormel Foods Corp /De/
Consumer Defensive 		9,658 $218,753 0.11%
COKE
Coca-Cola Consolidated, Inc.
Consumer Defensive 		1,123 $215,324 0.11%
STKL
SunOpta Inc.
Consumer Defensive 		15,672 $101,554 0.05%
ABEV
Ambev S.A.
Consumer Defensive 		16,754 $48,921 0.02%
DNUT
Krispy Kreme, Inc.
Consumer Defensive 		10,339 $35,049 0.02%

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