Defender Capital, LLC.

CIK

1766929

Location

CHARLOTTE, NC

Portfolio Value

Micro $27,432,447

Diversification

Diversified

Filing Date

Global Rank

#3,204 / 8,232 ▲ 67

Top Industry

Insurance - Diversified 17.0%

3Y Alpha vs SPY

-3.3%

Period ended 3 months ago

Filed Apr 13, 2026 · 2mo

24 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

+58.6%

SPY

+74.2%

Annualised alpha

-3.7%

Max drawdown

−16.1%

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

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.0%

+0.3 pts

Top 5

59.0%

+1.8 pts

Top 10

83.2%

+1.2 pts

HHI

921

Diversified+21

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.4%	$79,601,838	9
Healthcare	19.2%	$53,794,706	7
Industrials	17.7%	$49,792,399	5
Financial Services	17.2%	$48,218,242	2
Consumer Defensive	9.8%	$27,432,447	3
Consumer Cyclical	4.2%	$11,787,954	2
Communication Services	3.3%	$9,384,171	2
Basic Materials	0.1%	$382,642	1
Energy	0.1%	$370,918	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	+42,276	284,948	$41,682,193
VLTO	Veralto Corp	+36,530	239,633	$21,188,349
AXON	Axon Enterprise, Inc.	+17,445	59,290	$25,179,870
AMZN	Amazon Com Inc	+2,500	10,580	$2,203,496
NVDA	Nvidia Corp	+1,950	7,484	$1,305,209
DHR	Danaher Corp /De/	+1,514	157,529	$29,867,498
GOOGL	Alphabet Inc.	+972	32,139	$9,241,890
ISRG	Intuitive Surgical Inc	+237	637	$293,650
MSFT	Microsoft Corp	+2	2,852	$1,055,724
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
LCTX	Lineage Cell Therapeutics, Inc.	−99,500	6,729,599	$10,632,766
FTV	Fortive Corp	−66,857	86,480	$4,780,614
MNST	Monster Beverage Corp	−37,033	209,489	$15,179,572
STAA	Staar Surgical Co	−23,680	644,542	$12,052,935
TDY	Teledyne Technologies Inc	−10,579	23,196	$14,033,811
ESAB	ESAB Corp	−5,906	29,687	$2,869,545
BE	Bloom Energy Corp	−3,500	2,000	$270,980
ARM	Arm Holdings PLC /Uk	−2,000	98,940	$14,967,643
TSLA	Tesla, Inc.	−1,350	25,782	$9,584,458
AAPL	Apple Inc.	−1,023	3,930	$997,394
BRK-B	Berkshire Hathaway Inc	−883	99,569	$47,713,464
COST	Costco Wholesale Corp /New	−172	11,912	$11,869,474
JNJ	Johnson & Johnson	−166	1,100	$268,884
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GILD	Gilead Sciences, Inc.	1,500	$209,055
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
CAVA	Cava Group, Inc.	12,200	$716,018
V	Visa Inc.	620	$217,440
JOBY	Joby Aviation, Inc.	10,000	$132,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $27,432,447 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MNST	Monster Beverage Corp Consumer Defensive	Reduced	209,489	-37,033	$15,179,572	−19.7%	55.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	11,912	-172	$11,869,474	+13.9%	43.27%
MO	Altria Group, Inc. Consumer Defensive	Held	5,810	0	$383,401	+14.4%	1.40%