Tull Financial Group, Inc.
CIK
1769060
Location
CHESAPEAKE, VA
Portfolio Value
Micro
$31,642,315
Diversification
Highly concentrated
Filing Date
Global Rank
#6,997
/ 8,232
▲ 165
Top Industry
Semiconductors
17.2%
3Y Alpha vs SPY
-1.2%
Period ended 2 months ago
Filed May 7, 2026 · 37d
7 quarters · since Sep 2024
Clone Performance
Nov 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+25.2%
SPY
+27.3%
Annualised alpha
-1.2%
Max drawdown
−19.0%
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
13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
79.8%
+1.0 pts
Top 5
90.9%
+0.4 pts
Top 10
97.9%
+0.1 pts
HHI
6,412
Highly concentrated+151
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 80.6% | $25,510,875 |
| Technology | 8.0% | $2,531,831 |
| Consumer Cyclical | 3.7% | $1,183,518 |
| Industrials | 3.1% | $989,576 |
| Communication Services | 1.6% | $506,718 |
| Financial Services | 1.5% | $473,449 |
| Consumer Defensive | 1.4% | $446,348 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −388 | 38,826 | $25,250,100 | |
| AAPL | Apple Inc. | −315 | 3,392 | $860,855 | |
| PG | PROCTER & GAMBLE Co | −125 | 1,702 | $245,836 | |
| MSFT | Microsoft Corp | −71 | 1,659 | $614,112 | |
| NSC | Norfolk Southern Corp | −37 | 3,448 | $989,576 | |
| AMZN | Amazon Com Inc | −24 | 2,816 | $586,488 | |
| NVDA | Nvidia Corp | −22 | 6,060 | $1,056,864 | |
| BRK-B | Berkshire Hathaway Inc | −4 | 988 | $473,449 | |
| TSLA | Tesla, Inc. | −1 | 1,606 | $597,030 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
13 positions ·
$31,642,315 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 38,826 | $25,250,100 | 79.80% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 6,060 | $1,056,864 | 3.34% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Reduced | 3,448 | $989,576 | 3.13% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,392 | $860,855 | 2.72% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,659 | $614,112 | 1.94% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,606 | $597,030 | 1.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,816 | $586,488 | 1.85% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 988 | $473,449 | 1.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,022 | $293,886 | 0.93% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 563 | $260,775 | 0.82% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,702 | $245,836 | 0.78% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 372 | $212,832 | 0.67% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Held | 1,831 | $200,512 | 0.63% |