Hubbell Strickland Wealth Management, LLC
Filing Date
Global Rank
#6,797
/ 8,232
▲ 224
Top Industry
Asset Management
24.6%
3Y Alpha vs SPY
-5.1%
Period ended 2 months ago
Filed Apr 29, 2026 · 46d
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
+55.1%
SPY
+76.3%
Annualised alpha
-5.1%
Max drawdown
−11.1%
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
33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
23.1%
+1.4 pts
Top 5
54.4%
+1.4 pts
Top 10
72.3%
+0.6 pts
HHI
915
Diversified+9
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 29.9% | $11,512,204 |
| Technology | 23.7% | $9,131,418 |
| Energy | 16.0% | $6,158,776 |
| Healthcare | 8.1% | $3,123,013 |
| Consumer Defensive | 7.3% | $2,796,108 |
| Consumer Cyclical | 6.8% | $2,627,939 |
| Unclassified | 5.9% | $2,276,622 |
| Communication Services | 1.0% | $398,845 |
| Basic Materials | 0.6% | $231,482 |
| Industrials | 0.6% | $212,181 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TMC | TMC the metals Co Inc. | +11,135 | 49,568 | $231,482 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +273 | 20,083 | $1,185,499 | |
| PG | PROCTER & GAMBLE Co | +163 | 3,655 | $527,928 | |
| GOOGL | Alphabet Inc. | +121 | 1,387 | $398,845 | |
| HD | Home Depot, Inc. | +54 | 1,390 | $457,157 | |
| ABBV | AbbVie Inc. | +17 | 4,676 | $1,016,983 | |
| XOM | Exxon Mobil Corp | +17 | 22,573 | $3,829,735 | |
| PEP | Pepsico Inc | +16 | 2,294 | $356,235 | |
| JNJ | Johnson & Johnson | +15 | 5,894 | $1,440,729 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +13 | 873 | $404,364 | |
| PM | Philip Morris International Inc. | +12 | 1,959 | $323,901 | |
| ABT | Abbott Laboratories | +5 | 6,480 | $665,301 | |
| JPM | Jpmorgan Chase & Co | +3 | 1,191 | $350,344 | |
| AFL | Aflac Inc | +3 | 4,169 | $457,380 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PHYS | Sprott Physical Gold Trust | −3,976 | 250,717 | $8,885,410 | |
| INTC | Intel Corp | −1,901 | 6,331 | $279,387 | |
| MSFT | Microsoft Corp | −643 | 11,556 | $4,277,684 | |
| CSCO | Cisco Systems, Inc. | −510 | 10,490 | $813,919 | |
| AAPL | Apple Inc. | −297 | 5,839 | $1,481,879 | |
| SYY | Sysco Corp | −291 | 3,678 | $262,351 | |
| WMT | Walmart Inc. | −207 | 8,958 | $1,113,300 | |
| NVDA | Nvidia Corp | −178 | 8,195 | $1,429,208 | |
| MCD | Mcdonalds Corp | −70 | 5,877 | $1,826,512 | |
| CVX | Chevron Corp | −39 | 10,104 | $2,090,517 | |
| SPY | Spdr S&P 500 ETF Trust | −1 | 1,056 | $686,759 | |
| No positions match the current search. | |||||
33 positions ·
$38,468,588 total
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Reduced | 250,717 | $8,885,410 | 23.10% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,556 | $4,277,684 | 11.12% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 22,573 | $3,829,735 | 9.96% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 10,104 | $2,090,517 | 5.43% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 5,877 | $1,826,512 | 4.75% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,839 | $1,481,879 | 3.85% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 5,894 | $1,440,729 | 3.75% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 8,195 | $1,429,208 | 3.72% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,829 | $1,355,656 | 3.52% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 20,083 | $1,185,499 | 3.08% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 8,958 | $1,113,300 | 2.89% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 4,676 | $1,016,983 | 2.64% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 10,490 | $813,919 | 2.12% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,056 | $686,759 | 1.79% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 6,480 | $665,301 | 1.73% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,655 | $527,928 | 1.37% | |
| RRBI |
Red River Bancshares Inc
Financial Services
|
Held | 5,124 | $463,414 | 1.20% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 4,169 | $457,380 | 1.19% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,390 | $457,157 | 1.19% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,804 | $437,271 | 1.14% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 2,817 | $412,070 | 1.07% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 873 | $404,364 | 1.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,387 | $398,845 | 1.04% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 2,294 | $356,235 | 0.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,191 | $350,344 | 0.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,653 | $344,270 | 0.89% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 1,959 | $323,901 | 0.84% | |
| INTC |
Intel Corp
Technology
|
Reduced | 6,331 | $279,387 | 0.73% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 3,678 | $262,351 | 0.68% | |
| COP |
Conocophillips
Energy
|
NEW | 1,807 | $238,524 | 0.62% | |
| TMC |
TMC the metals Co Inc.
Basic Materials
|
Added | 49,568 | $231,482 | 0.60% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
NEW | 2,492 | $212,393 | 0.55% | |
| MMM |
3M Co
Industrials
|
Held | 1,461 | $212,181 | 0.55% |