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Hubbell Strickland Wealth Management, LLC

Location
NEW ORLEANS, LA
Portfolio Value
Micro $38,468,588
Diversification
Diversified
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 SPY

Hypothetical 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, 2025
Top Position
23.1%
+1.4 pts
Top 5
54.4%
+1.4 pts
Top 10
72.3%
+0.6 pts
HHI
915
Jun 2023 → Mar 2026 · range 835 – 958
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 CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
14 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
11 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
2 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
33 positions · $38,468,588 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History