Relyea Zuckerberg Hanson LLC

CIK

1793691

Location

STAMFORD, CT

Portfolio Value

Small $287,211,005

Diversification

Diversified

Filing Date

Global Rank

#3,169 / 8,232 ▲ 68

Top Industry

Semiconductors 11.9%

3Y Alpha vs SPY

-2.9%

Period ended 2 months ago

Filed Apr 30, 2026 · 45d

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

+64.1%

SPY

+76.3%

Annualised alpha

-2.9%

Max drawdown

−18.0%

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

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

Top Position

7.2%

−1.6 pts

Top 5

31.4%

−3.3 pts

Top 10

44.9%

−2.9 pts

HHI

290

Diversified−44

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.6%	$102,182,654	38
Unclassified	15.6%	$44,790,903	7
Financial Services	11.5%	$33,166,432	28
Healthcare	10.1%	$29,055,641	21
Industrials	6.1%	$17,630,013	31
Consumer Cyclical	5.9%	$16,997,184	14
Communication Services	5.4%	$15,437,247	8
Consumer Defensive	4.5%	$12,962,029	9
Energy	3.2%	$9,210,210	10
Utilities	0.9%	$2,566,254	6
Basic Materials	0.7%	$2,026,203	3
Real Estate	0.4%	$1,186,235	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BLNE	Beeline Holdings, Inc.	+26,000	40,000	$94,000
PANL	Pangaea Logistics Solutions Ltd.	+14,151	37,228	$263,574
MRSH	Marsh & Mclennan Companies, Inc.	+10,330	16,875	$2,926,968
FBTC	Fidelity Wise Origin Bitcoin Fund	+9,123	14,362	$847,788
GLDM	World Gold Trust	+7,972	63,400	$5,876,546
JNJ	Johnson & Johnson	+2,890	34,418	$8,413,135
T	At&T Inc.	+1,680	25,943	$752,087
VZ	Verizon Communications Inc	+1,669	9,459	$474,841
PLTR	Palantir Technologies Inc.	+1,640	6,160	$901,084
NFLX	Netflix Inc	+1,523	11,469	$1,102,744
BMY	Bristol Myers Squibb Co	+1,485	5,525	$335,091
NEE	Nextera Energy Inc	+1,434	8,039	$746,662
III	Information Services Group Inc.	+1,324	116,899	$448,892
DHR	Danaher Corp /De/	+1,158	2,327	$441,199
CRM	Salesforce, Inc.	+989	3,187	$594,917
SCHW	Schwab Charles Corp	+948	6,917	$650,059
MS	Morgan Stanley	+911	9,212	$1,516,018
QQQ	Invesco Qqq Trust, Series 1	+909	18,120	$10,458,501
PFE	Pfizer Inc	+736	15,846	$444,955
PAYX	Paychex Inc	+732	4,675	$430,661
CVX	Chevron Corp	+677	5,878	$1,216,158
DUK	Duke Energy CORP	+610	4,003	$524,152
TXN	Texas Instruments Inc	+568	1,791	$347,704
AVGO	Broadcom Inc.	+395	14,518	$4,493,466
AMAT	Applied Materials Inc /De	+354	6,728	$2,299,563
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SBLK	Star Bulk Carriers Corp.	−60,987	64,390	$1,479,038
AAPL	Apple Inc.	−14,507	81,130	$20,589,982
FSLY	Fastly, Inc.	−14,000	259,838	$7,550,892
INTC	Intel Corp	−12,530	22,106	$975,537
TTEK	Tetra Tech Inc	−12,188	70,468	$2,122,496
NVDA	Nvidia Corp	−6,569	117,385	$20,471,944
KO	Coca Cola Co	−5,854	31,037	$2,360,363
IBIT	iShares Bitcoin Trust ETF	−5,592	11,317	$434,799
CSCO	Cisco Systems, Inc.	−5,557	28,002	$2,172,675
ACN	Accenture plc	−3,902	5,341	$1,059,066
MSFT	Microsoft Corp	−3,890	52,233	$19,335,089
JPM	Jpmorgan Chase & Co	−3,863	23,699	$6,971,297
CSX	Csx Corp	−3,361	9,057	$371,789
ADP	Automatic Data Processing Inc	−3,350	11,189	$2,273,381
MRK	Merck & Co., Inc.	−3,263	10,344	$1,244,279
MO	Altria Group, Inc.	−3,011	4,460	$294,315
V	Visa Inc.	−2,943	12,956	$3,915,821
EMR	Emerson Electric Co	−2,741	4,935	$646,583
PEP	Pepsico Inc	−2,632	7,092	$1,101,316
MMM	3M Co	−2,308	2,442	$354,651
ARES	Ares Management Corp	−2,145	3,634	$396,469
ABT	Abbott Laboratories	−2,014	23,884	$2,452,170
DIS	Walt Disney Co	−1,883	3,227	$311,018
PM	Philip Morris International Inc.	−1,819	5,637	$932,021
XOM	Exxon Mobil Corp	−1,804	33,319	$5,652,901
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
WMB	Williams Companies, Inc.	5,175	$376,636
CI	Cigna Group	974	$259,814
PSX	Phillips 66	1,403	$255,598
EPD	Enterprise Products Partners L.P.	6,300	$238,392
MSI	Motorola Solutions, Inc.	541	$234,777
TRV	Travelers Companies, Inc.	790	$230,427
DELL	Dell Technologies Inc.	1,388	$227,812
EQIX	Equinix Inc	230	$225,455
GD	General Dynamics Corp	654	$224,465
WELL	Welltower Inc.	1,128	$223,016
ET	Energy Transfer LP	11,000	$212,300
JCI	Johnson Controls International plc	1,613	$211,222
FDX	Fedex Corp	590	$210,146
BKR	Baker Hughes Co	3,363	$205,311
AZO	Autozone Inc	60	$202,666
AGNC	AGNC Investment Corp.	16,002	$160,500
ELDN	Eledon Pharmaceuticals, Inc.	12,000	$36,960
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	7,197	$420,160
ACV	Virtus Diversified Income & Convertible Fund	10,051	$264,240
ADBE	Adobe Inc.	670	$234,493
UPS	United Parcel Service Inc	2,268	$224,962
NDAQ	Nasdaq, Inc.	2,163	$210,092
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

180 positions · $287,211,005 total · as of Mar 31, 2026

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

Showing 1–50 of 180 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	81,130	-14,507	$20,589,982	−20.8%	7.17%
NVDA	Nvidia Corp Technology	Reduced	117,385	-6,569	$20,471,944	−11.4%	7.13%
SPY	Spdr S&P 500 ETF Trust	Reduced	29,749	-40	$19,346,964	−4.8%	6.74%
MSFT	Microsoft Corp Technology	Reduced	52,233	-3,890	$19,335,089	−28.8%	6.73%
QQQ	Invesco Qqq Trust, Series 1	Added	18,120	+909	$10,458,501	−1.1%	3.64%
JNJ	Johnson & Johnson Healthcare	Added	34,418	+2,890	$8,413,135	+28.9%	2.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,619	-450	$8,229,679	−9.6%	2.87%
LPTH	Lightpath Technologies Inc Technology	Held	765,605	0	$7,679,018	−7.1%	2.67%
FSLY	Fastly, Inc. Technology	Reduced	259,838	-14,000	$7,550,892	+170.9%	2.63%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,699	-3,863	$6,971,297	−21.5%	2.43%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	33,308	-192	$6,937,057	−10.3%	2.42%
ABBV	AbbVie Inc. Healthcare	Reduced	27,837	-331	$6,054,269	−5.9%	2.11%
GLDM	World Gold Trust	Added	63,400	+7,972	$5,876,546	+24.2%	2.05%
XOM	Exxon Mobil Corp Energy	Reduced	33,319	-1,804	$5,652,901	+33.7%	1.97%
GLD	Spdr Gold Trust	Reduced	11,669	-22	$5,021,054	+8.4%	1.75%
AVGO	Broadcom Inc. Technology	Added	14,518	+395	$4,493,466	−8.1%	1.56%
META	Meta Platforms, Inc. Communication Services	Reduced	6,978	-123	$3,992,323	−14.8%	1.39%
V	Visa Inc. Financial Services	Reduced	12,956	-2,943	$3,915,821	−29.8%	1.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,661	-886	$3,671,151	−14.5%	1.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	21,572	-620	$3,115,859	−2.0%	1.08%
LLY	ELI LILLY & Co Healthcare	Reduced	3,183	-70	$2,927,627	−16.3%	1.02%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	16,875	+10,330	$2,926,968	+141.1%	1.02%
IAU	Ishares Gold Trust	Added	31,820	+315	$2,805,251	+9.7%	0.98%
ABT	Abbott Laboratories Healthcare	Reduced	23,884	-2,014	$2,452,170	−24.4%	0.85%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,466	-67	$2,403,735	−18.2%	0.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,411	+326	$2,402,392	+33.6%	0.84%
KO	Coca Cola Co Consumer Defensive	Reduced	31,037	-5,854	$2,360,363	−8.5%	0.82%
AMAT	Applied Materials Inc /De Technology	Added	6,728	+354	$2,299,563	+40.4%	0.80%
ADP	Automatic Data Processing Inc Technology	Reduced	11,189	-3,350	$2,273,381	−39.2%	0.79%
CSCO	Cisco Systems, Inc. Technology	Reduced	28,002	-5,557	$2,172,675	−16.0%	0.76%
WMT	Walmart Inc. Consumer Defensive	Reduced	17,309	-1,025	$2,151,162	+5.3%	0.75%
TTEK	Tetra Tech Inc Industrials	Reduced	70,468	-12,188	$2,122,496	−23.4%	0.74%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,219	-1,246	$2,045,366	−20.4%	0.71%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,133	-374	$1,906,075	−4.2%	0.66%
MA	Mastercard Inc Financial Services	Reduced	3,555	-136	$1,776,291	−15.7%	0.62%
MS	Morgan Stanley Financial Services	Added	9,212	+911	$1,516,018	+2.9%	0.53%
SBLK	Star Bulk Carriers Corp. Industrials	Reduced	64,390	-60,987	$1,479,038	−38.6%	0.51%
CB	Chubb Ltd Financial Services	Added	4,454	+263	$1,451,692	+11.0%	0.51%
ORCL	Oracle Corp Technology	Reduced	9,711	-1,588	$1,428,585	−35.1%	0.50%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,648	-239	$1,394,191	−15.9%	0.49%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,344	-3,263	$1,244,279	−13.1%	0.43%
CAT	Caterpillar Inc Industrials	Added	1,731	+42	$1,226,344	+26.7%	0.43%
CVX	Chevron Corp Energy	Added	5,878	+677	$1,216,158	+53.4%	0.42%
RTX	RTX Corp Industrials	Added	6,180	+325	$1,192,122	+11.0%	0.42%
NFLX	Netflix Inc Communication Services	Added	11,469	+1,523	$1,102,744	+18.3%	0.38%
PEP	Pepsico Inc Consumer Defensive	Reduced	7,092	-2,632	$1,101,316	−21.1%	0.38%
UNP	Union Pacific Corp Industrials	Reduced	4,423	-160	$1,073,108	+1.2%	0.37%
ACN	Accenture plc Technology	Reduced	5,341	-3,902	$1,059,066	−57.3%	0.37%
UNH	Unitedhealth Group Inc Healthcare	Reduced	3,629	-6	$981,971	−18.2%	0.34%
INTC	Intel Corp Technology	Reduced	22,106	-12,530	$975,537	−23.7%	0.34%