Professional Financial Advisors, LLC

CIK

1798221

Location

NORTH PLATTE, NE

Portfolio Value

Micro $49,746,962

Diversification

Diversified

Filing Date

Global Rank

#6,485 / 8,232 ▲ 199

Top Industry

Insurance - Diversified 13.8%

3Y Alpha vs SPY

-4.1%

Period ended 2 months ago

Filed Apr 13, 2026 · 2mo

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

+58.9%

SPY

+76.3%

Annualised alpha

-4.1%

Max drawdown

−15.3%

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

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

Top Position

10.3%

+0.0 pts

Top 5

40.8%

+0.5 pts

Top 10

61.8%

−0.4 pts

HHI

509

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	25.4%	$12,656,341	7
Financial Services	24.8%	$12,313,443	7
Technology	17.0%	$8,466,267	9
Industrials	12.0%	$5,969,302	4
Consumer Defensive	8.8%	$4,377,660	4
Consumer Cyclical	5.9%	$2,952,229	4
Real Estate	2.2%	$1,100,887	1
Communication Services	1.9%	$951,260	2
Energy	1.1%	$567,874	2
Healthcare	0.8%	$391,699	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
UGA	United States Gasoline Fund, LP	+900	17,793	$1,838,728
SLV	iShares Silver Trust	+770	30,201	$2,057,896
MSFT	Microsoft Corp	+578	7,513	$2,781,087
NVDA	Nvidia Corp	+548	3,425	$597,320
V	Visa Inc.	+500	5,488	$1,658,693
SCHW	Schwab Charles Corp	+279	21,791	$2,047,918
MA	Mastercard Inc	+267	3,343	$1,670,363
ANET	Arista Networks, Inc.	+242	2,240	$275,027
BRK-B	Berkshire Hathaway Inc	+200	10,705	$5,129,836
GLD	Spdr Gold Trust	+193	11,197	$4,817,957
TSLA	Tesla, Inc.	+191	2,478	$921,196
WFC	Wells Fargo & Company/Mn	+148	4,512	$359,200
ABBV	AbbVie Inc.	+143	1,801	$391,699
SPY	Spdr S&P 500 ETF Trust	+71	463	$301,107
IBM	International Business Machines Corp	+51	1,237	$299,836
HD	Home Depot, Inc.	+24	851	$279,885
GLDM	World Gold Trust	+21	3,326	$308,286
CAG	Conagra Brands Inc.	+19	45,597	$716,784
GOOGL	Alphabet Inc.	+13	1,020	$293,311
DELL	Dell Technologies Inc.	+10	2,397	$393,419
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−6,580	4,564	$950,544
COF	Capital One Financial Corp	−6,480	1,302	$237,523
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−5,098	759	$256,504
META	Meta Platforms, Inc.	−2,052	1,150	$657,949
UNP	Union Pacific Corp	−317	18,318	$4,444,313
WMT	Walmart Inc.	−170	20,430	$2,539,040
QQQ	Invesco Qqq Trust, Series 1	−47	3,453	$1,993,002
PG	PROCTER & GAMBLE Co	−23	3,257	$470,441
AAPL	Apple Inc.	−14	12,275	$3,115,272
AMAT	Applied Materials Inc /De	−4	1,442	$492,861
ORCL	Oracle Corp	−3	1,733	$254,941
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
GBTC	Grayscale Bitcoin Trust ETF	25,386	$1,339,365
BOKF	Bok Financial Corp	9,448	$1,209,910
AMT	American Tower Corp /Ma/	6,379	$1,100,887
CPRT	Copart Inc	30,830	$1,023,556
ORLY	O Reilly Automotive Inc	8,673	$800,604
LPG	Dorian Lpg Ltd.	7,349	$251,335
LMT	Lockheed Martin Corp	414	$250,217
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
UUP	Invesco DB US Dollar Index Bullish Fund	40,793	$1,102,634
BPRE	Bluerock Private Real Estate Fund	22,196	$332,940
AXP	American Express Co	620	$229,369
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 positions · $49,746,962 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,705	+200	$5,129,836	−2.9%	10.31%
GLD	Spdr Gold Trust	Added	11,197	+193	$4,817,957	+10.5%	9.68%
UNP	Union Pacific Corp Industrials	Reduced	18,318	-317	$4,444,313	+3.1%	8.93%
AAPL	Apple Inc. Technology	Reduced	12,275	-14	$3,115,272	−6.8%	6.26%
MSFT	Microsoft Corp Technology	Added	7,513	+578	$2,781,087	−17.1%	5.59%
WMT	Walmart Inc. Consumer Defensive	Reduced	20,430	-170	$2,539,040	+10.6%	5.10%
SLV	iShares Silver Trust	Added	30,201	+770	$2,057,896	+8.5%	4.14%
SCHW	Schwab Charles Corp Financial Services	Added	21,791	+279	$2,047,918	−4.7%	4.12%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,453	-47	$1,993,002	−7.3%	4.01%
UGA	United States Gasoline Fund, LP	Added	17,793	+900	$1,838,728	+76.3%	3.70%
MA	Mastercard Inc Financial Services	Added	3,343	+267	$1,670,363	−4.9%	3.36%
V	Visa Inc. Financial Services	Added	5,488	+500	$1,658,693	−5.2%	3.33%
GBTC	Grayscale Bitcoin Trust ETF	NEW	25,386	NEW	$1,339,365	NEW	2.69%
BOKF	Bok Financial Corp Financial Services	NEW	9,448	NEW	$1,209,910	NEW	2.43%
AMT	American Tower Corp /Ma/ Real Estate	NEW	6,379	NEW	$1,100,887	NEW	2.21%
CPRT	Copart Inc Industrials	NEW	30,830	NEW	$1,023,556	NEW	2.06%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,564	-6,580	$950,544	−63.0%	1.91%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,478	+191	$921,196	−10.4%	1.85%
ORLY	O Reilly Automotive Inc Consumer Cyclical	NEW	8,673	NEW	$800,604	NEW	1.61%
CAG	Conagra Brands Inc. Consumer Defensive	Added	45,597	+19	$716,784	−9.1%	1.44%
META	Meta Platforms, Inc. Communication Services	Reduced	1,150	-2,052	$657,949	−68.9%	1.32%
LW	Lamb Weston Holdings, Inc. Consumer Defensive	Held	15,414	0	$651,395	+0.9%	1.31%
NVDA	Nvidia Corp Technology	Added	3,425	+548	$597,320	+11.3%	1.20%
AMAT	Applied Materials Inc /De Technology	Reduced	1,442	-4	$492,861	+32.6%	0.99%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,257	-23	$470,441	+0.1%	0.95%
DELL	Dell Technologies Inc. Technology	Added	2,397	+10	$393,419	+30.9%	0.79%
ABBV	AbbVie Inc. Healthcare	Added	1,801	+143	$391,699	+3.4%	0.79%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,512	+148	$359,200	−11.7%	0.72%
ET	Energy Transfer LP Energy	Held	16,401	0	$316,539	+17.0%	0.64%
GLDM	World Gold Trust	Added	3,326	+21	$308,286	+9.3%	0.62%
SPY	Spdr S&P 500 ETF Trust	Added	463	+71	$301,107	+12.6%	0.61%
IBM	International Business Machines Corp Technology	Added	1,237	+51	$299,836	−14.7%	0.60%
GOOGL	Alphabet Inc. Communication Services	Added	1,020	+13	$293,311	−6.9%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Added	851	+24	$279,885	−1.6%	0.56%
ANET	Arista Networks, Inc. Technology	Added	2,240	+242	$275,027	+5.1%	0.55%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	759	-5,098	$256,504	−85.6%	0.52%
ORCL	Oracle Corp Technology	Reduced	1,733	-3	$254,941	−24.7%	0.51%
LPG	Dorian Lpg Ltd. Energy	NEW	7,349	NEW	$251,335	NEW	0.51%
ROK	Rockwell Automation, Inc Industrials	Held	700	0	$251,216	−7.8%	0.50%
LMT	Lockheed Martin Corp Industrials	NEW	414	NEW	$250,217	NEW	0.50%
COF	Capital One Financial Corp Financial Services	Reduced	1,302	-6,480	$237,523	−87.4%	0.48%