LPF Advisors LLC
CIK
1799556
Location
SARASOTA, FL
Portfolio Value
Micro
$15,680,522
Diversification
Highly concentrated
Filing Date
Global Rank
#7,337
/ 7,988
▲ 31
· as of Mar 2025
Top Industry
Packaged Foods
24.3%
3Y Alpha vs SPY
+0.0%
Period ended 1 year ago
Filed Apr 11, 2025 · 1y
6 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+53.0%
SPY
+54.1%
Annualised alpha
-0.4%
Max drawdown
−22.3%
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
9 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024Top Position
83.3%
+1.9 pts
Top 5
94.0%
−0.1 pts
Top 10
100.0%
0.0 pts
HHI
6,975
Highly concentrated+292
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 83.3% | $13,058,953 |
| Technology | 5.0% | $791,628 |
| Financial Services | 4.9% | $770,457 |
| Consumer Defensive | 4.1% | $637,306 |
| Real Estate | 1.4% | $211,736 |
| Healthcare | 1.3% | $210,442 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +1,367 | 27,849 | $13,058,953 | |
| No positions match the current search. | |||||
9 positions ·
$15,680,522 total
· as of Mar 31, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 27,849 | $13,058,953 | 83.28% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,320 | $515,341 | 3.29% | |
| MMD |
NYLI MacKay DefinedTerm Muni Opportunities Fund
Financial Services
|
Reduced | 30,996 | $467,419 | 2.98% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Held | 14,563 | $388,395 | 2.48% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 569 | $303,038 | 1.93% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 736 | $276,287 | 1.76% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
Held | 4,670 | $248,911 | 1.59% | |
| O |
Realty Income Corp
Real Estate
|
NEW | 3,650 | $211,736 | 1.35% | |
| MRNA |
Moderna, Inc.
Healthcare
|
NEW | 7,423 | $210,442 | 1.34% |