LifeSteps Financial, Inc.
Filing Date
Global Rank
#5,552
/ 8,586
▲ 113
Top Industry
Semiconductors
15.6%
3Y Alpha vs SPY
-0.7%
Period ended 3 months ago
Filed Apr 22, 2026 · 55d
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
+74.9%
SPY
+78.1%
Annualised alpha
-0.7%
Max drawdown
−20.3%
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
60 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.9%
−0.1 pts
Top 5
63.2%
−0.9 pts
Top 10
73.9%
−0.6 pts
HHI
1,134
Diversified+22
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 43.8% | $47,083,422 |
| Technology | 24.0% | $25,780,165 |
| Financial Services | 9.1% | $9,792,573 |
| Consumer Defensive | 4.9% | $5,307,596 |
| Consumer Cyclical | 4.9% | $5,303,361 |
| Industrials | 3.7% | $3,960,723 |
| Healthcare | 3.5% | $3,756,189 |
| Energy | 2.7% | $2,920,284 |
| Communication Services | 2.2% | $2,395,433 |
| Utilities | 1.1% | $1,132,524 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +2,493 | 36,235 | $23,565,069 | |
| WMT | Walmart Inc. | +1,285 | 11,167 | $1,387,834 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1,026 | 40,747 | $23,518,353 | |
| GNLX | GENELUX Corp | +787 | 118,862 | $287,646 | |
| TSCO | Tractor Supply Co /De/ | +746 | 7,720 | $349,716 | |
| CSCO | Cisco Systems, Inc. | +590 | 7,137 | $553,759 | |
| JPM | Jpmorgan Chase & Co | +342 | 10,381 | $3,053,674 | |
| MSFT | Microsoft Corp | +330 | 14,258 | $5,277,883 | |
| IBM | International Business Machines Corp | +286 | 1,581 | $383,218 | |
| TSLA | Tesla, Inc. | +183 | 2,598 | $965,806 | |
| AMZN | Amazon Com Inc | +171 | 10,486 | $2,183,919 | |
| NVO | Novo Nordisk A S | +142 | 7,457 | $274,044 | |
| COST | Costco Wholesale Corp /New | +72 | 1,638 | $1,632,152 | |
| PLTR | Palantir Technologies Inc. | +69 | 1,482 | $216,786 | |
| AVGO | Broadcom Inc. | +41 | 1,498 | $463,645 | |
| UBER | Uber Technologies, Inc | +11 | 6,075 | $436,974 | |
| ITW | Illinois Tool Works Inc | +2 | 2,658 | $691,850 | |
| PEP | Pepsico Inc | +1 | 2,425 | $376,578 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −1,034 | 48,795 | $8,509,848 | |
| XOM | Exxon Mobil Corp | −604 | 11,948 | $2,027,097 | |
| DIS | Walt Disney Co | −567 | 2,756 | $265,623 | |
| AMGN | Amgen Inc | −203 | 1,045 | $367,683 | |
| HD | Home Depot, Inc. | −120 | 4,401 | $1,447,444 | |
| LRCX | Lam Research Corp | −97 | 1,175 | $251,050 | |
| VZ | Verizon Communications Inc | −84 | 7,306 | $366,761 | |
| GOOGL | Alphabet Inc. | −57 | 2,322 | $667,714 | |
| AAPL | Apple Inc. | −45 | 27,647 | $7,016,532 | |
| ABBV | AbbVie Inc. | −41 | 7,288 | $1,585,067 | |
| NFLX | Netflix Inc | −41 | 5,269 | $506,614 | |
| ORCL | Oracle Corp | −40 | 1,597 | $234,934 | |
| V | Visa Inc. | −30 | 1,145 | $346,064 | |
| WFC | Wells Fargo & Company/Mn | −28 | 13,888 | $1,105,623 | |
| BRK-B | Berkshire Hathaway Inc | −23 | 3,075 | $1,473,540 | |
| NEE | Nextera Energy Inc | −20 | 9,511 | $883,381 | |
| META | Meta Platforms, Inc. | −18 | 1,029 | $588,721 | |
| GS | Goldman Sachs Group Inc | −16 | 290 | $245,337 | |
| LLY | ELI LILLY & Co | −15 | 253 | $232,701 | |
| CAT | Caterpillar Inc | −14 | 1,732 | $1,227,052 | |
| BA | Boeing Co | −12 | 1,039 | $206,792 | |
| GE | General Electric Co | −11 | 1,700 | $482,409 | |
| EMR | Emerson Electric Co | −11 | 5,739 | $751,923 | |
| USB | US Bancorp De | −11 | 50,379 | $2,620,211 | |
| QCOM | Qualcomm Inc/De | −10 | 3,323 | $427,935 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOC | Northrop Grumman Corp /De/ | 306 | $208,765 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ABT | Abbott Laboratories | 1,711 | $214,371 | |
| No positions match the current search. | ||||
15 positions ·
$25,780,165 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 48,795 | $8,509,848 | 33.01% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 27,647 | $7,016,532 | 27.22% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 14,258 | $5,277,883 | 20.47% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 4,247 | $862,905 | 3.35% | |
| ASML |
Asml Holding NV
Technology
|
Held | 475 | $627,394 | 2.43% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 7,137 | $553,759 | 2.15% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,498 | $463,645 | 1.80% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 6,075 | $436,974 | 1.70% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 3,323 | $427,935 | 1.66% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,581 | $383,218 | 1.49% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 924 | $315,813 | 1.23% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 1,175 | $251,050 | 0.97% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 1,597 | $234,934 | 0.91% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 1,482 | $216,786 | 0.84% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 466 | $201,489 | 0.78% |