Strategic Financial Planning, Inc.
Filing Date
Global Rank
#8,265
/ 8,603
▼ 1504
· as of Mar 2026
Top Industry
Information Technology Services
53.3%
3Y Alpha vs SPY
+14.1%
Period ended 3 months ago
Filed May 14, 2026 · 56d
5 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+148.0%
SPY
+76.5%
Annualised alpha
+14.5%
Max drawdown
−34.2%
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
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2021Top Position
39.9%
−60.1 pts
Top 5
95.4%
−4.6 pts
Top 10
100.0%
0.0 pts
HHI
2,604
Highly concentrated−7,396
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 51.4% | $3,431,047 |
| Unclassified | 25.0% | $1,667,771 |
| Utilities | 23.5% | $1,570,577 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IBM | International Business Machines Corp | 10,988 | $2,663,381 | |
| ES | Eversource Energy | 22,670 | $1,570,577 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 20,979 | $1,238,390 | |
| HPE | Hewlett Packard Enterprise Co | 19,343 | $460,556 | |
| IBIT | iShares Bitcoin Trust ETF | 11,176 | $429,381 | |
| HPQ | Hp Inc | 15,987 | $307,110 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| META | Meta Platforms, Inc. | 626 | $210,555 | |
| No positions match the current search. | ||||
6 positions ·
$6,669,395 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IBM |
International Business Machines Corp
Technology
|
NEW | 10,988 | $2,663,381 | 39.93% | |
| ES |
Eversource Energy
Utilities
|
NEW | 22,670 | $1,570,577 | 23.55% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
NEW | 20,979 | $1,238,390 | 18.57% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
NEW | 19,343 | $460,556 | 6.91% | |
| IBIT |
iShares Bitcoin Trust ETF
|
NEW | 11,176 | $429,381 | 6.44% | |
| HPQ |
Hp Inc
Technology
|
NEW | 15,987 | $307,110 | 4.60% |