360 Financial, Inc.
Filing Date
Global Rank
#6,808
/ 8,603
▲ 124
· as of Mar 2026
Top Industry
Semiconductors
16.6%
3Y Alpha vs SPY
-3.5%
Period ended 3 months ago
Filed May 7, 2026 · 2mo
25 quarters · since Mar 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
+60.7%
SPY
+76.0%
Annualised alpha
-3.6%
Max drawdown
−18.8%
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
43 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
30.0%
−2.7 pts
Top 5
54.9%
−4.3 pts
Top 10
69.8%
−3.4 pts
HHI
1,149
Diversified−188
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 35.9% | $18,059,372 |
| Technology | 26.6% | $13,393,895 |
| Industrials | 11.8% | $5,932,317 |
| Consumer Defensive | 8.7% | $4,375,865 |
| Healthcare | 6.0% | $3,003,223 |
| Financial Services | 5.8% | $2,945,692 |
| Communication Services | 2.1% | $1,055,297 |
| Consumer Cyclical | 1.7% | $853,490 |
| Energy | 1.1% | $551,181 |
| Utilities | 0.4% | $201,142 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OPK | Opko Health, Inc. | +10,000 | 97,300 | $110,922 | |
| HBAN | Huntington Bancshares Inc /Md/ | +4,635 | 16,924 | $264,860 | |
| PLTR | Palantir Technologies Inc. | +208 | 4,627 | $676,837 | |
| FAST | Fastenal Co | +172 | 34,774 | $1,613,513 | |
| SLV | iShares Silver Trust | +139 | 4,554 | $310,309 | |
| MRK | Merck & Co., Inc. | +50 | 4,825 | $580,399 | |
| KO | Coca Cola Co | +19 | 8,484 | $645,208 | |
| JNJ | Johnson & Johnson | +17 | 3,655 | $893,428 | |
| AMGN | Amgen Inc | +10 | 2,026 | $712,848 | |
| GLD | Spdr Gold Trust | +8 | 589 | $253,440 | |
| CVX | Chevron Corp | +6 | 2,664 | $551,181 | |
| HON | Honeywell International Inc | +5 | 1,890 | $448,030 | |
| LLY | ELI LILLY & Co | +3 | 288 | $264,893 | |
| COST | Costco Wholesale Corp /New | +1 | 2,712 | $2,702,318 | |
| SPY | Spdr S&P 500 ETF Trust | +1 | 3,309 | $2,151,975 | |
| ADP | Automatic Data Processing Inc | +1 | 4,198 | $852,949 | |
| DE | Deere & Co | +1 | 446 | $251,231 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −974 | 25,478 | $4,443,363 | |
| PEP | Pepsico Inc | −632 | 4,027 | $625,352 | |
| QQQ | Invesco Qqq Trust, Series 1 | −560 | 26,193 | $15,118,075 | |
| UNH | Unitedhealth Group Inc | −139 | 742 | $200,777 | |
| META | Meta Platforms, Inc. | −125 | 1,266 | $724,316 | |
| PG | PROCTER & GAMBLE Co | −84 | 2,790 | $402,987 | |
| CSCO | Cisco Systems, Inc. | −80 | 12,078 | $937,132 | |
| AAPL | Apple Inc. | −49 | 12,732 | $3,231,254 | |
| MSFT | Microsoft Corp | −14 | 5,319 | $1,968,934 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | 3,221 | $1,543,503 | |
| ARM | Arm Holdings PLC /Uk | 1,669 | $252,486 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 487 | $225,573 | |
| BWXT | BWX Technologies, Inc. | 1,103 | $225,552 | |
| SMR | NUSCALE POWER Corp | 19,778 | $214,393 | |
| XEL | Xcel Energy Inc | 2,532 | $201,142 | |
| No positions match the current search. | ||||
43 positions ·
$50,371,474 total
· 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 |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 26,193 | $15,118,075 | 30.01% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 25,478 | $4,443,363 | 8.82% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 12,732 | $3,231,254 | 6.41% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,712 | $2,702,318 | 5.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,309 | $2,151,975 | 4.27% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,319 | $1,968,934 | 3.91% | |
| FAST |
Fastenal Co
Industrials
|
Added | 34,774 | $1,613,513 | 3.20% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 3,221 | $1,543,503 | 3.06% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Held | 2,301 | $1,263,295 | 2.51% | |
| V |
Visa Inc.
Financial Services
|
Held | 3,763 | $1,137,329 | 2.26% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 12,078 | $937,132 | 1.86% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,655 | $893,428 | 1.77% | |
| POWW |
Outdoor Holding Co
Industrials
|
Held | 444,000 | $892,440 | 1.77% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 4,098 | $853,490 | 1.69% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 4,198 | $852,949 | 1.69% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,095 | $775,763 | 1.54% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,266 | $724,316 | 1.44% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 2,026 | $712,848 | 1.42% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 4,627 | $676,837 | 1.34% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 8,484 | $645,208 | 1.28% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 4,027 | $625,352 | 1.24% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 4,825 | $580,399 | 1.15% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,664 | $551,181 | 1.09% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 1,890 | $448,030 | 0.89% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,790 | $402,987 | 0.80% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 2,799 | $360,455 | 0.72% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Held | 1,229 | $347,032 | 0.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,151 | $330,981 | 0.66% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 1,590 | $323,453 | 0.64% | |
| SLV |
iShares Silver Trust
|
Added | 4,554 | $310,309 | 0.62% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 288 | $264,893 | 0.53% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
Added | 16,924 | $264,860 | 0.53% | |
| GLD |
Spdr Gold Trust
|
Added | 589 | $253,440 | 0.50% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
NEW | 1,669 | $252,486 | 0.50% | |
| DE |
Deere & Co
Industrials
|
Added | 446 | $251,231 | 0.50% | |
| GTLS |
Chart Industries Inc
Industrials
|
Held | 1,200 | $248,100 | 0.49% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Held | 3,824 | $239,956 | 0.48% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
NEW | 487 | $225,573 | 0.45% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
NEW | 1,103 | $225,552 | 0.45% | |
| SMR |
NUSCALE POWER Corp
Industrials
|
NEW | 19,778 | $214,393 | 0.43% | |
| XEL |
Xcel Energy Inc
Utilities
|
NEW | 2,532 | $201,142 | 0.40% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 742 | $200,777 | 0.40% | |
| OPK |
Opko Health, Inc.
Healthcare
|
Added | 97,300 | $110,922 | 0.22% |