Mine & Arao Wealth Creation & Management, LLC.

CIK

1802994

Location

CAMPBELL, CA

Portfolio Value

Small $226,452,613

Diversification

Diversified

Filing Date

Global Rank

#4,169 / 8,517 ▲ 122

Top Industry

Consumer Electronics 23.7%

3Y Alpha vs SPY

+22.0%

Period ended 46 days ago

Filed Jul 23, 2026 · 23d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+189.6%

SPY

+75.3%

Annualised alpha

+22.0%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.6%

+2.7 pts

Top 5

71.6%

+5.0 pts

Top 10

87.5%

+1.0 pts

HHI

1,249

Diversified+144

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	53.0%	$120,118,700	3
Technology	21.9%	$49,608,120	11
Financial Services	9.4%	$21,217,072	8
Consumer Cyclical	7.3%	$16,619,951	4
Communication Services	2.9%	$6,610,738	5
Industrials	2.7%	$6,024,268	9
Consumer Defensive	1.4%	$3,133,923	6
Healthcare	1.2%	$2,806,932	5
Real Estate	0.1%	$312,909	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+973	84,022	$16,811,961
V	Visa Inc.	+764	15,999	$5,489,096
WFC	Wells Fargo & Company/Mn	+662	33,013	$2,728,194
JPM	Jpmorgan Chase & Co	+624	25,931	$8,487,994
AMZN	Amazon Com Inc	+517	64,037	$15,262,578
WM	Waste Management Inc	+442	5,723	$1,275,542
KO	Coca Cola Co	+330	13,788	$1,120,550
MSFT	Microsoft Corp	+119	4,925	$1,837,123
PFE	Pfizer Inc	+96	9,035	$217,562
VZ	Verizon Communications Inc	+60	8,429	$356,883
CLX	Clorox Co /De/	+26	2,798	$267,041
BAC	Bank Of America Corp /De/	+20	12,194	$694,814
SBUX	Starbucks Corp	+11	2,896	$295,942
AMT	American Tower Corp /Ma/	+10	1,913	$312,909
NSC	Norfolk Southern Corp	+9	2,469	$776,722
JNJ	Johnson & Johnson	+8	2,386	$605,972
META	Meta Platforms, Inc.	+7	1,709	$962,662
MA	Mastercard Inc	+4	2,464	$1,265,510
MRK	Merck & Co., Inc.	+4	8,854	$1,137,739
CSX	Csx Corp	+3	6,434	$305,808
CAT	Caterpillar Inc	+2	1,658	$1,765,604
WMT	Walmart Inc.	+2	1,945	$220,290
MAR	Marriott International Inc /Md/	+2	1,105	$409,501
LLY	ELI LILLY & Co	+1	532	$638,096
GS	Goldman Sachs Group Inc	+1	465	$470,287
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−35,759	11,289	$4,034,349
QQQ	Invesco Qqq Trust, Series 1	−2,210	69,519	$51,193,791
INTA	Intapp, Inc.	−1,000	10,397	$262,108
AAPL	Apple Inc.	−736	86,934	$25,155,222
LRCX	Lam Research Corp	−350	4,360	$1,889,318
ORCL	Oracle Corp	−196	5,011	$734,362
NFLX	Netflix Inc	−78	10,496	$749,414
MU	Micron Technology Inc	−75	925	$1,067,718
SPY	Spdr S&P 500 ETF Trust	−72	55,886	$41,733,988
PG	PROCTER & GAMBLE Co	−66	6,729	$986,740
BRK-B	Berkshire Hathaway Inc	−15	3,473	$1,737,854
PLTR	Palantir Technologies Inc.	−11	2,100	$245,007
COST	Costco Wholesale Corp /New	−9	351	$328,349
DIA	Spdr Dow Jones Industrial Average ETF Trust	−9	52,051	$27,190,921
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	799	$464,147
UNP	Union Pacific Corp	888	$241,536
BE	Bloom Energy Corp	700	$211,890
PEP	Pepsico Inc	1,558	$210,953
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	31,380	$2,356,638
VEA	Vanguard FTSE Developed Markets ETF	6,526	$418,186
T	At&T Inc.	9,542	$276,622
BIV	Vanguard Intermediate-Term Bond ETF	3,460	$267,042
CRM	Salesforce, Inc.	1,144	$213,550
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 tracked positions · $226,452,613 total · as of Jun 30, 2026

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

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	69,519	-2,210	$51,193,791	+23.7%	22.61%
SPY	Spdr S&P 500 ETF Trust	Reduced	55,886	-72	$41,733,988	+14.7%	18.43%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	52,051	-9	$27,190,921	+12.8%	12.01%
AAPL	Apple Inc. Technology	Reduced	86,934	-736	$25,155,222	+13.1%	11.11%
NVDA	Nvidia Corp Technology	Added	84,022	+973	$16,811,961	+16.1%	7.42%
AMZN	Amazon Com Inc Consumer Cyclical	Added	64,037	+517	$15,262,578	+15.4%	6.74%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,931	+624	$8,487,994	+14.0%	3.75%
V	Visa Inc. Financial Services	Added	15,999	+764	$5,489,096	+19.2%	2.42%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,289	-35,759	$4,034,349	−70.1%	1.78%
WFC	Wells Fargo & Company/Mn Financial Services	Added	33,013	+662	$2,728,194	+5.9%	1.20%
LRCX	Lam Research Corp Technology	Reduced	4,360	-350	$1,889,318	+87.7%	0.83%
MSFT	Microsoft Corp Technology	Added	4,925	+119	$1,837,123	+3.3%	0.81%
CAT	Caterpillar Inc Industrials	Added	1,658	+2	$1,765,604	+50.5%	0.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,473	-15	$1,737,854	+4.0%	0.77%
WM	Waste Management Inc Industrials	Added	5,723	+442	$1,275,542	+5.1%	0.56%
MA	Mastercard Inc Financial Services	Added	2,464	+4	$1,265,510	+3.0%	0.56%
MRK	Merck & Co., Inc. Healthcare	Added	8,854	+4	$1,137,739	+6.9%	0.50%
KO	Coca Cola Co Consumer Defensive	Added	13,788	+330	$1,120,550	+9.5%	0.49%
MU	Micron Technology Inc Technology	Reduced	925	-75	$1,067,718	+216.0%	0.47%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,729	-66	$986,740	+0.5%	0.44%
META	Meta Platforms, Inc. Communication Services	Added	1,709	+7	$962,662	−1.1%	0.43%
NOC	Northrop Grumman Corp /De/ Industrials	Held	1,800	0	$916,758	−25.3%	0.40%
NSC	Norfolk Southern Corp Industrials	Added	2,469	+9	$776,722	+10.0%	0.34%
NFLX	Netflix Inc Communication Services	Reduced	10,496	-78	$749,414	−26.3%	0.33%
ORCL	Oracle Corp Technology	Reduced	5,011	-196	$734,362	−4.1%	0.32%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,194	+20	$694,814	+17.1%	0.31%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,550	0	$651,930	+13.1%	0.29%
CSCO	Cisco Systems, Inc. Technology	Added	5,528	+1	$649,318	+51.4%	0.29%
LLY	ELI LILLY & Co Healthcare	Added	532	+1	$638,096	+30.7%	0.28%
JNJ	Johnson & Johnson Healthcare	Added	2,386	+8	$605,972	+4.2%	0.27%
DIS	Walt Disney Co Communication Services	Held	5,272	0	$507,430	−0.1%	0.22%
IBM	International Business Machines Corp Technology	Held	1,749	0	$491,836	+16.0%	0.22%
GS	Goldman Sachs Group Inc Financial Services	Added	465	+1	$470,287	+19.8%	0.21%
AMD	Advanced Micro Devices Inc Technology	NEW	799	NEW	$464,147	NEW	0.20%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	1,105	+2	$409,501	+13.5%	0.18%
VZ	Verizon Communications Inc Communication Services	Added	8,429	+60	$356,883	−15.1%	0.16%
AXP	American Express Co Financial Services	Held	1,015	0	$343,323	+11.8%	0.15%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	351	-9	$328,349	−8.5%	0.14%
AMT	American Tower Corp /Ma/ Real Estate	Added	1,913	+10	$312,909	−4.7%	0.14%
CSX	Csx Corp Industrials	Added	6,434	+3	$305,808	+15.8%	0.14%
SBUX	Starbucks Corp Consumer Cyclical	Added	2,896	+11	$295,942	+14.5%	0.13%
HII	Huntington Ingalls Industries, Inc. Industrials	Held	1,025	0	$286,887	−26.3%	0.13%
CLX	Clorox Co /De/ Consumer Defensive	Added	2,798	+26	$267,041	−7.0%	0.12%
INTA	Intapp, Inc. Technology	Reduced	10,397	-1,000	$262,108	−10.5%	0.12%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,100	-11	$245,007	−20.7%	0.11%
LMT	Lockheed Martin Corp Industrials	Held	478	0	$243,521	−15.7%	0.11%
UNP	Union Pacific Corp Industrials	NEW	888	NEW	$241,536	NEW	0.11%
WMT	Walmart Inc. Consumer Defensive	Added	1,945	+2	$220,290	−8.8%	0.10%
PFE	Pfizer Inc Healthcare	Added	9,035	+96	$217,562	−13.3%	0.10%
BE	Bloom Energy Corp Industrials	NEW	700	NEW	$211,890	NEW	0.09%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.