Mine & Arao Wealth Creation & Management, LLC.

CIK

1802994

Location

CAMPBELL, CA

Portfolio Value

Small $194,998,445

Diversification

Diversified

Filing Date

Global Rank

#3,913 / 8,232 ▲ 42

Top Industry

Consumer Electronics 23.9%

3Y Alpha vs SPY

+0.8%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+79.8%

SPY

+76.3%

Annualised alpha

+0.8%

Max drawdown

−21.1%

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

50 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.2%

−0.3 pts

Top 5

71.1%

−0.1 pts

Top 10

87.1%

−0.5 pts

HHI

1,214

Diversified−5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	52.3%	$101,905,940	3
Technology	21.7%	$42,290,644	11
Financial Services	9.7%	$18,818,046	8
Consumer Cyclical	7.4%	$14,424,747	4
Communication Services	3.3%	$6,486,439	6
Industrials	2.7%	$5,263,068	7
Consumer Defensive	1.5%	$2,892,401	5
Healthcare	1.3%	$2,588,741	5
Real Estate	0.2%	$328,419	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+714	10,574	$1,016,690
JPM	Jpmorgan Chase & Co	+367	25,307	$7,444,307
WM	Waste Management Inc	+252	5,281	$1,213,520
BAC	Bank Of America Corp /De/	+250	12,174	$593,482
V	Visa Inc.	+116	15,235	$4,604,626
TSLA	Tesla, Inc.	+96	1,550	$576,212
PFE	Pfizer Inc	+94	8,939	$251,007
VZ	Verizon Communications Inc	+63	8,369	$420,123
PG	PROCTER & GAMBLE Co	+29	6,795	$981,469
MRK	Merck & Co., Inc.	+22	8,850	$1,064,566
SBUX	Starbucks Corp	+11	2,885	$258,467
AMT	American Tower Corp /Ma/	+10	1,903	$328,419
JNJ	Johnson & Johnson	+8	2,378	$581,278
NSC	Norfolk Southern Corp	+8	2,460	$706,020
CSX	Csx Corp	+4	6,431	$263,992
MAR	Marriott International Inc /Md/	+2	1,103	$360,758
CAT	Caterpillar Inc	+2	1,656	$1,173,209
WMT	Walmart Inc.	+2	1,943	$241,476
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−3,755	83,049	$14,483,745
QQQ	Invesco Qqq Trust, Series 1	−2,421	71,729	$41,400,544
INTA	Intapp, Inc.	−2,000	11,397	$292,788
AAPL	Apple Inc.	−1,791	87,670	$22,249,769
SPY	Spdr S&P 500 ETF Trust	−1,274	55,958	$36,391,725
DIA	Spdr Dow Jones Industrial Average ETF Trust	−1,129	52,060	$24,113,671
AMZN	Amazon Com Inc	−376	63,520	$13,229,310
LRCX	Lam Research Corp	−300	4,710	$1,006,338
GOOGL	Alphabet Inc.	−240	11,445	$3,291,124
MSFT	Microsoft Corp	−188	4,806	$1,779,037
KO	Coca Cola Co	−110	13,458	$1,023,480
CLX	Clorox Co /De/	−106	2,772	$287,262
ORCL	Oracle Corp	−91	5,207	$766,001
WFC	Wells Fargo & Company/Mn	−59	32,351	$2,575,463
DIS	Walt Disney Co	−33	5,272	$508,115
BRK-B	Berkshire Hathaway Inc	−25	3,488	$1,671,449
MA	Mastercard Inc	−17	2,460	$1,229,163
META	Meta Platforms, Inc.	−16	1,702	$973,765
GS	Goldman Sachs Group Inc	−1	464	$392,539
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
AMD	Advanced Micro Devices Inc	1,004	$215,016
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 positions · $194,998,445 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	71,729	-2,421	$41,400,544	−9.1%	21.23%
SPY	Spdr S&P 500 ETF Trust	Reduced	55,958	-1,274	$36,391,725	−6.8%	18.66%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	52,060	-1,129	$24,113,671	−5.7%	12.37%
AAPL	Apple Inc. Technology	Reduced	87,670	-1,791	$22,249,769	−8.5%	11.41%
NVDA	Nvidia Corp Technology	Reduced	83,049	-3,755	$14,483,745	−10.5%	7.43%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	63,520	-376	$13,229,310	−10.3%	6.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,307	+367	$7,444,307	−7.4%	3.82%
V	Visa Inc. Financial Services	Added	15,235	+116	$4,604,626	−13.2%	2.36%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,445	-240	$3,291,124	−10.0%	1.69%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	32,351	-59	$2,575,463	−14.7%	1.32%
MSFT	Microsoft Corp Technology	Reduced	4,806	-188	$1,779,037	−26.3%	0.91%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,488	-25	$1,671,449	−5.3%	0.86%
MA	Mastercard Inc Financial Services	Reduced	2,460	-17	$1,229,163	−13.1%	0.63%
NOC	Northrop Grumman Corp /De/ Industrials	Held	1,800	0	$1,228,032	+19.6%	0.63%
WM	Waste Management Inc Industrials	Added	5,281	+252	$1,213,520	+9.8%	0.62%
CAT	Caterpillar Inc Industrials	Added	1,656	+2	$1,173,209	+23.8%	0.60%
MRK	Merck & Co., Inc. Healthcare	Added	8,850	+22	$1,064,566	+14.6%	0.55%
KO	Coca Cola Co Consumer Defensive	Reduced	13,458	-110	$1,023,480	+7.9%	0.52%
NFLX	Netflix Inc Communication Services	Added	10,574	+714	$1,016,690	+10.0%	0.52%
LRCX	Lam Research Corp Technology	Reduced	4,710	-300	$1,006,338	+17.3%	0.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,795	+29	$981,469	+1.2%	0.50%
META	Meta Platforms, Inc. Communication Services	Reduced	1,702	-16	$973,765	−14.1%	0.50%
ORCL	Oracle Corp Technology	Reduced	5,207	-91	$766,001	−25.8%	0.39%
NSC	Norfolk Southern Corp Industrials	Added	2,460	+8	$706,020	−0.3%	0.36%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,174	+250	$593,482	−9.5%	0.30%
JNJ	Johnson & Johnson Healthcare	Added	2,378	+8	$581,278	+18.5%	0.30%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,550	+96	$576,212	−11.9%	0.30%
DIS	Walt Disney Co Communication Services	Reduced	5,272	-33	$508,115	−15.8%	0.26%
LLY	ELI LILLY & Co Healthcare	Held	531	0	$488,397	−14.4%	0.25%
CSCO	Cisco Systems, Inc. Technology	Held	5,527	0	$428,839	+0.7%	0.22%
IBM	International Business Machines Corp Technology	Held	1,749	0	$423,940	−18.2%	0.22%
VZ	Verizon Communications Inc Communication Services	Added	8,369	+63	$420,123	+24.2%	0.22%
GS	Goldman Sachs Group Inc Financial Services	Reduced	464	-1	$392,539	−4.0%	0.20%
HII	Huntington Ingalls Industries, Inc. Industrials	Held	1,025	0	$389,397	+11.7%	0.20%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	1,103	+2	$360,758	+5.6%	0.19%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	360	0	$358,714	+15.5%	0.18%
MU	Micron Technology Inc Technology	Held	1,000	0	$337,840	+18.4%	0.17%
AMT	American Tower Corp /Ma/ Real Estate	Added	1,903	+10	$328,419	−1.2%	0.17%
PLTR	Palantir Technologies Inc. Technology	Held	2,111	0	$308,797	−17.7%	0.16%
AXP	American Express Co Financial Services	Held	1,015	0	$307,017	−18.2%	0.16%
INTA	Intapp, Inc. Technology	Reduced	11,397	-2,000	$292,788	−52.3%	0.15%
LMT	Lockheed Martin Corp Industrials	Held	478	0	$288,898	+25.0%	0.15%
CLX	Clorox Co /De/ Consumer Defensive	Reduced	2,772	-106	$287,262	−1.0%	0.15%
T	At&T Inc. Communication Services	Held	9,542	0	$276,622	+16.7%	0.14%
CSX	Csx Corp Industrials	Added	6,431	+4	$263,992	+13.3%	0.14%
SBUX	Starbucks Corp Consumer Cyclical	Added	2,885	+11	$258,467	+6.8%	0.13%
PFE	Pfizer Inc Healthcare	Added	8,939	+94	$251,007	+14.0%	0.13%
WMT	Walmart Inc. Consumer Defensive	Added	1,943	+2	$241,476	+11.7%	0.12%
CRM	Salesforce, Inc. Technology	Held	1,144	0	$213,550	−29.5%	0.11%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	414	0	$203,493	−15.2%	0.10%