Algorithmic Investment Models, LLC
Filing Date
Global Rank
#8,575
/ 8,586
▲ 49
Top Industry
REIT - Residential
68.9%
3Y Alpha vs SPY
-54.8%
Period ended 3 months ago
Filed May 14, 2026 · 33d
11 quarters · since Jun 2022
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
-70.8%
SPY
+78.1%
Annualised alpha
-54.8%
Max drawdown
−73.4%
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
3 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
68.9%
−27.5 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,286
Highly concentrated−4,024
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Real Estate | 68.9% | $23,585 |
| Healthcare | 31.1% | $10,642 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
3 positions ·
$34,227 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ELME |
Elme Communities
Real Estate
|
NEW | 11,734 | $23,585 | 68.91% | |
| GUTS |
Fractyl Health, Inc.
Healthcare
|
NEW | 15,500 | $7,099 | 20.74% | |
| GOSS |
Gossamer Bio, Inc.
Healthcare
|
NEW | 10,772 | $3,543 | 10.35% |