Main Line Retirement Advisors, LLC

Pension

CIK

1809416

Location

WHITEFISH, MT

Portfolio Value

Micro $9,333,835

Diversification

Diversified

Filing Date

Global Rank

#8,159 / 8,605 ▲ 69 · as of Mar 2026

Top Industry

Oil & Gas Integrated 16.7%

3Y Alpha vs SPY

-2.2%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

11 quarters · since Jun 2023

Clone Performance

Aug 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+65.5%

SPY

+72.8%

Annualised alpha

-1.8%

Max drawdown

−15.7%

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

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

Top Position

15.5%

+1.4 pts

Top 5

56.2%

+0.7 pts

Top 10

84.2%

+0.9 pts

HHI

879

Diversified+24

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.0%	$3,178,031	5
Financial Services	19.1%	$1,778,637	3
Energy	15.5%	$1,442,788	1
Healthcare	11.8%	$1,104,639	2
Unclassified	7.5%	$699,221	1
Communication Services	5.3%	$491,639	2
Real Estate	4.5%	$420,405	1
Consumer Cyclical	2.3%	$218,475	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
FNB	Fnb Corp/Pa/	+172	23,240	$388,572
AAPL	Apple Inc.	+129	3,393	$861,109
TD	Toronto Dominion Bank	+102	12,254	$1,143,420
PSA	Public Storage	+18	1,552	$420,405
XOM	Exxon Mobil Corp	+8	8,504	$1,442,788
JNJ	Johnson & Johnson	+3	1,332	$325,594
LLY	ELI LILLY & Co	+1	847	$779,045
MRSH	Marsh & Mclennan Companies, Inc.	+1	1,422	$246,645
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−139	2,639	$976,878
GOOGL	Alphabet Inc.	−25	886	$254,778
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

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

16 positions · $9,333,835 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XOM	Exxon Mobil Corp Energy	Added	8,504	+8	$1,442,788	+41.1%	15.46%
TD	Toronto Dominion Bank Financial Services	Added	12,254	+102	$1,143,420	−0.1%	12.25%
MSFT	Microsoft Corp Technology	Reduced	2,639	-139	$976,878	−27.3%	10.47%
AAPL	Apple Inc. Technology	Added	3,393	+129	$861,109	−3.0%	9.23%
NVDA	Nvidia Corp Technology	Held	4,697	0	$819,156	−6.5%	8.78%
LLY	ELI LILLY & Co Healthcare	Added	847	+1	$779,045	−14.3%	8.35%
GLD	Spdr Gold Trust	Held	1,625	0	$699,221	+8.6%	7.49%
PSA	Public Storage Real Estate	Added	1,552	+18	$420,405	+5.6%	4.50%
FNB	Fnb Corp/Pa/ Financial Services	Added	23,240	+172	$388,572	−1.5%	4.16%
JNJ	Johnson & Johnson Healthcare	Added	1,332	+3	$325,594	+18.4%	3.49%
AVGO	Broadcom Inc. Technology	Held	993	0	$307,343	−10.6%	3.29%
GOOGL	Alphabet Inc. Communication Services	Reduced	886	-25	$254,778	−10.6%	2.73%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	1,422	+1	$246,645	−6.4%	2.64%
META	Meta Platforms, Inc. Communication Services	Held	414	0	$236,861	−13.3%	2.54%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,049	0	$218,475	−9.8%	2.34%
IBM	International Business Machines Corp Technology	Held	881	0	$213,545	−18.2%	2.29%