Stevard, LLC
Filing Date
Global Rank
#7,242
/ 8,036
▼ 521
Top Industry
Semiconductors
29.9%
3Y Alpha vs SPY
-13.7%
Period ended 1 year ago
Filed Feb 13, 2025 · 1y
19 quarters · since Mar 2020
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
+24.8%
SPY
+76.3%
Annualised alpha
-13.1%
Max drawdown
−29.2%
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
15 positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024Top Position
23.2%
−0.3 pts
Top 5
70.9%
+1.6 pts
Top 10
91.1%
−0.8 pts
HHI
1,257
Diversified+12
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.0% | $9,810,958 |
| Unclassified | 22.3% | $4,552,244 |
| Consumer Cyclical | 19.7% | $4,015,823 |
| Healthcare | 6.0% | $1,230,425 |
| Financial Services | 2.8% | $568,413 |
| Communication Services | 1.2% | $248,361 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 4,765 | $360,376 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DHR | Danaher Corp /De/ | 771 | $214,353 | |
| No positions match the current search. | ||||
15 positions ·
$20,426,224 total
· as of Dec 31, 2024
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Held | 35,360 | $4,748,494 | 23.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 5,324 | $3,120,289 | 15.28% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 7,538 | $3,044,145 | 14.90% | |
| AAPL |
Apple Inc.
Technology
|
Held | 8,518 | $2,133,077 | 10.44% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,801 | $1,431,955 | 7.01% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 2,547 | $1,073,560 | 5.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,429 | $971,678 | 4.76% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 1,139 | $879,308 | 4.30% | |
| ZBRA |
Zebra Technologies Corp
Technology
|
Held | 1,662 | $641,897 | 3.14% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,254 | $568,413 | 2.78% | |
| P |
Everpure, Inc.
Technology
|
Held | 7,512 | $461,462 | 2.26% | |
| FTNT |
Fortinet, Inc.
Technology
|
Held | 4,150 | $392,092 | 1.92% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 4,765 | $360,376 | 1.76% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Held | 1,670 | $351,117 | 1.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,312 | $248,361 | 1.22% |