Bellwether Advisors, LLC

CIK

1819815

Location

LINCOLN, NE

Portfolio Value

Small $218,229,100

Diversification

Diversified

Filing Date

Global Rank

#4,264 / 8,517 ▼ 208

Top Industry

Semiconductors 11.1%

3Y Alpha vs SPY

+36.1%

Period ended 47 days ago

Filed Aug 14, 2026 · 2d

23 quarters · since Dec 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

+287.7%

SPY

+76.6%

Annualised alpha

+36.2%

Max drawdown

−22.2%

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

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

Top Position

15.1%

+0.5 pts

Top 5

31.5%

−2.7 pts

Top 10

45.3%

−1.5 pts

HHI

403

Diversified−4

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.7%	$58,348,427	21
Unclassified	26.6%	$58,043,065	9
Industrials	12.4%	$27,144,887	16
Healthcare	10.9%	$23,699,616	8
Communication Services	7.3%	$15,917,107	8
Financial Services	7.0%	$15,270,949	5
Consumer Cyclical	5.8%	$12,740,546	8
Basic Materials	2.4%	$5,217,014	5
Consumer Defensive	0.7%	$1,536,041	1
Energy	0.1%	$311,448	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+6,151	9,141	$2,178,665
TSLA	Tesla, Inc.	+3,896	4,486	$1,886,811
META	Meta Platforms, Inc.	+3,814	4,490	$2,529,172
COST	Costco Wholesale Corp /New	+1,437	1,642	$1,536,041
MU	Micron Technology Inc	+965	5,843	$6,744,516
LLY	ELI LILLY & Co	+935	2,793	$3,350,008
AOA	iShares Core 80/20 Aggressive Allocation ETF	+303	3,933	$383,860
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLB	State Street Materials Select Sector SPDR ETF	−534,784	147,758	$7,510,539
DOW	Dow Inc.	−67,053	39,803	$1,089,010
IAU	Ishares Gold Trust	−33,011	46,755	$3,530,470
ECHO	EchoStar CORP	−23,620	14,747	$1,496,820
AVGO	Broadcom Inc.	−22,590	13,211	$4,990,455
WDC	Western Digital Corp	−20,893	10,536	$6,729,553
GLD	Spdr Gold Trust	−14,011	13,114	$4,830,935
NVDA	Nvidia Corp	−12,726	5,293	$1,059,076
NUE	Nucor Corp	−12,398	5,367	$1,195,499
STLD	Steel Dynamics Inc	−11,967	4,946	$1,134,909
INTC	Intel Corp	−9,694	24,556	$3,428,754
WERN	Werner Enterprises Inc	−6,595	5,784	$252,240
GOOGL	Alphabet Inc.	−6,500	11,120	$3,940,619
CAT	Caterpillar Inc	−5,335	1,324	$1,409,927
CAH	Cardinal Health Inc	−3,294	6,646	$1,578,823
AAPL	Apple Inc.	−2,904	7,490	$2,167,306
FIX	Comfort Systems USA Inc	−2,425	1,230	$2,437,798
ABBV	AbbVie Inc.	−2,302	29,305	$7,374,310
BRK-B	Berkshire Hathaway Inc	−1,886	28,442	$14,232,092
MSFT	Microsoft Corp	−1,235	8,465	$3,157,614
GWW	W.W. Grainger, Inc.	−1,135	190	$258,476
CMI	Cummins Inc	−1,037	2,044	$1,457,801
FSK	FS KKR Capital Corp	−727	21,176	$222,348
EME	EMCOR Group, Inc.	−422	4,432	$3,678,028
ETN	Eaton Corp plc	−348	515	$219,451
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	461,032	$32,848,530
HPE	Hewlett Packard Enterprise Co	121,042	$5,460,204
GLW	Corning Inc /Ny	17,060	$4,357,635
SNDK	Sandisk Corp	1,539	$3,499,270
CW	Curtiss Wright Corp	4,553	$3,450,081
HUM	Humana Inc	8,660	$3,439,925
FLEX	Flex Ltd.	19,674	$3,188,565
DELL	Dell Technologies Inc.	7,359	$3,175,114
UNH	Unitedhealth Group Inc	7,404	$3,077,324
NBIS	Nebius Group N.V.	10,674	$2,947,838
KEYS	Keysight Technologies, Inc.	8,092	$2,832,766
STX	Seagate Technology Holdings plc	2,760	$2,663,400
PWR	Quanta Services, Inc.	3,393	$2,443,095
RDDT	Reddit, Inc.	9,865	$1,712,366
EBAY	Ebay Inc	14,313	$1,599,477
EXPE	Expedia Group, Inc.	6,103	$1,561,635
CI	Cigna Group	5,541	$1,527,542
NFLX	Netflix Inc	21,224	$1,515,393
LRCX	Lam Research Corp	3,445	$1,492,821
TMUS	T-Mobile US, Inc.	8,824	$1,480,049
UTHR	UNITED THERAPEUTICS Corp	2,669	$1,446,144
MAR	Marriott International Inc /Md/	3,867	$1,433,071
RCL	Royal Caribbean Cruises Ltd	4,499	$1,428,567
BKNG	Booking Holdings Inc.	7,887	$1,405,778
GEV	GE Vernova Inc.	1,194	$1,402,782
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
L	Loews Corp	41,343	$4,412,951
CINF	Cincinnati Financial Corp	25,956	$4,084,176
CFG	Citizens Financial Group Inc/Ri	66,846	$4,008,754
GS	Goldman Sachs Group Inc	4,487	$3,795,957
HBAN	Huntington Bancshares Inc /Md/	231,117	$3,616,981
AU	AngloGold Ashanti PLC	31,683	$3,084,656
SCCO	Southern Copper Corp/	16,388	$2,819,719
RS	Reliance, Inc.	8,959	$2,722,819
IP	International Paper Co /New/	73,236	$2,614,525
DE	Deere & Co	4,628	$2,606,952
PLTR	Palantir Technologies Inc.	16,543	$2,419,910
HWM	Howmet Aerospace Inc.	9,680	$2,230,852
LHX	L3harris Technologies, Inc. /De/	6,231	$2,150,629
GE	General Electric Co	7,034	$1,996,038
HCA	HCA Healthcare, Inc.	4,010	$1,897,692
BMY	Bristol Myers Squibb Co	31,105	$1,886,518
WMT	Walmart Inc.	14,927	$1,855,127
VIK	Viking Holdings Ltd	23,506	$1,727,220
PH	Parker-Hannifin Corp	1,883	$1,685,736
TER	Teradyne, Inc	5,601	$1,660,472
DLTR	Dollar Tree, Inc.	14,557	$1,594,137
CASY	Caseys General Stores Inc	2,148	$1,563,443
MPWR	Monolithic Power Systems, Inc.	1,425	$1,558,023
ON	On Semiconductor Corp	23,180	$1,435,305
DG	Dollar General Corp	12,005	$1,425,353
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 tracked positions · $218,229,100 total · filing declares 168 positions · $675,042,477 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	NEW	461,032	NEW	$32,848,530	NEW	15.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	28,442	-1,886	$14,232,092	−2.1%	6.52%
XLB	State Street Materials Select Sector SPDR ETF	Reduced	147,758	-534,784	$7,510,539	−78.0%	3.44%
ABBV	AbbVie Inc. Healthcare	Reduced	29,305	-2,302	$7,374,310	+7.3%	3.38%
MU	Micron Technology Inc Technology	Added	5,843	+965	$6,744,516	+309.3%	3.09%
WDC	Western Digital Corp Technology	Reduced	10,536	-20,893	$6,729,553	−20.8%	3.08%
URI	United Rentals, Inc. Industrials	Held	5,843	0	$6,619,476	+55.5%	3.03%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,375	-34	$6,254,198	+14.4%	2.87%
HPE	Hewlett Packard Enterprise Co Technology	NEW	121,042	NEW	$5,460,204	NEW	2.50%
AVGO	Broadcom Inc. Technology	Reduced	13,211	-22,590	$4,990,455	−55.0%	2.29%
GLD	Spdr Gold Trust	Reduced	13,114	-14,011	$4,830,935	−58.6%	2.21%
GLW	Corning Inc /Ny Technology	NEW	17,060	NEW	$4,357,635	NEW	2.00%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,120	-6,500	$3,940,619	−22.1%	1.81%
EME	EMCOR Group, Inc. Industrials	Reduced	4,432	-422	$3,678,028	+2.6%	1.69%
IAU	Ishares Gold Trust	Reduced	46,755	-33,011	$3,530,470	−49.8%	1.62%
SNDK	Sandisk Corp Technology	NEW	1,539	NEW	$3,499,270	NEW	1.60%
CW	Curtiss Wright Corp Industrials	NEW	4,553	NEW	$3,450,081	NEW	1.58%
HUM	Humana Inc Healthcare	NEW	8,660	NEW	$3,439,925	NEW	1.58%
INTC	Intel Corp Technology	Reduced	24,556	-9,694	$3,428,754	+126.9%	1.57%
LLY	ELI LILLY & Co Healthcare	Added	2,793	+935	$3,350,008	+96.0%	1.54%
FLEX	Flex Ltd. Technology	NEW	19,674	NEW	$3,188,565	NEW	1.46%
DELL	Dell Technologies Inc. Technology	NEW	7,359	NEW	$3,175,114	NEW	1.45%
MSFT	Microsoft Corp Technology	Reduced	8,465	-1,235	$3,157,614	−12.1%	1.45%
UNH	Unitedhealth Group Inc Healthcare	NEW	7,404	NEW	$3,077,324	NEW	1.41%
NBIS	Nebius Group N.V. Communication Services	NEW	10,674	NEW	$2,947,838	NEW	1.35%
KEYS	Keysight Technologies, Inc. Technology	NEW	8,092	NEW	$2,832,766	NEW	1.30%
STX	Seagate Technology Holdings plc Technology	NEW	2,760	NEW	$2,663,400	NEW	1.22%
META	Meta Platforms, Inc. Communication Services	Added	4,490	+3,814	$2,529,172	+553.9%	1.16%
PWR	Quanta Services, Inc. Industrials	NEW	3,393	NEW	$2,443,095	NEW	1.12%
FIX	Comfort Systems USA Inc Industrials	Reduced	1,230	-2,425	$2,437,798	−51.6%	1.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,141	+6,151	$2,178,665	+249.9%	1.00%
IBB	iShares Biotechnology ETF	Reduced	11,441	-146	$2,175,963	+11.2%	1.00%
AAPL	Apple Inc. Technology	Reduced	7,490	-2,904	$2,167,306	−17.8%	0.99%
ABT	Abbott Laboratories Healthcare	Held	21,000	0	$1,905,540	−11.6%	0.87%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,486	+3,896	$1,886,811	+760.3%	0.86%
RDDT	Reddit, Inc. Communication Services	NEW	9,865	NEW	$1,712,366	NEW	0.78%
EBAY	Ebay Inc Consumer Cyclical	NEW	14,313	NEW	$1,599,477	NEW	0.73%
CAH	Cardinal Health Inc Healthcare	Reduced	6,646	-3,294	$1,578,823	−24.8%	0.72%
EXPE	Expedia Group, Inc. Consumer Cyclical	NEW	6,103	NEW	$1,561,635	NEW	0.72%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,642	+1,437	$1,536,041	+652.0%	0.70%
CI	Cigna Group Healthcare	NEW	5,541	NEW	$1,527,542	NEW	0.70%
NFLX	Netflix Inc Communication Services	NEW	21,224	NEW	$1,515,393	NEW	0.69%
ECHO	EchoStar CORP Communication Services	Reduced	14,747	-23,620	$1,496,820	−66.7%	0.69%
LRCX	Lam Research Corp Technology	NEW	3,445	NEW	$1,492,821	NEW	0.68%
TMUS	T-Mobile US, Inc. Communication Services	NEW	8,824	NEW	$1,480,049	NEW	0.68%
CMI	Cummins Inc Industrials	Reduced	2,044	-1,037	$1,457,801	−12.1%	0.67%
UTHR	UNITED THERAPEUTICS Corp Healthcare	NEW	2,669	NEW	$1,446,144	NEW	0.66%
MAR	Marriott International Inc /Md/ Consumer Cyclical	NEW	3,867	NEW	$1,433,071	NEW	0.66%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	NEW	4,499	NEW	$1,428,567	NEW	0.65%
CAT	Caterpillar Inc Industrials	Reduced	1,324	-5,335	$1,409,927	−70.1%	0.65%

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.