Bellwether Advisors, LLC

CIK

1819815

Location

LINCOLN, NE

Portfolio Value

Small $192,955,454

Diversification

Diversified

Filing Date

Global Rank

#4,277 / 8,605 ▲ 829 · as of Mar 2026

Top Industry

Semiconductors 12.1%

3Y Alpha vs SPY

-4.5%

Period ended 3 months ago

Filed May 12, 2026 · 58d

22 quarters · since Dec 2020

Clone Performance

Jul 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

+57.9%

SPY

+76.5%

Annualised alpha

-4.4%

Max drawdown

−22.2%

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

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

Top Position

7.5%

−4.0 pts

Top 5

27.4%

−10.9 pts

Top 10

41.2%

−15.2 pts

HHI

278

Diversified−205

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.6%	$39,828,994	13
Financial Services	18.8%	$36,240,425	13
Industrials	18.0%	$34,752,586	18
Unclassified	12.5%	$24,172,495	3
Basic Materials	10.2%	$19,690,924	7
Healthcare	8.6%	$16,623,839	6
Consumer Cyclical	5.0%	$9,629,152	8
Communication Services	3.3%	$6,272,225	4
Consumer Defensive	2.6%	$5,078,885	4
Energy	0.3%	$665,929	2

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
WDC	Western Digital Corp	+13,686	31,429	$8,501,230
WMT	Walmart Inc.	+10,920	14,927	$1,855,127
ABBV	AbbVie Inc.	+8,890	31,607	$6,874,206
ECHO	EchoStar CORP	+5,315	38,367	$4,491,624
EME	EMCOR Group, Inc.	+1,732	4,854	$3,583,756
GWW	W.W. Grainger, Inc.	+911	1,325	$1,445,323
BLK	BlackRock, Inc.	+17	242	$232,733
SPY	Spdr S&P 500 ETF Trust	+2	8,409	$5,468,709
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VIK	Viking Holdings Ltd	−57,039	23,506	$1,727,220
PLTR	Palantir Technologies Inc.	−33,812	16,543	$2,419,910
NVDA	Nvidia Corp	−20,057	18,019	$3,142,513
AVGO	Broadcom Inc.	−9,130	35,801	$11,080,767
DLTR	Dollar Tree, Inc.	−8,104	14,557	$1,594,137
TSLA	Tesla, Inc.	−5,618	590	$219,332
BRK-B	Berkshire Hathaway Inc	−1,860	30,328	$14,533,177
FAST	Fastenal Co	−1,086	10,752	$498,892
HCA	HCA Healthcare, Inc.	−605	4,010	$1,897,692
MSFT	Microsoft Corp	−475	9,700	$3,590,649
CAT	Caterpillar Inc	−442	6,659	$4,717,635
AAPL	Apple Inc.	−416	10,394	$2,637,893
ORCL	Oracle Corp	−414	4,326	$636,397
AMZN	Amazon Com Inc	−277	2,990	$622,727
LLY	ELI LILLY & Co	−272	1,858	$1,708,932
META	Meta Platforms, Inc.	−240	676	$386,759
V	Visa Inc.	−164	824	$249,045
GOOGL	Alphabet Inc.	−153	3,405	$979,141
COP	Conocophillips	−150	2,117	$279,444
SCHW	Schwab Charles Corp	−124	2,372	$222,920
ETN	Eaton Corp plc	−98	863	$308,669
SHW	Sherwin Williams Co	−78	1,849	$592,696
FSK	FS KKR Capital Corp	−66	21,903	$222,972
AXP	American Express Co	−55	954	$288,565
LMT	Lockheed Martin Corp	−54	514	$310,656
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	27,125	$11,671,616
IAU	Ishares Gold Trust	79,766	$7,032,170
FIX	Comfort Systems USA Inc	3,655	$5,040,208
DOW	Dow Inc.	106,856	$4,450,552
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
STLD	Steel Dynamics Inc	16,913	$3,044,340
NUE	Nucor Corp	17,765	$3,004,061
SCCO	Southern Copper Corp/	16,388	$2,791,800
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
HWM	Howmet Aerospace Inc.	9,680	$2,230,852
LHX	L3harris Technologies, Inc. /De/	6,231	$2,150,629
CAH	Cardinal Health Inc	9,940	$2,100,421
GE	General Electric Co	7,034	$1,996,038
BMY	Bristol Myers Squibb Co	31,105	$1,886,518
PH	Parker-Hannifin Corp	1,883	$1,685,736
TER	Teradyne, Inc	5,601	$1,660,472
CMI	Cummins Inc	3,081	$1,657,639
MU	Micron Technology Inc	4,878	$1,647,983
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
RDDT	Reddit, Inc.	20,629	$4,741,988
ROK	Rockwell Automation, Inc	10,985	$4,273,933
TTWO	Take Two Interactive Software Inc	11,302	$2,893,651
TKO	TKO Group Holdings, Inc.	13,234	$2,765,906
RBLX	Roblox Corp	29,303	$2,374,422
PHM	Pultegroup Inc/Mi/	19,542	$2,291,494
AME	Ametek Inc/	11,011	$2,260,668
NTRA	Natera, Inc.	9,496	$2,175,438
HEI	Heico Corp	5,982	$1,935,715
CVNA	Carvana Co.	7,634	$644,340
AMP	Ameriprise Financial Inc	699	$342,747
MRSH	Marsh & Mclennan Companies, Inc.	1,679	$311,488
NFLX	Netflix Inc	2,384	$223,523
SYK	Stryker Corp	603	$211,936
BX	Blackstone Inc.	1,310	$201,923
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 positions · $192,955,454 total · as of Mar 31, 2026

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

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	30,328	-1,860	$14,533,177	−10.2%	7.53%
GLD	Spdr Gold Trust	NEW	27,125	NEW	$11,671,616	NEW	6.05%
AVGO	Broadcom Inc. Technology	Reduced	35,801	-9,130	$11,080,767	−28.7%	5.74%
WDC	Western Digital Corp Technology	Added	31,429	+13,686	$8,501,230	+178.1%	4.41%
IAU	Ishares Gold Trust	NEW	79,766	NEW	$7,032,170	NEW	3.64%
ABBV	AbbVie Inc. Healthcare	Added	31,607	+8,890	$6,874,206	+32.4%	3.56%
SPY	Spdr S&P 500 ETF Trust	Added	8,409	+2	$5,468,709	−4.6%	2.83%
FIX	Comfort Systems USA Inc Industrials	NEW	3,655	NEW	$5,040,208	NEW	2.61%
CAT	Caterpillar Inc Industrials	Reduced	6,659	-442	$4,717,635	+16.0%	2.44%
ECHO	EchoStar CORP Communication Services	Added	38,367	+5,315	$4,491,624	+25.0%	2.33%
DOW	Dow Inc. Basic Materials	NEW	106,856	NEW	$4,450,552	NEW	2.31%
L	Loews Corp Financial Services	NEW	41,343	NEW	$4,412,951	NEW	2.29%
URI	United Rentals, Inc. Industrials	Held	5,843	0	$4,256,976	−10.0%	2.21%
CINF	Cincinnati Financial Corp Financial Services	NEW	25,956	NEW	$4,084,176	NEW	2.12%
CFG	Citizens Financial Group Inc/Ri Financial Services	NEW	66,846	NEW	$4,008,754	NEW	2.08%
GS	Goldman Sachs Group Inc Financial Services	NEW	4,487	NEW	$3,795,957	NEW	1.97%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	NEW	231,117	NEW	$3,616,981	NEW	1.87%
MSFT	Microsoft Corp Technology	Reduced	9,700	-475	$3,590,649	−27.0%	1.86%
EME	EMCOR Group, Inc. Industrials	Added	4,854	+1,732	$3,583,756	+87.6%	1.86%
NVDA	Nvidia Corp Technology	Reduced	18,019	-20,057	$3,142,513	−55.7%	1.63%
AU	AngloGold Ashanti PLC Basic Materials	NEW	31,683	NEW	$3,084,656	NEW	1.60%
STLD	Steel Dynamics Inc Basic Materials	NEW	16,913	NEW	$3,044,340	NEW	1.58%
NUE	Nucor Corp Basic Materials	NEW	17,765	NEW	$3,004,061	NEW	1.56%
SCCO	Southern Copper Corp/ Basic Materials	NEW	16,388	NEW	$2,791,800	NEW	1.45%
RS	Reliance, Inc. Basic Materials	NEW	8,959	NEW	$2,722,819	NEW	1.41%
AAPL	Apple Inc. Technology	Reduced	10,394	-416	$2,637,893	−10.2%	1.37%
IP	International Paper Co /New/ Consumer Cyclical	NEW	73,236	NEW	$2,614,525	NEW	1.35%
DE	Deere & Co Industrials	NEW	4,628	NEW	$2,606,952	NEW	1.35%
PLTR	Palantir Technologies Inc. Technology	Reduced	16,543	-33,812	$2,419,910	−73.0%	1.25%
HWM	Howmet Aerospace Inc. Industrials	NEW	9,680	NEW	$2,230,852	NEW	1.16%
ABT	Abbott Laboratories Healthcare	Reduced	21,000	-15	$2,156,070	−18.1%	1.12%
LHX	L3harris Technologies, Inc. /De/ Industrials	NEW	6,231	NEW	$2,150,629	NEW	1.11%
CAH	Cardinal Health Inc Healthcare	NEW	9,940	NEW	$2,100,421	NEW	1.09%
GE	General Electric Co Industrials	NEW	7,034	NEW	$1,996,038	NEW	1.03%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	4,010	-605	$1,897,692	−11.9%	0.98%
BMY	Bristol Myers Squibb Co Healthcare	NEW	31,105	NEW	$1,886,518	NEW	0.98%
WMT	Walmart Inc. Consumer Defensive	Added	14,927	+10,920	$1,855,127	+315.6%	0.96%
VIK	Viking Holdings Ltd Consumer Cyclical	Reduced	23,506	-57,039	$1,727,220	−70.0%	0.90%
LLY	ELI LILLY & Co Healthcare	Reduced	1,858	-272	$1,708,932	−25.3%	0.89%
PH	Parker-Hannifin Corp Industrials	NEW	1,883	NEW	$1,685,736	NEW	0.87%
TER	Teradyne, Inc Technology	NEW	5,601	NEW	$1,660,472	NEW	0.86%
CMI	Cummins Inc Industrials	NEW	3,081	NEW	$1,657,639	NEW	0.86%
MU	Micron Technology Inc Technology	NEW	4,878	NEW	$1,647,983	NEW	0.85%
DLTR	Dollar Tree, Inc. Consumer Defensive	Reduced	14,557	-8,104	$1,594,137	−42.8%	0.83%
CASY	Caseys General Stores Inc Consumer Cyclical	NEW	2,148	NEW	$1,563,443	NEW	0.81%
MPWR	Monolithic Power Systems Inc Technology	NEW	1,425	NEW	$1,558,023	NEW	0.81%
INTC	Intel Corp Technology	NEW	34,250	NEW	$1,511,452	NEW	0.78%
GWW	W.W. Grainger, Inc. Industrials	Added	1,325	+911	$1,445,323	+246.0%	0.75%
ON	On Semiconductor Corp Technology	NEW	23,180	NEW	$1,435,305	NEW	0.74%
DG	Dollar General Corp Consumer Defensive	NEW	12,005	NEW	$1,425,353	NEW	0.74%