Intelligence Driven Advisers, LLC
Filing Date
Global Rank
#6,344
/ 8,517
▲ 499
Top Industry
Consumer Electronics
26.8%
3Y Alpha vs SPY
+26.6%
Period ended 46 days ago
Filed Aug 6, 2026 · 9d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical 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
+221.1%
SPY
+75.3%
Annualised alpha
+27.0%
Max drawdown
−21.4%
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
75 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
25.0%
−0.7 pts
Top 5
45.4%
−1.6 pts
Top 10
58.9%
−0.1 pts
HHI
808
Diversified−39
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.1% | $37,544,425 |
| Financial Services | 11.3% | $8,815,731 |
| Communication Services | 10.2% | $7,944,883 |
| Consumer Cyclical | 7.2% | $5,614,747 |
| Unclassified | 6.8% | $5,338,848 |
| Healthcare | 5.5% | $4,323,528 |
| Industrials | 5.0% | $3,872,771 |
| Consumer Defensive | 2.6% | $2,055,032 |
| Energy | 2.1% | $1,629,563 |
| Real Estate | 0.6% | $453,953 |
| Utilities | 0.6% | $438,988 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +5,856 | 18,575 | $3,716,671 | |
| BKNG | Booking Holdings Inc. | +4,055 | 4,229 | $753,776 | |
| KLAC | Kla Corp | +2,999 | 3,308 | $998,056 | |
| MSFT | Microsoft Corp | +2,831 | 6,432 | $2,399,264 | |
| GOOGL | Alphabet Inc. | +2,771 | 15,263 | $5,414,525 | |
| AMZN | Amazon Com Inc | +2,602 | 9,183 | $2,188,676 | |
| AVGO | Broadcom Inc. | +1,806 | 2,730 | $1,031,257 | |
| TSLA | Tesla, Inc. | +1,171 | 1,788 | $752,032 | |
| C | Citigroup Inc | +1,126 | 4,339 | $607,286 | |
| JNJ | Johnson & Johnson | +908 | 2,018 | $512,511 | |
| XOM | ExxonMobil Holdings Corp | +858 | 5,446 | $744,577 | |
| JPM | Jpmorgan Chase & Co | +827 | 2,890 | $945,983 | |
| KR | Kroger Co | +749 | 3,780 | $209,903 | |
| BRK-B | Berkshire Hathaway Inc | +643 | 6,571 | $3,288,062 | |
| LEN | Lennar Corp /New/ | +641 | 5,113 | $462,675 | |
| MO | Altria Group, Inc. | +473 | 7,680 | $552,576 | |
| CVX | Chevron Corp | +414 | 1,550 | $256,928 | |
| AAPL | Apple Inc. | +414 | 67,333 | $19,483,476 | |
| TJX | Tjx Companies Inc /De/ | +409 | 1,666 | $252,399 | |
| QCOM | Qualcomm Inc/De | +284 | 2,426 | $448,300 | |
| AMGN | Amgen Inc | +222 | 890 | $322,286 | |
| LRCX | Lam Research Corp | +211 | 2,006 | $869,259 | |
| ORLY | O Reilly Automotive Inc | +202 | 2,409 | $221,844 | |
| META | Meta Platforms, Inc. | +188 | 2,436 | $1,372,174 | |
| LLY | ELI LILLY & Co | +185 | 661 | $792,823 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WIT | Wipro Ltd | −10,897 | 14,997 | $33,743 | |
| MRK | Merck & Co., Inc. | −2,235 | 9,720 | $1,249,020 | |
| FISV | Fiserv Inc | −1,371 | 6,303 | $309,162 | |
| WFC | Wells Fargo & Company/Mn | −1,306 | 10,552 | $872,017 | |
| GILD | Gilead Sciences, Inc. | −1,282 | 3,280 | $414,395 | |
| BMY | Bristol Myers Squibb Co | −1,265 | 3,940 | $227,022 | |
| PLTR | Palantir Technologies Inc. | −858 | 4,924 | $574,483 | |
| GE | General Electric Co | −761 | 3,529 | $1,318,893 | |
| MA | Mastercard Inc | −603 | 2,443 | $1,254,724 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −501 | 3,673 | $1,754,114 | |
| NFLX | Netflix Inc | −311 | 8,219 | $586,836 | |
| SNDK | Sandisk Corp | −143 | 432 | $982,251 | |
| STX | Seagate Technology Holdings plc | −134 | 744 | $717,960 | |
| ELV | Elevance Health, Inc. | −91 | 618 | $238,999 | |
| SPY | Spdr S&P 500 ETF Trust | −67 | 4,694 | $3,505,338 | |
| AIG | American International Group, Inc. | −56 | 3,335 | $248,557 | |
| MU | Micron Technology Inc | −36 | 2,361 | $2,725,278 | |
| HIG | Hartford Insurance Group, Inc. | −20 | 1,543 | $204,478 | |
| GM | General Motors Co | −5 | 7,093 | $546,728 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 717 | $416,512 | |
| IBM | International Business Machines Corp | 1,223 | $343,919 | |
| V | Visa Inc. | 965 | $331,081 | |
| ABBV | AbbVie Inc. | 1,199 | $301,716 | |
| ALL | Allstate Corp | 1,261 | $300,042 | |
| CRS | Carpenter Technology Corp | 437 | $269,559 | |
| UNH | Unitedhealth Group Inc | 637 | $264,756 | |
| KO | Coca Cola Co | 3,068 | $249,336 | |
| WELL | Welltower Inc. | 1,055 | $239,453 | |
| INTC | Intel Corp | 1,709 | $238,627 | |
| BAC | Bank Of America Corp /De/ | 4,180 | $238,176 | |
| VZ | Verizon Communications Inc | 5,329 | $225,629 | |
| VST | Vistra Corp. | 1,384 | $219,543 | |
| EVRG | Evergy, Inc. | 2,539 | $219,445 | |
| ADP | Automatic Data Processing Inc | 964 | $215,887 | |
| BCS | Barclays PLC | 8,036 | $215,846 | |
| URI | United Rentals, Inc. | 187 | $211,850 | |
| CSCO | Cisco Systems, Inc. | 1,755 | $206,142 | |
| EOG | Eog Resources Inc | 1,579 | $204,843 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BAI | iShares A.I. Innovation and Tech Active ETF | 140,289 | $4,622,522 | |
| VEA | Vanguard FTSE Developed Markets ETF | 15,018 | $962,353 | |
| BPRE | Bluerock Private Real Estate Fund | 27,845 | $462,505 | |
| CMCSA | Comcast Corp | 15,564 | $446,842 | |
| UBER | Uber Technologies, Inc | 5,073 | $364,900 | |
| LOW | Lowes Companies Inc | 1,470 | $347,331 | |
| HCA | HCA Healthcare, Inc. | 651 | $308,079 | |
| SU | Suncor Energy Inc | 4,467 | $295,313 | |
| TAK | Takeda Pharmaceutical Co Ltd | 15,437 | $285,893 | |
| KEYS | Keysight Technologies, Inc. | 1,000 | $282,370 | |
| ADBE | Adobe Inc. | 993 | $241,378 | |
| BWXT | BWX Technologies, Inc. | 1,000 | $204,490 | |
| VTRS | Viatris Inc | 10,347 | $139,787 | |
| MASS | 908 Devices Inc. | 10,000 | $61,200 | |
| ENIC | Enel Chile S.A. | 11,873 | $46,779 | |
| GRAB | Grab Holdings Ltd | 11,060 | $40,479 | |
| No positions match the current search. | ||||
75 tracked positions ·
$78,032,469 total
· filing declares
140 positions · $615,988,117
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 75 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 67,333 | $19,483,476 | 24.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 15,263 | $5,414,525 | 6.94% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 18,575 | $3,716,671 | 4.76% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 4,694 | $3,505,338 | 4.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 6,571 | $3,288,062 | 4.21% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 2,361 | $2,725,278 | 3.49% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,432 | $2,399,264 | 3.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,183 | $2,188,676 | 2.80% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 3,673 | $1,754,114 | 2.25% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,070 | $1,524,348 | 1.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,436 | $1,372,174 | 1.76% | |
| GE |
General Electric Co
Industrials
|
Reduced | 3,529 | $1,318,893 | 1.69% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 2,443 | $1,254,724 | 1.61% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,064 | $1,250,051 | 1.60% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 9,720 | $1,249,020 | 1.60% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,730 | $1,031,257 | 1.32% | |
| KLAC |
Kla Corp
Technology
|
Added | 3,308 | $998,056 | 1.28% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 432 | $982,251 | 1.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,890 | $945,983 | 1.21% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 10,552 | $872,017 | 1.12% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 2,006 | $869,259 | 1.11% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 661 | $792,823 | 1.02% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 4,229 | $753,776 | 0.97% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,788 | $752,032 | 0.96% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 5,446 | $744,577 | 0.95% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Reduced | 744 | $717,960 | 0.92% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 6,320 | $715,803 | 0.92% | |
| C |
Citigroup Inc
Financial Services
|
Added | 4,339 | $607,286 | 0.78% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 8,219 | $586,836 | 0.75% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 540 | $575,046 | 0.74% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 4,924 | $574,483 | 0.74% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 7,680 | $552,576 | 0.71% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 7,093 | $546,728 | 0.70% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,018 | $512,511 | 0.66% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Added | 5,113 | $462,675 | 0.59% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 2,426 | $448,300 | 0.57% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,238 | $436,617 | 0.56% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 1,625 | $423,215 | 0.54% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 717 | $416,512 | 0.53% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 3,280 | $414,395 | 0.53% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 980 | $389,226 | 0.50% | |
| APP |
AppLovin Corp
Communication Services
|
Added | 671 | $345,719 | 0.44% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 1,223 | $343,919 | 0.44% | |
| V |
Visa Inc.
Financial Services
|
NEW | 965 | $331,081 | 0.42% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 350 | $327,414 | 0.42% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 890 | $322,286 | 0.41% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 306 | $309,479 | 0.40% | |
| FISV |
Fiserv Inc
|
Reduced | 6,303 | $309,162 | 0.40% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 1,199 | $301,716 | 0.39% | |
| ALL |
Allstate Corp
Financial Services
|
NEW | 1,261 | $300,042 | 0.38% |
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.