Intelligence Driven Advisers, LLC

CIK

1819955

Location

CARLSBAD, CA

Portfolio Value

Micro $57,726,484

Diversification

Diversified

Filing Date

Global Rank

#6,660 / 8,604 ▼ 405 · as of Mar 2026

Top Industry

Consumer Electronics 32.0%

3Y Alpha vs SPY

-4.5%

Period ended 3 months ago

Filed May 15, 2026 · 54d

25 quarters · since Mar 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

+58.2%

SPY

+76.5%

Annualised alpha

-4.3%

Max drawdown

−21.6%

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

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

Top Position

29.4%

+4.5 pts

Top 5

46.2%

−13.0 pts

Top 10

58.0%

−11.4 pts

HHI

1,010

Diversified−254

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.7%	$26,958,750	18
Financial Services	12.8%	$7,411,684	9
Unclassified	8.2%	$4,712,313	3
Consumer Cyclical	7.6%	$4,375,814	9
Healthcare	7.5%	$4,336,245	11
Communication Services	6.0%	$3,438,288	5
Industrials	5.0%	$2,867,836	5
Consumer Defensive	2.9%	$1,698,984	4
Energy	2.9%	$1,675,911	4
Real Estate	0.4%	$203,880	1
Utilities	0.1%	$46,779	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+7,128	15,564	$446,842
WIT	Wipro Ltd	+5,103	25,894	$54,895
XOM	Exxon Mobil Corp	+2,651	4,588	$778,400
GILD	Gilead Sciences, Inc.	+1,665	4,562	$635,805
MO	Altria Group, Inc.	+1,147	7,207	$475,589
AMZN	Amazon Com Inc	+1,112	6,581	$1,370,624
MU	Micron Technology Inc	+1,101	2,397	$809,802
WMT	Walmart Inc.	+1,086	6,203	$770,908
BMY	Bristol Myers Squibb Co	+829	5,205	$315,683
MRK	Merck & Co., Inc.	+481	11,955	$1,438,066
ENIC	Enel Chile S.A.	+263	11,873	$46,779
GM	General Motors Co	+262	7,098	$528,801
AIG	American International Group, Inc.	+187	3,391	$255,172
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+152	4,174	$1,410,603
LRCX	Lam Research Corp	+110	1,795	$383,519
KLAC	Kla Corp	+81	309	$454,974
HCA	HCA Healthcare, Inc.	+49	651	$308,079
LEN	Lennar Corp /New/	+34	4,472	$388,348
TSLA	Tesla, Inc.	+31	617	$229,369
VLO	Valero Energy Corp/Tx	+26	1,486	$367,160
TAK	Takeda Pharmaceutical Co Ltd	+18	15,437	$285,893
GEV	GE Vernova Inc.	+16	1,043	$910,434
PLTR	Palantir Technologies Inc.	+16	5,782	$845,790
AMGN	Amgen Inc	+2	668	$235,035
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−25,176	4,761	$3,096,268
AAPL	Apple Inc.	−4,114	66,919	$16,983,373
NVDA	Nvidia Corp	−2,761	12,719	$2,218,193
BPRE	Bluerock Private Real Estate Fund	−2,607	27,845	$462,505
C	Citigroup Inc	−2,340	3,213	$364,386
NFLX	Netflix Inc	−1,861	8,530	$820,159
MA	Mastercard Inc	−1,767	3,046	$1,521,964
WFC	Wells Fargo & Company/Mn	−1,532	11,858	$944,015
AVGO	Broadcom Inc.	−1,261	924	$285,987
UBER	Uber Technologies, Inc	−1,255	5,073	$364,900
SU	Suncor Energy Inc	−929	4,467	$295,313
QCOM	Qualcomm Inc/De	−644	2,142	$275,846
QQQ	Invesco Qqq Trust, Series 1	−622	2,058	$1,187,836
ADBE	Adobe Inc.	−571	993	$241,378
APP	AppLovin Corp	−503	508	$202,184
GRAB	Grab Holdings Ltd	−489	11,060	$40,479
TJX	Tjx Companies Inc /De/	−187	1,257	$200,742
CVX	Chevron Corp	−184	1,136	$235,038
GOOGL	Alphabet Inc.	−170	2,375	$682,955
GE	General Electric Co	−115	4,290	$1,217,373
BRK-B	Berkshire Hathaway Inc	−88	5,928	$2,840,697
STX	Seagate Technology Holdings plc	−80	878	$343,965
JPM	Jpmorgan Chase & Co	−74	2,063	$606,852
LOW	Lowes Companies Inc	−50	1,470	$347,331
MSFT	Microsoft Corp	−44	3,601	$1,332,982
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	575	$365,320
KEYS	Keysight Technologies, Inc.	1,000	$282,370
JNJ	Johnson & Johnson	1,110	$271,328
ADI	Analog Devices Inc	831	$264,374
FDX	Fedex Corp	698	$248,613
COST	Costco Wholesale Corp /New	234	$233,164
KR	Kroger Co	3,031	$219,323
HIG	Hartford Insurance Group, Inc.	1,563	$211,364
ELV	Elevance Health, Inc.	709	$207,559
GS	Goldman Sachs Group Inc	242	$204,729
BWXT	BWX Technologies, Inc.	1,000	$204,490
WPC	W. P. Carey Inc.	3,000	$203,880
VTRS	Viatris Inc	10,347	$139,787
MASS	908 Devices Inc.	10,000	$61,200
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
BA	Boeing Co	9,710	$2,108,235
BTI	British American Tobacco p.l.c.	13,352	$755,990
VST	Vistra Corp.	1,592	$256,837
DASH	DoorDash, Inc.	1,013	$229,424
BCS	Barclays PLC	8,805	$224,087
UNH	Unitedhealth Group Inc	659	$217,542
GD	General Dynamics Corp	627	$211,085
HII	Huntington Ingalls Industries, Inc.	600	$204,042
LPL	LG Display Co., Ltd.	13,744	$57,862
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

70 positions · $57,726,484 total · as of Mar 31, 2026

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

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	66,919	-4,114	$16,983,373	−12.1%	29.42%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,761	-25,176	$3,096,268	−84.8%	5.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,928	-88	$2,840,697	−6.1%	4.92%
NVDA	Nvidia Corp Technology	Reduced	12,719	-2,761	$2,218,193	−23.2%	3.84%
MA	Mastercard Inc Financial Services	Reduced	3,046	-1,767	$1,521,964	−44.6%	2.64%
MRK	Merck & Co., Inc. Healthcare	Added	11,955	+481	$1,438,066	+19.1%	2.49%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,174	+152	$1,410,603	+15.4%	2.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,581	+1,112	$1,370,624	+8.6%	2.37%
MSFT	Microsoft Corp Technology	Reduced	3,601	-44	$1,332,982	−24.4%	2.31%
META	Meta Platforms, Inc. Communication Services	Reduced	2,248	-17	$1,286,148	−14.0%	2.23%
GE	General Electric Co Industrials	Reduced	4,290	-115	$1,217,373	−10.3%	2.11%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,058	-622	$1,187,836	−27.9%	2.06%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	11,858	-1,532	$944,015	−24.4%	1.64%
GEV	GE Vernova Inc. Industrials	Added	1,043	+16	$910,434	+35.6%	1.58%
PLTR	Palantir Technologies Inc. Technology	Added	5,782	+16	$845,790	−17.5%	1.47%
NFLX	Netflix Inc Communication Services	Reduced	8,530	-1,861	$820,159	−15.8%	1.42%
MU	Micron Technology Inc Technology	Added	2,397	+1,101	$809,802	+118.9%	1.40%
XOM	Exxon Mobil Corp Energy	Added	4,588	+2,651	$778,400	+233.9%	1.35%
WMT	Walmart Inc. Consumer Defensive	Added	6,203	+1,086	$770,908	+35.2%	1.34%
BKNG	Booking Holdings Inc. Consumer Cyclical	Held	174	0	$732,595	−21.4%	1.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,375	-170	$682,955	−14.3%	1.18%
GILD	Gilead Sciences, Inc. Healthcare	Added	4,562	+1,665	$635,805	+78.8%	1.10%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,063	-74	$606,852	−11.9%	1.05%
GM	General Motors Co Consumer Cyclical	Added	7,098	+262	$528,801	−4.9%	0.92%
MO	Altria Group, Inc. Consumer Defensive	Added	7,207	+1,147	$475,589	+36.1%	0.82%
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	27,845	-2,607	$462,505	+1.3%	0.80%
KLAC	Kla Corp Technology	Added	309	+81	$454,974	+64.2%	0.79%
CMCSA	Comcast Corp Communication Services	Added	15,564	+7,128	$446,842	+89.1%	0.77%
LLY	ELI LILLY & Co Healthcare	Reduced	476	-10	$437,810	−16.2%	0.76%
FISV	Fiserv Inc	Reduced	7,674	-1	$428,209	−16.9%	0.74%
LEN	Lennar Corp /New/ Consumer Cyclical	Added	4,472	+34	$388,348	−14.9%	0.67%
LRCX	Lam Research Corp Technology	Added	1,795	+110	$383,519	+33.0%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,138	-11	$374,276	−5.3%	0.65%
VLO	Valero Energy Corp/Tx Energy	Added	1,486	+26	$367,160	+54.5%	0.64%
SNDK	Sandisk Corp Technology	NEW	575	NEW	$365,320	NEW	0.63%
UBER	Uber Technologies, Inc Technology	Reduced	5,073	-1,255	$364,900	−29.4%	0.63%
C	Citigroup Inc Financial Services	Reduced	3,213	-2,340	$364,386	−43.8%	0.63%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,470	-50	$347,331	−5.2%	0.60%
STX	Seagate Technology Holdings plc Technology	Reduced	878	-80	$343,965	+30.4%	0.60%
BMY	Bristol Myers Squibb Co Healthcare	Added	5,205	+829	$315,683	+33.7%	0.55%
HCA	HCA Healthcare, Inc. Healthcare	Added	651	+49	$308,079	+9.6%	0.53%
SU	Suncor Energy Inc Energy	Reduced	4,467	-929	$295,313	+23.4%	0.51%
CAT	Caterpillar Inc Industrials	Reduced	405	-4	$286,926	+22.5%	0.50%
AVGO	Broadcom Inc. Technology	Reduced	924	-1,261	$285,987	−62.2%	0.50%
TAK	Takeda Pharmaceutical Co Ltd Healthcare	Added	15,437	+18	$285,893	+18.9%	0.50%
KEYS	Keysight Technologies, Inc. Technology	NEW	1,000	NEW	$282,370	NEW	0.49%
QCOM	Qualcomm Inc/De Technology	Reduced	2,142	-644	$275,846	−42.1%	0.48%
JNJ	Johnson & Johnson Healthcare	NEW	1,110	NEW	$271,328	NEW	0.47%
ADI	Analog Devices Inc Technology	NEW	831	NEW	$264,374	NEW	0.46%
AIG	American International Group, Inc. Financial Services	Added	3,391	+187	$255,172	−6.9%	0.44%