BLUESTEM FINANCIAL ADVISORS, LLC

CIK

1820680

Location

SAVOY, IL

Portfolio Value

Micro $2,473,863

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,094 / 8,232 ▲ 211

Top Industry

Consumer Electronics 39.5%

3Y Alpha vs SPY

-6.9%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.6%

SPY

+76.3%

Annualised alpha

-7.0%

Max drawdown

−23.8%

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

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

Top Position

28.3%

−9.4 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

2,379

Moderately concentrated−1,053

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	62.5%	$1,546,992	3
Unclassified	28.2%	$697,814	1
Financial Services	9.3%	$229,057	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+287	1,073	$697,814
MSFT	Microsoft Corp	+9	1,638	$606,338
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
AAPL	Apple Inc.	−185	2,763	$701,221
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	1,895	$239,433
BRK-B	Berkshire Hathaway Inc	478	$229,057
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $2,473,863 total · as of Mar 31, 2026

All sectors Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	2,763	-185	$701,221	−12.5%	28.35%
SPY	Spdr S&P 500 ETF Trust	Added	1,073	+287	$697,814	+30.2%	28.21%
MSFT	Microsoft Corp Technology	Added	1,638	+9	$606,338	−23.0%	24.51%
APH	Amphenol Corp /De/ Technology	NEW	1,895	NEW	$239,433	NEW	9.68%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	478	NEW	$229,057	NEW	9.26%