BLUESTEM FINANCIAL ADVISORS, LLC
CIK
1820680
Location
SAVOY, IL
Portfolio Value
Micro
$1,546,992
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,094
/ 8,232
▲ 211
Top Industry
Consumer Electronics
39.5%
3Y Alpha vs SPY
-7.0%
Period ended 2 months ago
Filed Apr 29, 2026 · 46d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 62.5% | $1,546,992 |
| Unclassified | 28.2% | $697,814 |
| Financial Services | 9.3% | $229,057 |
Last Quarter's Activity
Export CSVTrimmed
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. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$1,546,992 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,763 | $701,221 | 45.33% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,638 | $606,338 | 39.19% | |
| APH |
Amphenol Corp /De/
Technology
|
NEW | 1,895 | $239,433 | 15.48% |