Plotkin Financial Advisors, LLC
Filing Date
Global Rank
#6,717
/ 8,603
▲ 53
· as of Mar 2026
Top Industry
Consumer Electronics
21.7%
3Y Alpha vs SPY
-2.0%
Period ended 3 months ago
Filed May 11, 2026 · 59d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.8%
SPY
+76.0%
Annualised alpha
-1.7%
Max drawdown
−21.3%
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
41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.7%
−0.0 pts
Top 5
60.5%
+0.5 pts
Top 10
73.7%
−0.1 pts
HHI
1,071
Diversified+17
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 37.6% | $20,445,154 |
| Technology | 28.8% | $15,640,620 |
| Financial Services | 8.7% | $4,738,251 |
| Healthcare | 5.3% | $2,890,070 |
| Consumer Cyclical | 5.2% | $2,834,021 |
| Communication Services | 5.0% | $2,740,585 |
| Consumer Defensive | 4.3% | $2,330,846 |
| Utilities | 3.0% | $1,622,084 |
| Industrials | 2.1% | $1,123,737 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PTY | Pimco Corporate & Income Opportunity Fund | +4,335 | 131,437 | $1,585,130 | |
| SPY | Spdr S&P 500 ETF Trust | +744 | 10,828 | $7,041,881 | |
| AAPL | Apple Inc. | +586 | 28,957 | $7,348,997 | |
| MSFT | Microsoft Corp | +482 | 2,607 | $965,033 | |
| PANW | Palo Alto Networks Inc | +478 | 5,358 | $858,994 | |
| JNJ | Johnson & Johnson | +221 | 3,233 | $790,274 | |
| QQQ | Invesco Qqq Trust, Series 1 | +211 | 23,222 | $13,403,273 | |
| BAC | Bank Of America Corp /De/ | +160 | 4,410 | $214,987 | |
| AXP | American Express Co | +145 | 904 | $273,441 | |
| META | Meta Platforms, Inc. | +94 | 1,574 | $900,532 | |
| KO | Coca Cola Co | +49 | 8,009 | $609,084 | |
| BRK-B | Berkshire Hathaway Inc | +47 | 1,026 | $491,659 | |
| EMR | Emerson Electric Co | +38 | 2,304 | $301,870 | |
| MRK | Merck & Co., Inc. | +29 | 10,131 | $1,218,657 | |
| V | Visa Inc. | +23 | 1,353 | $408,930 | |
| ORCL | Oracle Corp | +16 | 9,032 | $1,328,697 | |
| AMD | Advanced Micro Devices Inc | +15 | 1,312 | $266,900 | |
| CEG | Constellation Energy Corp | +8 | 2,071 | $578,326 | |
| HD | Home Depot, Inc. | +5 | 1,496 | $492,019 | |
| LLY | ELI LILLY & Co | +4 | 958 | $881,139 | |
| AMZN | Amazon Com Inc | +1 | 8,133 | $1,693,859 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPNG | Coupang, Inc. | −2,000 | 18,000 | $339,840 | |
| NVDA | Nvidia Corp | −685 | 19,526 | $3,405,334 | |
| WMT | Walmart Inc. | −58 | 2,212 | $274,907 | |
| ANET | Arista Networks, Inc. | −24 | 2,959 | $363,306 | |
| GOOGL | Alphabet Inc. | −4 | 5,471 | $1,573,240 | |
| PG | PROCTER & GAMBLE Co | −4 | 10,017 | $1,446,855 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KIO | KKR Income Opportunities Fund | 12,938 | $142,318 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PECO | Phillips Edison & Company, Inc. | 7,173 | $255,143 | |
| No positions match the current search. | ||||
41 positions ·
$54,365,368 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 23,222 | $13,403,273 | 24.65% | |
| AAPL |
Apple Inc.
Technology
|
Added | 28,957 | $7,348,997 | 13.52% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 10,828 | $7,041,881 | 12.95% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 19,526 | $3,405,334 | 6.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,133 | $1,693,859 | 3.12% | |
| PTY |
Pimco Corporate & Income Opportunity Fund
Financial Services
|
Added | 131,437 | $1,585,130 | 2.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 5,471 | $1,573,240 | 2.89% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 10,017 | $1,446,855 | 2.66% | |
| ORCL |
Oracle Corp
Technology
|
Added | 9,032 | $1,328,697 | 2.44% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 10,131 | $1,218,657 | 2.24% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 4,552 | $1,103,359 | 2.03% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,607 | $965,033 | 1.78% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,574 | $900,532 | 1.66% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 958 | $881,139 | 1.62% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 5,358 | $858,994 | 1.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,233 | $790,274 | 1.45% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 8,009 | $609,084 | 1.12% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 2,071 | $578,326 | 1.06% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 5,425 | $503,874 | 0.93% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,496 | $492,019 | 0.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,026 | $491,659 | 0.90% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,549 | $455,653 | 0.84% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 3,779 | $434,547 | 0.80% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 1,057 | $425,339 | 0.78% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,353 | $408,930 | 0.75% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 2,959 | $363,306 | 0.67% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
Reduced | 18,000 | $339,840 | 0.63% | |
| MMM |
3M Co
Industrials
|
Held | 2,278 | $330,833 | 0.61% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 992 | $308,303 | 0.57% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Held | 702 | $306,247 | 0.56% | |
| EXC |
Exelon Corp
Utilities
|
Held | 6,191 | $303,482 | 0.56% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 2,304 | $301,870 | 0.56% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,212 | $274,907 | 0.51% | |
| AXP |
American Express Co
Financial Services
|
Added | 904 | $273,441 | 0.50% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,312 | $266,900 | 0.49% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 5,315 | $266,813 | 0.49% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 371 | $253,111 | 0.47% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 829 | $237,923 | 0.44% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Held | 2,042 | $236,402 | 0.43% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 4,410 | $214,987 | 0.40% | |
| KIO |
KKR Income Opportunities Fund
Financial Services
|
NEW | 12,938 | $142,318 | 0.26% |