eCIO, Inc.
CIK
1830823
Location
MADISON, WI
Portfolio Value
Micro
$1,542,672
Diversification
Highly concentrated
Filing Date
Global Rank
#8,130
/ 8,232
▼ 225
Top Industry
Drug Manufacturers - General
83.6%
3Y Alpha vs SPY
-7.8%
Period ended 2 months ago
Filed Apr 14, 2026 · 2mo
5 quarters · since Mar 2025
Clone Performance
May 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.6%
SPY
+27.1%
Annualised alpha
-7.8%
Max drawdown
−8.2%
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
3 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
68.8%
+60.7 pts
Top 5
100.0%
+81.0 pts
Top 10
100.0%
+70.7 pts
HHI
5,222
Highly concentrated+5,034
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 83.6% | $1,289,476 |
| Technology | 16.4% | $253,196 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JNJ | Johnson & Johnson | −271 | 933 | $228,062 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EXAS | EXACT SCIENCES CORP | 3,345 | $339,718 | |
| AMZN | Amazon Com Inc | 1,366 | $315,300 | |
| TXN | Texas Instruments Inc | 1,538 | $266,827 | |
| NEE | Nextera Energy Inc | 2,964 | $237,949 | |
| HON | Honeywell International Inc | 1,198 | $233,717 | |
| ADI | Analog Devices Inc | 850 | $230,520 | |
| LOW | Lowes Companies Inc | 941 | $226,931 | |
| BLK | BlackRock, Inc. | 200 | $214,068 | |
| XOM | Exxon Mobil Corp | 1,701 | $204,698 | |
| CVX | Chevron Corp | 1,340 | $204,229 | |
| CME | Cme Group Inc. | 718 | $196,071 | |
| JPM | Jpmorgan Chase & Co | 589 | $189,787 | |
| HD | Home Depot, Inc. | 522 | $179,620 | |
| TEL | TE Connectivity plc | 769 | $174,955 | |
| MS | Morgan Stanley | 941 | $167,055 | |
| ACGL | Arch Capital Group Ltd. | 1,687 | $161,817 | |
| UNP | Union Pacific Corp | 693 | $160,304 | |
| ABBV | AbbVie Inc. | 693 | $158,343 | |
| MDT | Medtronic plc | 1,605 | $154,176 | |
| BAC | Bank Of America Corp /De/ | 2,671 | $146,905 | |
| ADP | Automatic Data Processing Inc | 563 | $144,820 | |
| ITW | Illinois Tool Works Inc | 583 | $143,592 | |
| V | Visa Inc. | 394 | $138,179 | |
| DHR | Danaher Corp /De/ | 602 | $137,809 | |
| ORCL | Oracle Corp | 706 | $137,606 | |
| No positions match the current search. | ||||
3 positions ·
$1,542,672 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 933 | $228,062 | 14.78% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 684 | $253,196 | 16.41% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,154 | $1,061,414 | 68.80% |