Rise Advisors, LLC

CIK

1831316

Location

ROCHESTER, NY

Portfolio Value

Micro $55,673,793

Diversification

Diversified

Filing Date

Global Rank

#6,831 / 8,517 ▲ 383

Top Industry

Semiconductors 19.9%

3Y Alpha vs SPY

+26.5%

Period ended 47 days ago

Filed Jul 10, 2026 · 37d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+220.5%

SPY

+76.6%

Annualised alpha

+26.6%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

68 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.9%

+0.8 pts

Top 5

35.8%

+0.7 pts

Top 10

50.3%

−1.8 pts

HHI

371

Diversified+1

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	41.1%	$22,883,436	18
Financial Services	17.6%	$9,822,885	11
Consumer Cyclical	10.4%	$5,768,622	7
Industrials	8.4%	$4,698,524	9
Healthcare	7.3%	$4,067,712	9
Unclassified	6.0%	$3,367,251	3
Consumer Defensive	4.3%	$2,373,488	5
Communication Services	3.1%	$1,747,794	3
Utilities	1.2%	$672,401	2
Energy	0.5%	$271,680	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDY	Spdr S&P Midcap 400 ETF Trust	+718	2,011	$1,414,416
AMZN	Amazon Com Inc	+331	11,670	$2,781,427
MSFT	Microsoft Corp	+296	8,922	$3,328,084
NFLX	Netflix Inc	+284	3,982	$284,314
AAPL	Apple Inc.	+244	16,893	$4,888,158
NVDA	Nvidia Corp	+222	24,788	$4,959,830
WFC	Wells Fargo & Company/Mn	+207	3,591	$296,760
BAC	Bank Of America Corp /De/	+198	12,509	$712,762
JNJ	Johnson & Johnson	+125	4,542	$1,153,531
ORCL	Oracle Corp	+119	2,065	$302,625
WMT	Walmart Inc.	+117	4,538	$513,973
JPM	Jpmorgan Chase & Co	+116	3,750	$1,227,487
AMD	Advanced Micro Devices Inc	+89	1,109	$644,229
BA	Boeing Co	+86	3,051	$660,449
AVGO	Broadcom Inc.	+85	3,297	$1,245,441
BBY	Best Buy Co Inc	+76	4,879	$370,218
PG	PROCTER & GAMBLE Co	+63	2,509	$367,919
SPY	Spdr S&P 500 ETF Trust	+62	1,979	$1,477,857
V	Visa Inc.	+54	1,341	$460,083
ETN	Eaton Corp plc	+51	1,359	$579,097
AMGN	Amgen Inc	+44	1,169	$423,318
MRK	Merck & Co., Inc.	+43	2,794	$359,029
MCD	Mcdonalds Corp	+36	1,804	$487,639
IBM	International Business Machines Corp	+34	1,865	$524,456
TSLA	Tesla, Inc.	+31	2,849	$1,198,289
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−8,372	1,693	$605,027
USB	US Bancorp De	−641	3,785	$228,614
KO	Coca Cola Co	−545	7,524	$611,475
PAYX	Paychex Inc	−214	2,409	$236,876
QQQ	Invesco Qqq Trust, Series 1	−174	645	$474,978
BRK-B	Berkshire Hathaway Inc	−160	7,933	$3,969,593
CVX	Chevron Corp	−100	1,639	$271,680
LLY	ELI LILLY & Co	−74	672	$806,017
LNT	Alliant Energy Corp	−71	3,231	$246,492
COST	Costco Wholesale Corp /New	−49	712	$666,054
ABBV	AbbVie Inc.	−48	1,330	$334,681
PLTR	Palantir Technologies Inc.	−40	1,850	$215,839
BX	Blackstone Inc.	−35	1,902	$223,808
RTX	RTX Corp	−24	2,530	$480,016
META	Meta Platforms, Inc.	−23	1,524	$858,453
MU	Micron Technology Inc	−22	2,262	$2,611,003
HD	Home Depot, Inc.	−17	1,036	$365,376
CAT	Caterpillar Inc	−11	1,269	$1,351,358
MS	Morgan Stanley	−7	1,742	$364,147
PEP	Pepsico Inc	−6	1,581	$214,067
GWW	W.W. Grainger, Inc.	−1	285	$387,714
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	502	$362,946
LRCX	Lam Research Corp	779	$337,564
PANW	Palo Alto Networks Inc	890	$303,507
UNH	Unitedhealth Group Inc	641	$266,418
KLAC	Kla Corp	868	$261,884
ELV	Elevance Health, Inc.	566	$218,889
CRWD	CrowdStrike Holdings, Inc.	304	$57,998
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MUNY	Vanguard New York Tax-Exempt Bond ETF	24,668	$2,527,236
XOM	ExxonMobil Holdings Corp	10,473	$1,776,849
VIG	Vanguard Dividend Appreciation ETF	3,232	$695,073
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 tracked positions · $55,673,793 total · as of Jun 30, 2026

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

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	24,788	+222	$4,959,830	+15.8%	8.91%
AAPL	Apple Inc. Technology	Added	16,893	+244	$4,888,158	+15.7%	8.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,933	-160	$3,969,593	+2.4%	7.13%
MSFT	Microsoft Corp Technology	Added	8,922	+296	$3,328,084	+4.2%	5.98%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,670	+331	$2,781,427	+17.8%	5.00%
MU	Micron Technology Inc Technology	Reduced	2,262	-22	$2,611,003	+238.4%	4.69%
SPY	Spdr S&P 500 ETF Trust	Added	1,979	+62	$1,477,857	+18.5%	2.65%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	2,011	+718	$1,414,416	+77.4%	2.54%
CAT	Caterpillar Inc Industrials	Reduced	1,269	-11	$1,351,358	+49.0%	2.43%
AVGO	Broadcom Inc. Technology	Added	3,297	+85	$1,245,441	+25.3%	2.24%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,750	+116	$1,227,487	+14.8%	2.20%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,849	+31	$1,198,289	+14.4%	2.15%
JNJ	Johnson & Johnson Healthcare	Added	4,542	+125	$1,153,531	+6.8%	2.07%
CSCO	Cisco Systems, Inc. Technology	Added	9,754	+30	$1,145,704	+51.9%	2.06%
TMP	Tompkins Financial Corp Financial Services	Added	11,631	+1	$1,099,362	+19.9%	1.97%
INTC	Intel Corp Technology	Added	6,694	+21	$934,683	+217.4%	1.68%
META	Meta Platforms, Inc. Communication Services	Reduced	1,524	-23	$858,453	−3.0%	1.54%
LLY	ELI LILLY & Co Healthcare	Reduced	672	-74	$806,017	+17.5%	1.45%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,509	+198	$712,762	+18.8%	1.28%
GS	Goldman Sachs Group Inc Financial Services	Added	686	+9	$693,799	+21.1%	1.25%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	712	-49	$666,054	−12.2%	1.20%
BA	Boeing Co Industrials	Added	3,051	+86	$660,449	+11.9%	1.19%
AMD	Advanced Micro Devices Inc Technology	Added	1,109	+89	$644,229	+210.5%	1.16%
KO	Coca Cola Co Consumer Defensive	Reduced	7,524	-545	$611,475	−0.4%	1.10%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,693	-8,372	$605,027	−79.1%	1.09%
ETN	Eaton Corp plc Industrials	Added	1,359	+51	$579,097	+23.8%	1.04%
MA	Mastercard Inc Financial Services	Added	1,064	+28	$546,470	+5.6%	0.98%
IBM	International Business Machines Corp Technology	Added	1,865	+34	$524,456	+18.2%	0.94%
GLW	Corning Inc /Ny Technology	Added	2,046	+15	$522,609	+89.2%	0.94%
WMT	Walmart Inc. Consumer Defensive	Added	4,538	+117	$513,973	−6.5%	0.92%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,804	+36	$487,639	−11.3%	0.88%
RTX	RTX Corp Industrials	Reduced	2,530	-24	$480,016	−2.6%	0.86%
QQQ	Invesco Qqq Trust, Series 1	Reduced	645	-174	$474,978	+0.5%	0.85%
V	Visa Inc. Financial Services	Added	1,341	+54	$460,083	+18.3%	0.83%
SO	Southern Co Utilities	Added	4,450	+7	$425,909	−0.7%	0.77%
AMGN	Amgen Inc Healthcare	Added	1,169	+44	$423,318	+6.9%	0.76%
GWW	W.W. Grainger, Inc. Industrials	Reduced	285	-1	$387,714	+24.3%	0.70%
GEV	GE Vernova Inc. Industrials	Added	325	+14	$381,829	+40.7%	0.69%
BBY	Best Buy Co Inc Consumer Cyclical	Added	4,879	+76	$370,218	+20.1%	0.66%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,509	+63	$367,919	+4.1%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,036	-17	$365,376	+5.5%	0.66%
MS	Morgan Stanley Financial Services	Reduced	1,742	-7	$364,147	+26.5%	0.65%
AMAT	Applied Materials Inc /De Technology	NEW	502	NEW	$362,946	NEW	0.65%
MRK	Merck & Co., Inc. Healthcare	Added	2,794	+43	$359,029	+8.5%	0.64%
LRCX	Lam Research Corp Technology	NEW	779	NEW	$337,564	NEW	0.61%
ABBV	AbbVie Inc. Healthcare	Reduced	1,330	-48	$334,681	+11.7%	0.60%
GE	General Electric Co Industrials	Added	889	+14	$332,245	+33.8%	0.60%
NSC	Norfolk Southern Corp Industrials	Added	975	+4	$306,725	+10.1%	0.55%
PANW	Palo Alto Networks Inc Technology	NEW	890	NEW	$303,507	NEW	0.55%
ORCL	Oracle Corp Technology	Added	2,065	+119	$302,625	+5.7%	0.54%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.