Rise Advisors, LLC

CIK

1831316

Location

ROCHESTER, NY

Portfolio Value

Micro $46,991,895

Diversification

Diversified

Filing Date

Global Rank

#6,913 / 8,586 ▲ 16

Top Industry

Semiconductors 14.7%

3Y Alpha vs SPY

-4.7%

Period ended 3 months ago

Filed Apr 3, 2026 · 2mo

18 quarters · since Dec 2021

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

+58.3%

SPY

+78.1%

Annualised alpha

-4.7%

Max drawdown

−19.5%

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

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

Top Position

9.1%

+0.0 pts

Top 5

38.2%

−1.9 pts

Top 10

51.4%

−0.6 pts

HHI

396

Diversified−14

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.6%	$16,249,325	13
Financial Services	19.1%	$8,953,739	11
Consumer Cyclical	10.9%	$5,129,444	7
Industrials	8.1%	$3,789,153	9
Healthcare	7.1%	$3,326,182	7
Consumer Defensive	5.4%	$2,521,116	5
Unclassified	5.4%	$2,516,881	3
Energy	4.5%	$2,136,648	2
Communication Services	3.6%	$1,703,618	3
Utilities	1.4%	$665,789	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+622	16,649	$4,225,349
CVX	Chevron Corp	+173	1,739	$359,799
PG	PROCTER & GAMBLE Co	+108	2,446	$353,300
MU	Micron Technology Inc	+84	2,284	$771,626
JNJ	Johnson & Johnson	+75	4,417	$1,079,691
SPY	Spdr S&P 500 ETF Trust	+68	1,917	$1,246,701
BBY	Best Buy Co Inc	+64	4,803	$308,352
MS	Morgan Stanley	+61	1,749	$287,832
XOM	Exxon Mobil Corp	+49	10,473	$1,776,849
PLTR	Palantir Technologies Inc.	+48	1,890	$276,469
INTC	Intel Corp	+46	6,673	$294,479
MDY	Spdr S&P Midcap 400 ETF Trust	+44	1,293	$797,470
RTX	RTX Corp	+41	2,554	$492,666
ORCL	Oracle Corp	+40	1,946	$286,276
AVGO	Broadcom Inc.	+34	3,212	$994,146
WMT	Walmart Inc.	+24	4,421	$549,441
GE	General Electric Co	+15	875	$248,298
AMGN	Amgen Inc	+15	1,125	$395,831
ZBH	Zimmer Biomet Holdings, Inc.	+13	2,493	$225,417
ABBV	AbbVie Inc.	+9	1,378	$299,701
CAT	Caterpillar Inc	+9	1,280	$906,828
QQQ	Invesco Qqq Trust, Series 1	+6	819	$472,710
META	Meta Platforms, Inc.	+5	1,547	$885,085
V	Visa Inc.	+5	1,287	$388,982
COST	Costco Wholesale Corp /New	+3	761	$758,283
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TMP	Tompkins Financial Corp	−1,499	11,630	$916,909
USB	US Bancorp De	−1,094	4,426	$230,196
CSCO	Cisco Systems, Inc.	−772	9,724	$754,485
BRK-B	Berkshire Hathaway Inc	−721	8,093	$3,878,165
MRK	Merck & Co., Inc.	−609	2,751	$330,917
PAYX	Paychex Inc	−521	2,623	$241,630
KO	Coca Cola Co	−436	8,069	$613,647
BX	Blackstone Inc.	−392	1,937	$222,735
ETN	Eaton Corp plc	−272	1,308	$467,832
NSC	Norfolk Southern Corp	−254	971	$278,677
MSFT	Microsoft Corp	−165	8,626	$3,193,086
NVDA	Nvidia Corp	−163	24,566	$4,284,310
LNT	Alliant Energy Corp	−122	3,302	$236,951
BAC	Bank Of America Corp /De/	−116	12,311	$600,161
MA	Mastercard Inc	−114	1,036	$517,647
WM	Waste Management Inc	−94	963	$221,287
MCD	Mcdonalds Corp	−90	1,768	$549,476
WFC	Wells Fargo & Company/Mn	−79	3,384	$269,400
AMZN	Amazon Com Inc	−76	11,339	$2,361,573
SO	Southern Co	−69	4,443	$428,838
PEP	Pepsico Inc	−48	1,587	$246,445
TSLA	Tesla, Inc.	−37	2,818	$1,047,591
JPM	Jpmorgan Chase & Co	−21	3,634	$1,068,977
GOOGL	Alphabet Inc.	−17	1,610	$462,971
HD	Home Depot, Inc.	−16	1,053	$346,321
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GLW	Corning Inc /Ny	2,031	$276,155
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
DIS	Walt Disney Co	1,970	$224,126
ISRG	Intuitive Surgical Inc	390	$220,880
CRM	Salesforce, Inc.	831	$220,140
ABT	Abbott Laboratories	1,732	$217,002
SHOP	Shopify Inc.	1,295	$208,456
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 positions · $46,991,895 total · as of Mar 31, 2026

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

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	24,566	-163	$4,284,310	−7.1%	9.12%
AAPL	Apple Inc. Technology	Added	16,649	+622	$4,225,349	−3.0%	8.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,093	-721	$3,878,165	−12.5%	8.25%
MSFT	Microsoft Corp Technology	Reduced	8,626	-165	$3,193,086	−24.9%	6.79%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,339	-76	$2,361,573	−10.4%	5.03%
XOM	Exxon Mobil Corp Energy	Added	10,473	+49	$1,776,849	+41.6%	3.78%
SPY	Spdr S&P 500 ETF Trust	Added	1,917	+68	$1,246,701	−1.1%	2.65%
JNJ	Johnson & Johnson Healthcare	Added	4,417	+75	$1,079,691	+20.2%	2.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,634	-21	$1,068,977	−9.2%	2.27%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,818	-37	$1,047,591	−18.4%	2.23%
AVGO	Broadcom Inc. Technology	Added	3,212	+34	$994,146	−9.6%	2.12%
TMP	Tompkins Financial Corp Financial Services	Reduced	11,630	-1,499	$916,909	−3.7%	1.95%
CAT	Caterpillar Inc Industrials	Added	1,280	+9	$906,828	+24.5%	1.93%
META	Meta Platforms, Inc. Communication Services	Added	1,547	+5	$885,085	−13.0%	1.88%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	1,293	+44	$797,470	+5.8%	1.70%
MU	Micron Technology Inc Technology	Added	2,284	+84	$771,626	+22.9%	1.64%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	761	+3	$758,283	+16.0%	1.61%
CSCO	Cisco Systems, Inc. Technology	Reduced	9,724	-772	$754,485	−6.7%	1.61%
LLY	ELI LILLY & Co Healthcare	Reduced	746	-1	$686,148	−14.5%	1.46%
KO	Coca Cola Co Consumer Defensive	Reduced	8,069	-436	$613,647	+3.2%	1.31%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	12,311	-116	$600,161	−12.2%	1.28%
BA	Boeing Co Industrials	Added	2,965	+1	$590,123	−8.3%	1.26%
GS	Goldman Sachs Group Inc Financial Services	Added	677	+3	$572,735	−3.3%	1.22%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,768	-90	$549,476	−3.2%	1.17%
WMT	Walmart Inc. Consumer Defensive	Added	4,421	+24	$549,441	+12.2%	1.17%
MA	Mastercard Inc Financial Services	Reduced	1,036	-114	$517,647	−21.2%	1.10%
RTX	RTX Corp Industrials	Added	2,554	+41	$492,666	+6.9%	1.05%
QQQ	Invesco Qqq Trust, Series 1	Added	819	+6	$472,710	−5.4%	1.01%
ETN	Eaton Corp plc Industrials	Reduced	1,308	-272	$467,832	−7.0%	1.00%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,610	-17	$462,971	−9.1%	0.99%
IBM	International Business Machines Corp Technology	Reduced	1,831	-6	$443,816	−18.4%	0.94%
SO	Southern Co Utilities	Reduced	4,443	-69	$428,838	+9.0%	0.91%
AMGN	Amgen Inc Healthcare	Added	1,125	+15	$395,831	+9.0%	0.84%
V	Visa Inc. Financial Services	Added	1,287	+5	$388,982	−13.5%	0.83%
CVX	Chevron Corp Energy	Added	1,739	+173	$359,799	+50.7%	0.77%
NFLX	Netflix Inc Communication Services	Reduced	3,698	-13	$355,562	+2.2%	0.76%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,446	+108	$353,300	+5.4%	0.75%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,053	-16	$346,321	−5.9%	0.74%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,751	-609	$330,917	−6.4%	0.70%
GWW	W.W. Grainger, Inc. Industrials	Held	286	0	$311,971	+8.1%	0.66%
IDXX	Idexx Laboratories Inc /De Healthcare	Added	549	+2	$308,477	−16.6%	0.66%
BBY	Best Buy Co Inc Consumer Cyclical	Added	4,803	+64	$308,352	−2.8%	0.66%
ABBV	AbbVie Inc. Healthcare	Added	1,378	+9	$299,701	−4.2%	0.64%
INTC	Intel Corp Technology	Added	6,673	+46	$294,479	+20.4%	0.63%
MS	Morgan Stanley Financial Services	Added	1,749	+61	$287,832	−4.0%	0.61%
ORCL	Oracle Corp Technology	Added	1,946	+40	$286,276	−22.9%	0.61%
NSC	Norfolk Southern Corp Industrials	Reduced	971	-254	$278,677	−21.2%	0.59%
PLTR	Palantir Technologies Inc. Technology	Added	1,890	+48	$276,469	−15.6%	0.59%
GLW	Corning Inc /Ny Technology	NEW	2,031	NEW	$276,155	NEW	0.59%
GEV	GE Vernova Inc. Industrials	Reduced	311	-1	$271,471	+33.1%	0.58%