Rise Advisors, LLC
Filing Date
Global Rank
#6,915
/ 8,588
▲ 14
Top Industry
Semiconductors
14.7%
3Y Alpha vs SPY
-4.3%
Period ended 3 months ago
Filed Apr 3, 2026 · 2mo
18 quarters · since Dec 2021
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
+58.6%
SPY
+76.8%
Annualised alpha
-4.3%
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, 2025Top 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 |
|---|---|---|
| Technology | 34.6% | $16,249,325 |
| Financial Services | 19.1% | $8,953,739 |
| Consumer Cyclical | 10.9% | $5,129,444 |
| Industrials | 8.1% | $3,789,153 |
| Healthcare | 7.1% | $3,326,182 |
| Consumer Defensive | 5.4% | $2,521,116 |
| Unclassified | 5.4% | $2,516,881 |
| Energy | 4.5% | $2,136,648 |
| Communication Services | 3.6% | $1,703,618 |
| Utilities | 1.4% | $665,789 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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
5 positions ·
$2,521,116 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 761 | $758,283 | 30.08% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 8,069 | $613,647 | 24.34% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,421 | $549,441 | 21.79% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,446 | $353,300 | 14.01% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 1,587 | $246,445 | 9.78% |