DV EQUITIES, LLC
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical 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.
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. It tracks 99% of reported value on average across 1 quarter.DV EQUITIES, LLC has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
704 tracked positions · as of Dec 31, 2025Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.2% | $61,065,426 |
| Healthcare | 16.9% | $42,537,065 |
| Financial Services | 16.0% | $40,338,302 |
| Energy | 12.5% | $31,438,948 |
| Consumer Cyclical | 7.8% | $19,600,391 |
| Communication Services | 6.8% | $17,248,050 |
| Real Estate | 4.9% | $12,349,359 |
| Consumer Defensive | 3.7% | $9,258,727 |
| Basic Materials | 3.7% | $9,219,486 |
| Industrials | 2.7% | $6,909,511 |
| Utilities | 0.8% | $2,029,921 |
| Unclassified | 0.0% | $50,310 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EQNR |
Equinor ASA
Energy
|
First | 686,290 | $16,217,032 | 6.43% | |
| NVO |
Novo Nordisk A S
Healthcare
|
First | 269,526 | $13,713,482 | 5.44% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
First | 853,929 | $13,543,313 | 5.37% | |
| SHEL |
Shell plc
Energy
|
First | 168,104 | $12,352,281 | 4.90% | |
| BEKE |
KE Holdings Inc.
Real Estate
|
First | 680,224 | $10,720,330 | 4.25% | |
| NVS |
Novartis AG
Healthcare
|
First | 69,935 | $9,641,938 | 3.83% | |
| SAN |
Banco Santander, S.A.
Financial Services
|
First | 757,680 | $8,887,586 | 3.53% | |
| NVDA |
Nvidia Corp
PUT
CALL
+ SHARES
Technology
|
First | 44,268 | $8,255,982 | 3.28% | |
| SNY |
Sanofi
Healthcare
|
First | 167,296 | $8,107,164 | 3.22% | |
| SONY |
Sony Group Corp
Technology
|
First | 298,272 | $7,635,763 | 3.03% | |
| MT |
ArcelorMittal
Basic Materials
|
First | 156,745 | $7,142,869 | 2.83% | |
| ASML |
Asml Holding NV
Technology
|
First | 6,107 | $6,533,635 | 2.59% | |
| TME |
Tencent Music Entertainment Group
Communication Services
|
First | 352,635 | $6,181,691 | 2.45% | |
| GDS |
GDS Holdings Ltd
Technology
|
First | 173,200 | $6,044,680 | 2.40% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 19,575 | $5,948,646 | 2.36% | |
| NIO |
NIO Inc.
Consumer Cyclical
|
First | 1,160,465 | $5,918,371 | 2.35% | |
| AAPL |
Apple Inc.
Technology
|
First | 20,679 | $5,621,792 | 2.23% | |
| MSFT |
Microsoft Corp
Technology
|
First | 10,361 | $5,010,786 | 1.99% | |
| BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
Financial Services
|
First | 147,093 | $3,428,737 | 1.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 13,595 | $3,137,997 | 1.25% | |
| JD |
JD.com, Inc.
Consumer Cyclical
|
First | 108,488 | $3,113,605 | 1.24% | |
| ERIC |
Ericsson Lm Telephone Co
Technology
|
First | 311,633 | $3,007,258 | 1.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 8,098 | $2,534,674 | 1.01% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
First | 37,508 | $2,402,012 | 0.95% | |
| EDU |
New Oriental Education & Technology Group Inc.
Consumer Defensive
|
First | 43,195 | $2,377,020 | 0.94% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 6,576 | $2,275,953 | 0.90% | |
| SMFG |
Sumitomo Mitsui Financial Group, Inc.
Financial Services
|
First | 116,921 | $2,260,082 | 0.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 3,106 | $2,050,239 | 0.81% | |
| BILI |
Bilibili Inc.
Communication Services
|
First | 76,504 | $1,881,233 | 0.75% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 3,948 | $1,775,494 | 0.70% | |
| ARGX |
Argenx SE
Healthcare
|
First | 2,079 | $1,748,335 | 0.69% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 2,543 | $1,278,238 | 0.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 3,803 | $1,225,402 | 0.49% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 1,106 | $1,188,596 | 0.47% | |
| LOGI |
Logitech International S.A.
Technology
|
First | 11,067 | $1,109,134 | 0.44% | |
| NTES |
NetEase, Inc.
Communication Services
|
First | 6,785 | $933,751 | 0.37% | |
| WMT |
Walmart Inc.
PUT
CALL
+ SHARES
Consumer Defensive
|
First | 7,543 | $840,365 | 0.33% | |
| V |
Visa Inc.
Financial Services
|
First | 2,359 | $827,324 | 0.33% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 5,854 | $704,470 | 0.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 3,361 | $695,558 | 0.28% | |
| WB |
WEIBO Corp
Communication Services
|
First | 67,843 | $693,355 | 0.28% | |
| MA |
Mastercard Inc
Financial Services
|
First | 1,146 | $654,228 | 0.26% | |
| EAT |
Brinker International, Inc
Consumer Cyclical
|
First | 4,148 | $595,320 | 0.24% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 3,233 | $574,665 | 0.23% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 2,478 | $566,198 | 0.22% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 5,939 | $556,840 | 0.22% | |
| ALC |
Alcon Inc
Healthcare
|
First | 7,039 | $554,743 | 0.22% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 619 | $533,788 | 0.21% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 9,396 | $516,780 | 0.21% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 2,281 | $488,498 | 0.19% |
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.