Sterling Manor Financial, LLC
CIK
1842015
Location
Saratoga Springs, NY
Portfolio Value
Micro
$4,464,535
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,804
/ 8,232
▲ 178
Top Industry
Consumer Electronics
40.8%
3Y Alpha vs SPY
-0.9%
Period ended 2 months ago
Filed Apr 13, 2026 · 2mo
22 quarters · since Dec 2020
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
+72.2%
SPY
+76.3%
Annualised alpha
-0.9%
Max drawdown
−23.7%
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
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
35.2%
+0.1 pts
Top 5
65.9%
−6.1 pts
Top 10
82.4%
−7.4 pts
HHI
1,630
Moderately concentrated−65
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 49.5% | $4,464,535 |
| Unclassified | 13.6% | $1,223,939 |
| Financial Services | 8.1% | $726,314 |
| Consumer Cyclical | 7.7% | $693,539 |
| Energy | 6.6% | $595,657 |
| Consumer Defensive | 6.4% | $579,134 |
| Industrials | 5.1% | $455,651 |
| Communication Services | 3.1% | $276,057 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +46 | 12,513 | $3,175,674 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GE | General Electric Co | 2,026 | $624,068 | |
| No positions match the current search. | ||||
5 positions ·
$4,464,535 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 12,513 | $3,175,674 | 71.13% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,379 | $510,464 | 11.43% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 1,657 | $337,083 | 7.55% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 750 | $232,132 | 5.20% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 863 | $209,182 | 4.69% |