Altus Wealth Group LLC

CIK

1842572

Location

COLORADO SPRINGS, CO

Portfolio Value

Micro $89,023,711

Diversification

Diversified

Filing Date

Global Rank

#5,583 / 8,232 ▲ 237

Top Industry

Semiconductors 11.8%

3Y Alpha vs SPY

-5.8%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

22 quarters · since Dec 2020

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

+52.3%

SPY

+76.3%

Annualised alpha

-5.8%

Max drawdown

−19.6%

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

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

Top Position

9.3%

+0.0 pts

Top 5

29.1%

−2.8 pts

Top 10

44.8%

−3.8 pts

HHI

302

Diversified−30

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.1%	$27,688,311	16
Industrials	16.1%	$14,349,004	17
Financial Services	14.8%	$13,200,128	16
Energy	7.7%	$6,853,409	6
Communication Services	7.2%	$6,443,131	5
Consumer Cyclical	6.3%	$5,596,391	6
Consumer Defensive	5.5%	$4,929,010	7
Healthcare	4.3%	$3,851,503	7
Utilities	4.1%	$3,640,138	3
Unclassified	2.3%	$2,043,309	2
Basic Materials	0.4%	$325,903	2
Real Estate	0.1%	$103,474	1

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
VENU	Venu Holding Corp	+20,000	90,000	$297,900
SXC	SunCoke Energy, Inc.	+5,879	37,082	$241,403
NAD	Nuveen Quality Municipal Income Fund	+5,600	15,832	$182,068
IBIT	iShares Bitcoin Trust ETF	+3,052	11,255	$432,417
BLDR	Builders FirstSource, Inc.	+2,718	48,066	$3,957,273
AAPL	Apple Inc.	+1,314	32,625	$8,279,898
SPY	Spdr S&P 500 ETF Trust	+1,134	2,477	$1,610,892
T	At&T Inc.	+972	9,438	$273,607
MU	Micron Technology Inc	+970	2,008	$678,382
WMT	Walmart Inc.	+905	8,189	$1,017,728
JPM	Jpmorgan Chase & Co	+606	7,201	$2,118,246
KO	Coca Cola Co	+595	3,605	$274,160
KR	Kroger Co	+383	8,150	$589,734
CSCO	Cisco Systems, Inc.	+290	6,215	$482,221
INTC	Intel Corp	+282	6,582	$290,463
OC	Owens Corning	+281	2,806	$303,665
NVDA	Nvidia Corp	+276	24,575	$4,285,880
HD	Home Depot, Inc.	+269	3,694	$1,214,919
BRK-B	Berkshire Hathaway Inc	+218	4,000	$1,916,800
TSLA	Tesla, Inc.	+197	1,623	$603,350
RTX	RTX Corp	+188	1,468	$283,177
EOG	Eog Resources Inc	+148	11,680	$1,688,577
AMD	Advanced Micro Devices Inc	+133	1,688	$343,389
ABBV	AbbVie Inc.	+115	3,878	$843,426
PG	PROCTER & GAMBLE Co	+108	5,825	$841,363
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
APO	Apollo Global Management, Inc.	−8,589	1,853	$206,461
BX	Blackstone Inc.	−1,679	17,279	$1,986,912
QUBT	Quantum Computing Inc.	−1,500	13,250	$90,762
AVGO	Broadcom Inc.	−576	12,774	$3,953,680
TY	TRI-CONTINENTAL Corp	−568	29,614	$935,506
EOS	Eaton Vance Enhanced Equity Income Fund II	−436	10,667	$218,246
USA	Liberty All Star Equity Fund	−370	31,769	$176,317
GLW	Corning Inc /Ny	−365	3,629	$493,435
AEP	American Electric Power Co Inc	−296	17,851	$2,339,909
FIBK	First Interstate Bancsystem Inc	−288	26,952	$900,196
MS	Morgan Stanley	−242	2,983	$490,912
V	Visa Inc.	−238	6,843	$2,068,228
ET	Energy Transfer LP	−200	10,310	$198,983
CVX	Chevron Corp	−156	10,287	$2,128,380
NOW	ServiceNow, Inc.	−68	13,996	$1,463,281
JNJ	Johnson & Johnson	−46	1,729	$422,636
ATO	Atmos Energy Corp	−44	5,267	$972,920
NVS	Novartis AG	−40	5,458	$833,709
BAC	Bank Of America Corp /De/	−30	12,282	$598,747
SYK	Stryker Corp	−17	963	$316,432
DIS	Walt Disney Co	−17	4,737	$456,552
PH	Parker-Hannifin Corp	−9	337	$301,695
ETN	Eaton Corp plc	−8	665	$237,850
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
NEE	Nextera Energy Inc	3,524	$327,309
ADBE	Adobe Inc.	1,116	$271,277
MPC	Marathon Petroleum Corp	1,072	$261,760
EMR	Emerson Electric Co	1,661	$217,624
BE	Bloom Energy Corp	1,576	$213,532
PLTR	Palantir Technologies Inc.	1,391	$203,475
RITM	Rithm Capital Corp.	10,915	$103,474
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
PANW	Palo Alto Networks Inc	1,279	$235,591
NRG	Nrg Energy, Inc.	1,438	$228,987
QCOM	Qualcomm Inc/De	1,297	$221,851
GS	Goldman Sachs Group Inc	245	$215,355
BLK	BlackRock, Inc.	198	$211,927
GE	General Electric Co	683	$210,384
GOF	Guggenheim Strategic Opportunities Fund	10,092	$129,984
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 positions · $89,023,711 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 88 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	32,625	+1,314	$8,279,898	−2.7%	9.30%
MSFT	Microsoft Corp Technology	Added	14,580	+59	$5,397,078	−23.1%	6.06%
NVDA	Nvidia Corp Technology	Added	24,575	+276	$4,285,880	−5.4%	4.81%
BLDR	Builders FirstSource, Inc. Industrials	Added	48,066	+2,718	$3,957,273	−15.2%	4.45%
GOOGL	Alphabet Inc. Communication Services	Added	13,757	+96	$3,955,962	−7.5%	4.44%
AVGO	Broadcom Inc. Technology	Reduced	12,774	-576	$3,953,680	−14.4%	4.44%
UNP	Union Pacific Corp Industrials	Added	12,799	+22	$3,105,293	+5.1%	3.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,115	+50	$2,523,191	−9.4%	2.83%
AEP	American Electric Power Co Inc Utilities	Reduced	17,851	-296	$2,339,909	+11.8%	2.63%
CVX	Chevron Corp Energy	Reduced	10,287	-156	$2,128,380	+33.7%	2.39%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,201	+606	$2,118,246	−0.3%	2.38%
V	Visa Inc. Financial Services	Reduced	6,843	-238	$2,068,228	−16.7%	2.32%
BX	Blackstone Inc. Financial Services	Reduced	17,279	-1,679	$1,986,912	−32.0%	2.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,000	+218	$1,916,800	+0.8%	2.15%
EOG	Eog Resources Inc Energy	Added	11,680	+148	$1,688,577	+39.4%	1.90%
XOM	Exxon Mobil Corp Energy	Added	9,693	+25	$1,644,514	+41.3%	1.85%
SPY	Spdr S&P 500 ETF Trust	Added	2,477	+1,134	$1,610,892	+75.9%	1.81%
NOW	ServiceNow, Inc. Technology	Reduced	13,996	-68	$1,463,281	−32.1%	1.64%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,694	+269	$1,214,919	+3.1%	1.36%
NFLX	Netflix Inc Communication Services	Added	12,234	+35	$1,176,299	+2.8%	1.32%
LMT	Lockheed Martin Corp Industrials	Added	1,875	+61	$1,133,231	+29.2%	1.27%
EME	EMCOR Group, Inc. Industrials	Held	1,467	0	$1,083,100	+20.7%	1.22%
HON	Honeywell International Inc Industrials	Added	4,512	+20	$1,019,847	+16.4%	1.15%
WMT	Walmart Inc. Consumer Defensive	Added	8,189	+905	$1,017,728	+25.4%	1.14%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	992	+9	$988,458	+16.6%	1.11%
PEP	Pepsico Inc Consumer Defensive	Added	6,270	+22	$973,668	+8.6%	1.09%
ATO	Atmos Energy Corp Utilities	Reduced	5,267	-44	$972,920	+9.3%	1.09%
TY	TRI-CONTINENTAL Corp Financial Services	Reduced	29,614	-568	$935,506	−5.1%	1.05%
KMI	Kinder Morgan, Inc. Energy	Added	27,772	+2	$931,195	+22.0%	1.05%
FIBK	First Interstate Bancsystem Inc Financial Services	Reduced	26,952	-288	$900,196	−4.5%	1.01%
ABBV	AbbVie Inc. Healthcare	Added	3,878	+115	$843,426	−1.9%	0.95%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,825	+108	$841,363	+2.7%	0.95%
NVS	Novartis AG Healthcare	Reduced	5,458	-40	$833,709	+10.0%	0.94%
UPS	United Parcel Service Inc Industrials	Added	7,839	+104	$771,200	+0.5%	0.87%
TXN	Texas Instruments Inc Technology	Added	3,591	+86	$697,156	+14.6%	0.78%
MU	Micron Technology Inc Technology	Added	2,008	+970	$678,382	+129.0%	0.76%
LOW	Lowes Companies Inc Consumer Cyclical	Added	2,618	+13	$618,581	−1.5%	0.69%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,623	+197	$603,350	−5.9%	0.68%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Held	53,685	0	$602,882	−3.4%	0.68%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	12,282	-30	$598,747	−11.6%	0.67%
KR	Kroger Co Consumer Defensive	Added	8,150	+383	$589,734	+21.5%	0.66%
AMGN	Amgen Inc Healthcare	Added	1,669	+2	$587,237	+7.6%	0.66%
META	Meta Platforms, Inc. Communication Services	Added	1,015	+73	$580,711	−6.6%	0.65%
UNH	Unitedhealth Group Inc Healthcare	Added	2,077	+8	$562,015	−17.7%	0.63%
GLW	Corning Inc /Ny Technology	Reduced	3,629	-365	$493,435	+41.1%	0.55%
MS	Morgan Stanley Financial Services	Reduced	2,983	-242	$490,912	−14.3%	0.55%
CSCO	Cisco Systems, Inc. Technology	Added	6,215	+290	$482,221	+5.7%	0.54%
CAT	Caterpillar Inc Industrials	Added	649	+86	$459,790	+42.6%	0.52%
DIS	Walt Disney Co Communication Services	Reduced	4,737	-17	$456,552	−15.6%	0.51%
MA	Mastercard Inc Financial Services	Added	870	+18	$434,704	−10.6%	0.49%