Altus Wealth Group LLC

CIK

1842572

Location

COLORADO SPRINGS, CO

Portfolio Value

Micro $4,929,010

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

7 positions · $4,929,010 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Added	8,189	+905	$1,017,728	+25.4%	20.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	992	+9	$988,458	+16.6%	20.05%
PEP	Pepsico Inc Consumer Defensive	Added	6,270	+22	$973,668	+8.6%	19.75%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,825	+108	$841,363	+2.7%	17.07%
KR	Kroger Co Consumer Defensive	Added	8,150	+383	$589,734	+21.5%	11.96%
KO	Coca Cola Co Consumer Defensive	Added	3,605	+595	$274,160	+30.3%	5.56%
MO	Altria Group, Inc. Consumer Defensive	Held	3,696	0	$243,899	+14.4%	4.95%