Newton One Investments LLC
Filing Date
Global Rank
#7,816
/ 8,232
▲ 179
Top Industry
Consumer Electronics
33.5%
3Y Alpha vs SPY
-4.4%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
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
+57.8%
SPY
+76.3%
Annualised alpha
-4.4%
Max drawdown
−20.4%
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
70 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
29.6%
−0.1 pts
Top 5
55.4%
−0.7 pts
Top 10
73.6%
−0.0 pts
HHI
1,169
Diversified−6
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.3% | $3,180,220 |
| Financial Services | 14.6% | $1,277,087 |
| Unclassified | 11.9% | $1,043,140 |
| Utilities | 8.2% | $717,943 |
| Consumer Cyclical | 7.2% | $632,768 |
| Communication Services | 6.0% | $522,058 |
| Industrials | 5.3% | $467,994 |
| Consumer Defensive | 5.0% | $439,165 |
| Healthcare | 3.2% | $283,569 |
| Energy | 1.2% | $104,881 |
| Basic Materials | 1.0% | $84,563 |
| Real Estate | 0.1% | $9,303 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HD | Home Depot, Inc. | +20 | 60 | $19,733 | |
| PEP | Pepsico Inc | +12 | 639 | $99,230 | |
| UTZ | Utz Brands, Inc. | +11 | 1,732 | $13,717 | |
| AAPL | Apple Inc. | +9 | 10,203 | $2,589,419 | |
| MO | Altria Group, Inc. | +8 | 420 | $27,715 | |
| MCD | Mcdonalds Corp | +6 | 1,065 | $330,991 | |
| PG | PROCTER & GAMBLE Co | +6 | 894 | $129,129 | |
| JPM | Jpmorgan Chase & Co | +5 | 1,091 | $320,928 | |
| SPY | Spdr S&P 500 ETF Trust | +4 | 1,492 | $970,307 | |
| UNH | Unitedhealth Group Inc | +4 | 626 | $169,389 | |
| ORCL | Oracle Corp | +4 | 1,557 | $229,050 | |
| CVX | Chevron Corp | +3 | 338 | $69,932 | |
| AON | Aon plc | +3 | 1,338 | $431,879 | |
| PM | Philip Morris International Inc. | +3 | 863 | $142,688 | |
| GS | Goldman Sachs Group Inc | +3 | 512 | $433,146 | |
| KHC | Kraft Heinz Co | +2 | 90 | $2,024 | |
| IBM | International Business Machines Corp | +2 | 358 | $86,775 | |
| WFC | Wells Fargo & Company/Mn | +2 | 313 | $24,917 | |
| MDLZ | Mondelez International, Inc. | +2 | 247 | $14,237 | |
| XOM | Exxon Mobil Corp | +2 | 206 | $34,949 | |
| EMR | Emerson Electric Co | +2 | 397 | $52,014 | |
| MMM | 3M Co | +1 | 103 | $14,958 | |
| DOW | Dow Inc. | +1 | 203 | $8,454 | |
| D | Dominion Energy, Inc | +1 | 153 | $9,458 | |
| DE | Deere & Co | +1 | 651 | $366,708 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HODL | VanEck Bitcoin ETF | −1,324 | 518 | $9,924 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VSNT | Versant Media Group, Inc. | 19 | $703 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
70 positions ·
$8,762,691 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 70 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 10,203 | $2,589,419 | 29.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,492 | $970,307 | 11.07% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 512 | $433,146 | 4.94% | |
| AON |
Aon plc
Financial Services
|
Added | 1,338 | $431,879 | 4.93% | |
| CEG |
Constellation Energy Corp
Utilities
|
Held | 1,525 | $425,856 | 4.86% | |
| DE |
Deere & Co
Industrials
|
Added | 651 | $366,708 | 4.18% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,065 | $330,991 | 3.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,091 | $320,928 | 3.66% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 549 | $314,099 | 3.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,280 | $266,585 | 3.04% | |
| ORCL |
Oracle Corp
Technology
|
Added | 1,557 | $229,050 | 2.61% | |
| EXC |
Exelon Corp
Utilities
|
Held | 4,578 | $224,413 | 2.56% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,000 | $174,400 | 1.99% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 626 | $169,389 | 1.93% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 863 | $142,688 | 1.63% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 894 | $129,129 | 1.47% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 639 | $99,230 | 1.13% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 358 | $86,775 | 0.99% | |
| CVX |
Chevron Corp
Energy
|
Added | 338 | $69,932 | 0.80% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 102 | $62,909 | 0.72% | |
| ATEC |
Alphatec Holdings, Inc.
Healthcare
|
Held | 5,500 | $59,840 | 0.68% | |
| PPL |
PPL Corp
Utilities
|
Held | 1,524 | $58,216 | 0.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 200 | $57,512 | 0.66% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 117 | $56,066 | 0.64% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 397 | $52,014 | 0.59% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 987 | $49,547 | 0.57% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 135 | $39,216 | 0.45% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 153 | $37,399 | 0.43% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 380 | $36,537 | 0.42% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 206 | $34,949 | 0.40% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 149 | $30,273 | 0.35% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 75 | $27,762 | 0.32% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 420 | $27,715 | 0.32% | |
| T |
At&T Inc.
Communication Services
|
Held | 950 | $27,540 | 0.31% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 313 | $24,917 | 0.28% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 60 | $19,733 | 0.23% | |
| GE |
General Electric Co
Industrials
|
Held | 63 | $17,877 | 0.20% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 134 | $17,256 | 0.20% | |
| MMM |
3M Co
Industrials
|
Added | 103 | $14,958 | 0.17% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Added | 177 | $14,816 | 0.17% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 247 | $14,237 | 0.16% | |
| CMCSA |
Comcast Corp
Communication Services
|
Held | 491 | $14,096 | 0.16% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 52 | $13,833 | 0.16% | |
| UTZ |
Utz Brands, Inc.
Consumer Defensive
|
Added | 1,732 | $13,717 | 0.16% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 15 | $13,093 | 0.15% | |
| LYFT |
Lyft, Inc.
Technology
|
Held | 962 | $12,794 | 0.15% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 161 | $12,491 | 0.14% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 30 | $11,152 | 0.13% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 137 | $10,418 | 0.12% | |
| UNM |
Unum Group
Financial Services
|
Added | 139 | $10,151 | 0.12% |