Newton One Investments LLC

CIK

1842787

Location

NEWARK, DE

Portfolio Value

Micro $10,275,650

Diversification

Diversified

Filing Date

Global Rank

#2,774 / 2,968 ▲ 5429

Top Industry

Consumer Electronics 33.3%

3Y Alpha vs SPY

-3.3%

Period ended 30 days ago

Filed Jul 22, 2026 · 8d

23 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+58.9%

SPY

+67.9%

Annualised alpha

-2.2%

Max drawdown

−20.3%

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 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

93 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.4%

−0.1 pts

Top 5

54.9%

−0.5 pts

Top 10

71.9%

−1.7 pts

HHI

1,143

Diversified−26

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.1%	$3,503,048	8
Financial Services	15.7%	$1,615,964	13
Unclassified	11.5%	$1,183,582	3
Consumer Cyclical	9.3%	$953,074	8
Utilities	7.0%	$717,676	6
Industrials	6.4%	$657,695	10
Communication Services	5.3%	$544,856	12
Consumer Defensive	4.7%	$478,698	10
Healthcare	3.9%	$396,782	9
Energy	1.1%	$110,661	4
Basic Materials	0.9%	$96,409	7
Real Estate	0.2%	$17,205	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+1,000	2,280	$543,415
VZ	Verizon Communications Inc	+380	1,367	$57,878
CSCO	Cisco Systems, Inc.	+250	411	$48,276
NFLX	Netflix Inc	+250	630	$44,982
AAPL	Apple Inc.	+249	10,452	$3,024,390
CMCSA	Comcast Corp	+182	673	$16,522
HD	Home Depot, Inc.	+163	223	$78,647
PG	PROCTER & GAMBLE Co	+132	1,026	$150,452
CVX	Chevron Corp	+53	391	$64,812
GE	General Electric Co	+31	94	$35,130
UTZ	Utz Brands, Inc.	+14	1,746	$13,444
GEV	GE Vernova Inc.	+8	23	$27,021
PEP	Pepsico Inc	+7	646	$87,468
MCD	Mcdonalds Corp	+7	1,072	$289,772
MO	Altria Group, Inc.	+6	426	$30,650
JPM	Jpmorgan Chase & Co	+6	1,097	$359,081
UNH	Unitedhealth Group Inc	+4	630	$261,846
ORCL	Oracle Corp	+4	1,561	$228,764
PM	Philip Morris International Inc.	+3	866	$156,668
DOW	Dow Inc.	+3	206	$5,636
MDLZ	Mondelez International, Inc.	+3	250	$14,460
KHC	Kraft Heinz Co	+2	92	$2,173
D	Dominion Energy, Inc	+2	155	$10,584
IBM	International Business Machines Corp	+2	360	$101,235
GS	Goldman Sachs Group Inc	+2	514	$519,844
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
DD	DuPont de Nemours, Inc.	−120	60	$8,138
SPY	Spdr S&P 500 ETF Trust	−9	1,483	$1,107,459
MDY	Spdr S&P Midcap 400 ETF Trust	−6	96	$67,520
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
ALL	Allstate Corp	323	$76,854
MS	Morgan Stanley	355	$74,209
NI	Nisource Inc.	1,129	$53,683
MTZ	Mastec Inc	100	$41,606
PWR	Quanta Services, Inc.	50	$36,002
LOW	Lowes Companies Inc	91	$20,064
RTX	RTX Corp	100	$18,973
MRK	Merck & Co., Inc.	125	$16,062
ENB	Enbridge Inc	250	$13,552
COST	Costco Wholesale Corp /New	13	$12,161
RVT	Royce Small-Cap Trust, Inc.	568	$10,490
HQL	abrdn Life Sciences Investors	512	$10,245
UTG	Reaves Utility Income Fund	234	$9,528
USB	US Bancorp De	150	$9,060
BHP	BHP Group Ltd	100	$8,331
O	Realty Income Corp	125	$7,745
CARR	CARRIER GLOBAL Corp	100	$7,335
GCV	Gabelli Convertible & Income Securities Fund Inc	1,250	$5,850
DUK	Duke Energy CORP	46	$5,822
OLN	OLIN Corp	250	$4,955
PFE	Pfizer Inc	200	$4,816
KMI	Kinder Morgan, Inc.	125	$3,996
CHWY	Chewy, Inc.	200	$3,930
CHTR	Charter Communications, Inc. /Mo/	7	$995
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
NVDA	Nvidia Corp	1,000	$174,400
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

93 tracked positions · $10,275,650 total · as of Jun 30, 2026

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

Showing 1–50 of 93 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	10,452	+249	$3,024,390	+16.8%	29.43%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,483	-9	$1,107,459	+14.1%	10.78%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,280	+1,000	$543,415	+103.8%	5.29%
GS	Goldman Sachs Group Inc Financial Services	Added	514	+2	$519,844	+20.0%	5.06%
AON	Aon plc Financial Services	Held	1,338	0	$443,801	+2.8%	4.32%
DE	Deere & Co Industrials	Added	653	+2	$414,217	+13.0%	4.03%
CEG	Constellation Energy Corp Utilities	Held	1,525	0	$378,764	−11.1%	3.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,097	+6	$359,081	+11.9%	3.49%
META	Meta Platforms, Inc. Communication Services	Added	550	+1	$309,809	−1.4%	3.01%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,072	+7	$289,772	−12.5%	2.82%
UNH	Unitedhealth Group Inc Healthcare	Added	630	+4	$261,846	+54.6%	2.55%
ORCL	Oracle Corp Technology	Added	1,561	+4	$228,764	−0.1%	2.23%
EXC	Exelon Corp Utilities	Held	4,578	0	$213,426	−4.9%	2.08%
PM	Philip Morris International Inc. Consumer Defensive	Added	866	+3	$156,668	+9.8%	1.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,026	+132	$150,452	+16.5%	1.46%
IBM	International Business Machines Corp Technology	Added	360	+2	$101,235	+16.7%	0.99%
PEP	Pepsico Inc Consumer Defensive	Added	646	+7	$87,468	−11.9%	0.85%
HD	Home Depot, Inc. Consumer Cyclical	Added	223	+163	$78,647	+298.6%	0.77%
ALL	Allstate Corp Financial Services	NEW	323	NEW	$76,854	NEW	0.75%
MS	Morgan Stanley Financial Services	NEW	355	NEW	$74,209	NEW	0.72%
GOOGL	Alphabet Inc. Communication Services	Held	200	0	$71,474	+24.3%	0.70%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	96	-6	$67,520	+7.3%	0.66%
CVX	Chevron Corp Energy	Added	391	+53	$64,812	−7.3%	0.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	117	0	$58,545	+4.4%	0.57%
VZ	Verizon Communications Inc Communication Services	Added	1,367	+380	$57,878	+16.8%	0.56%
EMR	Emerson Electric Co Industrials	Added	398	+1	$56,973	+9.5%	0.55%
PPL	PPL Corp Utilities	Held	1,524	0	$55,397	−4.8%	0.54%
NI	Nisource Inc. Utilities	NEW	1,129	NEW	$53,683	NEW	0.52%
CSCO	Cisco Systems, Inc. Technology	Added	411	+250	$48,276	+286.5%	0.47%
ATEC	Alphatec Holdings, Inc. Healthcare	Held	5,500	0	$47,575	−20.5%	0.46%
NFLX	Netflix Inc Communication Services	Added	630	+250	$44,982	+23.1%	0.44%
MTZ	Mastec Inc Industrials	NEW	100	NEW	$41,606	NEW	0.40%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	136	+1	$39,872	+1.7%	0.39%
JNJ	Johnson & Johnson Healthcare	Added	154	+1	$39,111	+4.6%	0.38%
PWR	Quanta Services, Inc. Industrials	NEW	50	NEW	$36,002	NEW	0.35%
GE	General Electric Co Industrials	Added	94	+31	$35,130	+96.5%	0.34%
ADP	Automatic Data Processing Inc Technology	Added	150	+1	$33,592	+11.0%	0.33%
MO	Altria Group, Inc. Consumer Defensive	Added	426	+6	$30,650	+10.6%	0.30%
XOM	ExxonMobil Holdings Corp Energy	Added	207	+1	$28,301	−19.0%	0.28%
MSFT	Microsoft Corp Technology	Held	75	0	$27,976	+0.8%	0.27%
GEV	GE Vernova Inc. Industrials	Added	23	+8	$27,021	+106.4%	0.26%
WFC	Wells Fargo & Company/Mn Financial Services	Added	315	+2	$26,031	+4.5%	0.25%
QCOM	Qualcomm Inc/De Technology	Held	134	0	$24,761	+43.5%	0.24%
LOW	Lowes Companies Inc Consumer Cyclical	NEW	91	NEW	$20,064	NEW	0.20%
T	At&T Inc. Communication Services	Held	950	0	$19,665	−28.6%	0.19%
RTX	RTX Corp Industrials	NEW	100	NEW	$18,973	NEW	0.18%
RVMD	Revolution Medicines, Inc. Healthcare	Held	100	0	$18,728	+92.6%	0.18%
MMM	3M Co Industrials	Held	103	0	$16,676	+11.5%	0.16%
CMCSA	Comcast Corp Communication Services	Added	673	+182	$16,522	+17.2%	0.16%
MRK	Merck & Co., Inc. Healthcare	NEW	125	NEW	$16,062	NEW	0.16%

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.