Newton One Investments LLC

CIK

1842787

Location

NEWARK, DE

Portfolio Value

Micro $439,165

Diversification

Diversified

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	36.3%	$3,180,220	9
Financial Services	14.6%	$1,277,087	6
Unclassified	11.9%	$1,043,140	3
Utilities	8.2%	$717,943	4
Consumer Cyclical	7.2%	$632,768	6
Communication Services	6.0%	$522,058	11
Industrials	5.3%	$467,994	6
Consumer Defensive	5.0%	$439,165	9
Healthcare	3.2%	$283,569	7
Energy	1.2%	$104,881	2
Basic Materials	1.0%	$84,563	5
Real Estate	0.1%	$9,303	2

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
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 exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $439,165 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
PM	Philip Morris International Inc. Consumer Defensive	Added	863	+3	$142,688	+3.4%	32.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	894	+6	$129,129	+1.5%	29.40%
PEP	Pepsico Inc Consumer Defensive	Added	639	+12	$99,230	+10.3%	22.60%
MO	Altria Group, Inc. Consumer Defensive	Added	420	+8	$27,715	+16.7%	6.31%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	247	+2	$14,237	+8.0%	3.24%
UTZ	Utz Brands, Inc. Consumer Defensive	Added	1,732	+11	$13,717	−23.2%	3.12%
KO	Coca Cola Co Consumer Defensive	Held	137	0	$10,418	+8.8%	2.37%
KHC	Kraft Heinz Co Consumer Defensive	Added	90	+2	$2,024	−5.2%	0.46%
BYND	Beyond Meat, Inc. Consumer Defensive	Held	10	0	$7	−12.5%	0.00%