Skyline Advisors, Inc.
CIK
1843832
Location
BELLINGHAM, WA
Portfolio Value
Micro
$44,570,667
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,086
/ 8,517
▲ 178
Top Industry
Software - Infrastructure
41.9%
3Y Alpha vs SPY
+4.8%
Period ended 46 days ago
Filed Jul 20, 2026 · 26d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical 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
+70.0%
SPY
+55.7%
Annualised alpha
+4.3%
Max drawdown
−16.0%
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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
41 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
37.8%
+4.7 pts
Top 5
63.8%
+4.9 pts
Top 10
75.2%
+2.8 pts
HHI
1,656
Moderately concentrated+326
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 53.1% | $23,676,160 |
| Financial Services | 12.4% | $5,537,195 |
| Consumer Defensive | 8.7% | $3,860,989 |
| Unclassified | 8.6% | $3,837,176 |
| Industrials | 7.2% | $3,228,002 |
| Consumer Cyclical | 3.8% | $1,676,253 |
| Utilities | 3.1% | $1,396,307 |
| Healthcare | 1.8% | $787,006 |
| Communication Services | 0.7% | $314,158 |
| Real Estate | 0.6% | $257,421 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | +17,160 | 35,574 | $2,686,192 | |
| KLAC | Kla Corp | +1,107 | 1,245 | $375,628 | |
| FGDL | Franklin Templeton Holdings Trust | +680 | 4,056 | $216,468 | |
| AMZN | Amazon Com Inc | +100 | 1,842 | $439,022 | |
| CSCO | Cisco Systems, Inc. | +19 | 4,448 | $522,462 | |
| SPG | Simon Property Group Inc. | +12 | 1,151 | $257,421 | |
| PG | PROCTER & GAMBLE Co | +6 | 2,827 | $414,551 | |
| WMT | Walmart Inc. | +6 | 2,185 | $247,473 | |
| JNJ | Johnson & Johnson | +3 | 1,969 | $500,066 | |
| BAC | Bank Of America Corp /De/ | +2 | 20,993 | $1,196,181 | |
| SBUX | Starbucks Corp | +2 | 8,016 | $819,155 | |
| PM | Philip Morris International Inc. | +1 | 4,661 | $843,221 | |
| IBM | International Business Machines Corp | +1 | 1,374 | $386,382 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | −903 | 5,862 | $2,933,286 | |
| BA | Boeing Co | −434 | 1,977 | $427,961 | |
| NVDA | Nvidia Corp | −355 | 5,366 | $1,073,682 | |
| EMR | Emerson Electric Co | −354 | 4,206 | $602,088 | |
| MSFT | Microsoft Corp | −314 | 45,224 | $16,869,456 | |
| AAPL | Apple Inc. | −175 | 12,886 | $3,728,692 | |
| JPM | Jpmorgan Chase & Co | −141 | 888 | $290,669 | |
| DE | Deere & Co | −90 | 3,465 | $2,197,953 | |
| CRWD | CrowdStrike Holdings, Inc. | −63 | 939 | $179,147 | |
| LOW | Lowes Companies Inc | −46 | 970 | $213,875 | |
| SPY | Spdr S&P 500 ETF Trust | −33 | 412 | $307,669 | |
| MRK | Merck & Co., Inc. | −5 | 2,233 | $286,940 | |
| TMUS | T-Mobile US, Inc. | −1 | 1,873 | $314,158 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | 70,883 | $3,405,928 | |
| BAI | iShares A.I. Innovation and Tech Active ETF | 95,694 | $3,153,117 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 13,413 | $1,007,316 | |
| VEA | Vanguard FTSE Developed Markets ETF | 15,571 | $997,789 | |
| NFLX | Netflix Inc | 2,452 | $235,759 | |
| ADBE | Adobe Inc. | 931 | $226,307 | |
| No positions match the current search. | ||||
41 tracked positions ·
$44,570,667 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 45,224 | $16,869,456 | 37.85% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 12,886 | $3,728,692 | 8.37% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 5,862 | $2,933,286 | 6.58% | |
| IAU |
Ishares Gold Trust
|
Added | 35,574 | $2,686,192 | 6.03% | |
| DE |
Deere & Co
Industrials
|
Reduced | 3,465 | $2,197,953 | 4.93% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 20,993 | $1,196,181 | 2.68% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 1,268 | $1,186,175 | 2.66% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 5,366 | $1,073,682 | 2.41% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 4,661 | $843,221 | 1.89% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 8,016 | $819,155 | 1.84% | |
| SO |
Southern Co
Utilities
|
Held | 7,507 | $718,494 | 1.61% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 9,055 | $651,507 | 1.46% | |
| SIGI |
Selective Insurance Group Inc
Financial Services
|
Held | 6,575 | $637,840 | 1.43% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 4,206 | $602,088 | 1.35% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,448 | $522,462 | 1.17% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,969 | $500,066 | 1.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,842 | $439,022 | 0.99% | |
| BA |
Boeing Co
Industrials
|
Reduced | 1,977 | $427,961 | 0.96% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,827 | $414,551 | 0.93% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,374 | $386,382 | 0.87% | |
| KLAC |
Kla Corp
Technology
|
Added | 1,245 | $375,628 | 0.84% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 4,270 | $374,777 | 0.84% | |
| SGOL |
abrdn Gold ETF Trust
|
Held | 9,000 | $344,070 | 0.77% | |
| NOK |
Nokia Corp
Technology
|
Held | 23,839 | $316,581 | 0.71% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 1,873 | $314,158 | 0.70% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 412 | $307,669 | 0.69% | |
| NI |
Nisource Inc.
Utilities
|
Held | 6,373 | $303,036 | 0.68% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
Held | 2,935 | $293,705 | 0.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 888 | $290,669 | 0.65% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 2,233 | $286,940 | 0.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 384 | $282,777 | 0.63% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 1,151 | $257,421 | 0.58% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 1,026 | $252,621 | 0.57% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,185 | $247,473 | 0.56% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 2,742 | $226,598 | 0.51% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 1,657 | $224,357 | 0.50% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 310 | $224,130 | 0.50% | |
| FGDL |
Franklin Templeton Holdings Trust
|
Added | 4,056 | $216,468 | 0.49% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 970 | $213,875 | 0.48% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 579 | $204,201 | 0.46% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 939 | $179,147 | 0.40% |
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.