Skyline Advisors, Inc.

CIK

1843832

Location

BELLINGHAM, WA

Portfolio Value

Micro $41,866,985

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,046 / 8,603 ▼ 39 · as of Mar 2026

Top Industry

Software - Infrastructure 43.3%

3Y Alpha vs SPY

-11.3%

Period ended 3 months ago

Filed Apr 20, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.2%

SPY

+54.1%

Annualised alpha

-11.8%

Max drawdown

−17.9%

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

41 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

40.3%

−6.2 pts

Top 5

64.6%

−5.6 pts

Top 10

76.0%

−3.1 pts

HHI

1,831

Moderately concentrated−534

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	53.5%	$22,381,829	9
Financial Services	13.1%	$5,495,268	6
Consumer Defensive	9.2%	$3,833,198	7
Industrials	7.4%	$3,079,843	3
Unclassified	6.6%	$2,745,881	5
Utilities	3.4%	$1,418,536	3
Consumer Cyclical	3.2%	$1,320,840	3
Healthcare	1.8%	$749,778	2
Communication Services	1.5%	$629,355	2
Real Estate	0.5%	$212,457	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+30	1,742	$362,806
CSCO	Cisco Systems, Inc.	+22	4,429	$343,646
NVDA	Nvidia Corp	+20	5,721	$997,742
SPG	Simon Property Group Inc.	+13	1,139	$212,457
WMT	Walmart Inc.	+5	2,179	$270,806
PG	PROCTER & GAMBLE Co	+5	2,821	$407,465
SBUX	Starbucks Corp	+3	8,014	$717,974
LOW	Lowes Companies Inc	+3	1,016	$240,060
SPY	Spdr S&P 500 ETF Trust	+1	445	$289,401
PEP	Pepsico Inc	+1	1,657	$257,315
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−2,623	6,765	$3,241,788
AAPL	Apple Inc.	−552	13,061	$3,314,751
ADBE	Adobe Inc.	−432	931	$226,307
MSFT	Microsoft Corp	−362	45,538	$16,856,801
BAC	Bank Of America Corp /De/	−348	20,991	$1,023,311
TMUS	T-Mobile US, Inc.	−248	1,874	$393,596
DE	Deere & Co	−200	3,555	$2,002,531
COST	Costco Wholesale Corp /New	−74	1,268	$1,263,473
WFC	Wells Fargo & Company/Mn	−32	2,742	$218,290
PM	Philip Morris International Inc.	−27	4,660	$770,484
NEE	Nextera Energy Inc	−10	4,270	$396,597
MRK	Merck & Co., Inc.	−5	2,238	$269,209
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	18,414	$1,623,378
FGDL	Franklin Templeton Holdings Trust	3,376	$209,885
KLAC	Kla Corp	138	$20,319
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
HD	Home Depot, Inc.	658	$226,417
MA	Mastercard Inc	384	$219,217
MELI	Mercadolibre Inc	103	$207,468
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

41 positions · $41,866,985 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	45,538	-362	$16,856,801	−24.1%	40.26%
AAPL	Apple Inc. Technology	Reduced	13,061	-552	$3,314,751	−10.4%	7.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,765	-2,623	$3,241,788	−31.3%	7.74%
DE	Deere & Co Industrials	Reduced	3,555	-200	$2,002,531	+14.5%	4.78%
IAU	Ishares Gold Trust	NEW	18,414	NEW	$1,623,378	NEW	3.88%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,268	-74	$1,263,473	+9.2%	3.02%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	20,991	-348	$1,023,311	−12.8%	2.44%
NVDA	Nvidia Corp Technology	Added	5,721	+20	$997,742	−6.2%	2.38%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	4,660	-27	$770,484	+2.5%	1.84%
SO	Southern Co Utilities	Held	7,507	0	$724,575	+10.7%	1.73%
SBUX	Starbucks Corp Consumer Cyclical	Added	8,014	+3	$717,974	+6.4%	1.71%
MO	Altria Group, Inc. Consumer Defensive	Held	9,055	0	$597,539	+14.4%	1.43%
EMR	Emerson Electric Co Industrials	Held	4,560	0	$597,451	−1.3%	1.43%
SIGI	Selective Insurance Group Inc Financial Services	Held	6,575	0	$495,689	−9.9%	1.18%
JNJ	Johnson & Johnson Healthcare	Held	1,966	0	$480,569	+18.1%	1.15%
BA	Boeing Co Industrials	Held	2,411	0	$479,861	−8.3%	1.15%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,821	+5	$407,465	+1.0%	0.97%
SGOL	abrdn Gold ETF Trust	Held	9,000	0	$401,580	+8.6%	0.96%
NEE	Nextera Energy Inc Utilities	Reduced	4,270	-10	$396,597	+15.4%	0.95%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	1,874	-248	$393,596	−8.6%	0.94%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,742	+30	$362,806	−8.2%	0.87%
CSCO	Cisco Systems, Inc. Technology	Added	4,429	+22	$343,646	+1.2%	0.82%
IBM	International Business Machines Corp Technology	Held	1,373	0	$332,801	−18.2%	0.79%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,029	0	$302,690	−8.7%	0.72%
NI	Nisource Inc. Utilities	Held	6,373	0	$297,364	+11.7%	0.71%
SPY	Spdr S&P 500 ETF Trust	Added	445	+1	$289,401	−4.4%	0.69%
WMT	Walmart Inc. Consumer Defensive	Added	2,179	+5	$270,806	+11.8%	0.65%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,238	-5	$269,209	+14.0%	0.64%
CCEP	COCA-COLA EUROPACIFIC PARTNERS plc Consumer Defensive	Held	2,935	0	$266,116	−0.0%	0.64%
PEP	Pepsico Inc Consumer Defensive	Added	1,657	+1	$257,315	+8.3%	0.61%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,016	+3	$240,060	−1.7%	0.57%
NFLX	Netflix Inc Communication Services	Held	2,452	0	$235,759	+2.5%	0.56%
ADBE	Adobe Inc. Technology	Reduced	931	-432	$226,307	−52.6%	0.54%
QQQ	Invesco Qqq Trust, Series 1	Held	384	0	$221,637	−6.0%	0.53%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	2,742	-32	$218,290	−15.6%	0.52%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,026	0	$213,500	−0.3%	0.51%
SPG	Simon Property Group Inc. Real Estate	Added	1,139	+13	$212,457	+1.9%	0.51%
FGDL	Franklin Templeton Holdings Trust	NEW	3,376	NEW	$209,885	NEW	0.50%
NOK	Nokia Corp Technology	Held	23,839	0	$191,665	+24.3%	0.46%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	1,002	0	$97,797	−16.7%	0.23%
KLAC	Kla Corp Technology	NEW	138	NEW	$20,319	NEW	0.05%