Skyline Advisors, Inc.
CIK
1843832
Location
BELLINGHAM, WA
Portfolio Value
Micro
$3,833,198
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,033
/ 8,586
▼ 21
Top Industry
Software - Infrastructure
43.6%
3Y Alpha vs SPY
-12.5%
Period ended 3 months ago
Filed Apr 20, 2026 · 57d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+20.9%
SPY
+55.8%
Annualised alpha
-12.5%
Max drawdown
−18.0%
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, 2025Top Position
39.8%
−6.3 pts
Top 5
63.9%
−5.8 pts
Top 10
75.1%
−3.4 pts
HHI
1,791
Moderately concentrated−540
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 54.0% | $22,858,095 |
| Financial Services | 13.0% | $5,495,268 |
| Consumer Defensive | 9.1% | $3,833,198 |
| Industrials | 7.3% | $3,079,843 |
| Unclassified | 6.5% | $2,745,881 |
| Utilities | 3.4% | $1,418,536 |
| Consumer Cyclical | 3.1% | $1,320,840 |
| Healthcare | 1.8% | $749,778 |
| Communication Services | 1.5% | $629,355 |
| Real Estate | 0.5% | $212,457 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
7 positions ·
$3,833,198 total
· Consumer Defensive only
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,268 | $1,263,473 | 32.96% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 4,660 | $770,484 | 20.10% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 9,055 | $597,539 | 15.59% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,821 | $407,465 | 10.63% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,179 | $270,806 | 7.06% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
Held | 2,935 | $266,116 | 6.94% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 1,657 | $257,315 | 6.71% |