Financial Avengers, Inc.
Filing Date
Global Rank
#4,040
/ 8,232
▼ 17
Top Industry
Semiconductors
15.9%
3Y Alpha vs SPY
-2.6%
Period ended 3 months ago
Filed May 19, 2026 · 27d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.3%
SPY
+74.2%
Annualised alpha
-2.6%
Max drawdown
−20.7%
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
126 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.5%
−0.7 pts
Top 5
55.8%
−0.6 pts
Top 10
78.7%
−1.6 pts
HHI
815
Diversified−22
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.4% | $65,676,686 |
| Financial Services | 27.4% | $50,795,092 |
| Consumer Cyclical | 15.5% | $28,747,794 |
| Healthcare | 8.9% | $16,557,174 |
| Communication Services | 7.1% | $13,242,060 |
| Consumer Defensive | 4.2% | $7,868,888 |
| Industrials | 1.1% | $2,130,745 |
| Real Estate | 0.1% | $151,855 |
| Utilities | 0.1% | $96,628 |
| Energy | 0.0% | $42,189 |
| Unclassified | 0.0% | $31,900 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VZ | Verizon Communications Inc | +8,678 | 108,969 | $5,470,243 | |
| PFE | Pfizer Inc | +8,210 | 118,107 | $3,316,444 | |
| KVUE | Kenvue Inc. | +6,645 | 107,194 | $1,848,024 | |
| DIS | Walt Disney Co | +286 | 50,553 | $4,872,298 | |
| PG | PROCTER & GAMBLE Co | +270 | 37,488 | $5,414,766 | |
| SHOP | Shopify Inc. | +201 | 47,560 | $5,641,567 | |
| ADBE | Adobe Inc. | +159 | 8,551 | $2,078,577 | |
| NFLX | Netflix Inc | +115 | 1,290 | $124,033 | |
| F | Ford Motor Co | +68 | 8,514 | $98,251 | |
| T | At&T Inc. | +54 | 7,164 | $207,684 | |
| ZM | Zoom Communications, Inc. | +20 | 25 | $2,009 | |
| RIVN | Rivian Automotive, Inc. / DE | +20 | 40 | $602 | |
| MPT | Medical Properties Trust Inc | +11 | 691 | $3,199 | |
| META | Meta Platforms, Inc. | +8 | 1,121 | $641,357 | |
| PEBO | Peoples Bancorp Inc | +8 | 642 | $21,102 | |
| GILD | Gilead Sciences, Inc. | +8 | 1,335 | $186,058 | |
| NKE | NIKE, Inc. | +8 | 1,134 | $59,897 | |
| LEVI | Levi Strauss & Co | +8 | 1,267 | $23,426 | |
| IRM | Iron Mountain Inc | +7 | 618 | $63,122 | |
| KMI | Kinder Morgan, Inc. | +7 | 814 | $27,293 | |
| EQR | Equity Residential | +6 | 565 | $33,419 | |
| ADP | Automatic Data Processing Inc | +6 | 882 | $179,204 | |
| MCHP | Microchip Technology Inc | +6 | 868 | $56,081 | |
| USB | US Bancorp De | +4 | 478 | $24,860 | |
| PBI | Pitney Bowes Inc /De/ | +4 | 420 | $4,641 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −14,670 | 164,973 | $28,771,291 | |
| BAC | Bank Of America Corp /De/ | −7,700 | 170,934 | $8,333,032 | |
| SCHW | Schwab Charles Corp | −5,955 | 140,399 | $13,194,698 | |
| AMZN | Amazon Com Inc | −4,243 | 106,966 | $22,277,808 | |
| AAPL | Apple Inc. | −3,423 | 86,019 | $21,830,762 | |
| JNJ | Johnson & Johnson | −2,353 | 47,093 | $11,511,412 | |
| AXP | American Express Co | −1,353 | 36,860 | $11,149,412 | |
| GOOGL | Alphabet Inc. | −1,234 | 6,620 | $1,903,647 | |
| BRK-B | Berkshire Hathaway Inc | −838 | 36,328 | $17,408,377 | |
| AMD | Advanced Micro Devices Inc | −658 | 2,027 | $412,352 | |
| SBUX | Starbucks Corp | −341 | 43,813 | $3,925,206 | |
| LLY | ELI LILLY & Co | −135 | 1,223 | $1,124,878 | |
| AEP | American Electric Power Co Inc | −91 | 414 | $54,267 | |
| MMM | 3M Co | −60 | 10,366 | $1,505,454 | |
| CLX | Clorox Co /De/ | −50 | 425 | $44,042 | |
| PEP | Pepsico Inc | −34 | 229 | $35,561 | |
| JPM | Jpmorgan Chase & Co | −21 | 788 | $231,798 | |
| TMO | Thermo Fisher Scientific Inc. | −21 | 130 | $63,898 | |
| AVGO | Broadcom Inc. | −14 | 216 | $66,854 | |
| MRK | Merck & Co., Inc. | −14 | 131 | $15,757 | |
| APH | Amphenol Corp /De/ | −12 | 91 | $11,497 | |
| GLD | Spdr Gold Trust | −10 | 65 | $27,968 | |
| AMAT | Applied Materials Inc /De | −10 | 80 | $27,343 | |
| HSY | Hershey Co | −7 | 154 | $32,015 | |
| MSFT | Microsoft Corp | −5 | 15,608 | $5,777,613 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SLV | iShares Silver Trust | 10 | $681 | |
| No positions match the current search. | ||||
14 positions ·
$28,747,794 total
· Consumer Cyclical only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 106,966 | $22,277,808 | 77.49% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 43,813 | $3,925,206 | 13.65% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 5,860 | $2,178,455 | 7.58% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 325 | $106,889 | 0.37% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Added | 8,514 | $98,251 | 0.34% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Added | 1,134 | $59,897 | 0.21% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Added | 451 | $41,050 | 0.14% | |
| LEVI |
Levi Strauss & Co
Consumer Cyclical
|
Added | 1,267 | $23,426 | 0.08% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Added | 105 | $16,325 | 0.06% | |
| TCOM |
Trip.com Group Ltd
Consumer Cyclical
|
Held | 150 | $7,468 | 0.03% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Held | 50 | $6,314 | 0.02% | |
| CRI |
Carters Inc
Consumer Cyclical
|
Added | 135 | $4,827 | 0.02% | |
| QS |
QuantumScape Corp
Consumer Cyclical
|
Held | 200 | $1,276 | 0.00% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
Added | 40 | $602 | 0.00% |