Greystone Financial Group, LLC

CIK

1845302

Location

BLOOMFIELD HILLS, MI

Portfolio Value

Small $242,956,698

Diversification

Diversified

Filing Date

Global Rank

#3,802 / 8,603 ▼ 999 · as of Mar 2026

Top Industry

Banks - Diversified 6.8%

3Y Alpha vs SPY

-5.2%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+53.3%

SPY

+76.5%

Annualised alpha

-5.6%

Max drawdown

−17.0%

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

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

Top Position

4.2%

−0.8 pts

Top 5

19.6%

−0.5 pts

Top 10

36.7%

−0.0 pts

HHI

286

Diversified+16

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.2%	$51,572,753	15
Financial Services	15.7%	$38,175,784	9
Consumer Cyclical	13.6%	$33,153,771	6
Industrials	12.7%	$30,946,874	6
Healthcare	10.5%	$25,462,356	6
Consumer Defensive	7.6%	$18,433,640	4
Energy	4.4%	$10,766,655	2
Basic Materials	3.7%	$8,890,872	2
Communication Services	3.3%	$8,120,357	3
Utilities	3.3%	$8,032,776	1
Real Estate	3.2%	$7,833,327	1
Unclassified	0.6%	$1,567,533	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
NVDA	Nvidia Corp	+438	35,347	$6,164,516
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RF	Regions Financial Corp	−150,992	233,775	$6,106,203
WMT	Walmart Inc.	−95,232	64,753	$8,047,502
BNY	Bank of New York Mellon Corp	−73,934	62,717	$7,440,117
FOXA	Fox Corp	−62,884	68,654	$4,009,393
KO	Coca Cola Co	−47,149	72,102	$5,483,357
CSCO	Cisco Systems, Inc.	−43,691	65,490	$5,081,369
SBUX	Starbucks Corp	−43,536	65,036	$5,826,575
AAPL	Apple Inc.	−42,178	39,695	$10,074,194
DUK	Duke Energy CORP	−39,238	61,347	$8,032,776
AXP	American Express Co	−37,947	3,037	$918,631
ABT	Abbott Laboratories	−36,537	53,932	$5,537,198
MS	Morgan Stanley	−36,515	44,070	$7,252,599
EMR	Emerson Electric Co	−33,221	50,665	$6,638,128
TJX	Tjx Companies Inc /De/	−30,613	47,307	$7,554,927
CVX	Chevron Corp	−29,882	48,865	$10,110,168
SPG	Simon Property Group Inc.	−27,275	41,995	$7,833,327
LOW	Lowes Companies Inc	−26,276	33,511	$7,917,979
JPM	Jpmorgan Chase & Co	−24,024	30,602	$9,001,884
WM	Waste Management Inc	−22,912	35,158	$8,078,956
AVGO	Broadcom Inc.	−19,787	27,545	$8,525,452
UBER	Uber Technologies, Inc	−19,385	10,409	$748,719
AMGN	Amgen Inc	−18,452	26,440	$9,302,914
SHEL	Shell plc	−17,222	7,059	$656,487
HON	Honeywell International Inc	−16,995	25,656	$6,081,831
MSFT	Microsoft Corp	−16,089	18,612	$6,889,604
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	48,203	$5,039,623
PG	PROCTER & GAMBLE Co	32,405	$4,680,578
GEV	GE Vernova Inc.	361	$315,116
AZN	Astrazeneca PLC	1,030	$203,136
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
TMUS	T-Mobile US, Inc.	39,212	$7,961,604
SPY	Spdr S&P 500 ETF Trust	1,510	$1,029,699
LLY	ELI LILLY & Co	925	$994,079
NFLX	Netflix Inc	10,505	$984,948
APO	Apollo Global Management, Inc.	5,829	$843,806
DKNG	DraftKings Inc.	21,852	$753,019
CEG	Constellation Energy Corp	2,123	$749,992
ACN	Accenture plc	2,653	$711,799
HOOD	Robinhood Markets, Inc.	4,996	$565,047
NSC	Norfolk Southern Corp	1,855	$535,575
BAC	Bank Of America Corp /De/	9,099	$500,445
JNJ	Johnson & Johnson	1,505	$311,459
HCA	HCA Healthcare, Inc.	667	$311,395
BLK	BlackRock, Inc.	270	$288,991
GD	General Dynamics Corp	756	$254,514
LHX	L3harris Technologies, Inc. /De/	748	$219,590
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 positions · $242,956,698 total · as of Mar 31, 2026

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

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CVX	Chevron Corp Energy	Reduced	48,865	-29,882	$10,110,168	−15.8%	4.16%
AAPL	Apple Inc. Technology	Reduced	39,695	-42,178	$10,074,194	−54.7%	4.15%
AMGN	Amgen Inc Healthcare	Reduced	26,440	-18,452	$9,302,914	−36.7%	3.83%
LMT	Lockheed Martin Corp Industrials	Reduced	15,236	-11,449	$9,208,486	−28.7%	3.79%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	30,602	-24,024	$9,001,884	−48.9%	3.71%
LIN	Linde PLC Basic Materials	Reduced	17,490	-13,006	$8,670,842	−33.3%	3.57%
AVGO	Broadcom Inc. Technology	Reduced	27,545	-19,787	$8,525,452	−48.0%	3.51%
WM	Waste Management Inc Industrials	Reduced	35,158	-22,912	$8,078,956	−36.7%	3.33%
WMT	Walmart Inc. Consumer Defensive	Reduced	64,753	-95,232	$8,047,502	−54.9%	3.31%
DUK	Duke Energy CORP Utilities	Reduced	61,347	-39,238	$8,032,776	−31.9%	3.31%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	33,511	-26,276	$7,917,979	−45.1%	3.26%
SPG	Simon Property Group Inc. Real Estate	Reduced	41,995	-27,275	$7,833,327	−38.9%	3.22%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	47,307	-30,613	$7,554,927	−36.9%	3.11%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	62,717	-73,934	$7,440,117	−53.1%	3.06%
MS	Morgan Stanley Financial Services	Reduced	44,070	-36,515	$7,252,599	−49.3%	2.99%
MSFT	Microsoft Corp Technology	Reduced	18,612	-16,089	$6,889,604	−58.9%	2.84%
EMR	Emerson Electric Co Industrials	Reduced	50,665	-33,221	$6,638,128	−40.4%	2.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	13,625	-13,398	$6,529,100	−51.9%	2.69%
NVDA	Nvidia Corp Technology	Added	35,347	+438	$6,164,516	−5.3%	2.54%
RF	Regions Financial Corp Financial Services	Reduced	233,775	-150,992	$6,106,203	−41.4%	2.51%
HON	Honeywell International Inc Industrials	Reduced	25,656	-16,995	$6,081,831	−30.3%	2.50%
IBM	International Business Machines Corp Technology	Reduced	24,764	-15,275	$6,002,545	−49.4%	2.47%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	19,232	-12,383	$5,977,113	−38.1%	2.46%
MCK	Mckesson Corp Healthcare	Reduced	6,752	-4,387	$5,842,910	−36.1%	2.40%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	65,036	-43,536	$5,826,575	−36.3%	2.40%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,634	-10,118	$5,547,063	−34.6%	2.28%
ABT	Abbott Laboratories Healthcare	Reduced	53,932	-36,537	$5,537,198	−51.1%	2.28%
KO	Coca Cola Co Consumer Defensive	Reduced	72,102	-47,149	$5,483,357	−34.2%	2.26%
CSCO	Cisco Systems, Inc. Technology	Reduced	65,490	-43,691	$5,081,369	−39.6%	2.09%
NOW	ServiceNow, Inc. Technology	NEW	48,203	NEW	$5,039,623	NEW	2.07%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	32,405	NEW	$4,680,578	NEW	1.93%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	8,903	-5,670	$4,376,091	−48.2%	1.80%
FOXA	Fox Corp Communication Services	Reduced	68,654	-62,884	$4,009,393	−58.3%	1.65%
META	Meta Platforms, Inc. Communication Services	Reduced	5,672	-5,008	$3,245,121	−54.0%	1.34%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	10,614	-4,699	$1,035,952	−42.3%	0.43%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,643	-3,283	$948,306	−68.7%	0.39%
AXP	American Express Co Financial Services	Reduced	3,037	-37,947	$918,631	−93.9%	0.38%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,011	-7,547	$865,843	−73.8%	0.36%
UBER	Uber Technologies, Inc Technology	Reduced	10,409	-19,385	$748,719	−69.2%	0.31%
SHEL	Shell plc Energy	Reduced	7,059	-17,222	$656,487	−63.2%	0.27%
BA	Boeing Co Industrials	Reduced	3,137	-6,050	$624,357	−68.7%	0.26%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	1,004	-523	$619,227	−32.8%	0.25%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,762	-4,225	$595,467	−67.3%	0.25%
PANW	Palo Alto Networks Inc Technology	Reduced	3,419	-7,186	$548,134	−71.9%	0.23%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	888	-925	$330,114	−59.5%	0.14%
CME	Cme Group Inc. Financial Services	Reduced	1,113	-3,265	$328,724	−72.5%	0.14%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,576	-1,037	$320,605	−42.7%	0.13%
GEV	GE Vernova Inc. Industrials	NEW	361	NEW	$315,116	NEW	0.13%
GS	Goldman Sachs Group Inc Financial Services	Reduced	367	-1,408	$310,478	−80.1%	0.13%
SCHW	Schwab Charles Corp Financial Services	Reduced	3,065	-11,588	$288,048	−80.3%	0.12%