OUTFITTERS FINANCIAL LLC
Filing Date
Global Rank
#5,016
/ 8,232
▲ 367
Top Industry
Oil & Gas Midstream
12.9%
3Y Alpha vs SPY
-2.8%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
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
+64.7%
SPY
+76.3%
Annualised alpha
-2.7%
Max drawdown
−18.2%
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
74 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.5%
+0.9 pts
Top 5
22.2%
−0.4 pts
Top 10
38.5%
−0.5 pts
HHI
239
Diversified+1
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 18.5% | $21,525,324 |
| Technology | 17.6% | $20,432,320 |
| Industrials | 14.4% | $16,683,607 |
| Financial Services | 10.3% | $11,920,925 |
| Communication Services | 9.0% | $10,428,867 |
| Consumer Cyclical | 8.5% | $9,903,256 |
| Consumer Defensive | 8.3% | $9,679,907 |
| Healthcare | 6.8% | $7,850,781 |
| Utilities | 2.4% | $2,825,030 |
| Unclassified | 2.1% | $2,388,783 |
| Basic Materials | 1.2% | $1,419,800 |
| Real Estate | 1.0% | $1,146,794 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SAIL | SailPoint, Inc. | +17,775 | 39,275 | $520,001 | |
| LOCL | Local Bounti Corporation/DE | +11,500 | 41,791 | $48,477 | |
| DD | DuPont de Nemours, Inc. | +8,619 | 31,000 | $1,419,800 | |
| CELH | Celsius Holdings, Inc. | +7,750 | 23,170 | $822,071 | |
| CHWY | Chewy, Inc. | +7,590 | 28,570 | $771,390 | |
| BSX | Boston Scientific Corp | +4,750 | 28,777 | $1,805,756 | |
| SO | Southern Co | +3,545 | 9,890 | $954,582 | |
| FITB | Fifth Third Bancorp | +2,005 | 32,370 | $1,503,910 | |
| P | Everpure, Inc. | +1,750 | 15,660 | $924,566 | |
| SNOW | Snowflake Inc. | +1,480 | 6,915 | $1,042,920 | |
| AMT | American Tower Corp /Ma/ | +1,170 | 6,645 | $1,146,794 | |
| NVO | Novo Nordisk A S | +1,110 | 18,120 | $665,910 | |
| NVDA | Nvidia Corp | +950 | 7,485 | $1,305,384 | |
| RTX | RTX Corp | +870 | 9,330 | $1,799,757 | |
| GAIN | Gladstone Investment Corporationde | +775 | 205,120 | $2,912,704 | |
| COIN | Coinbase Global, Inc. | +515 | 2,860 | $499,384 | |
| ENB | Enbridge Inc | +400 | 18,275 | $989,408 | |
| AXP | American Express Co | +325 | 2,785 | $842,406 | |
| QQQ | Invesco Qqq Trust, Series 1 | +306 | 3,759 | $2,169,619 | |
| CTRA | Coterra Energy Inc. | +200 | 34,656 | $1,217,811 | |
| PANW | Palo Alto Networks Inc | +190 | 3,455 | $553,905 | |
| ETN | Eaton Corp plc | +85 | 2,397 | $857,334 | |
| GD | General Dynamics Corp | +78 | 4,994 | $1,714,040 | |
| AVAV | AeroVironment Inc | +30 | 5,125 | $938,131 | |
| SPY | Spdr S&P 500 ETF Trust | +15 | 337 | $219,164 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FRST | Primis Financial Corp. | −43,500 | 35,950 | $477,416 | |
| CVX | Chevron Corp | −2,494 | 14,502 | $3,000,463 | |
| AMAT | Applied Materials Inc /De | −1,990 | 14,565 | $4,978,171 | |
| GOOGL | Alphabet Inc. | −1,895 | 14,400 | $4,140,864 | |
| WMT | Walmart Inc. | −1,400 | 28,580 | $3,551,922 | |
| TFC | Truist Financial Corp | −1,360 | 4,711 | $216,564 | |
| UTZ | Utz Brands, Inc. | −1,275 | 60,370 | $478,130 | |
| IP | International Paper Co /New/ | −1,045 | 18,775 | $670,267 | |
| TOL | Toll Brothers, Inc. | −1,020 | 11,055 | $1,508,675 | |
| D | Dominion Energy, Inc | −960 | 6,555 | $405,230 | |
| DIS | Walt Disney Co | −890 | 7,062 | $680,635 | |
| CSCO | Cisco Systems, Inc. | −605 | 33,831 | $2,624,947 | |
| NVT | nVent Electric plc | −400 | 34,855 | $4,122,649 | |
| CI | Cigna Group | −255 | 1,525 | $406,793 | |
| CBOE | Cboe Global Markets, Inc. | −200 | 1,225 | $344,310 | |
| AAPL | Apple Inc. | −190 | 17,690 | $4,489,545 | |
| PR | Permian Resources Corp | −146 | 68,711 | $1,464,918 | |
| AMZN | Amazon Com Inc | −145 | 18,430 | $3,838,416 | |
| JNJ | Johnson & Johnson | −140 | 15,682 | $3,833,308 | |
| JPM | Jpmorgan Chase & Co | −90 | 15,522 | $4,565,951 | |
| MDT | Medtronic plc | −80 | 13,145 | $1,139,014 | |
| CMG | Chipotle Mexican Grill Inc | −70 | 17,500 | $560,175 | |
| CSX | Csx Corp | −70 | 39,260 | $1,611,623 | |
| FDP | Fresh Del Monte Produce Inc | −50 | 33,095 | $1,332,404 | |
| META | Meta Platforms, Inc. | −48 | 6,277 | $3,591,260 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
15 positions ·
$20,432,320 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 14,565 | $4,978,171 | 24.36% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 17,690 | $4,489,545 | 21.97% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 33,831 | $2,624,947 | 12.85% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,485 | $1,305,384 | 6.39% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 2,982 | $1,289,357 | 6.31% | |
| SNOW |
Snowflake Inc.
Technology
|
Added | 6,915 | $1,042,920 | 5.10% | |
| P |
Everpure, Inc.
Technology
|
Added | 15,660 | $924,566 | 4.53% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 3,440 | $699,799 | 3.42% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,455 | $553,905 | 2.71% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 2,220 | $538,105 | 2.63% | |
| SAIL |
SailPoint, Inc.
Technology
|
Added | 39,275 | $520,001 | 2.54% | |
| GRMN |
Garmin Ltd
Technology
|
NEW | 2,160 | $501,141 | 2.45% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 3,200 | $468,096 | 2.29% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 940 | $290,939 | 1.42% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 555 | $205,444 | 1.01% |