RWQ Financial Management Services, Inc.
Filing Date
Global Rank
#5,153
/ 8,603
▼ 527
· as of Mar 2026
Top Industry
Semiconductors
29.0%
3Y Alpha vs SPY
+6.4%
Period ended 3 months ago
Filed May 14, 2026 · 56d
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+105.8%
SPY
+76.5%
Annualised alpha
+6.3%
Max drawdown
−27.1%
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
18 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.9%
−1.5 pts
Top 5
47.6%
−2.0 pts
Top 10
74.1%
−11.3 pts
HHI
692
Diversified−116
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.6% | $53,129,867 |
| Industrials | 12.8% | $16,390,874 |
| Communication Services | 12.2% | $15,595,016 |
| Financial Services | 11.9% | $15,191,212 |
| Unclassified | 8.1% | $10,331,522 |
| Consumer Cyclical | 8.0% | $10,273,759 |
| Healthcare | 3.9% | $5,043,593 |
| Utilities | 1.5% | $1,884,937 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −27,890 | 24,086 | $6,926,170 | |
| AVGO | Broadcom Inc. | −26,229 | 18,941 | $5,862,428 | |
| AMZN | Amazon Com Inc | −26,220 | 28,115 | $5,855,511 | |
| META | Meta Platforms, Inc. | −25,080 | 7,970 | $4,559,876 | |
| JPM | Jpmorgan Chase & Co | −24,757 | 30,628 | $9,009,532 | |
| TSLA | Tesla, Inc. | −22,335 | 11,885 | $4,418,248 | |
| CEG | Constellation Energy Corp | −14,575 | 6,750 | $1,884,937 | |
| MSFT | Microsoft Corp | −14,445 | 13,605 | $5,036,162 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −8,790 | 39,480 | $13,342,266 | |
| GE | General Electric Co | −3,608 | 16,557 | $4,698,379 | |
| NVDA | Nvidia Corp | −76 | 66,015 | $11,513,016 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
4 positions
18 positions ·
$127,840,780 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 55,101 | $13,984,082 | 10.94% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 39,480 | $13,342,266 | 10.44% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 13,395 | $11,692,495 | 9.15% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 66,015 | $11,513,016 | 9.01% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 17,900 | $10,331,522 | 8.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 30,628 | $9,009,532 | 7.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 24,086 | $6,926,170 | 5.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 12,900 | $6,181,680 | 4.84% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 18,941 | $5,862,428 | 4.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 28,115 | $5,855,511 | 4.58% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 23,190 | $5,043,593 | 3.95% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 13,605 | $5,036,162 | 3.94% | |
| GE |
General Electric Co
Industrials
|
Reduced | 16,557 | $4,698,379 | 3.68% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 7,970 | $4,559,876 | 3.57% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 11,885 | $4,418,248 | 3.46% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 42,735 | $4,108,970 | 3.21% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 10,040 | $3,391,913 | 2.65% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 6,750 | $1,884,937 | 1.47% |