Buttonwood Financial Group, LLC
CIK
1847661
Location
Kansas City, MO
Portfolio Value
Micro
$3,754,188
Diversification
Highly concentrated
Filing Date
Global Rank
#8,412
/ 8,605
▼ 141
· as of Mar 2026
Top Industry
Specialty Chemicals
100.0%
3Y Alpha vs SPY
+16.5%
Period ended 3 months ago
Filed Apr 15, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+46.9%
SPY
+24.4%
Annualised alpha
+14.7%
Max drawdown
−23.1%
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
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
84.6%
−15.4 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,399
Highly concentrated−2,601
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.6% | $3,177,198 |
| Basic Materials | 15.4% | $576,990 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −68,720 | 36,039 | $3,177,198 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SHW | Sherwin Williams Co | 1,800 | $576,990 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$3,754,188 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Reduced | 36,039 | $3,177,198 | 84.63% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
NEW | 1,800 | $576,990 | 15.37% |