Ignite Planners, LLC
CIK
1849348
Location
SAN CLEMENTE, CA
Portfolio Value
Small
$269,028,471
Diversification
Diversified
Filing Date
Global Rank
#3,608
/ 8,605
▲ 61
· as of Mar 2026
Top Industry
Semiconductors
12.6%
3Y Alpha vs SPY
-2.0%
Period ended 3 months ago
Filed Apr 17, 2026 · 3mo
18 quarters · since Dec 2021
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
+68.1%
SPY
+76.5%
Annualised alpha
-1.9%
Max drawdown
−19.1%
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
188 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.8%
−0.4 pts
Top 5
27.7%
−2.0 pts
Top 10
40.1%
−2.6 pts
HHI
260
Diversified−23
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.6% | $79,511,394 |
| Financial Services | 19.1% | $51,335,598 |
| Consumer Cyclical | 8.7% | $23,499,849 |
| Unclassified | 7.9% | $21,189,306 |
| Industrials | 7.7% | $20,614,513 |
| Communication Services | 7.0% | $18,826,885 |
| Consumer Defensive | 6.1% | $16,370,044 |
| Healthcare | 5.7% | $15,414,548 |
| Energy | 3.9% | $10,490,074 |
| Real Estate | 2.2% | $5,896,679 |
| Utilities | 1.5% | $4,087,469 |
| Basic Materials | 0.7% | $1,792,112 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HWC | Hancock Whitney Corp | +13,863 | 36,958 | $2,350,159 | |
| PSLV | Sprott Physical Silver Trust | +10,136 | 31,786 | $775,260 | |
| TSLX | Sixth Street Specialty Lending, Inc. | +9,562 | 111,879 | $2,056,336 | |
| T | At&T Inc. | +4,150 | 71,283 | $2,066,494 | |
| NVDA | Nvidia Corp | +1,840 | 109,538 | $19,103,427 | |
| NAC | Nuveen California Quality Municipal Income Fund | +1,698 | 359,057 | $4,183,014 | |
| MSFT | Microsoft Corp | +1,183 | 30,822 | $11,409,379 | |
| MET | Metlife Inc | +1,113 | 8,359 | $591,148 | |
| BAC | Bank Of America Corp /De/ | +1,039 | 26,805 | $1,306,743 | |
| GOOGL | Alphabet Inc. | +803 | 26,449 | $7,605,674 | |
| DBA | Invesco Db Agriculture Fund | +796 | 22,235 | $607,460 | |
| O | Realty Income Corp | +747 | 38,040 | $2,327,287 | |
| CSCO | Cisco Systems, Inc. | +711 | 13,620 | $1,056,775 | |
| WMT | Walmart Inc. | +703 | 28,352 | $3,523,586 | |
| F | Ford Motor Co | +681 | 14,083 | $162,517 | |
| XOM | Exxon Mobil Corp | +679 | 18,617 | $3,158,560 | |
| AAPL | Apple Inc. | +672 | 103,574 | $26,286,045 | |
| AMZN | Amazon Com Inc | +629 | 45,005 | $9,373,191 | |
| DBB | Invesco Db Base Metals Fund | +606 | 12,406 | $291,541 | |
| PG | PROCTER & GAMBLE Co | +590 | 12,852 | $1,856,342 | |
| KO | Coca Cola Co | +588 | 14,001 | $1,064,776 | |
| KMI | Kinder Morgan, Inc. | +571 | 11,263 | $377,648 | |
| NOK | Nokia Corp | +570 | 11,015 | $88,560 | |
| AEP | American Electric Power Co Inc | +555 | 5,595 | $733,392 | |
| PFE | Pfizer Inc | +539 | 40,887 | $1,148,106 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DBL | DoubleLine Opportunistic Credit Fund | −6,722 | 114,817 | $1,676,328 | |
| UMC | United Microelectronics Corp | −3,431 | 81,497 | $731,843 | |
| BPRE | Bluerock Private Real Estate Fund | −3,014 | 102,982 | $1,710,531 | |
| JQC | Nuveen Credit Strategies Income Fund | −2,491 | 12,342 | $60,105 | |
| EDD | Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. | −2,268 | 10,508 | $53,275 | |
| ICL | ICL Group Ltd. | −2,221 | 99,249 | $514,109 | |
| VLY | Valley National Bancorp | −1,883 | 50,373 | $618,580 | |
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund | −1,257 | 44,195 | $609,449 | |
| LYB | LyondellBasell Industries N.V. | −1,112 | 15,864 | $1,278,003 | |
| BTX | BlackRock Technology & Private Equity Term Trust | −837 | 10,286 | $67,887 | |
| OKE | Oneok Inc /New/ | −807 | 17,039 | $1,540,155 | |
| SLV | iShares Silver Trust | −721 | 11,206 | $763,576 | |
| GSK | GSK plc | −618 | 12,947 | $714,544 | |
| FBRT | Franklin BSP Realty Trust, Inc. | −600 | 12,935 | $109,818 | |
| CAG | Conagra Brands Inc. | −576 | 28,414 | $446,668 | |
| AMP | Ameriprise Financial Inc | −541 | 542 | $240,864 | |
| VZ | Verizon Communications Inc | −488 | 39,779 | $1,996,905 | |
| UPS | United Parcel Service Inc | −462 | 18,074 | $1,778,120 | |
| JNJ | Johnson & Johnson | −398 | 6,265 | $1,531,416 | |
| IBIT | iShares Bitcoin Trust ETF | −379 | 12,147 | $466,687 | |
| UBER | Uber Technologies, Inc | −357 | 3,462 | $249,021 | |
| BNO | United States Brent Oil Fund, LP | −353 | 22,223 | $1,155,818 | |
| PECO | Phillips Edison & Company, Inc. | −333 | 7,538 | $282,071 | |
| HSBC | Hsbc Holdings PLC | −332 | 7,946 | $655,465 | |
| KHC | Kraft Heinz Co | −311 | 21,318 | $479,441 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HBAN | Huntington Bancshares Inc /Md/ | 27,455 | $429,670 | |
| DAL | Delta Air Lines, Inc. | 4,382 | $291,315 | |
| DXYZ | Destiny Tech100 Inc. | 8,748 | $234,271 | |
| CSX | Csx Corp | 5,636 | $231,357 | |
| HAL | Halliburton Co | 5,826 | $227,155 | |
| LH | Labcorp Holdings Inc. | 799 | $213,181 | |
| IRM | Iron Mountain Inc | 2,041 | $208,467 | |
| WRB | Berkley W R Corp | 3,105 | $205,799 | |
| OBDC | Blue Owl Capital Corp | 10,155 | $112,314 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BIDU | Baidu, Inc. | 5,057 | $660,747 | |
| BABA | Alibaba Group Holding Ltd | 4,487 | $657,704 | |
| RCL | Royal Caribbean Cruises Ltd | 1,328 | $370,405 | |
| ACN | Accenture plc | 1,341 | $359,790 | |
| INTU | Intuit Inc. | 420 | $278,216 | |
| DIS | Walt Disney Co | 2,200 | $250,294 | |
| HOOD | Robinhood Markets, Inc. | 2,127 | $240,563 | |
| NOW | ServiceNow, Inc. | 1,470 | $225,189 | |
| NSC | Norfolk Southern Corp | 736 | $212,497 | |
| TMO | Thermo Fisher Scientific Inc. | 353 | $204,545 | |
| MDT | Medtronic plc | 2,092 | $200,957 | |
| PSX | Phillips 66 | 1,481 | $191,108 | |
| CARR | CARRIER GLOBAL Corp | 3,414 | $180,395 | |
| MSIF | Msc Income Fund, Inc. | 10,902 | $143,252 | |
| TEI | Templeton Emerging Markets Income Fund | 11,070 | $71,401 | |
| CRWD | CrowdStrike Holdings, Inc. | 462 | $54,141 | |
| No positions match the current search. | ||||
188 positions ·
$269,028,471 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 188 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 103,574 | $26,286,045 | 9.77% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 109,538 | $19,103,427 | 7.10% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 30,822 | $11,409,379 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 45,005 | $9,373,191 | 3.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 12,837 | $8,348,414 | 3.10% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 16,576 | $7,943,219 | 2.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 26,449 | $7,605,674 | 2.83% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 17,540 | $6,520,495 | 2.42% | |
| TRMK |
Trustmark Corp
Financial Services
|
Added | 142,566 | $6,007,731 | 2.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 9,093 | $5,202,378 | 1.93% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 15,933 | $4,931,422 | 1.83% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 6,862 | $4,861,452 | 1.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 8,149 | $4,703,439 | 1.75% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 4,224 | $4,208,920 | 1.56% | |
| NAC |
Nuveen California Quality Municipal Income Fund
Financial Services
|
Added | 359,057 | $4,183,014 | 1.55% | |
| GLD |
Spdr Gold Trust
|
Reduced | 8,781 | $3,778,376 | 1.40% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 28,352 | $3,523,586 | 1.31% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 27,060 | $3,484,786 | 1.30% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,897 | $3,205,461 | 1.19% | |
| BA |
Boeing Co
Industrials
|
Held | 15,995 | $3,183,484 | 1.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 18,617 | $3,158,560 | 1.17% | |
| CVX |
Chevron Corp
Energy
|
Added | 13,385 | $2,769,356 | 1.03% | |
| HWC |
Hancock Whitney Corp
Financial Services
|
Added | 36,958 | $2,350,159 | 0.87% | |
| O |
Realty Income Corp
Real Estate
|
Added | 38,040 | $2,327,287 | 0.87% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 6,905 | $2,270,985 | 0.84% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 4,222 | $2,109,564 | 0.78% | |
| T |
At&T Inc.
Communication Services
|
Added | 71,283 | $2,066,494 | 0.77% | |
| TSLX |
Sixth Street Specialty Lending, Inc.
Financial Services
|
Added | 111,879 | $2,056,336 | 0.76% | |
| MUC |
Blackrock Muniholdings California Quality Fund, Inc.
Financial Services
|
Held | 194,025 | $2,017,860 | 0.75% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 13,712 | $2,005,791 | 0.75% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 39,779 | $1,996,905 | 0.74% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 12,852 | $1,856,342 | 0.69% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 18,074 | $1,778,120 | 0.66% | |
| SO |
Southern Co
Utilities
|
Added | 18,376 | $1,773,651 | 0.66% | |
| GE |
General Electric Co
Industrials
|
Added | 6,054 | $1,717,943 | 0.64% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
Reduced | 102,982 | $1,710,531 | 0.64% | |
| DBL |
DoubleLine Opportunistic Credit Fund
Financial Services
|
Reduced | 114,817 | $1,676,328 | 0.62% | |
| AXP |
American Express Co
Financial Services
|
Added | 5,309 | $1,605,866 | 0.60% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,690 | $1,554,411 | 0.58% | |
| OKE |
Oneok Inc /New/
Energy
|
Reduced | 17,039 | $1,540,155 | 0.57% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 6,265 | $1,531,416 | 0.57% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 23,154 | $1,527,932 | 0.57% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 24,710 | $1,498,661 | 0.56% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 6,690 | $1,455,008 | 0.54% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,637 | $1,428,937 | 0.53% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 8,608 | $1,423,246 | 0.53% | |
| COP |
Conocophillips
Energy
|
Added | 10,363 | $1,367,916 | 0.51% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 26,805 | $1,306,743 | 0.49% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 9,275 | $1,292,656 | 0.48% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
Reduced | 15,864 | $1,278,003 | 0.48% |