HATTON CONSULTING, INC.
CIK
1859542
Location
PHOENIX, AZ
Portfolio Value
Micro
$2,504,144
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,616
/ 5,924
▼ 44
Top Industry
Consumer Electronics
18.6%
3Y Alpha vs SPY
+2.9%
Period ended 4 years ago
Filed Oct 14, 2021 · 4y
3 quarters · since Mar 2021
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
+89.1%
SPY
+76.3%
Annualised alpha
+2.9%
Max drawdown
−15.3%
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
17 positions · as of Sep 30, 2021 · Δ vs Jun 30, 2021Top Position
45.3%
+8.8 pts
Top 5
71.5%
+12.4 pts
Top 10
88.9%
+13.4 pts
HHI
2,329
Moderately concentrated+757
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2021| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 49.4% | $5,821,327 |
| Technology | 21.3% | $2,504,144 |
| Financial Services | 8.2% | $965,639 |
| Communication Services | 7.2% | $853,362 |
| Consumer Cyclical | 5.2% | $609,044 |
| Consumer Defensive | 4.3% | $505,989 |
| Energy | 2.7% | $316,219 |
| Industrials | 1.7% | $201,766 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | +4,480 | 159,680 | $5,334,908 | |
| AAPL | Apple Inc. | +1,346 | 7,850 | $1,110,775 | |
| CSCO | Cisco Systems, Inc. | +464 | 9,133 | $497,109 | |
| KO | Coca Cola Co | +456 | 8,201 | $430,306 | |
| PYPL | PayPal Holdings, Inc. | +308 | 3,711 | $965,639 | |
| GLD | Spdr Gold Trust | +189 | 2,962 | $486,419 | |
| IBM | International Business Machines Corp | +178 | 3,428 | $455,307 | |
| AMZN | Amazon Com Inc | +5 | 162 | $26,608 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CVX | Chevron Corp | −2,749 | 3,117 | $316,219 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 974 | $251,772 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
5 positions ·
$2,504,144 total
· Technology only
· as of Sep 30, 2021
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 7,850 | $1,110,775 | 44.36% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 9,133 | $497,109 | 19.85% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 3,428 | $455,307 | 18.18% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 839 | $236,530 | 9.45% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 1,588 | $204,423 | 8.16% |