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SRN Advisors, LLC

Location
HUNTINGDON VALLEY, PA
Portfolio Value
Micro $5,668,366
Diversification
Diversified
Filing Date
Global Rank
#5,289 / 7,991 ▲ 204
Top Industry
Semiconductors 13.7%
3Y Alpha vs SPY
+9.5%
Period ended 12 months ago
Filed Aug 14, 2025 · 10mo
19 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+121.3%
SPY
+76.3%
Annualised alpha
+9.5%
Max drawdown
−22.3%

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

97 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025
Top Position
4.0%
+0.8 pts
Top 5
15.2%
+1.7 pts
Top 10
25.4%
+2.5 pts
HHI
146
Sep 2022 → Jun 2025 · range 125 – 157
Diversified+13

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025
Sector % Portfolio Value
Technology 38.9% $42,450,781
Financial Services 29.4% $32,146,483
Industrials 17.5% $19,167,935
Consumer Defensive 5.2% $5,668,366
Consumer Cyclical 3.0% $3,230,844
Basic Materials 2.5% $2,726,495
Healthcare 2.2% $2,390,825
Energy 0.7% $741,016
Communication Services 0.5% $508,042
Real Estate 0.2% $224,272

Last Quarter's Activity

Export CSV
Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
3 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
4 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
5 positions · $5,668,366 total · Consumer Defensive only · as of Jun 30, 2025
Ticker Company Shares Value (USD) % of Portfolio History