Hansen & Associates Financial Group, Inc.
Filing Date
Global Rank
#7,712
/ 8,603
▼ 81
· as of Mar 2026
Top Industry
Semiconductors
18.3%
3Y Alpha vs SPY
-1.9%
Period ended 3 months ago
Filed May 11, 2026 · 59d
9 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.3%
SPY
+54.1%
Annualised alpha
-1.9%
Max drawdown
−21.0%
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
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.5%
+4.4 pts
Top 5
45.4%
+2.8 pts
Top 10
73.1%
+1.5 pts
HHI
718
Diversified+69
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.2% | $5,946,033 |
| Unclassified | 21.3% | $4,330,257 |
| Communication Services | 16.7% | $3,406,074 |
| Consumer Cyclical | 13.4% | $2,721,788 |
| Financial Services | 9.5% | $1,942,952 |
| Healthcare | 5.0% | $1,013,586 |
| Consumer Defensive | 4.9% | $1,002,408 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −2,429 | 7,753 | $1,614,717 | |
| NVDA | Nvidia Corp | −2,226 | 10,665 | $1,859,976 | |
| AAPL | Apple Inc. | −1,840 | 6,249 | $1,585,933 | |
| GOOGL | Alphabet Inc. | −1,633 | 3,337 | $959,587 | |
| QQQ | Invesco Qqq Trust, Series 1 | −1,320 | 1,064 | $614,119 | |
| SPY | Spdr S&P 500 ETF Trust | −1,260 | 1,479 | $961,852 | |
| MSFT | Microsoft Corp | −1,053 | 3,866 | $1,431,077 | |
| TSLA | Tesla, Inc. | −829 | 2,978 | $1,107,071 | |
| AVGO | Broadcom Inc. | −441 | 3,454 | $1,069,047 | |
| LLY | ELI LILLY & Co | −338 | 1,102 | $1,013,586 | |
| V | Visa Inc. | −288 | 3,261 | $985,604 | |
| NFLX | Netflix Inc | −115 | 14,109 | $1,356,580 | |
| MA | Mastercard Inc | −111 | 1,916 | $957,348 | |
| COST | Costco Wholesale Corp /New | −48 | 1,006 | $1,002,408 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
16 positions ·
$20,363,098 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 6,401 | $2,754,286 | 13.53% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 10,665 | $1,859,976 | 9.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 7,753 | $1,614,717 | 7.93% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,249 | $1,585,933 | 7.79% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,866 | $1,431,077 | 7.03% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 14,109 | $1,356,580 | 6.66% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,978 | $1,107,071 | 5.44% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,905 | $1,089,907 | 5.35% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,454 | $1,069,047 | 5.25% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,102 | $1,013,586 | 4.98% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,006 | $1,002,408 | 4.92% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,261 | $985,604 | 4.84% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,479 | $961,852 | 4.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,337 | $959,587 | 4.71% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,916 | $957,348 | 4.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,064 | $614,119 | 3.02% |