BG Investment Services, LLC
Filing Date
Global Rank
#8,086
/ 8,603
▲ 21
· as of Mar 2026
Top Industry
Semiconductors
22.4%
3Y Alpha vs SPY
+28.5%
Period ended 3 months ago
Filed May 8, 2026 · 2mo
7 quarters · since Jun 2022
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
+197.1%
SPY
+76.5%
Annualised alpha
+22.9%
Max drawdown
−59.7%
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
21.0%
−0.9 pts
Top 5
64.6%
−4.0 pts
Top 10
86.7%
−3.2 pts
HHI
1,095
Diversified−126
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 49.8% | $5,310,312 |
| Consumer Cyclical | 17.9% | $1,908,592 |
| Communication Services | 10.4% | $1,103,636 |
| Financial Services | 9.9% | $1,055,327 |
| Unclassified | 6.3% | $675,703 |
| Healthcare | 5.7% | $608,276 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −1,539 | 12,845 | $2,240,168 | |
| AAPL | Apple Inc. | −1,210 | 6,770 | $1,718,158 | |
| GOOGL | Alphabet Inc. | −1,159 | 1,518 | $436,516 | |
| TSLA | Tesla, Inc. | −814 | 2,827 | $1,050,937 | |
| AMZN | Amazon Com Inc | −494 | 4,118 | $857,655 | |
| UNH | Unitedhealth Group Inc | −31 | 1,337 | $361,778 | |
| No positions match the current search. | |||||
16 positions ·
$10,661,846 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 12,845 | $2,240,168 | 21.01% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,770 | $1,718,158 | 16.12% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,827 | $1,050,937 | 9.86% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,771 | $1,025,741 | 9.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 4,118 | $857,655 | 8.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,039 | $675,703 | 6.34% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 11,019 | $537,176 | 5.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,518 | $436,516 | 4.09% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 1,337 | $361,778 | 3.39% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 598 | $342,133 | 3.21% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 247 | $326,245 | 3.06% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 3,380 | $324,987 | 3.05% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 619 | $296,624 | 2.78% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 268 | $246,498 | 2.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 709 | $208,559 | 1.96% | |
| ABTC |
American Bitcoin Corp.
Financial Services
|
NEW | 14,035 | $12,968 | 0.12% |