Corus Family Wealth Advisors
Filing Date
Global Rank
#6,363
/ 8,232
▲ 66
Top Industry
Consumer Electronics
23.4%
3Y Alpha vs SPY
-23.4%
Period ended 2 months ago
Filed Apr 29, 2026 · 46d
18 quarters · since Dec 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
-7.5%
SPY
+76.3%
Annualised alpha
-23.4%
Max drawdown
−49.8%
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
46 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.2%
−1.7 pts
Top 5
64.8%
−3.1 pts
Top 10
73.6%
−4.6 pts
HHI
1,323
Diversified−104
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 28.2% | $15,439,357 |
| Technology | 25.1% | $13,757,526 |
| Healthcare | 16.4% | $8,982,336 |
| Financial Services | 8.2% | $4,498,446 |
| Energy | 6.3% | $3,470,577 |
| Industrials | 6.2% | $3,375,778 |
| Consumer Cyclical | 3.9% | $2,134,909 |
| Communication Services | 3.4% | $1,872,893 |
| Consumer Defensive | 2.3% | $1,241,008 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | +699 | 24,296 | $704,341 | |
| META | Meta Platforms, Inc. | +184 | 992 | $567,552 | |
| RIOT | Riot Platforms, Inc. | +175 | 11,256 | $139,124 | |
| PG | PROCTER & GAMBLE Co | +174 | 2,776 | $400,965 | |
| MSFT | Microsoft Corp | +164 | 3,285 | $1,216,008 | |
| CSCO | Cisco Systems, Inc. | +147 | 4,215 | $327,041 | |
| DHR | Danaher Corp /De/ | +130 | 39,885 | $7,562,196 | |
| AVGO | Broadcom Inc. | +39 | 1,425 | $441,051 | |
| TSLA | Tesla, Inc. | +32 | 2,839 | $1,055,398 | |
| GOOGL | Alphabet Inc. | +31 | 2,090 | $601,000 | |
| GE | General Electric Co | +28 | 1,221 | $346,483 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +26 | 2,401 | $811,417 | |
| JNJ | Johnson & Johnson | +17 | 1,790 | $437,547 | |
| PWR | Quanta Services, Inc. | +13 | 572 | $314,039 | |
| JPM | Jpmorgan Chase & Co | +8 | 1,370 | $402,999 | |
| GEV | GE Vernova Inc. | +5 | 333 | $290,675 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BPRE | Bluerock Private Real Estate Fund | −144,070 | 60,175 | $999,506 | |
| VLTO | Veralto Corp | −7,146 | 7,711 | $681,806 | |
| FISV | Fiserv Inc | −2,001 | 276,691 | $15,439,357 | |
| KMI | Kinder Morgan, Inc. | −1,010 | 8,681 | $291,073 | |
| NVDA | Nvidia Corp | −407 | 8,851 | $1,543,614 | |
| XOM | Exxon Mobil Corp | −395 | 10,452 | $1,773,286 | |
| BN | BROOKFIELD Corp /ON/ | −315 | 13,057 | $528,416 | |
| AAPL | Apple Inc. | −305 | 36,195 | $9,185,929 | |
| RDN | Radian Group Inc | −289 | 7,918 | $261,927 | |
| WMT | Walmart Inc. | −213 | 3,308 | $411,118 | |
| COF | Capital One Financial Corp | −203 | 2,417 | $440,933 | |
| PRIM | Primoris Services Corp | −156 | 3,159 | $451,863 | |
| AXP | American Express Co | −153 | 1,618 | $489,412 | |
| UNP | Union Pacific Corp | −140 | 2,333 | $566,032 | |
| COP | Conocophillips | −136 | 2,738 | $361,416 | |
| CVX | Chevron Corp | −111 | 2,850 | $589,665 | |
| AMZN | Amazon Com Inc | −82 | 3,485 | $725,820 | |
| MRK | Merck & Co., Inc. | −54 | 4,116 | $495,113 | |
| MTZ | Mastec Inc | −39 | 2,253 | $724,880 | |
| LLY | ELI LILLY & Co | −33 | 303 | $278,690 | |
| TMHC | Taylor Morrison Home Corp | −15 | 6,073 | $353,691 | |
| ABBV | AbbVie Inc. | −15 | 960 | $208,790 | |
| BRK-B | Berkshire Hathaway Inc | −14 | 522 | $250,142 | |
| AMG | Affiliated Managers Group, Inc. | −3 | 2,210 | $611,507 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
4 positions ·
$1,241,008 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 3,308 | $411,118 | 33.13% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,776 | $400,965 | 32.31% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,863 | $217,731 | 17.54% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
NEW | 1,360 | $211,194 | 17.02% |