Long Run Wealth Advisors, LLC
Filing Date
Global Rank
#5,688
/ 8,420
▼ 2
Top Industry
Semiconductors
19.1%
3Y Alpha vs SPY
-2.2%
Period ended 6 months ago
Filed Feb 2, 2026 · 4mo
17 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
+66.7%
SPY
+76.3%
Annualised alpha
-2.2%
Max drawdown
−20.3%
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
51 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
10.1%
+0.0 pts
Top 5
35.8%
−0.4 pts
Top 10
57.1%
−0.4 pts
HHI
441
Diversified−7
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.0% | $41,429,337 |
| Financial Services | 21.2% | $20,953,376 |
| Consumer Cyclical | 9.5% | $9,412,476 |
| Unclassified | 7.0% | $6,926,907 |
| Healthcare | 6.4% | $6,278,703 |
| Consumer Defensive | 4.3% | $4,226,287 |
| Industrials | 3.5% | $3,501,132 |
| Communication Services | 2.3% | $2,258,206 |
| Energy | 1.8% | $1,825,293 |
| Real Estate | 1.6% | $1,575,043 |
| Utilities | 0.3% | $270,604 |
| Basic Materials | 0.1% | $63,600 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | +2,894 | 67,675 | $1,681,047 | |
| NVDA | Nvidia Corp | +2,432 | 53,549 | $9,986,888 | |
| PM | Philip Morris International Inc. | +1,990 | 6,214 | $996,725 | |
| HPE | Hewlett Packard Enterprise Co | +1,804 | 69,810 | $1,676,836 | |
| PFE | Pfizer Inc | +764 | 69,160 | $1,722,084 | |
| NXPI | NXP Semiconductors N.V. | +704 | 17,757 | $3,854,334 | |
| BSX | Boston Scientific Corp | +605 | 40,224 | $3,835,358 | |
| JPM | Jpmorgan Chase & Co | +567 | 18,175 | $5,856,348 | |
| TXN | Texas Instruments Inc | +432 | 9,265 | $1,607,384 | |
| MS | Morgan Stanley | +428 | 11,597 | $2,058,815 | |
| TOL | Toll Brothers, Inc. | +416 | 28,877 | $3,904,747 | |
| CCI | Crown Castle Inc. | +412 | 17,723 | $1,575,043 | |
| WFC | Wells Fargo & Company/Mn | +383 | 46,407 | $4,325,132 | |
| TSLA | Tesla, Inc. | +346 | 1,054 | $474,004 | |
| MSFT | Microsoft Corp | +321 | 13,557 | $6,556,436 | |
| PANW | Palo Alto Networks Inc | +258 | 19,926 | $3,670,369 | |
| CVX | Chevron Corp | +222 | 2,277 | $347,037 | |
| PRU | Prudential Financial Inc | +199 | 15,940 | $1,799,307 | |
| AVGO | Broadcom Inc. | +151 | 5,937 | $2,054,795 | |
| LLY | ELI LILLY & Co | +145 | 426 | $457,813 | |
| XOM | Exxon Mobil Corp | +143 | 12,284 | $1,478,256 | |
| MO | Altria Group, Inc. | +112 | 7,484 | $431,527 | |
| AMZN | Amazon Com Inc | +102 | 19,883 | $4,589,394 | |
| NI | Nisource Inc. | +42 | 6,480 | $270,604 | |
| CRM | Salesforce, Inc. | +36 | 1,468 | $388,887 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ORGN | Origin Materials, Inc. | −350 | 10,000 | $63,600 | |
| KO | Coca Cola Co | −196 | 4,321 | $302,081 | |
| WMT | Walmart Inc. | −191 | 6,316 | $703,665 | |
| PG | PROCTER & GAMBLE Co | −129 | 1,532 | $219,550 | |
| BE | Bloom Energy Corp | −100 | 6,298 | $547,233 | |
| AME | Ametek Inc/ | −95 | 4,112 | $844,234 | |
| UPS | United Parcel Service Inc | −88 | 18,856 | $1,870,326 | |
| GLW | Corning Inc /Ny | −77 | 20,325 | $1,779,657 | |
| CB | Chubb Ltd | −60 | 13,791 | $4,304,446 | |
| C | Citigroup Inc | −39 | 2,226 | $259,751 | |
| IBM | International Business Machines Corp | −33 | 6,666 | $1,974,535 | |
| MCD | Mcdonalds Corp | −31 | 713 | $217,914 | |
| V | Visa Inc. | −29 | 1,660 | $582,178 | |
| HD | Home Depot, Inc. | −26 | 658 | $226,417 | |
| META | Meta Platforms, Inc. | −11 | 422 | $278,557 | |
| AAPL | Apple Inc. | −9 | 28,220 | $7,671,889 | |
| ADP | Automatic Data Processing Inc | −2 | 806 | $207,327 | |
| BRK-B | Berkshire Hathaway Inc | −1 | 2,381 | $1,196,809 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UL | Unilever PLC | 24,048 | $1,572,739 | |
| No positions match the current search. | ||||
12 positions ·
$41,429,337 total
· Technology only
· as of Dec 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 53,549 | $9,986,888 | 24.11% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 28,220 | $7,671,889 | 18.52% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 13,557 | $6,556,436 | 15.83% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Added | 17,757 | $3,854,334 | 9.30% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 19,926 | $3,670,369 | 8.86% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,937 | $2,054,795 | 4.96% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 6,666 | $1,974,535 | 4.77% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 20,325 | $1,779,657 | 4.30% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Added | 69,810 | $1,676,836 | 4.05% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 9,265 | $1,607,384 | 3.88% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 1,468 | $388,887 | 0.94% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 806 | $207,327 | 0.50% |