Orcam Financial Group
Files via
Empowered Funds, LLC
Filing Date
Global Rank
#7,360
/ 8,517
▲ 880
Top Industry
Semiconductors
12.9%
3Y Alpha vs SPY
+0.3%
Period ended 46 days ago
Filed Aug 14, 2026 · 1d
19 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+76.5%
SPY
+75.3%
Annualised alpha
+0.3%
Max drawdown
−14.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
19.8%
−12.8 pts
Top 5
45.3%
−26.7 pts
Top 10
63.5%
−24.5 pts
HHI
685
Diversified−916
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 50.6% | $17,408,746 |
| Technology | 19.7% | $6,790,178 |
| Industrials | 6.0% | $2,057,039 |
| Communication Services | 5.3% | $1,827,011 |
| Financial Services | 5.0% | $1,733,494 |
| Consumer Cyclical | 4.8% | $1,665,598 |
| Energy | 3.1% | $1,060,671 |
| Healthcare | 2.9% | $1,009,935 |
| Consumer Defensive | 2.1% | $739,022 |
| Basic Materials | 0.4% | $141,204 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | +8,620 | 79,771 | $6,819,622 | |
| AAPL | Apple Inc. | +4,826 | 6,759 | $1,955,784 | |
| AMZN | Amazon Com Inc | +3,726 | 5,127 | $1,221,969 | |
| MSFT | Microsoft Corp | +2,142 | 2,778 | $1,036,249 | |
| XOM | ExxonMobil Holdings Corp | +1,802 | 6,274 | $857,781 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | +1,552 | 22,050 | $1,846,687 | |
| VEA | Vanguard FTSE Developed Markets ETF | +1,203 | 45,475 | $3,240,093 | |
| DE | Deere & Co | +256 | 634 | $402,165 | |
| AFL | Aflac Inc | +215 | 2,615 | $306,608 | |
| WMT | Walmart Inc. | +135 | 2,235 | $253,136 | |
| CGDV | Capital Group Dividend Value ETF | +15 | 5,508 | $271,434 | |
| SPY | Spdr S&P 500 ETF Trust | +1 | 2,347 | $1,752,669 | |
| JNJ | Johnson & Johnson | +1 | 1,542 | $391,621 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GOOGL | Alphabet Inc. | 3,972 | $1,416,936 | |
| NVDA | Nvidia Corp | 6,587 | $1,317,992 | |
| VB | Vanguard Morningstar Small-Cap ETF | 4,073 | $1,234,607 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 1,521 | $1,069,780 | |
| JPM | Jpmorgan Chase & Co | 1,573 | $514,890 | |
| LRCX | Lam Research Corp | 1,157 | $501,362 | |
| AMAT | Applied Materials Inc /De | 610 | $441,030 | |
| META | Meta Platforms, Inc. | 728 | $410,075 | |
| LLY | ELI LILLY & Co | 292 | $350,233 | |
| KLAC | Kla Corp | 1,160 | $349,983 | |
| EMR | Emerson Electric Co | 2,390 | $342,128 | |
| PANW | Palo Alto Networks Inc | 928 | $316,466 | |
| AMD | Advanced Micro Devices Inc | 540 | $313,691 | |
| V | Visa Inc. | 878 | $301,233 | |
| AVGO | Broadcom Inc. | 796 | $300,689 | |
| UNH | Unitedhealth Group Inc | 645 | $268,081 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 538 | $256,932 | |
| PG | PROCTER & GAMBLE Co | 1,725 | $252,954 | |
| CAT | Caterpillar Inc | 236 | $251,316 | |
| RTX | RTX Corp | 1,269 | $240,767 | |
| TJX | Tjx Companies Inc /De/ | 1,579 | $239,218 | |
| COST | Costco Wholesale Corp /New | 249 | $232,932 | |
| MA | Mastercard Inc | 453 | $232,660 | |
| COF | Capital One Financial Corp | 1,028 | $206,237 | |
| TSLA | Tesla, Inc. | 486 | $204,411 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BNO | United States Brent Oil Fund, LP | 7,545 | $392,415 | |
| No positions match the current search. | ||||
44 tracked positions ·
$34,432,898 total
· filing declares
105 positions · $204,681,328
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VXUS |
Vanguard Total International Stock ETF
|
Added | 79,771 | $6,819,622 | 19.81% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 45,475 | $3,240,093 | 9.41% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,759 | $1,955,784 | 5.68% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Added | 22,050 | $1,846,687 | 5.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,347 | $1,752,669 | 5.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 3,972 | $1,416,936 | 4.12% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 6,587 | $1,317,992 | 3.83% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
NEW | 4,073 | $1,234,607 | 3.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 5,127 | $1,221,969 | 3.55% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
NEW | 1,521 | $1,069,780 | 3.11% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,778 | $1,036,249 | 3.01% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 6,274 | $857,781 | 2.49% | |
| PL |
Planet Labs PBC
Industrials
|
Held | 24,771 | $820,663 | 2.38% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 934 | $687,797 | 2.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 1,573 | $514,890 | 1.50% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 1,157 | $501,362 | 1.46% | |
| IAU |
Ishares Gold Trust
|
Held | 6,437 | $486,057 | 1.41% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 610 | $441,030 | 1.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 728 | $410,075 | 1.19% | |
| DE |
Deere & Co
Industrials
|
Added | 634 | $402,165 | 1.17% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,542 | $391,621 | 1.14% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 292 | $350,233 | 1.02% | |
| KLAC |
Kla Corp
Technology
|
NEW | 1,160 | $349,983 | 1.02% | |
| EMR |
Emerson Electric Co
Industrials
|
NEW | 2,390 | $342,128 | 0.99% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 928 | $316,466 | 0.92% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 540 | $313,691 | 0.91% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 2,615 | $306,608 | 0.89% | |
| V |
Visa Inc.
Financial Services
|
NEW | 878 | $301,233 | 0.87% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 796 | $300,689 | 0.87% | |
| CGDV |
Capital Group Dividend Value ETF
|
Added | 5,508 | $271,434 | 0.79% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 645 | $268,081 | 0.78% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 538 | $256,932 | 0.75% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,235 | $253,136 | 0.74% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 1,725 | $252,954 | 0.73% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 236 | $251,316 | 0.73% | |
| RTX |
RTX Corp
Industrials
|
NEW | 1,269 | $240,767 | 0.70% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
NEW | 1,579 | $239,218 | 0.69% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 249 | $232,932 | 0.68% | |
| MA |
Mastercard Inc
Financial Services
|
NEW | 453 | $232,660 | 0.68% | |
| COF |
Capital One Financial Corp
Financial Services
|
NEW | 1,028 | $206,237 | 0.60% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 486 | $204,411 | 0.59% | |
| CVX |
Chevron Corp
Energy
|
NEW | 1,224 | $202,890 | 0.59% | |
| BCX |
BlackRock Resources & Commodities Strategy Trust
Financial Services
|
NEW | 15,196 | $171,866 | 0.50% | |
| VGZ |
Vista Gold Corp
Basic Materials
|
Held | 73,929 | $141,204 | 0.41% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.