Orcam Financial Group

CIK

1905367

Location

ENCINITAS, CA

Portfolio Value

Micro $5,993,623

Diversification

Diversified

Filing Date

Global Rank

#8,299 / 8,603 ▲ 112 · as of Mar 2026

Top Industry

Aerospace & Defense 23.3%

3Y Alpha vs SPY

+4.7%

Period ended 3 months ago

Filed May 12, 2026 · 58d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+105.8%

SPY

+76.5%

Annualised alpha

+6.3%

Max drawdown

−19.0%

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

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

25.5%

−3.1 pts

Top 5

63.7%

−8.1 pts

Top 10

90.1%

−7.3 pts

HHI

1,197

Diversified−228

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	50.5%	$3,024,683	4
Industrials	15.1%	$905,276	2
Technology	12.1%	$726,004	2
Healthcare	6.3%	$376,682	1
Consumer Cyclical	4.9%	$291,786	1
Financial Services	4.4%	$263,304	1
Consumer Defensive	4.4%	$260,988	1
Basic Materials	2.4%	$144,900	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+81	1,401	$291,786
SPY	Spdr S&P 500 ETF Trust	+38	2,346	$1,525,697
MSFT	Microsoft Corp	+36	636	$235,428
JNJ	Johnson & Johnson	+1	1,541	$376,682
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
PL	Planet Labs PBC	−9,920	24,771	$692,349
AAPL	Apple Inc.	−279	1,933	$490,576
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
BNO	United States Brent Oil Fund, LP	7,545	$392,415
DE	Deere & Co	378	$212,927
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $5,993,623 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	2,346	+38	$1,525,697	−3.1%	25.46%
PL	Planet Labs PBC Industrials	Reduced	24,771	-9,920	$692,349	+1.2%	11.55%
IAU	Ishares Gold Trust	Held	6,437	0	$567,485	+8.6%	9.47%
QQQ	Invesco Qqq Trust, Series 1	Held	934	0	$539,086	−6.0%	8.99%
AAPL	Apple Inc. Technology	Reduced	1,933	-279	$490,576	−18.4%	8.18%
BNO	United States Brent Oil Fund, LP	NEW	7,545	NEW	$392,415	NEW	6.55%
JNJ	Johnson & Johnson Healthcare	Added	1,541	+1	$376,682	+18.2%	6.28%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,401	+81	$291,786	−4.2%	4.87%
AFL	Aflac Inc Financial Services	Held	2,400	0	$263,304	−0.5%	4.39%
WMT	Walmart Inc. Consumer Defensive	Held	2,100	0	$260,988	+11.6%	4.35%
MSFT	Microsoft Corp Technology	Added	636	+36	$235,428	−18.9%	3.93%
DE	Deere & Co Industrials	NEW	378	NEW	$212,927	NEW	3.55%
VGZ	Vista Gold Corp Basic Materials	Held	73,929	0	$144,900	−0.5%	2.42%