Anson Capital, Inc.
CIK
1906003
Location
TYRONE, GA
Portfolio Value
Micro
$6,071,936
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,929
/ 8,232
▲ 208
Top Industry
Discount Stores
34.1%
3Y Alpha vs SPY
+2.5%
Period ended 2 months ago
Filed May 14, 2026 · 30d
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
+87.6%
SPY
+76.5%
Annualised alpha
+2.5%
Max drawdown
−20.6%
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
9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
32.2%
−0.3 pts
Top 5
82.0%
−2.7 pts
Top 10
100.0%
0.0 pts
HHI
1,881
Moderately concentrated−102
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 72.6% | $4,409,120 |
| Consumer Defensive | 9.4% | $567,835 |
| Financial Services | 8.9% | $542,454 |
| Real Estate | 5.6% | $342,758 |
| Energy | 2.1% | $125,978 |
| Basic Materials | 1.4% | $83,791 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
4 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
9 positions ·
$6,071,936 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 43,759 | $1,952,526 | 32.16% | |
| SIVR |
abrdn Silver ETF Trust
|
Reduced | 18,227 | $1,305,235 | 21.50% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 915 | $595,061 | 9.80% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 4,569 | $567,835 | 9.35% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 9,424 | $556,298 | 9.16% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,132 | $542,454 | 8.93% | |
| AHR |
American Healthcare REIT, Inc.
Real Estate
|
Held | 7,268 | $342,758 | 5.64% | |
| HLX |
Helix Energy Solutions Group Inc
Energy
|
Reduced | 12,738 | $125,978 | 2.07% | |
| ICL |
ICL Group Ltd.
Basic Materials
|
Added | 16,176 | $83,791 | 1.38% |