BRIGGS ADVISORY GROUP, INC.
Filing Date
Global Rank
#6,301
/ 6,895
▼ 37
Top Industry
Consumer Electronics
25.5%
3Y Alpha vs SPY
-3.8%
Period ended 2 years ago
Filed Oct 27, 2023 · 2y
8 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
+60.8%
SPY
+76.5%
Annualised alpha
-3.7%
Max drawdown
−20.0%
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
20 positions · as of Sep 30, 2023 · Δ vs Jun 30, 2023Top Position
25.2%
−0.9 pts
Top 5
69.1%
−1.5 pts
Top 10
86.4%
−0.9 pts
HHI
1,272
Diversified−49
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2023| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 35.3% | $5,989,628 |
| Technology | 33.9% | $5,755,574 |
| Healthcare | 8.4% | $1,428,930 |
| Communication Services | 6.2% | $1,058,197 |
| Industrials | 5.8% | $978,216 |
| Consumer Defensive | 4.1% | $699,783 |
| Consumer Cyclical | 1.9% | $327,967 |
| Utilities | 1.7% | $286,339 |
| Energy | 1.4% | $235,224 |
| Unclassified | 1.3% | $213,740 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | +1 | 22,135 | $606,056 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AXP | American Express Co | −1,135 | 16,295 | $2,431,051 | |
| AAPL | Apple Inc. | −507 | 25,009 | $4,281,790 | |
| T | At&T Inc. | −335 | 28,738 | $431,644 | |
| MSFT | Microsoft Corp | −100 | 4,031 | $1,272,788 | |
| MRK | Merck & Co., Inc. | −90 | 3,130 | $322,233 | |
| WMT | Walmart Inc. | −50 | 2,228 | $118,774 | |
| RTX | RTX Corp | −25 | 13,592 | $978,216 | |
| UNH | Unitedhealth Group Inc | −24 | 2,195 | $1,106,697 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
20 positions ·
$16,973,598 total
· as of Sep 30, 2023
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 25,009 | $4,281,790 | 25.23% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Held | 8,009 | $2,640,407 | 15.56% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 16,295 | $2,431,051 | 14.32% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,031 | $1,272,788 | 7.50% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 2,195 | $1,106,697 | 6.52% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 13,592 | $978,216 | 5.76% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 22,135 | $606,056 | 3.57% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 3,429 | $581,009 | 3.42% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 28,738 | $431,644 | 2.54% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 2,625 | $327,967 | 1.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 2,500 | $327,150 | 1.93% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 3,130 | $322,233 | 1.90% | |
| INDB |
Independent Bank Corp
Financial Services
|
Held | 6,358 | $312,114 | 1.84% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 9,238 | $299,403 | 1.76% | |
| BKH |
Black Hills Corp /Sd/
Utilities
|
Held | 5,660 | $286,339 | 1.69% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,395 | $235,224 | 1.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 500 | $213,740 | 1.26% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 1,500 | $175,830 | 1.04% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 2,228 | $118,774 | 0.70% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 303 | $25,166 | 0.15% |