Scissortail Wealth Management, LLC

CIK

1906793

Location

TULSA, OK

Portfolio Value

Small $219,331,239

Diversification

Diversified

Filing Date

Global Rank

#4,005 / 8,623 ▲ 215 · as of Mar 2026

Top Industry

Semiconductors 9.1%

3Y Alpha vs SPY

+0.1%

Period ended 4 months ago

Filed Apr 23, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical 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

+65.5%

SPY

+65.3%

Annualised alpha

+0.1%

Max drawdown

−17.8%

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. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.2%

−0.7 pts

Top 5

23.8%

−4.5 pts

Top 10

41.3%

−4.6 pts

HHI

295

Diversified−34

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.1%	$50,623,282	16
Energy	16.1%	$35,351,473	13
Financial Services	11.8%	$25,827,434	9
Healthcare	11.3%	$24,675,891	9
Industrials	9.7%	$21,342,311	9
Consumer Cyclical	8.0%	$17,493,869	6
Unclassified	5.4%	$11,767,835	2
Consumer Defensive	5.2%	$11,320,489	5
Communication Services	4.9%	$10,691,633	5
Basic Materials	2.5%	$5,490,422	2
Utilities	2.2%	$4,746,600	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+12,897	71,833	$2,062,325
DVN	Devon Energy Corp/De	+7,594	62,099	$3,124,821
ETR	Entergy Corp /De/	+6,583	31,021	$3,485,519
VZ	Verizon Communications Inc	+5,773	123,277	$6,188,505
BBY	Best Buy Co Inc	+3,561	30,051	$1,929,274
FIS	Fidelity National Information Services, Inc.	+3,116	35,017	$1,642,647
ABBV	AbbVie Inc.	+2,423	19,353	$4,209,083
APD	Air Products & Chemicals, Inc.	+1,618	17,896	$5,198,609
UNP	Union Pacific Corp	+1,541	23,551	$5,713,943
MSFT	Microsoft Corp	+1,383	20,492	$7,585,523
IBM	International Business Machines Corp	+1,260	2,532	$613,731
HD	Home Depot, Inc.	+1,097	16,146	$5,310,257
NVDA	Nvidia Corp	+860	31,806	$5,546,966
AAPL	Apple Inc.	+726	53,730	$13,636,136
DRI	Darden Restaurants Inc	+663	14,297	$2,802,783
HP	Helmerich & Payne, Inc.	+620	14,716	$530,217
MPC	Marathon Petroleum Corp	+549	33,039	$8,067,463
ETN	Eaton Corp plc	+452	16,510	$5,905,131
MSI	Motorola Solutions, Inc.	+416	13,555	$5,882,463
META	Meta Platforms, Inc.	+330	1,267	$724,888
CB	Chubb Ltd	+302	20,615	$6,719,046
CME	Cme Group Inc.	+214	22,264	$6,575,672
GOOGL	Alphabet Inc.	+200	5,268	$1,514,866
JNJ	Johnson & Johnson	+185	32,169	$7,863,390
ADI	Analog Devices Inc	+176	20,113	$6,398,749
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−19,529	79,497	$9,879,887
AVGO	Broadcom Inc.	−11,285	20,325	$6,290,790
JPM	Jpmorgan Chase & Co	−4,424	23,444	$6,896,287
JCI	Johnson Controls International plc	−3,164	60,342	$7,901,784
QQQ	Invesco Qqq Trust, Series 1	−2,547	19,664	$11,349,667
PSX	Phillips 66	−1,308	46,170	$8,411,250
COP	Conocophillips	−1,034	68,218	$9,004,776
OKE	Oneok Inc /New/	−1,000	17,771	$1,606,320
XOM	ExxonMobil Holdings Corp	−600	5,223	$886,134
CSX	Csx Corp	−478	7,733	$317,439
NFLX	Netflix Inc	−134	2,091	$201,049
HCA	HCA Healthcare, Inc.	−100	6,410	$3,033,468
CVX	Chevron Corp	−75	5,214	$1,078,776
BRK-B	Berkshire Hathaway Inc	−51	4,854	$2,326,036
CRWD	CrowdStrike Holdings, Inc.	−16	711	$277,581
PG	PROCTER & GAMBLE Co	−1	3,144	$454,119
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
ZTS	Zoetis Inc.	40,085	$4,738,447
UNH	Unitedhealth Group Inc	13,241	$3,582,882
AEP	American Electric Power Co Inc	3,030	$397,172
GLW	Corning Inc /Ny	2,077	$282,409
BEP	Brookfield Renewable Partners L.P.	8,000	$261,120
MRVL	Marvell Technology, Inc.	2,181	$216,028
CAT	Caterpillar Inc	304	$215,371
SAN	Banco Santander, S.A.	12,000	$135,360
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	50,608	$4,861,404
LLY	ELI LILLY & Co	225	$241,803
BAC	Bank Of America Corp /De/	4,012	$220,660
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $219,331,239 total · filing declares 115 positions · $497,622,524 · as of Mar 31, 2026

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

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	53,730	+726	$13,636,136	−5.4%	6.22%
QQQ	Invesco Qqq Trust, Series 1	Reduced	19,664	-2,547	$11,349,667	−16.8%	5.17%
WMT	Walmart Inc. Consumer Defensive	Reduced	79,497	-19,529	$9,879,887	−10.4%	4.50%
COP	Conocophillips Energy	Reduced	68,218	-1,034	$9,004,776	+38.9%	4.11%
PSX	Phillips 66 Energy	Reduced	46,170	-1,308	$8,411,250	+37.3%	3.83%
MPC	Marathon Petroleum Corp Energy	Added	33,039	+549	$8,067,463	+52.7%	3.68%
JCI	Johnson Controls International plc Industrials	Reduced	60,342	-3,164	$7,901,784	+3.9%	3.60%
JNJ	Johnson & Johnson Healthcare	Added	32,169	+185	$7,863,390	+18.8%	3.59%
MSFT	Microsoft Corp Technology	Added	20,492	+1,383	$7,585,523	−17.9%	3.46%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,444	-4,424	$6,896,287	−23.2%	3.14%
CB	Chubb Ltd Financial Services	Added	20,615	+302	$6,719,046	+6.0%	3.06%
CME	Cme Group Inc. Financial Services	Added	22,264	+214	$6,575,672	+9.2%	3.00%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,915	+40	$6,438,667	−9.7%	2.94%
ADI	Analog Devices Inc Technology	Added	20,113	+176	$6,398,749	+18.3%	2.92%
AVGO	Broadcom Inc. Technology	Reduced	20,325	-11,285	$6,290,790	−42.5%	2.87%
VZ	Verizon Communications Inc Communication Services	Added	123,277	+5,773	$6,188,505	+29.3%	2.82%
ETN	Eaton Corp plc Industrials	Added	16,510	+452	$5,905,131	+15.5%	2.69%
MSI	Motorola Solutions, Inc. Technology	Added	13,555	+416	$5,882,463	+16.8%	2.68%
UNP	Union Pacific Corp Industrials	Added	23,551	+1,541	$5,713,943	+12.2%	2.61%
NVDA	Nvidia Corp Technology	Added	31,806	+860	$5,546,966	−3.9%	2.53%
HD	Home Depot, Inc. Consumer Cyclical	Added	16,146	+1,097	$5,310,257	+2.5%	2.42%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	17,896	+1,618	$5,198,609	+29.3%	2.37%
ZTS	Zoetis Inc. Healthcare	NEW	40,085	NEW	$4,738,447	NEW	2.16%
ABBV	AbbVie Inc. Healthcare	Added	19,353	+2,423	$4,209,083	+8.8%	1.92%
UNH	Unitedhealth Group Inc Healthcare	NEW	13,241	NEW	$3,582,882	NEW	1.63%
ETR	Entergy Corp /De/ Utilities	Added	31,021	+6,583	$3,485,519	+54.3%	1.59%
DVN	Devon Energy Corp/De Energy	Added	62,099	+7,594	$3,124,821	+56.5%	1.42%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	6,410	-100	$3,033,468	−0.2%	1.38%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	14,297	+663	$2,802,783	+11.7%	1.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,854	-51	$2,326,036	−5.7%	1.06%
CMCSA	Comcast Corp Communication Services	Added	71,833	+12,897	$2,062,325	+17.1%	0.94%
BBY	Best Buy Co Inc Consumer Cyclical	Added	30,051	+3,561	$1,929,274	+8.8%	0.88%
FIS	Fidelity National Information Services, Inc. Technology	Added	35,017	+3,116	$1,642,647	−22.5%	0.75%
OKE	Oneok Inc /New/ Energy	Reduced	17,771	-1,000	$1,606,320	+16.4%	0.73%
GOOGL	Alphabet Inc. Communication Services	Added	5,268	+200	$1,514,866	−4.5%	0.69%
INTU	Intuit Inc. Technology	Held	2,640	0	$1,141,483	−34.7%	0.52%
MA	Mastercard Inc Financial Services	Held	2,220	0	$1,109,245	−12.5%	0.51%
CVX	Chevron Corp Energy	Reduced	5,214	-75	$1,078,776	+33.8%	0.49%
WMB	Williams Companies, Inc. Energy	Held	13,084	0	$952,253	+21.1%	0.43%
AXP	American Express Co Financial Services	Held	3,017	0	$912,582	−18.2%	0.42%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,223	-600	$886,134	+26.5%	0.40%
LOW	Lowes Companies Inc Consumer Cyclical	Held	3,155	0	$745,463	−2.0%	0.34%
V	Visa Inc. Financial Services	Held	2,416	0	$730,211	−13.8%	0.33%
META	Meta Platforms, Inc. Communication Services	Added	1,267	+330	$724,888	+17.2%	0.33%
IBM	International Business Machines Corp Technology	Added	2,532	+1,260	$613,731	+62.9%	0.28%
VLO	Valero Energy Corp/Tx Energy	Held	2,216	0	$547,529	+51.8%	0.25%
HP	Helmerich & Payne, Inc. Energy	Added	14,716	+620	$530,217	+31.2%	0.24%
WAT	Waters Corp /De/ Healthcare	Held	1,630	0	$485,414	−21.6%	0.22%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,144	-1	$454,119	+0.8%	0.21%
CHRD	Chord Energy Corp Energy	Held	3,156	0	$448,720	+53.4%	0.20%

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.