Scissortail Wealth Management, LLC

CIK

1906793

Location

TULSA, OK

Portfolio Value

Small $219,123,053

Diversification

Diversified

Filing Date

Global Rank

#4,001 / 8,605 ▲ 226 · as of Mar 2026

Top Industry

Semiconductors 9.1%

3Y Alpha vs SPY

-2.5%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

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

+66.1%

SPY

+76.5%

Annualised alpha

-2.4%

Max drawdown

−17.8%

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

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

Top Position

6.2%

−0.7 pts

Top 5

23.9%

−4.5 pts

Top 10

41.3%

−4.7 pts

HHI

296

Diversified−35

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.0%	$50,415,096	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	Exxon Mobil 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	$69,395
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 positions · $219,123,053 total · 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%	5.18%
WMT	Walmart Inc. Consumer Defensive	Reduced	79,497	-19,529	$9,879,887	−10.4%	4.51%
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%	3.84%
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%	3.61%
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%	3.15%
CB	Chubb Ltd Financial Services	Added	20,615	+302	$6,719,046	+6.0%	3.07%
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	1.64%
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%	1.43%
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	+24.9%	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	Exxon Mobil 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%