Financial Connections Group, Inc.
Filing Date
Global Rank
#7,746
/ 8,586
▲ 63
Top Industry
Consumer Electronics
32.7%
3Y Alpha vs SPY
-2.8%
Period ended 3 months ago
Filed May 1, 2026 · 46d
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
+66.2%
SPY
+78.1%
Annualised alpha
-2.8%
Max drawdown
−21.9%
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
133 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
32.1%
−0.2 pts
Top 5
54.6%
−0.8 pts
Top 10
65.7%
−2.0 pts
HHI
1,270
Diversified−16
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.9% | $8,814,994 |
| Financial Services | 20.5% | $3,938,768 |
| Communication Services | 7.3% | $1,409,254 |
| Healthcare | 7.0% | $1,350,020 |
| Consumer Cyclical | 5.3% | $1,019,744 |
| Industrials | 5.3% | $1,011,401 |
| Utilities | 3.0% | $582,382 |
| Unclassified | 1.9% | $361,983 |
| Energy | 1.3% | $255,513 |
| Consumer Defensive | 1.3% | $247,685 |
| Basic Materials | 0.8% | $144,569 |
| Real Estate | 0.4% | $69,758 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | +286 | 296 | $60,215 | |
| RIVN | Rivian Automotive, Inc. / DE | +260 | 360 | $5,418 | |
| CVX | Chevron Corp | +119 | 211 | $43,655 | |
| AMZN | Amazon Com Inc | +95 | 1,728 | $359,890 | |
| ABR | Arbor Realty Trust Inc | +79 | 2,078 | $16,021 | |
| GILD | Gilead Sciences, Inc. | +76 | 328 | $45,713 | |
| EQT | EQT Corp | +67 | 146 | $9,291 | |
| PANW | Palo Alto Networks Inc | +64 | 694 | $111,262 | |
| AGNC | AGNC Investment Corp. | +58 | 1,822 | $18,274 | |
| V | Visa Inc. | +55 | 578 | $174,694 | |
| CRM | Salesforce, Inc. | +55 | 121 | $22,587 | |
| BRK-B | Berkshire Hathaway Inc | +51 | 4,878 | $2,337,537 | |
| GOOGL | Alphabet Inc. | +35 | 3,002 | $863,255 | |
| JPM | Jpmorgan Chase & Co | +34 | 387 | $113,839 | |
| UWMC | UWM Holdings Corp | +27 | 1,299 | $4,702 | |
| ET | Energy Transfer LP | +26 | 1,501 | $28,969 | |
| MSFT | Microsoft Corp | +19 | 1,427 | $528,232 | |
| META | Meta Platforms, Inc. | +16 | 296 | $169,350 | |
| SRE | Sempra | +16 | 474 | $46,058 | |
| JNJ | Johnson & Johnson | +10 | 1,050 | $256,662 | |
| WBD | Warner Bros. Discovery, Inc. | +8 | 11 | $302 | |
| EPD | Enterprise Products Partners L.P. | +6 | 428 | $16,195 | |
| GEV | GE Vernova Inc. | +4 | 103 | $89,908 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ORCL | Oracle Corp | −1,225 | 1,541 | $226,696 | |
| GEO | Geo Group Inc | −600 | 300 | $5,043 | |
| NVDA | Nvidia Corp | −402 | 2,959 | $516,049 | |
| AAPL | Apple Inc. | −175 | 24,264 | $6,157,960 | |
| MRVL | Marvell Technology, Inc. | −50 | 50 | $4,952 | |
| AXP | American Express Co | −31 | 134 | $40,532 | |
| LOW | Lowes Companies Inc | −30 | 21 | $4,961 | |
| TSLA | Tesla, Inc. | −26 | 1,191 | $442,754 | |
| TMO | Thermo Fisher Scientific Inc. | −16 | 42 | $20,644 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | Exxon Mobil Corp | 318 | $53,951 | |
| VLO | Valero Energy Corp/Tx | 197 | $48,674 | |
| T | At&T Inc. | 812 | $23,539 | |
| IRM | Iron Mountain Inc | 177 | $18,078 | |
| NFLX | Netflix Inc | 120 | $11,538 | |
| USB | US Bancorp De | 213 | $11,078 | |
| LNG | Cheniere Energy, Inc. | 38 | $10,782 | |
| ANIK | Anika Therapeutics, Inc. | 650 | $9,425 | |
| LLY | ELI LILLY & Co | 10 | $9,197 | |
| GLD | Spdr Gold Trust | 20 | $8,605 | |
| AVGO | Broadcom Inc. | 25 | $7,737 | |
| WMT | Walmart Inc. | 33 | $4,101 | |
| WMB | Williams Companies, Inc. | 53 | $3,857 | |
| ECL | Ecolab Inc. | 10 | $2,660 | |
| NIO | NIO Inc. | 400 | $2,412 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NOW | ServiceNow, Inc. | 465 | $71,233 | |
| PTC | Ptc Inc. | 100 | $17,421 | |
| DLB | Dolby Laboratories, Inc. | 227 | $14,577 | |
| DELL | Dell Technologies Inc. | 73 | $9,189 | |
| UBER | Uber Technologies, Inc | 81 | $6,618 | |
| MA | Mastercard Inc | 6 | $3,425 | |
| PG | PROCTER & GAMBLE Co | 16 | $2,292 | |
| TDAY | USA TODAY Co., Inc. | 250 | $1,287 | |
| FG | F&G Annuities & Life, Inc. | 6 | $185 | |
| No positions match the current search. | ||||
7 positions ·
$144,569 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CTVA |
Corteva, Inc.
Basic Materials
|
Held | 854 | $71,488 | 49.45% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 75 | $21,786 | 15.07% | |
| VALE |
Vale S.A.
Basic Materials
|
Held | 1,000 | $15,910 | 11.01% | |
| DRD |
Drdgold Ltd
Basic Materials
|
Held | 537 | $15,771 | 10.91% | |
| PPG |
Ppg Industries Inc
Basic Materials
|
Held | 101 | $10,794 | 7.47% | |
| SBSW |
Sibanye Stillwater Ltd
Basic Materials
|
Held | 500 | $6,160 | 4.26% | |
| ECL |
Ecolab Inc.
Basic Materials
|
NEW | 10 | $2,660 | 1.84% |