PACK Private Wealth, LLC
CIK
1907212
Location
WAYZATA, MN
Portfolio Value
Micro
$28,010,044
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,461
/ 8,603
▼ 42
· as of Mar 2026
Top Industry
Specialty Industrial Machinery
54.7%
3Y Alpha vs SPY
-14.9%
Period ended 3 months ago
Filed May 15, 2026 · 55d
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+20.9%
SPY
+76.5%
Annualised alpha
-14.3%
Max drawdown
−17.4%
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
23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
46.5%
+8.5 pts
Top 5
76.6%
−3.4 pts
Top 10
89.9%
−1.8 pts
HHI
2,449
Moderately concentrated+460
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 60.4% | $16,908,017 |
| Technology | 14.0% | $3,933,192 |
| Healthcare | 13.1% | $3,660,486 |
| Financial Services | 5.0% | $1,403,852 |
| Consumer Cyclical | 3.8% | $1,062,957 |
| Energy | 1.7% | $482,765 |
| Communication Services | 1.2% | $328,402 |
| Basic Materials | 0.8% | $230,373 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +195 | 3,865 | $804,963 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CHRW | C. H. Robinson Worldwide, Inc. | −30,000 | 6,620 | $1,099,383 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CLFD | Clearfield, Inc. | 7,500 | $218,625 | |
| No positions match the current search. | ||||
23 positions ·
$28,010,044 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GGG |
Graco Inc
Industrials
|
Held | 153,713 | $13,011,805 | 46.45% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 9,566 | $2,588,463 | 9.24% | |
| AAPL |
Apple Inc.
Technology
|
Held | 9,629 | $2,443,743 | 8.72% | |
| GTLS |
Chart Industries Inc
Industrials
|
Held | 11,215 | $2,318,701 | 8.28% | |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
Reduced | 6,620 | $1,099,383 | 3.92% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 3,108 | $961,957 | 3.43% | |
| RPRX |
Royalty Pharma plc
Healthcare
|
Held | 17,414 | $835,349 | 2.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,865 | $804,963 | 2.87% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,225 | $587,020 | 2.10% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,425 | $527,492 | 1.88% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 574 | $328,402 | 1.17% | |
| ONB |
Old National Bancorp /In/
Financial Services
|
Held | 13,078 | $289,023 | 1.03% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Held | 4,058 | $269,775 | 0.96% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
NEW | 3,990 | $259,350 | 0.93% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 694 | $257,994 | 0.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 803 | $236,210 | 0.84% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 866 | $230,373 | 0.82% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 2,000 | $229,980 | 0.82% | |
| PBR |
Petrobras - Petroleo Brasileiro SA
Energy
|
Held | 10,767 | $223,415 | 0.80% | |
| APG |
APi Group Corp
Industrials
|
NEW | 5,142 | $208,353 | 0.74% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 224 | $206,028 | 0.74% | |
| UWMC |
UWM Holdings Corp
Financial Services
|
Held | 17,022 | $61,619 | 0.22% | |
| CBUS |
Cibus, Inc.
Healthcare
|
Held | 15,478 | $30,646 | 0.11% |