Leverty Financial Group, LLC
CIK
1908386
Location
HUDSON, WI
Portfolio Value
Micro
$14,742,449
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,931
/ 8,605
▲ 12
· as of Mar 2026
Top Industry
Conglomerates
31.7%
3Y Alpha vs SPY
-4.3%
Period ended 3 months ago
Filed Apr 9, 2026 · 3mo
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
+58.3%
SPY
+76.5%
Annualised alpha
-4.3%
Max drawdown
−17.6%
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
18 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
37.4%
+1.2 pts
Top 5
76.1%
+4.4 pts
Top 10
88.5%
+6.0 pts
HHI
1,992
Moderately concentrated+165
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 40.6% | $5,987,008 |
| Industrials | 22.1% | $3,252,046 |
| Basic Materials | 19.8% | $2,912,369 |
| Technology | 5.5% | $815,721 |
| Consumer Cyclical | 3.8% | $558,368 |
| Healthcare | 2.2% | $329,373 |
| Utilities | 2.2% | $322,367 |
| Energy | 1.9% | $285,198 |
| Financial Services | 1.3% | $189,165 |
| Consumer Defensive | 0.6% | $90,834 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BITB | Bitwise Bitcoin ETF | 6,558 | $311,898 | |
| BSX | Boston Scientific Corp | 3,003 | $286,336 | |
| IBIT | iShares Bitcoin Trust ETF | 5,656 | $280,820 | |
| SLV | iShares Silver Trust | 4,088 | $263,348 | |
| AMZN | Amazon Com Inc | 1,014 | $234,051 | |
| GLD | Spdr Gold Trust | 517 | $204,892 | |
| HD | Home Depot, Inc. | 594 | $204,395 | |
| No positions match the current search. | ||||
18 positions ·
$14,742,449 total
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 8,482 | $5,516,183 | 37.42% | |
| MMM |
3M Co
Industrials
|
Added | 19,124 | $2,777,378 | 18.84% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 7,036 | $1,871,716 | 12.70% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,502 | $558,368 | 3.79% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,970 | $499,966 | 3.39% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 670 | $474,668 | 3.22% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Reduced | 1,184 | $379,531 | 2.57% | |
| SOLV |
Solventum Corp
Healthcare
|
Added | 5,044 | $329,373 | 2.23% | |
| HWKN |
Hawkins Inc
Basic Materials
|
Reduced | 2,106 | $323,481 | 2.19% | |
| XEL |
Xcel Energy Inc
Utilities
|
Held | 4,058 | $322,367 | 2.19% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 853 | $315,755 | 2.14% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 1,681 | $285,198 | 1.93% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 425 | $245,301 | 1.66% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
NEW | 7,520 | $225,524 | 1.53% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
NEW | 1,704 | $223,241 | 1.51% | |
| GUT |
Gabelli Utility Trust
Financial Services
|
Held | 31,267 | $189,165 | 1.28% | |
| CX |
Cemex Sab De CV
Basic Materials
|
Held | 10,000 | $114,400 | 0.78% | |
| RMCF |
Rocky Mountain Chocolate Factory, Inc.
Consumer Defensive
|
Held | 40,371 | $90,834 | 0.62% |