Echo45 Advisors LLC
Filing Date
Global Rank
#7,492
/ 8,517
▼ 427
Top Industry
Semiconductors
17.1%
3Y Alpha vs SPY
+15.2%
Period ended 47 days ago
Filed Jul 13, 2026 · 34d
19 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical 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
+153.1%
SPY
+76.6%
Annualised alpha
+15.4%
Max drawdown
−16.9%
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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
43 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
28.7%
−10.0 pts
Top 5
51.9%
−18.0 pts
Top 10
65.2%
−15.9 pts
HHI
1,049
Diversified−785
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 31.2% | $9,267,014 |
| Technology | 28.5% | $8,480,858 |
| Financial Services | 12.1% | $3,593,444 |
| Consumer Cyclical | 7.3% | $2,186,323 |
| Communication Services | 6.7% | $2,006,623 |
| Consumer Defensive | 4.3% | $1,282,048 |
| Healthcare | 3.6% | $1,061,467 |
| Basic Materials | 2.8% | $832,117 |
| Industrials | 2.7% | $803,064 |
| Energy | 0.8% | $235,705 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −4,636 | 7,409 | $1,482,466 | |
| AAPL | Apple Inc. | −2,449 | 9,211 | $2,665,294 | |
| GOOGL | Alphabet Inc. | −2,442 | 3,692 | $1,319,410 | |
| BITB | Bitwise Bitcoin ETF | −2,321 | 15,351 | $489,082 | |
| AMZN | Amazon Com Inc | −1,071 | 4,895 | $1,166,674 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | −1,014 | 11,697 | $293,126 | |
| MSFT | Microsoft Corp | −930 | 3,884 | $1,448,809 | |
| AMD | Advanced Micro Devices Inc | −618 | 407 | $236,430 | |
| WMT | Walmart Inc. | −491 | 4,403 | $498,683 | |
| AVGO | Broadcom Inc. | −456 | 2,353 | $888,845 | |
| TSLA | Tesla, Inc. | −232 | 1,309 | $550,565 | |
| JPM | Jpmorgan Chase & Co | −222 | 1,578 | $516,526 | |
| META | Meta Platforms, Inc. | −191 | 1,220 | $687,213 | |
| LRCX | Lam Research Corp | −190 | 783 | $339,297 | |
| BRK-B | Berkshire Hathaway Inc | −164 | 769 | $384,799 | |
| JNJ | Johnson & Johnson | −164 | 1,403 | $356,319 | |
| KO | Coca Cola Co | −148 | 2,560 | $208,051 | |
| HSBC | Hsbc Holdings PLC | −142 | 3,047 | $289,739 | |
| HD | Home Depot, Inc. | −133 | 759 | $267,684 | |
| GE | General Electric Co | −108 | 609 | $227,601 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −106 | 619 | $295,615 | |
| V | Visa Inc. | −105 | 1,317 | $451,849 | |
| MA | Mastercard Inc | −100 | 655 | $336,408 | |
| XOM | ExxonMobil Holdings Corp | −62 | 1,724 | $235,705 | |
| COST | Costco Wholesale Corp /New | −61 | 615 | $575,314 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AU | AngloGold Ashanti PLC | 7,715 | $624,066 | |
| MU | Micron Technology Inc | 347 | $400,538 | |
| AMAT | Applied Materials Inc /De | 415 | $300,045 | |
| KLAC | Kla Corp | 720 | $217,231 | |
| ASX | ASE Technology Holding Co., Ltd. | 4,572 | $206,288 | |
| ORLY | O Reilly Automotive Inc | 2,187 | $201,400 | |
| JOBY | Joby Aviation, Inc. | 15,686 | $139,919 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 352,211 | $22,569,680 | |
| VXF | Vanguard Extended Market ETF | 28,623 | $5,890,613 | |
| EMBX | VanEck Emerging Markets Bond ETF | 7,360 | $368,809 | |
| NFLX | Netflix Inc | 2,730 | $262,489 | |
| TJX | Tjx Companies Inc /De/ | 1,405 | $224,378 | |
| ABBV | AbbVie Inc. | 963 | $209,442 | |
| LOW | Lowes Companies Inc | 876 | $206,981 | |
| NEM | NEWMONT Corp /DE/ | 1,873 | $202,752 | |
| No positions match the current search. | ||||
43 tracked positions ·
$29,748,663 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 16,326 | $8,528,539 | 28.67% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,211 | $2,665,294 | 8.96% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 7,409 | $1,482,466 | 4.98% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,884 | $1,448,809 | 4.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,692 | $1,319,410 | 4.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 4,895 | $1,166,674 | 3.92% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 2,353 | $888,845 | 2.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,220 | $687,213 | 2.31% | |
| AU |
AngloGold Ashanti PLC
Basic Materials
|
NEW | 7,715 | $624,066 | 2.10% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 615 | $575,314 | 1.93% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,309 | $550,565 | 1.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,578 | $516,526 | 1.74% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,403 | $498,683 | 1.68% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 409 | $490,566 | 1.65% | |
| BITB |
Bitwise Bitcoin ETF
|
Reduced | 15,351 | $489,082 | 1.64% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,317 | $451,849 | 1.52% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 409 | $435,544 | 1.46% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 347 | $400,538 | 1.35% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 769 | $384,799 | 1.29% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,403 | $356,319 | 1.20% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 783 | $339,297 | 1.14% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 655 | $336,408 | 1.13% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 959 | $326,769 | 1.10% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 415 | $300,045 | 1.01% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 619 | $295,615 | 0.99% | |
| BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
Financial Services
|
Reduced | 11,697 | $293,126 | 0.99% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
Reduced | 3,047 | $289,739 | 0.97% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 277 | $280,149 | 0.94% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 759 | $267,684 | 0.90% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Reduced | 1,246 | $257,884 | 0.87% | |
| GDV |
Gabelli Dividend & Income Trust
Financial Services
|
Held | 8,714 | $256,191 | 0.86% | |
| GLD |
Spdr Gold Trust
|
Held | 677 | $249,393 | 0.84% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 407 | $236,430 | 0.79% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 1,724 | $235,705 | 0.79% | |
| GE |
General Electric Co
Industrials
|
Reduced | 609 | $227,601 | 0.77% | |
| KLAC |
Kla Corp
Technology
|
NEW | 720 | $217,231 | 0.73% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 428 | $214,582 | 0.72% | |
| TFPM |
Triple Flag Precious Metals Corp.
Basic Materials
|
Added | 6,942 | $208,051 | 0.70% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 2,560 | $208,051 | 0.70% | |
| ASX |
ASE Technology Holding Co., Ltd.
Technology
|
NEW | 4,572 | $206,288 | 0.69% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
NEW | 2,187 | $201,400 | 0.68% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 208 | $200,004 | 0.67% | |
| JOBY |
Joby Aviation, Inc.
Industrials
|
NEW | 15,686 | $139,919 | 0.47% |
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.