Unconventional Investor, LLC
Clone Performance
Jul 2023–Jul 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.
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. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
15 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 76.5% | $26,976,276 |
| Technology | 9.9% | $3,501,829 |
| Unclassified | 4.7% | $1,643,383 |
| Industrials | 4.0% | $1,397,500 |
| Consumer Defensive | 1.5% | $530,100 |
| Consumer Cyclical | 1.4% | $488,920 |
| Communication Services | 1.4% | $477,349 |
| Healthcare | 0.6% | $226,595 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +359 | 1,045 | $603,153 | |
| AMZN | Amazon Com Inc | +219 | 1,100 | $229,097 | |
| FXA | Invesco CurrencyShares Australian Dollar Trust | +19 | 7,863 | $537,593 | |
| FXC | Invesco CurrencyShares Canadian Dollar Trust | +2 | 7,156 | $502,637 | |
| HD | Home Depot, Inc. | +1 | 790 | $259,823 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JNJ | Johnson & Johnson | 927 | $226,595 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 55,083 | $26,395,773 | 74.90% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 11,384 | $1,985,369 | 5.63% | |
| PL |
Planet Labs PBC
Industrials
|
Held | 50,000 | $1,397,500 | 3.97% | |
| AAPL |
Apple Inc.
Technology
|
Held | 4,621 | $1,172,763 | 3.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,045 | $603,153 | 1.71% | |
| FXA |
Invesco CurrencyShares Australian Dollar Trust
|
Added | 7,863 | $537,593 | 1.53% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 532 | $530,100 | 1.50% | |
| FXC |
Invesco CurrencyShares Canadian Dollar Trust
|
Added | 7,156 | $502,637 | 1.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,660 | $477,349 | 1.35% | |
| ONTO |
Onto Innovation Inc.
Technology
|
Held | 1,676 | $343,697 | 0.98% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,035 | $312,818 | 0.89% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 910 | $267,685 | 0.76% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 790 | $259,823 | 0.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,100 | $229,097 | 0.65% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 927 | $226,595 | 0.64% |
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.