Unconventional Investor, LLC

CIK

1910387

Location

PORTSMOUTH, NH

Portfolio Value

Micro $35,241,952

Diversification

Highly concentrated

Filing Date

Global Rank

#7,253 / 8,604 ▲ 74 · as of Mar 2026

Top Industry

Insurance - Diversified 78.6%

3Y Alpha vs SPY

-3.0%

Period ended 3 months ago

Filed May 18, 2026 · 52d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+60.2%

SPY

+76.5%

Annualised alpha

-3.8%

Max drawdown

−11.2%

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

15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

74.9%

−1.4 pts

Top 5

89.5%

−0.2 pts

Top 10

96.3%

+0.4 pts

HHI

5,683

Highly concentrated−210

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	76.5%	$26,976,276	3
Technology	9.9%	$3,501,829	3
Unclassified	4.7%	$1,643,383	3
Industrials	4.0%	$1,397,500	1
Consumer Defensive	1.5%	$530,100	1
Consumer Cyclical	1.4%	$488,920	2
Communication Services	1.4%	$477,349	1
Healthcare	0.6%	$226,595	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
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.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	−397	55,083	$26,395,773
JPM	Jpmorgan Chase & Co	−1	910	$267,685
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
JNJ	Johnson & Johnson	927	$226,595
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MSFT	Microsoft Corp	522	$252,449
SCHW	Schwab Charles Corp	2,031	$202,917
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 positions · $35,241,952 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	55,083	-397	$26,395,773	−5.3%	74.90%
NVDA	Nvidia Corp Technology	Held	11,384	0	$1,985,369	−6.5%	5.63%
PL	Planet Labs PBC Industrials	Held	50,000	0	$1,397,500	+41.7%	3.97%
AAPL	Apple Inc. Technology	Held	4,621	0	$1,172,763	−6.6%	3.33%
QQQ	Invesco Qqq Trust, Series 1	Added	1,045	+359	$603,153	+43.1%	1.71%
FXA	Invesco CurrencyShares Australian Dollar Trust	Added	7,863	+19	$537,593	+3.7%	1.53%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	532	0	$530,100	+15.5%	1.50%
FXC	Invesco CurrencyShares Canadian Dollar Trust	Added	7,156	+2	$502,637	−1.3%	1.43%
GOOGL	Alphabet Inc. Communication Services	Held	1,660	0	$477,349	−8.1%	1.35%
ONTO	Onto Innovation Inc. Technology	Held	1,676	0	$343,697	+29.9%	0.98%
V	Visa Inc. Financial Services	Held	1,035	0	$312,818	−13.8%	0.89%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	910	-1	$267,685	−8.8%	0.76%
HD	Home Depot, Inc. Consumer Cyclical	Added	790	+1	$259,823	−4.3%	0.74%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,100	+219	$229,097	+12.7%	0.65%
JNJ	Johnson & Johnson Healthcare	NEW	927	NEW	$226,595	NEW	0.64%