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Bryant Woods Investment Advisors, LLC

Location
GETZVILLE, NY
Portfolio Value
Micro $35,193,895
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,257 / 8,608 ▲ 150 · as of Mar 2026
Top Industry
Consumer Electronics 49.2%
3Y Alpha vs SPY
-3.6%
Period ended 3 months ago
Filed Apr 28, 2026 · 2mo
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
+58.8%
SPY
+75.2%
Annualised alpha
-3.9%
Max drawdown
−29.6%

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

27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
47.5%
−6.0 pts
Top 5
65.4%
−6.9 pts
Top 10
79.7%
−5.9 pts
HHI
2,411
Jun 2023 → Mar 2026 · range 2,289 – 3,013
Moderately concentrated−602

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 60.1% $21,168,402
Industrials 9.9% $3,484,973
Financial Services 8.1% $2,836,664
Consumer Cyclical 5.9% $2,072,078
Basic Materials 4.5% $1,569,167
Unclassified 3.5% $1,237,746
Utilities 2.9% $1,034,299
Healthcare 2.2% $771,644
Communication Services 1.5% $527,672
Energy 1.4% $491,250

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
7 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
4 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
7 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
27 positions · $35,193,895 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History