James Reed Financial Services, Inc.
Filing Date
Global Rank
#7,957
/ 8,232
▲ 159
Top Industry
Software - Infrastructure
21.9%
3Y Alpha vs SPY
-2.3%
Period ended 2 months ago
Filed Apr 21, 2026 · 53d
10 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.5%
SPY
+76.5%
Annualised alpha
-2.3%
Max drawdown
−18.5%
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
9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.9%
−1.8 pts
Top 5
77.6%
−0.1 pts
Top 10
100.0%
0.0 pts
HHI
1,455
Diversified−34
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 56.4% | $3,129,200 |
| Financial Services | 21.2% | $1,177,310 |
| Industrials | 6.5% | $359,299 |
| Energy | 6.3% | $348,311 |
| Healthcare | 5.7% | $318,424 |
| Consumer Cyclical | 3.9% | $215,351 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
9 positions ·
$5,547,895 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,275 | $1,212,306 | 21.85% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,469 | $1,134,187 | 20.44% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,488 | $782,707 | 14.11% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Held | 3,440 | $681,945 | 12.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,684 | $495,365 | 8.93% | |
| MMM |
3M Co
Industrials
|
Held | 2,474 | $359,299 | 6.48% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 2,053 | $348,311 | 6.28% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 905 | $318,424 | 5.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,034 | $215,351 | 3.88% |