James Reed Financial Services, Inc.
Filing Date
Global Rank
#8,309
/ 8,586
▲ 38
Top Industry
Software - Infrastructure
21.9%
3Y Alpha vs SPY
-2.7%
Period ended 3 months ago
Filed Apr 21, 2026 · 56d
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
+66.3%
SPY
+78.1%
Annualised alpha
-2.7%
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.
3 positions ·
$3,129,200 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,275 | $1,212,306 | 38.74% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,469 | $1,134,187 | 36.25% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,488 | $782,707 | 25.01% |