PURSUE WEALTH PARTNERS LLC

CIK

1911091

Location

ALAMO, CA

Portfolio Value

Small $102,341,774

Diversification

Diversified

Filing Date

Global Rank

#5,669 / 8,605 ▼ 496 · as of Mar 2026

Top Industry

Software - Infrastructure 19.3%

3Y Alpha vs SPY

-3.6%

Period ended 3 months ago

Filed Apr 8, 2026 · 3mo

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

-3.9%

Max drawdown

−25.4%

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

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

Top Position

11.7%

+0.9 pts

Top 5

38.4%

−2.9 pts

Top 10

59.5%

−1.0 pts

HHI

472

Diversified−21

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.2%	$42,121,395	18
Consumer Cyclical	13.8%	$14,092,720	4
Financial Services	10.4%	$10,644,218	7
Unclassified	8.5%	$8,661,417	4
Consumer Defensive	7.3%	$7,504,408	3
Communication Services	4.9%	$5,024,872	2
Healthcare	4.6%	$4,749,702	9
Energy	4.5%	$4,628,842	4
Industrials	2.6%	$2,693,233	3
Real Estate	1.5%	$1,585,030	5
Utilities	0.4%	$440,377	1
Basic Materials	0.2%	$195,560	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
PANW	Palo Alto Networks Inc	+13,463	14,549	$2,332,495
CVX	Chevron Corp	+7,250	9,623	$1,990,998
BRK-B	Berkshire Hathaway Inc	+5,089	10,869	$5,208,424
SNOW	Snowflake Inc.	+1,637	5,640	$850,624
MDB	MongoDB, Inc.	+1,289	19,564	$4,788,680
KMB	Kimberly Clark Corp	+1,006	3,506	$338,223
PLTR	Palantir Technologies Inc.	+1,000	2,563	$374,915
COST	Costco Wholesale Corp /New	+583	1,170	$1,165,823
META	Meta Platforms, Inc.	+447	5,850	$3,346,960
SPY	Spdr S&P 500 ETF Trust	+65	6,782	$4,410,605
WMT	Walmart Inc.	+1	48,281	$6,000,362
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
LMND	Lemonade, Inc.	−35,485	4,042	$253,352
IBIT	iShares Bitcoin Trust ETF	−25,564	17,393	$668,239
AMZN	Amazon Com Inc	−16,316	35,219	$7,335,061
AAPL	Apple Inc.	−11,868	19,599	$4,974,030
NVDA	Nvidia Corp	−7,436	68,688	$11,979,187
MSFT	Microsoft Corp	−7,206	23,765	$8,797,090
AVGO	Broadcom Inc.	−6,795	674	$208,609
CRWD	CrowdStrike Holdings, Inc.	−4,711	13,095	$1,278,104
BABA	Alibaba Group Holding Ltd	−3,731	32,490	$4,076,195
ORCL	Oracle Corp	−2,801	1,622	$238,612
CRM	Salesforce, Inc.	−2,292	1,861	$347,392
GOOGL	Alphabet Inc.	−2,080	5,835	$1,677,912
QQQ	Invesco Qqq Trust, Series 1	−1,091	5,817	$3,357,456
DDOG	Datadog, Inc.	−533	17,574	$2,074,610
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−455	1,456	$492,055
TSLA	Tesla, Inc.	−394	6,240	$2,319,720
AMD	Advanced Micro Devices Inc	−210	3,436	$698,985
JPM	Jpmorgan Chase & Co	−96	8,462	$2,489,181
LLY	ELI LILLY & Co	−8	2,128	$1,957,270
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
AXON	Axon Enterprise, Inc.	3,068	$1,302,948
FIG	Figma, Inc.	58,973	$1,246,689
FANG	Diamondback Energy, Inc.	6,255	$1,237,176
OXY	Occidental Petroleum Corp /De/	18,345	$1,192,425
COIN	Coinbase Global, Inc.	1,633	$285,138
AROC	Archrock, Inc.	5,984	$208,243
UAMY	United States Antimony Corp	22,401	$195,560
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	20,403	$7,140,845
ADSK	Autodesk, Inc.	8,394	$2,484,707
ESTC	Elastic N.V.	19,169	$1,446,109
UNH	Unitedhealth Group Inc	3,873	$1,278,516
NOW	ServiceNow, Inc.	6,712	$1,028,211
KKR	KKR & Co. Inc.	7,039	$897,331
XYZ	Block, Inc.	11,325	$737,144
BAC	Bank Of America Corp /De/	12,205	$671,275
MRVL	Marvell Technology, Inc.	4,087	$347,313
SOFI	SoFi Technologies, Inc.	13,020	$340,863
VEEV	Veeva Systems Inc	950	$212,068
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 positions · $102,341,774 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	68,688	-7,436	$11,979,187	−15.6%	11.71%
MSFT	Microsoft Corp Technology	Reduced	23,765	-7,206	$8,797,090	−41.3%	8.60%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	35,219	-16,316	$7,335,061	−38.3%	7.17%
WMT	Walmart Inc. Consumer Defensive	Added	48,281	+1	$6,000,362	+11.6%	5.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,869	+5,089	$5,208,424	+79.3%	5.09%
AAPL	Apple Inc. Technology	Reduced	19,599	-11,868	$4,974,030	−41.9%	4.86%
MDB	MongoDB, Inc. Technology	Added	19,564	+1,289	$4,788,680	−37.6%	4.68%
SPY	Spdr S&P 500 ETF Trust	Added	6,782	+65	$4,410,605	−3.7%	4.31%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	32,490	-3,731	$4,076,195	−23.2%	3.98%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,817	-1,091	$3,357,456	−20.9%	3.28%
META	Meta Platforms, Inc. Communication Services	Added	5,850	+447	$3,346,960	−6.2%	3.27%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,462	-96	$2,489,181	−9.7%	2.43%
PANW	Palo Alto Networks Inc Technology	Added	14,549	+13,463	$2,332,495	+1066.0%	2.28%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,240	-394	$2,319,720	−22.2%	2.27%
DDOG	Datadog, Inc. Technology	Reduced	17,574	-533	$2,074,610	−15.7%	2.03%
CVX	Chevron Corp Energy	Added	9,623	+7,250	$1,990,998	+450.5%	1.95%
LLY	ELI LILLY & Co Healthcare	Reduced	2,128	-8	$1,957,270	−14.7%	1.91%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,835	-2,080	$1,677,912	−32.3%	1.64%
AXON	Axon Enterprise, Inc. Industrials	NEW	3,068	NEW	$1,302,948	NEW	1.27%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	13,095	-4,711	$1,278,104	−38.7%	1.25%
FIG	Figma, Inc. Technology	NEW	58,973	NEW	$1,246,689	NEW	1.22%
FANG	Diamondback Energy, Inc. Energy	NEW	6,255	NEW	$1,237,176	NEW	1.21%
OXY	Occidental Petroleum Corp /De/ Energy	NEW	18,345	NEW	$1,192,425	NEW	1.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,170	+583	$1,165,823	+130.3%	1.14%
CAT	Caterpillar Inc Industrials	Held	1,600	0	$1,133,536	+23.7%	1.11%
GS	Goldman Sachs Group Inc Financial Services	Held	1,325	0	$1,120,936	−3.8%	1.10%
SNOW	Snowflake Inc. Technology	Added	5,640	+1,637	$850,624	−3.1%	0.83%
AXP	American Express Co Financial Services	Held	2,800	0	$846,944	−18.2%	0.83%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,436	-210	$698,985	−10.5%	0.68%
IBIT	iShares Bitcoin Trust ETF	Reduced	17,393	-25,564	$668,239	−68.7%	0.65%
ASML	Asml Holding NV Technology	Held	500	0	$660,415	+23.5%	0.65%
GILD	Gilead Sciences, Inc. Healthcare	Held	4,248	0	$592,043	+13.5%	0.58%
NVS	Novartis AG Healthcare	Held	3,352	0	$512,018	+10.8%	0.50%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,456	-455	$492,055	−15.3%	0.48%
CSCO	Cisco Systems, Inc. Technology	Held	5,984	0	$464,298	+0.7%	0.45%
OUT	OUTFRONT Media Inc. Real Estate	Held	17,252	0	$457,178	+10.0%	0.45%
EXEL	Exelixis, Inc. Healthcare	Held	10,622	0	$455,577	−2.1%	0.45%
CEG	Constellation Energy Corp Utilities	Held	1,577	0	$440,377	−21.0%	0.43%
WFC	Wells Fargo & Company/Mn Financial Services	Held	5,530	0	$440,243	−14.6%	0.43%
PLTR	Palantir Technologies Inc. Technology	Added	2,563	+1,000	$374,915	+34.9%	0.37%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,531	0	$361,744	−2.0%	0.35%
CRM	Salesforce, Inc. Technology	Reduced	1,861	-2,292	$347,392	−68.4%	0.34%
KMB	Kimberly Clark Corp Consumer Defensive	Added	3,506	+1,006	$338,223	+34.1%	0.33%
ASND	Ascendis Pharma A/S Healthcare	Held	1,451	0	$331,887	+7.3%	0.32%
EPRT	Essential Properties Realty Trust, Inc. Real Estate	Held	10,560	0	$320,601	+2.4%	0.31%
CRWV	CoreWeave, Inc. Technology	Held	4,061	0	$314,605	+8.2%	0.31%
EPR	Epr Properties Real Estate	Held	6,218	0	$310,651	+0.1%	0.30%
ALC	Alcon Inc Healthcare	Held	3,789	0	$285,501	−4.4%	0.28%
COIN	Coinbase Global, Inc. Financial Services	NEW	1,633	NEW	$285,138	NEW	0.28%
ABBV	AbbVie Inc. Healthcare	Held	1,303	0	$283,389	−4.8%	0.28%