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NORTHEAST PLANNING ASSOCIATES, INC. / NH /

Location
BEDFORD, NH
Portfolio Value
Micro $29,393,509
Diversification
Highly concentrated
Filing Date
Global Rank
#7,746 / 8,700 ▼ 803
Top Industry
Consumer Electronics 20.7%
3Y Alpha vs SPY
+2.5%
Period ended 2 months ago
Filed Jul 30, 2026 · 45d
7 quarters · since Dec 2024

Clone Performance

Feb 2025–Sep 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+27.6%
SPY
+25.4%
Annualised alpha
+1.3%
Max drawdown
−18.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
79.7%
+52.2 pts
Top 5
89.1%
+19.9 pts
Top 10
95.0%
+7.7 pts
HHI
6,388
Dec 2024 → Jun 2026 · range 1,061 – 6,388
Highly concentrated+4,962

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 86.2% $25,324,654
Technology 7.4% $2,173,556
Financial Services 3.6% $1,045,404
Communication Services 1.8% $532,295
Energy 1.1% $317,600

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

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

Trimmed

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

New Positions

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

Sold Out

Positions the filer fully exited
22 positions
Ticker Shares Value Open
167,258 $8,416,422
22,736 $3,954,266

Portfolio Positions

Export CSV View 13F filing
16 tracked positions · $29,393,509 total · filing declares 65 positions · $133,477,628 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.