Retireful, LLC

CIK

1919176

Location

HASLETT, MI

Portfolio Value

Micro $71,885,188

Diversification

Diversified

Filing Date

Global Rank

#6,490 / 8,517 ▲ 948

Top Industry

Semiconductors 24.7%

3Y Alpha vs SPY

+3.9%

Period ended 46 days ago

Filed Jul 22, 2026 · 24d

18 quarters · since Mar 2022

Clone Performance

Aug 2023–Aug 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

+96.2%

SPY

+75.3%

Annualised alpha

+4.6%

Max drawdown

−22.1%

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; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

47 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.3%

+3.4 pts

Top 5

26.8%

+5.2 pts

Top 10

44.9%

+7.2 pts

HHI

332

Diversified+71

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	64.0%	$46,000,241	27
Industrials	22.7%	$16,315,917	11
Unclassified	8.3%	$5,962,211	1
Healthcare	2.3%	$1,640,397	2
Financial Services	0.9%	$670,653	2
Communication Services	0.7%	$483,164	1
Basic Materials	0.5%	$360,171	1
Energy	0.3%	$237,928	1
Consumer Cyclical	0.3%	$214,506	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+4,636	7,984	$5,962,211
AMD	Advanced Micro Devices Inc	+4,429	5,487	$3,187,453
NVT	nVent Electric plc	+3,418	10,677	$1,810,925
KLAC	Kla Corp	+2,171	2,400	$724,104
VRT	Vertiv Holdings Co	+1,675	5,554	$1,859,590
MTZ	Mastec Inc	+1,449	4,276	$1,779,072
VTRS	Viatris Inc	+1,171	24,606	$390,743
GLW	Corning Inc /Ny	+1,047	15,029	$3,838,857
KEY	Keycorp /New/	+681	14,309	$329,822
DELL	Dell Technologies Inc.	+346	5,426	$2,341,101
FCX	Freeport-Mcmoran Inc	+272	5,727	$360,171
CAT	Caterpillar Inc	+157	2,196	$2,338,520
GEV	GE Vernova Inc.	+90	1,183	$1,389,859
FIX	Comfort Systems USA Inc	+90	1,123	$2,225,729
LRCX	Lam Research Corp	+85	1,785	$773,494
NVDA	Nvidia Corp	+82	1,738	$347,756
GOOGL	Alphabet Inc.	+64	1,352	$483,164
STX	Seagate Technology Holdings plc	+50	1,069	$1,031,585
ADI	Analog Devices Inc	+43	905	$359,438
CMI	Cummins Inc	+35	739	$527,062
GS	Goldman Sachs Group Inc	+16	337	$340,831
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
BKR	Baker Hughes Co	−23,425	4,287	$237,928
WDC	Western Digital Corp	−2,883	5,121	$3,270,885
MU	Micron Technology Inc	−2,720	2,625	$3,030,011
SNDK	Sandisk Corp	−368	1,125	$2,557,946
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
ALAB	Astera Labs, Inc.	6,214	$3,001,486
INTC	Intel Corp	19,437	$2,713,988
FLEX	Flex Ltd.	13,502	$2,188,269
MRVL	Marvell Technology, Inc.	7,107	$2,117,104
CSCO	Cisco Systems, Inc.	15,868	$1,863,855
ANET	Arista Networks, Inc.	9,682	$1,644,778
DDOG	Datadog, Inc.	5,904	$1,537,165
TXN	Texas Instruments Inc	5,083	$1,515,089
MKSI	Mks Inc	3,342	$1,486,521
UAL	United Airlines Holdings, Inc.	10,884	$1,480,115
COHR	Coherent Corp.	3,656	$1,442,182
FFIV	F5, Inc.	3,241	$1,348,126
JBHT	Hunt J B Transport Services Inc	4,640	$1,342,955
NTAP	NetApp, Inc.	8,321	$1,287,757
HUM	Humana Inc	3,146	$1,249,654
STRL	Sterling Infrastructure, Inc.	1,451	$1,217,911
JBL	Jabil Inc	3,041	$1,172,244
PANW	Palo Alto Networks Inc	1,349	$460,035
NOK	Nokia Corp	29,327	$389,462
CRWD	CrowdStrike Holdings, Inc.	1,937	$369,550
PWR	Quanta Services, Inc.	478	$344,179
AMZN	Amazon Com Inc	900	$214,506
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TPR	Tapestry, Inc.	10,800	$1,523,988
SCCO	Southern Copper Corp/	8,684	$1,494,169
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	14,074	$1,289,741
AMAT	Applied Materials Inc /De	3,734	$1,276,243
AEP	American Electric Power Co Inc	9,294	$1,218,257
WWD	Woodward, Inc.	3,347	$1,197,958
TW	Tradeweb Markets Inc.	9,939	$1,169,422
XPO	XPO, Inc.	5,736	$1,115,938
HON	Honeywell International Inc	4,864	$1,099,410
WMT	Walmart Inc.	8,661	$1,076,389
CW	Curtiss Wright Corp	1,477	$1,006,014
LNG	Cheniere Energy, Inc.	3,224	$914,842
FTAI	FTAI Aviation Ltd.	3,598	$881,510
ETR	Entergy Corp /De/	7,462	$838,430
LITE	Lumentum Holdings Inc.	1,179	$828,554
TDY	Teledyne Technologies Inc	1,356	$820,393
CIEN	Ciena Corp	2,107	$818,000
ROST	Ross Stores, Inc.	3,760	$814,528
CGDV	Capital Group Dividend Value ETF	15,973	$679,491
NEM	NEWMONT Corp /DE/	3,679	$398,251
PH	Parker-Hannifin Corp	417	$373,315
TMO	Thermo Fisher Scientific Inc.	750	$368,647
XOM	ExxonMobil Holdings Corp	1,691	$286,895
GM	General Motors Co	3,645	$271,552
RTX	RTX Corp	1,406	$271,217
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

47 tracked positions · $71,885,188 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	7,984	+4,636	$5,962,211	+173.8%	8.29%
GLW	Corning Inc /Ny Technology	Added	15,029	+1,047	$3,838,857	+101.9%	5.34%
WDC	Western Digital Corp Technology	Reduced	5,121	-2,883	$3,270,885	+51.1%	4.55%
AMD	Advanced Micro Devices Inc Technology	Added	5,487	+4,429	$3,187,453	+1381.0%	4.43%
MU	Micron Technology Inc Technology	Reduced	2,625	-2,720	$3,030,011	+67.8%	4.22%
ALAB	Astera Labs, Inc. Technology	NEW	6,214	NEW	$3,001,486	NEW	4.18%
INTC	Intel Corp Technology	NEW	19,437	NEW	$2,713,988	NEW	3.78%
SNDK	Sandisk Corp Technology	Reduced	1,125	-368	$2,557,946	+169.7%	3.56%
DELL	Dell Technologies Inc. Technology	Added	5,426	+346	$2,341,101	+180.8%	3.26%
CAT	Caterpillar Inc Industrials	Added	2,196	+157	$2,338,520	+61.9%	3.25%
FIX	Comfort Systems USA Inc Industrials	Added	1,123	+90	$2,225,729	+56.2%	3.10%
FLEX	Flex Ltd. Technology	NEW	13,502	NEW	$2,188,269	NEW	3.04%
MRVL	Marvell Technology, Inc. Technology	NEW	7,107	NEW	$2,117,104	NEW	2.95%
CSCO	Cisco Systems, Inc. Technology	NEW	15,868	NEW	$1,863,855	NEW	2.59%
VRT	Vertiv Holdings Co Industrials	Added	5,554	+1,675	$1,859,590	+91.3%	2.59%
NVT	nVent Electric plc Industrials	Added	10,677	+3,418	$1,810,925	+110.9%	2.52%
MTZ	Mastec Inc Industrials	Added	4,276	+1,449	$1,779,072	+95.6%	2.47%
ANET	Arista Networks, Inc. Technology	NEW	9,682	NEW	$1,644,778	NEW	2.29%
DDOG	Datadog, Inc. Technology	NEW	5,904	NEW	$1,537,165	NEW	2.14%
TXN	Texas Instruments Inc Technology	NEW	5,083	NEW	$1,515,089	NEW	2.11%
MKSI	Mks Inc Technology	NEW	3,342	NEW	$1,486,521	NEW	2.07%
UAL	United Airlines Holdings, Inc. Industrials	NEW	10,884	NEW	$1,480,115	NEW	2.06%
COHR	Coherent Corp. Technology	NEW	3,656	NEW	$1,442,182	NEW	2.01%
GEV	GE Vernova Inc. Industrials	Added	1,183	+90	$1,389,859	+45.7%	1.93%
FFIV	F5, Inc. Technology	NEW	3,241	NEW	$1,348,126	NEW	1.88%
JBHT	Hunt J B Transport Services Inc Industrials	NEW	4,640	NEW	$1,342,955	NEW	1.87%
NTAP	NetApp, Inc. Technology	NEW	8,321	NEW	$1,287,757	NEW	1.79%
HUM	Humana Inc Healthcare	NEW	3,146	NEW	$1,249,654	NEW	1.74%
STRL	Sterling Infrastructure, Inc. Industrials	NEW	1,451	NEW	$1,217,911	NEW	1.69%
JBL	Jabil Inc Technology	NEW	3,041	NEW	$1,172,244	NEW	1.63%
STX	Seagate Technology Holdings plc Technology	Added	1,069	+50	$1,031,585	+158.4%	1.44%
LRCX	Lam Research Corp Technology	Added	1,785	+85	$773,494	+113.0%	1.08%
KLAC	Kla Corp Technology	Added	2,400	+2,171	$724,104	+114.8%	1.01%
CMI	Cummins Inc Industrials	Added	739	+35	$527,062	+39.2%	0.73%
GOOGL	Alphabet Inc. Communication Services	Added	1,352	+64	$483,164	+30.5%	0.67%
PANW	Palo Alto Networks Inc Technology	NEW	1,349	NEW	$460,035	NEW	0.64%
VTRS	Viatris Inc Healthcare	Added	24,606	+1,171	$390,743	+23.4%	0.54%
NOK	Nokia Corp Technology	NEW	29,327	NEW	$389,462	NEW	0.54%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	1,937	NEW	$369,550	NEW	0.51%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	5,727	+272	$360,171	+12.3%	0.50%
ADI	Analog Devices Inc Technology	Added	905	+43	$359,438	+31.1%	0.50%
NVDA	Nvidia Corp Technology	Added	1,738	+82	$347,756	+20.4%	0.48%
PWR	Quanta Services, Inc. Industrials	NEW	478	NEW	$344,179	NEW	0.48%
GS	Goldman Sachs Group Inc Financial Services	Added	337	+16	$340,831	+25.5%	0.47%
KEY	Keycorp /New/ Financial Services	Added	14,309	+681	$329,822	+20.7%	0.46%
BKR	Baker Hughes Co Energy	Reduced	4,287	-23,425	$237,928	−85.9%	0.33%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	900	NEW	$214,506	NEW	0.30%

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.