Greenspring Advisors, LLC
Filing Date
Global Rank
#4,831
/ 8,622
▼ 24
· as of Mar 2026
Top Industry
Consumer Electronics
11.2%
3Y Alpha vs SPY
-4.1%
Period ended 4 months ago
Filed May 5, 2026 · 3mo
17 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical 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
+51.3%
SPY
+67.9%
Annualised alpha
-4.1%
Max drawdown
−20.5%
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. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
163 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.4%
−3.0 pts
Top 5
30.1%
−9.9 pts
Top 10
44.1%
−9.7 pts
HHI
288
Diversified−161
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.8% | $55,752,363 |
| Financial Services | 16.4% | $24,865,338 |
| Healthcare | 9.2% | $13,957,512 |
| Consumer Cyclical | 8.2% | $12,446,032 |
| Communication Services | 7.6% | $11,473,307 |
| Industrials | 6.3% | $9,498,632 |
| Unclassified | 6.0% | $9,051,435 |
| Consumer Defensive | 4.4% | $6,624,001 |
| Energy | 3.1% | $4,655,326 |
| Basic Materials | 1.0% | $1,546,144 |
| Utilities | 0.8% | $1,213,088 |
| Real Estate | 0.2% | $317,405 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WIT | Wipro Ltd | +24,293 | 114,392 | $242,511 | |
| LPL | LG Display Co., Ltd. | +14,234 | 57,927 | $224,756 | |
| T | At&T Inc. | +8,915 | 20,972 | $607,978 | |
| RDY | Dr Reddys Laboratories Ltd | +5,230 | 27,280 | $377,828 | |
| ENIC | Enel Chile S.A. | +3,156 | 22,501 | $88,653 | |
| SAN | Banco Santander, S.A. | +2,963 | 42,221 | $476,252 | |
| AAPL | Apple Inc. | +2,290 | 62,064 | $15,751,222 | |
| NVDA | Nvidia Corp | +2,173 | 46,045 | $8,030,248 | |
| TKC | Turkcell Iletisim Hizmetleri A S | +1,827 | 13,364 | $80,584 | |
| ICL | ICL Group Ltd. | +1,793 | 14,136 | $73,224 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | +1,442 | 17,127 | $338,258 | |
| SHEL | Shell plc | +1,330 | 9,813 | $912,609 | |
| MFG | Mizuho Financial Group Inc | +1,290 | 35,402 | $281,091 | |
| UMC | United Microelectronics Corp | +1,243 | 27,256 | $244,758 | |
| NOK | Nokia Corp | +1,109 | 16,980 | $136,519 | |
| LYG | Lloyds Banking Group plc | +1,107 | 59,146 | $297,504 | |
| VZ | Verizon Communications Inc | +1,083 | 9,493 | $476,548 | |
| NFLX | Netflix Inc | +1,034 | 12,358 | $1,188,221 | |
| NMR | Nomura Holdings Inc | +882 | 15,721 | $124,038 | |
| BAC | Bank Of America Corp /De/ | +855 | 13,643 | $665,096 | |
| UBS | UBS Group AG | +820 | 7,316 | $285,836 | |
| SHG | Shinhan Financial Group Co Ltd | +819 | 5,510 | $337,873 | |
| BCS | Barclays PLC | +758 | 12,737 | $269,514 | |
| KEP | Korea Electric Power Corp | +749 | 14,346 | $204,430 | |
| WMT | Walmart Inc. | +683 | 11,465 | $1,424,870 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LIF | Life360, Inc. | −175,055 | 163,582 | $6,677,417 | |
| INFY | Infosys Ltd | −6,662 | 11,587 | $156,540 | |
| HDB | Hdfc Bank Ltd | −2,154 | 10,004 | $248,899 | |
| AMZN | Amazon Com Inc | −1,026 | 28,971 | $6,033,790 | |
| ACN | Accenture plc | −956 | 1,065 | $211,178 | |
| DHR | Danaher Corp /De/ | −927 | 1,220 | $231,312 | |
| IBM | International Business Machines Corp | −787 | 4,104 | $994,768 | |
| TFC | Truist Financial Corp | −723 | 10,046 | $461,814 | |
| GILD | Gilead Sciences, Inc. | −563 | 3,215 | $448,074 | |
| CSCO | Cisco Systems, Inc. | −489 | 7,715 | $598,606 | |
| ELPC | Energy Co Of Parana | −454 | 13,052 | $155,840 | |
| AER | AerCap Holdings N.V. | −339 | 5,565 | $763,406 | |
| QCOM | Qualcomm Inc/De | −306 | 3,669 | $472,493 | |
| UGP | Ultrapar Holdings Inc | −264 | 15,284 | $84,214 | |
| COF | Capital One Financial Corp | −218 | 6,041 | $1,102,059 | |
| WFC | Wells Fargo & Company/Mn | −207 | 12,363 | $984,218 | |
| UNH | Unitedhealth Group Inc | −206 | 3,197 | $865,076 | |
| V | Visa Inc. | −171 | 3,801 | $1,148,814 | |
| ORCL | Oracle Corp | −140 | 7,299 | $1,073,755 | |
| WWD | Woodward, Inc. | −130 | 2,156 | $771,675 | |
| HLT | Hilton Worldwide Holdings Inc. | −121 | 1,897 | $576,839 | |
| AMD | Advanced Micro Devices Inc | −104 | 1,781 | $362,308 | |
| GOOGL | Alphabet Inc. | −104 | 19,343 | $5,562,273 | |
| HD | Home Depot, Inc. | −100 | 3,082 | $1,013,638 | |
| AON | Aon plc | −93 | 2,233 | $720,767 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CAT | Caterpillar Inc | 783 | $554,724 | |
| COP | Conocophillips | 4,008 | $529,056 | |
| SNDK | Sandisk Corp | 799 | $507,636 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | 15,075 | $452,099 | |
| LITE | Lumentum Holdings Inc. | 584 | $410,411 | |
| FAST | Fastenal Co | 7,961 | $369,390 | |
| KB | KB Financial Group Inc. | 3,317 | $330,804 | |
| LIN | Linde PLC | 639 | $316,790 | |
| TXN | Texas Instruments Inc | 1,582 | $307,129 | |
| SKM | Sk Telecom Co Ltd | 10,434 | $305,611 | |
| LMT | Lockheed Martin Corp | 503 | $304,008 | |
| COHR | Coherent Corp. | 1,239 | $295,142 | |
| AEM | Agnico Eagle Mines Ltd | 1,433 | $290,870 | |
| BTI | British American Tobacco p.l.c. | 4,891 | $285,976 | |
| AZN | Astrazeneca PLC | 1,382 | $272,558 | |
| CHT | Chunghwa Telecom Co Ltd | 6,355 | $268,435 | |
| WDC | Western Digital Corp | 975 | $263,727 | |
| PFE | Pfizer Inc | 9,274 | $260,413 | |
| PPL | PPL Corp | 6,797 | $259,645 | |
| UNP | Union Pacific Corp | 1,058 | $256,691 | |
| CASY | Caseys General Stores Inc | 348 | $253,295 | |
| ROST | Ross Stores, Inc. | 1,138 | $246,524 | |
| TRGP | Targa Resources Corp. | 961 | $240,951 | |
| PEG | Public Service Enterprise Group Inc | 2,966 | $240,097 | |
| KLAC | Kla Corp | 163 | $240,002 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CRM | Salesforce, Inc. | 1,959 | $518,958 | |
| SAP | Sap SE | 1,703 | $413,675 | |
| ABT | Abbott Laboratories | 3,291 | $412,329 | |
| INTU | Intuit Inc. | 445 | $294,776 | |
| CNI | Canadian National Railway Co | 2,748 | $271,639 | |
| DB | Deutsche Bank Aktiengesellschaft | 7,037 | $271,346 | |
| G | Genpact LTD | 5,592 | $261,593 | |
| GGB | Gerdau S.A. | 10,906 | $40,243 | |
| No positions match the current search. | ||||
163 tracked positions ·
$151,400,583 total
· filing declares
318 positions · $1,641,004,918
· 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 163 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 62,064 | $15,751,222 | 10.40% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 24,530 | $9,080,270 | 6.00% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 46,045 | $8,030,248 | 5.30% | |
| LIF |
Life360, Inc.
Technology
|
Reduced | 163,582 | $6,677,417 | 4.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 28,971 | $6,033,790 | 3.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 19,343 | $5,562,273 | 3.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 8,003 | $5,204,671 | 3.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 8,472 | $4,059,782 | 2.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 11,444 | $3,366,367 | 2.22% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,215 | $2,983,657 | 1.97% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 3,107 | $2,857,725 | 1.89% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 8,369 | $2,828,303 | 1.87% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,388 | $2,379,474 | 1.57% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 6,722 | $2,365,135 | 1.56% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,008 | $1,859,536 | 1.23% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 7,578 | $1,852,366 | 1.22% | |
| GE |
General Electric Co
Industrials
|
Added | 6,230 | $1,767,887 | 1.17% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,900 | $1,658,510 | 1.10% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,406 | $1,637,930 | 1.08% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 9,073 | $1,539,325 | 1.02% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,739 | $1,471,176 | 0.97% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 11,465 | $1,424,870 | 0.94% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Reduced | 15,441 | $1,391,851 | 0.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 6,122 | $1,331,473 | 0.88% | |
| IAU |
Ishares Gold Trust
|
Held | 14,884 | $1,312,173 | 0.87% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 16,583 | $1,261,137 | 0.83% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 12,358 | $1,188,221 | 0.78% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,801 | $1,148,814 | 0.76% | |
| CVX |
Chevron Corp
Energy
|
Added | 5,495 | $1,136,915 | 0.75% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 6,041 | $1,102,059 | 0.73% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 7,299 | $1,073,755 | 0.71% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 773 | $1,021,001 | 0.67% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,082 | $1,013,638 | 0.67% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 4,104 | $994,768 | 0.66% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 12,363 | $984,218 | 0.65% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,690 | $975,434 | 0.64% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 6,554 | $946,659 | 0.63% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 7,865 | $946,080 | 0.62% | |
| SHEL |
Shell plc
Energy
|
Added | 9,813 | $912,609 | 0.60% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 3,197 | $865,076 | 0.57% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Added | 2,435 | $796,415 | 0.53% | |
| WWD |
Woodward, Inc.
Industrials
|
Reduced | 2,156 | $771,675 | 0.51% | |
| AER |
AerCap Holdings N.V.
Industrials
|
Reduced | 5,565 | $763,406 | 0.50% | |
| NVS |
Novartis AG
Healthcare
|
Added | 4,733 | $722,965 | 0.48% | |
| AON |
Aon plc
Financial Services
|
Reduced | 2,233 | $720,767 | 0.48% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 4,362 | $696,611 | 0.46% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 5,038 | $685,016 | 0.45% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,355 | $677,039 | 0.45% | |
| RTX |
RTX Corp
Industrials
|
Added | 3,508 | $676,693 | 0.45% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 13,643 | $665,096 | 0.44% |
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.