Greenspring Advisors, LLC
Filing Date
Global Rank
#4,829
/ 8,605
▼ 21
· as of Mar 2026
Top Industry
Consumer Electronics
11.4%
3Y Alpha vs SPY
-4.5%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
17 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+57.0%
SPY
+76.5%
Annualised alpha
-4.6%
Max drawdown
−20.5%
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
162 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.5%
−3.0 pts
Top 5
30.5%
−9.8 pts
Top 10
44.6%
−9.6 pts
HHI
293
Diversified−160
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.1% | $55,536,361 |
| Financial Services | 16.6% | $24,850,887 |
| Healthcare | 9.3% | $13,957,512 |
| Consumer Cyclical | 8.3% | $12,446,032 |
| Communication Services | 7.7% | $11,473,307 |
| Industrials | 6.3% | $9,498,632 |
| Unclassified | 6.0% | $9,051,435 |
| Consumer Defensive | 4.4% | $6,624,001 |
| Energy | 2.1% | $3,116,001 |
| 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 | |
| MFC | Manulife Financial Corp | 6,923 | $238,428 | |
| 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. | ||||
162 positions ·
$149,630,805 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 162 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 | 10.53% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 24,530 | $9,080,270 | 6.07% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 46,045 | $8,030,248 | 5.37% | |
| LIF |
Life360, Inc.
Technology
|
Reduced | 163,582 | $6,677,417 | 4.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 28,971 | $6,033,790 | 4.03% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 19,343 | $5,562,273 | 3.72% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 8,003 | $5,204,671 | 3.48% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 8,472 | $4,059,782 | 2.71% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 11,444 | $3,366,367 | 2.25% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,215 | $2,983,657 | 1.99% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 3,107 | $2,857,725 | 1.91% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 8,369 | $2,828,303 | 1.89% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,388 | $2,379,474 | 1.59% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 6,722 | $2,365,135 | 1.58% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,008 | $1,859,536 | 1.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 7,578 | $1,852,366 | 1.24% | |
| GE |
General Electric Co
Industrials
|
Added | 6,230 | $1,767,887 | 1.18% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 1,900 | $1,658,510 | 1.11% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,406 | $1,637,930 | 1.09% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 1,739 | $1,471,176 | 0.98% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 11,465 | $1,424,870 | 0.95% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Reduced | 15,441 | $1,391,851 | 0.93% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 6,122 | $1,331,473 | 0.89% | |
| IAU |
Ishares Gold Trust
|
Held | 14,884 | $1,312,173 | 0.88% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 16,583 | $1,261,137 | 0.84% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 12,358 | $1,188,221 | 0.79% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,801 | $1,148,814 | 0.77% | |
| CVX |
Chevron Corp
Energy
|
Added | 5,495 | $1,136,915 | 0.76% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 6,041 | $1,102,059 | 0.74% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 7,299 | $1,073,755 | 0.72% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 773 | $1,021,001 | 0.68% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,082 | $1,013,638 | 0.68% | |
| 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 | 0.66% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,690 | $975,434 | 0.65% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 6,554 | $946,659 | 0.63% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 7,865 | $946,080 | 0.63% | |
| SHEL |
Shell plc
Energy
|
Added | 9,813 | $912,609 | 0.61% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 3,197 | $865,076 | 0.58% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Added | 2,435 | $796,415 | 0.53% | |
| WWD |
Woodward, Inc.
Industrials
|
Reduced | 2,156 | $771,675 | 0.52% | |
| AER |
AerCap Holdings N.V.
Industrials
|
Reduced | 5,565 | $763,406 | 0.51% | |
| 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 | 0.47% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 5,038 | $685,016 | 0.46% | |
| 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% | |
| T |
At&T Inc.
Communication Services
|
Added | 20,972 | $607,978 | 0.41% |