SEMITAM BONAM LLC
CIK
1922963
Location
GOSHEN, NY
Portfolio Value
Micro
$7,926,365
Diversification
Highly concentrated
Filing Date
Global Rank
#7,847
/ 8,232
▲ 170
Top Industry
Consumer Electronics
49.5%
3Y Alpha vs SPY
+2.6%
Period ended 2 months ago
Filed Apr 22, 2026 · 53d
4 quarters · since Jun 2025
Clone Performance
Aug 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+18.1%
SPY
+16.0%
Annualised alpha
+2.6%
Max drawdown
−8.6%
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
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
54.8%
+3.0 pts
Top 5
97.0%
+4.2 pts
Top 10
100.0%
0.0 pts
HHI
3,612
Highly concentrated+370
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 87.2% | $6,911,428 |
| Technology | 6.3% | $501,996 |
| Consumer Cyclical | 3.5% | $277,415 |
| Consumer Defensive | 3.0% | $235,526 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KO | Coca Cola Co | +217 | 3,097 | $235,526 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | −202 | 1,754 | $1,012,373 | |
| AAPL | Apple Inc. | −135 | 1,978 | $501,996 | |
| SPY | Spdr S&P 500 ETF Trust | −83 | 6,678 | $4,342,970 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −65 | 2,523 | $1,556,085 | |
| AMZN | Amazon Com Inc | −55 | 1,332 | $277,415 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
6 positions ·
$7,926,365 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 6,678 | $4,342,970 | 54.79% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 2,523 | $1,556,085 | 19.63% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,754 | $1,012,373 | 12.77% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,978 | $501,996 | 6.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,332 | $277,415 | 3.50% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 3,097 | $235,526 | 2.97% |