EPACRIA CAPITAL PARTNERS, LLC
Filing Date
Global Rank
#5,754
/ 8,586
▲ 240
Top Industry
Tobacco
36.8%
3Y Alpha vs SPY
+4.3%
Period ended 3 months ago
Filed May 15, 2026 · 32d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+97.6%
SPY
+78.1%
Annualised alpha
+4.3%
Max drawdown
−10.2%
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
24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.0%
−0.8 pts
Top 5
66.4%
+1.9 pts
Top 10
87.8%
+3.2 pts
HHI
1,067
Diversified+18
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 35.4% | $34,614,898 |
| Energy | 27.0% | $26,353,970 |
| Financial Services | 25.1% | $24,558,709 |
| Basic Materials | 3.7% | $3,637,693 |
| Unclassified | 3.6% | $3,532,646 |
| Real Estate | 2.1% | $2,046,230 |
| Technology | 2.0% | $1,972,472 |
| Industrials | 0.6% | $611,411 |
| Healthcare | 0.4% | $389,953 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
3 positions
2 positions ·
$34,614,898 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 106,667 | $17,636,321 | 50.95% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Reduced | 290,381 | $16,978,577 | 49.05% |