Altura Wealth Advisors Inc.
Filing Date
Global Rank
#5,689
/ 8,232
▲ 338
Top Industry
Semiconductors
26.1%
3Y Alpha vs SPY
+0.6%
Period ended 2 months ago
Filed May 12, 2026 · 33d
17 quarters · since Mar 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
+78.7%
SPY
+76.3%
Annualised alpha
+0.6%
Max drawdown
−26.4%
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
35 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
23.4%
−1.3 pts
Top 5
56.2%
−6.7 pts
Top 10
70.6%
−9.3 pts
HHI
932
Diversified−154
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.1% | $38,099,680 |
| Communication Services | 13.0% | $11,008,442 |
| Healthcare | 12.3% | $10,382,315 |
| Consumer Cyclical | 9.1% | $7,730,155 |
| Unclassified | 7.9% | $6,695,163 |
| Financial Services | 5.3% | $4,504,343 |
| Industrials | 3.4% | $2,877,927 |
| Consumer Defensive | 2.0% | $1,676,165 |
| Real Estate | 1.6% | $1,325,284 |
| Energy | 0.3% | $214,555 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ORCL | Oracle Corp | +12,248 | 14,444 | $2,124,856 | |
| IBIT | iShares Bitcoin Trust ETF | +9,217 | 47,394 | $1,820,877 | |
| ABBV | AbbVie Inc. | +5,717 | 6,919 | $1,504,813 | |
| NVDA | Nvidia Corp | +5,289 | 113,154 | $19,734,057 | |
| AAPL | Apple Inc. | +4,059 | 40,031 | $10,159,467 | |
| META | Meta Platforms, Inc. | +2,846 | 4,333 | $2,479,039 | |
| HON | Honeywell International Inc | +882 | 6,242 | $1,410,879 | |
| UNP | Union Pacific Corp | +868 | 5,119 | $1,241,971 | |
| V | Visa Inc. | +849 | 7,568 | $2,287,352 | |
| MSFT | Microsoft Corp | +743 | 6,751 | $2,499,017 | |
| AMZN | Amazon Com Inc | +707 | 31,852 | $6,633,816 | |
| LLY | ELI LILLY & Co | +595 | 789 | $725,698 | |
| LOW | Lowes Companies Inc | +510 | 4,640 | $1,096,339 | |
| CRWD | CrowdStrike Holdings, Inc. | +494 | 5,956 | $2,325,281 | |
| MA | Mastercard Inc | +488 | 4,437 | $2,216,991 | |
| SPY | Spdr S&P 500 ETF Trust | +230 | 1,114 | $724,478 | |
| TMO | Thermo Fisher Scientific Inc. | +195 | 2,717 | $1,335,487 | |
| IBM | International Business Machines Corp | +73 | 874 | $211,848 | |
| QCOM | Qualcomm Inc/De | +14 | 2,318 | $298,512 | |
| AMD | Advanced Micro Devices Inc | +1 | 1,254 | $255,101 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MRK | Merck & Co., Inc. | −26,181 | 21,785 | $2,620,517 | |
| GOOGL | Alphabet Inc. | −4,219 | 24,860 | $7,148,741 | |
| DHR | Danaher Corp /De/ | −2,499 | 2,219 | $420,722 | |
| EQIX | Equinix Inc | −1,132 | 1,352 | $1,325,284 | |
| GLD | Spdr Gold Trust | −704 | 8,830 | $3,799,460 | |
| BMY | Bristol Myers Squibb Co | −98 | 13,713 | $831,693 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JNJ | Johnson & Johnson | 6,150 | $1,503,306 | |
| UNH | Unitedhealth Group Inc | 5,322 | $1,440,079 | |
| COST | Costco Wholesale Corp /New | 852 | $848,958 | |
| WMT | Walmart Inc. | 6,656 | $827,207 | |
| PANW | Palo Alto Networks Inc | 3,066 | $491,541 | |
| QQQ | Invesco Qqq Trust, Series 1 | 607 | $350,348 | |
| CSX | Csx Corp | 5,483 | $225,077 | |
| CVX | Chevron Corp | 1,037 | $214,555 | |
| No positions match the current search. | ||||
9 positions ·
$38,099,680 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 113,154 | $19,734,057 | 51.80% | |
| AAPL |
Apple Inc.
Technology
|
Added | 40,031 | $10,159,467 | 26.67% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,751 | $2,499,017 | 6.56% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 5,956 | $2,325,281 | 6.10% | |
| ORCL |
Oracle Corp
Technology
|
Added | 14,444 | $2,124,856 | 5.58% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 3,066 | $491,541 | 1.29% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 2,318 | $298,512 | 0.78% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,254 | $255,101 | 0.67% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 874 | $211,848 | 0.56% |