STAGE HARBOR FINANCIAL, LLC
Filing Date
Global Rank
#8,328
/ 8,588
▲ 32
Top Industry
Semiconductors
21.7%
3Y Alpha vs SPY
-5.3%
Period ended 3 months ago
Filed May 4, 2026 · 44d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+39.3%
SPY
+54.6%
Annualised alpha
-5.3%
Max drawdown
−24.6%
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
13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
18.8%
+0.5 pts
Top 5
54.0%
−2.1 pts
Top 10
86.8%
+1.9 pts
HHI
941
Diversified+3
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.4% | $1,840,028 |
| Communication Services | 20.4% | $1,061,694 |
| Consumer Cyclical | 16.6% | $863,766 |
| Unclassified | 13.6% | $705,538 |
| Financial Services | 5.3% | $275,945 |
| Industrials | 4.8% | $248,986 |
| Energy | 3.9% | $202,234 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −627 | 5,599 | $976,465 | |
| MSFT | Microsoft Corp | −410 | 1,275 | $471,966 | |
| AMZN | Amazon Com Inc | −331 | 2,291 | $477,146 | |
| AAPL | Apple Inc. | −181 | 1,543 | $391,597 | |
| V | Visa Inc. | −62 | 913 | $275,945 | |
| SPY | Spdr S&P 500 ETF Trust | −36 | 721 | $468,895 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | Exxon Mobil Corp | 1,192 | $202,234 | |
| No positions match the current search. | ||||
3 positions ·
$1,840,028 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 5,599 | $976,465 | 53.07% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,275 | $471,966 | 25.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,543 | $391,597 | 21.28% |