Hibernia Wealth Partners, LLC

CIK

1950637

Location

BATON ROUGE, LA

Portfolio Value

Micro $44,502,442

Diversification

Highly concentrated

Filing Date

Global Rank

#7,088 / 8,517 ▼ 1734

Top Industry

Semiconductors 22.5%

3Y Alpha vs SPY

-7.3%

Period ended 46 days ago

Filed Jul 23, 2026 · 23d

12 quarters · since Sep 2023

Clone Performance

Nov 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+45.4%

SPY

+73.0%

Annualised alpha

-7.5%

Max drawdown

−7.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 92% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

49.9%

+13.4 pts

Top 5

73.8%

−2.2 pts

Top 10

83.5%

+2.0 pts

HHI

2,696

Highly concentrated+537

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.7%	$30,568,408	5
Technology	12.6%	$5,590,079	9
Energy	5.9%	$2,639,409	2
Financial Services	3.3%	$1,450,249	4
Consumer Cyclical	2.9%	$1,297,767	3
Communication Services	2.4%	$1,083,158	3
Healthcare	1.7%	$745,293	3
Industrials	1.0%	$460,036	1
Consumer Defensive	1.0%	$438,903	2
Utilities	0.5%	$229,140	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
XOM	ExxonMobil Holdings Corp	+10,803	14,983	$2,048,475
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−26,143	29,722	$22,195,497
SLV	iShares Silver Trust	−13,119	13,423	$717,727
GLD	Spdr Gold Trust	−10,844	12,438	$4,581,910
IBIT	iShares Bitcoin Trust ETF	−6,357	6,357	$211,624
WMT	Walmart Inc.	−4,077	2,102	$238,072
APH	Amphenol Corp /De/	−3,998	1,604	$282,817
VOD	Vodafone Group Public Ltd Co	−3,729	14,520	$192,099
QQQ	Invesco Qqq Trust, Series 1	−3,583	3,886	$2,861,650
CVX	Chevron Corp	−3,495	3,565	$590,934
AAPL	Apple Inc.	−3,246	3,960	$1,145,865
MSFT	Microsoft Corp	−2,182	2,765	$1,031,400
JPM	Jpmorgan Chase & Co	−1,988	2,116	$692,630
AVGO	Broadcom Inc.	−1,717	1,689	$638,019
SBUX	Starbucks Corp	−1,635	2,056	$210,102
MCD	Mcdonalds Corp	−1,381	794	$214,626
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,316	1,112	$531,057
AXP	American Express Co	−1,001	636	$215,127
C	Citigroup Inc	−904	1,733	$242,550
AMZN	Amazon Com Inc	−752	3,663	$873,039
JNJ	Johnson & Johnson	−557	1,126	$285,970
MA	Mastercard Inc	−548	584	$299,942
NVDA	Nvidia Corp	−415	5,159	$1,032,264
CAT	Caterpillar Inc	−243	432	$460,036
GOOGL	Alphabet Inc.	−242	1,379	$492,813
ADI	Analog Devices Inc	−223	553	$219,635
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	843	$489,707
CI	Cigna Group	849	$234,052
CNP	Centerpoint Energy Inc	5,203	$229,140
UNH	Unitedhealth Group Inc	542	$225,271
MU	Micron Technology Inc	190	$219,315
KDP	Keurig Dr Pepper Inc.	6,136	$200,831
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	529,954	$48,564,983
VB	Vanguard Morningstar Small-Cap ETF	4,595	$1,203,522
BRK-B	Berkshire Hathaway Inc	1,466	$702,507
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	6,267	$627,890
NEE	Nextera Energy Inc	6,012	$558,394
TJX	Tjx Companies Inc /De/	3,411	$544,736
MSI	Motorola Solutions, Inc.	1,176	$510,348
HON	Honeywell International Inc	2,109	$476,697
ETN	Eaton Corp plc	1,324	$473,554
VIG	Vanguard Dividend Appreciation ETF	2,086	$448,615
PM	Philip Morris International Inc.	2,635	$435,670
VEA	Vanguard FTSE Developed Markets ETF	6,682	$428,182
ABBV	AbbVie Inc.	1,874	$407,575
PLD	Prologis, Inc.	3,070	$405,791
LIN	Linde PLC	816	$404,539
WEC	Wec Energy Group, Inc.	3,367	$389,797
MRK	Merck & Co., Inc.	3,145	$378,311
PECO	Phillips Edison & Company, Inc.	9,868	$369,260
TT	Trane Technologies plc	832	$346,727
NOC	Northrop Grumman Corp /De/	497	$339,072
VLO	Valero Energy Corp/Tx	1,334	$329,604
SPGI	S&P Global Inc.	754	$320,705
MRSH	Marsh & Mclennan Companies, Inc.	1,672	$290,007
DHR	Danaher Corp /De/	1,518	$287,812
PAA	Plains All American Pipeline LP	12,508	$279,303
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 tracked positions · $44,502,442 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	29,722	-26,143	$22,195,497	−38.9%	49.87%
GLD	Spdr Gold Trust	Reduced	12,438	-10,844	$4,581,910	−54.3%	10.30%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,886	-3,583	$2,861,650	−33.6%	6.43%
XOM	ExxonMobil Holdings Corp Energy	Added	14,983	+10,803	$2,048,475	+188.9%	4.60%
AAPL	Apple Inc. Technology	Reduced	3,960	-3,246	$1,145,865	−37.3%	2.57%
NVDA	Nvidia Corp Technology	Reduced	5,159	-415	$1,032,264	+6.2%	2.32%
MSFT	Microsoft Corp Technology	Reduced	2,765	-2,182	$1,031,400	−43.7%	2.32%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,663	-752	$873,039	−5.1%	1.96%
SLV	iShares Silver Trust	Reduced	13,423	-13,119	$717,727	−60.3%	1.61%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,116	-1,988	$692,630	−42.6%	1.56%
AVGO	Broadcom Inc. Technology	Reduced	1,689	-1,717	$638,019	−39.5%	1.43%
CVX	Chevron Corp Energy	Reduced	3,565	-3,495	$590,934	−59.5%	1.33%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,112	-1,316	$531,057	−35.3%	1.19%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,379	-242	$492,813	+5.7%	1.11%
AMD	Advanced Micro Devices Inc Technology	NEW	843	NEW	$489,707	NEW	1.10%
CAT	Caterpillar Inc Industrials	Reduced	432	-243	$460,036	−3.8%	1.03%
META	Meta Platforms, Inc. Communication Services	Reduced	707	-111	$398,246	−14.9%	0.89%
MA	Mastercard Inc Financial Services	Reduced	584	-548	$299,942	−47.0%	0.67%
JNJ	Johnson & Johnson Healthcare	Reduced	1,126	-557	$285,970	−30.5%	0.64%
APH	Amphenol Corp /De/ Technology	Reduced	1,604	-3,998	$282,817	—	0.64%
C	Citigroup Inc Financial Services	Reduced	1,733	-904	$242,550	−18.9%	0.55%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,102	-4,077	$238,072	−69.0%	0.53%
CI	Cigna Group Healthcare	NEW	849	NEW	$234,052	NEW	0.53%
CNP	Centerpoint Energy Inc Utilities	NEW	5,203	NEW	$229,140	NEW	0.51%
UNH	Unitedhealth Group Inc Healthcare	NEW	542	NEW	$225,271	NEW	0.51%
ADI	Analog Devices Inc Technology	Reduced	553	-223	$219,635	−11.0%	0.49%
MU	Micron Technology Inc Technology	NEW	190	NEW	$219,315	NEW	0.49%
AXP	American Express Co Financial Services	Reduced	636	-1,001	$215,127	−56.6%	0.48%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	794	-1,381	$214,626	−68.2%	0.48%
IBIT	iShares Bitcoin Trust ETF	Reduced	6,357	-6,357	$211,624	−56.7%	0.48%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	2,056	-1,635	$210,102	−36.5%	0.47%
KDP	Keurig Dr Pepper Inc. Consumer Defensive	NEW	6,136	NEW	$200,831	NEW	0.45%
VOD	Vodafone Group Public Ltd Co Communication Services	Reduced	14,520	-3,729	$192,099	−29.9%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.