Hibernia Wealth Partners, LLC

CIK

1950637

Location

BATON ROUGE, LA

Portfolio Value

Micro $81,936,162

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,075 / 8,603 ▲ 129 · as of Mar 2026

Top Industry

Semiconductors 10.8%

3Y Alpha vs SPY

+0.2%

Period ended 3 months ago

Filed May 4, 2026 · 2mo

11 quarters · since Sep 2023

Clone Performance

Nov 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.5%

SPY

+71.9%

Annualised alpha

+0.2%

Max drawdown

−15.2%

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

67 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

44.3%

−1.8 pts

Top 5

66.3%

−4.1 pts

Top 10

74.2%

−3.3 pts

HHI

2,181

Moderately concentrated−221

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	65.1%	$53,354,620	7
Technology	10.6%	$8,692,279	11
Financial Services	5.2%	$4,290,363	9
Consumer Cyclical	3.6%	$2,976,883	6
Industrials	3.2%	$2,593,430	7
Healthcare	2.7%	$2,191,480	7
Energy	2.5%	$2,069,620	3
Communication Services	2.0%	$1,673,442	5
Consumer Defensive	2.0%	$1,671,725	5
Real Estate	1.3%	$1,048,590	3
Utilities	1.2%	$948,191	2
Basic Materials	0.5%	$425,539	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VOD	Vodafone Group Public Ltd Co	+4,781	18,249	$274,099
SBUX	Starbucks Corp	+1,083	3,691	$330,676
AMZN	Amazon Com Inc	+1,074	4,415	$919,512
IBIT	iShares Bitcoin Trust ETF	+1,026	12,714	$488,471
NVDA	Nvidia Corp	+873	5,574	$972,105
MSFT	Microsoft Corp	+757	4,947	$1,831,230
AAPL	Apple Inc.	+642	7,206	$1,828,810
C	Citigroup Inc	+593	2,637	$299,061
GOOGL	Alphabet Inc.	+592	1,621	$466,133
SLV	iShares Silver Trust	+548	26,542	$1,808,571
CVX	Chevron Corp	+487	7,060	$1,460,713
QQQ	Invesco Qqq Trust, Series 1	+455	7,469	$4,310,957
BRK-B	Berkshire Hathaway Inc	+439	1,466	$702,507
WMT	Walmart Inc.	+407	6,179	$767,926
T	At&T Inc.	+392	9,105	$263,953
JNJ	Johnson & Johnson	+341	1,683	$411,392
JPM	Jpmorgan Chase & Co	+329	4,104	$1,207,231
PAA	Plains All American Pipeline LP	+258	12,508	$279,303
HON	Honeywell International Inc	+224	2,109	$499,944
TJX	Tjx Companies Inc /De/	+209	3,411	$544,736
CMCSA	Comcast Corp	+194	7,010	$201,256
NDAQ	Nasdaq, Inc.	+180	2,617	$222,156
META	Meta Platforms, Inc.	+177	818	$468,001
AVGO	Broadcom Inc.	+171	3,406	$1,054,190
SW	Smurfit Westrock plc	+118	5,950	$237,106
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	−7,205	23,282	$10,018,011
SPY	Spdr S&P 500 ETF Trust	−487	55,865	$36,331,243
ABBV	AbbVie Inc.	−485	1,874	$407,575
ABT	Abbott Laboratories	−457	2,696	$276,797
ZTS	Zoetis Inc.	−206	1,700	$200,956
LOW	Lowes Companies Inc	−155	1,138	$268,886
NEE	Nextera Energy Inc	−109	6,012	$558,394
PM	Philip Morris International Inc.	−65	2,635	$435,670
DHR	Danaher Corp /De/	−55	1,518	$287,812
APH	Amphenol Corp /De/	−48	5,602	$707,811
PLTR	Palantir Technologies Inc.	−37	1,499	$219,273
TT	Trane Technologies plc	−13	832	$346,727
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
MRK	Merck & Co., Inc.	3,145	$378,311
ADI	Analog Devices Inc	776	$246,876
IAU	Ishares Gold Trust	2,641	$232,830
ARW	Arrow Electronics, Inc.	1,622	$232,611
PG	PROCTER & GAMBLE Co	1,543	$222,870
PEP	Pepsico Inc	1,342	$208,398
FDX	Fedex Corp	624	$179,094
ETHA	iShares Ethereum Trust ETF	10,394	$164,537
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
FUBO	FuboTV Inc.	12,754	$385,680
ROP	Roper Technologies Inc	522	$232,357
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 positions · $81,936,162 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	55,865	-487	$36,331,243	−5.5%	44.34%
GLD	Spdr Gold Trust	Reduced	23,282	-7,205	$10,018,011	−17.1%	12.23%
QQQ	Invesco Qqq Trust, Series 1	Added	7,469	+455	$4,310,957	+0.1%	5.26%
MSFT	Microsoft Corp Technology	Added	4,947	+757	$1,831,230	−9.6%	2.23%
AAPL	Apple Inc. Technology	Added	7,206	+642	$1,828,810	+2.5%	2.23%
SLV	iShares Silver Trust	Added	26,542	+548	$1,808,571	+8.0%	2.21%
CVX	Chevron Corp Energy	Added	7,060	+487	$1,460,713	+45.8%	1.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,104	+329	$1,207,231	−0.8%	1.47%
AVGO	Broadcom Inc. Technology	Added	3,406	+171	$1,054,190	−5.8%	1.29%
NVDA	Nvidia Corp Technology	Added	5,574	+873	$972,105	+10.9%	1.19%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,415	+1,074	$919,512	+19.2%	1.12%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,428	+70	$820,542	+14.5%	1.00%
WMT	Walmart Inc. Consumer Defensive	Added	6,179	+407	$767,926	+19.4%	0.94%
APH	Amphenol Corp /De/ Technology	Reduced	5,602	-48	$707,811	−7.3%	0.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,466	+439	$702,507	+36.1%	0.86%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,175	+4	$675,967	+1.9%	0.82%
MA	Mastercard Inc Financial Services	Added	1,132	+15	$565,614	−11.3%	0.69%
NEE	Nextera Energy Inc Utilities	Reduced	6,012	-109	$558,394	+13.6%	0.68%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	3,411	+209	$544,736	+10.8%	0.66%
MSI	Motorola Solutions, Inc. Technology	Added	1,176	+34	$510,348	+16.6%	0.62%
HON	Honeywell International Inc Industrials	Added	2,109	+224	$499,944	+29.6%	0.61%
AXP	American Express Co Financial Services	Added	1,637	+71	$495,159	−14.5%	0.60%
IBIT	iShares Bitcoin Trust ETF	Added	12,714	+1,026	$488,471	−15.8%	0.60%
CAT	Caterpillar Inc Industrials	Added	675	+65	$478,210	+36.8%	0.58%
ETN	Eaton Corp plc Industrials	Added	1,324	+93	$473,554	+20.8%	0.58%
META	Meta Platforms, Inc. Communication Services	Added	818	+177	$468,001	+10.6%	0.57%
GOOGL	Alphabet Inc. Communication Services	Added	1,621	+592	$466,133	+44.7%	0.57%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,635	-65	$435,670	+0.6%	0.53%
JNJ	Johnson & Johnson Healthcare	Added	1,683	+341	$411,392	+48.1%	0.50%
ABBV	AbbVie Inc. Healthcare	Reduced	1,874	-485	$407,575	−24.4%	0.50%
PLD	Prologis, Inc. Real Estate	Added	3,070	+76	$405,791	+6.2%	0.50%
LIN	Linde PLC Basic Materials	Added	816	+54	$404,539	+24.5%	0.49%
WEC	Wec Energy Group, Inc. Utilities	Added	3,367	+106	$389,797	+13.3%	0.48%
MRK	Merck & Co., Inc. Healthcare	NEW	3,145	NEW	$378,311	NEW	0.46%
PECO	Phillips Edison & Company, Inc. Real Estate	Added	9,868	+68	$369,260	+5.9%	0.45%
TT	Trane Technologies plc Industrials	Reduced	832	-13	$346,727	+5.4%	0.42%
NOC	Northrop Grumman Corp /De/ Industrials	Added	497	+3	$339,072	+20.4%	0.41%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,691	+1,083	$330,676	+50.6%	0.40%
VLO	Valero Energy Corp/Tx Energy	Added	1,334	+4	$329,604	+52.2%	0.40%
SPGI	S&P Global Inc. Financial Services	Added	754	+24	$303,411	−15.9%	0.37%
C	Citigroup Inc Financial Services	Added	2,637	+593	$299,061	+25.4%	0.36%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	1,672	+53	$290,007	−3.4%	0.35%
DHR	Danaher Corp /De/ Healthcare	Reduced	1,518	-55	$287,812	−20.1%	0.35%
PAA	Plains All American Pipeline LP Energy	Added	12,508	+258	$279,303	+27.0%	0.34%
UNP	Union Pacific Corp Industrials	Added	1,141	+61	$276,829	+10.8%	0.34%
ABT	Abbott Laboratories Healthcare	Reduced	2,696	-457	$276,797	−29.9%	0.34%
VOD	Vodafone Group Public Ltd Co Communication Services	Added	18,249	+4,781	$274,099	+54.1%	0.33%
AMT	American Tower Corp /Ma/ Real Estate	Added	1,585	+92	$273,539	+4.4%	0.33%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,138	-155	$268,886	−13.8%	0.33%
ACN	Accenture plc Technology	Added	1,354	+58	$268,483	−22.8%	0.33%