Schechter Investment Advisors, LLC

CIK

1951586

Location

BIRMINGHAM, MI

Portfolio Value

Small $796,564,514

Diversification

Diversified

Filing Date

Global Rank

#1,807 / 7,987 ▼ 5 · as of Mar 2025

Top Industry

Shell Companies 24.5%

3Y Alpha vs SPY

-6.0%

Period ended 1 year ago

Filed May 1, 2025 · 1y

14 quarters · since Dec 2021

Clone Performance

Jul 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

+51.0%

SPY

+76.5%

Annualised alpha

-6.1%

Max drawdown

−13.9%

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

470 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

3.7%

−0.4 pts

Top 5

16.3%

−1.9 pts

Top 10

26.3%

−3.0 pts

HHI

108

Diversified−16

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Financial Services	35.7%	$284,537,062	100
Technology	17.4%	$138,677,015	73
Healthcare	11.7%	$93,408,773	48
Consumer Cyclical	7.0%	$55,466,015	53
Industrials	6.7%	$53,186,546	68
Unclassified	5.6%	$44,833,660	9
Consumer Defensive	4.8%	$38,285,967	28
Communication Services	3.9%	$30,779,350	20
Energy	2.5%	$20,243,603	22
Utilities	1.6%	$12,774,449	14
Basic Materials	1.6%	$12,651,450	19
Real Estate	1.5%	$11,720,624	16

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GBDC	GOLUB CAPITAL BDC, Inc.	+100,000	325,337	$4,925,602
VIV	Telefonica Brasil S.A.	+29,308	74,812	$652,360
GRFS	Grifols SA	+18,066	108,110	$768,661
KGC	Kinross Gold Corp	+15,953	55,522	$700,132
STM	STMicroelectronics N.V.	+13,060	43,428	$953,678
PFE	Pfizer Inc	+9,079	17,456	$442,333
KO	Coca Cola Co	+8,619	36,657	$2,625,372
UBER	Uber Technologies, Inc	+7,117	19,577	$1,426,379
T	At&T Inc.	+6,667	28,165	$796,505
SBUX	Starbucks Corp	+5,492	14,754	$1,447,219
SCHW	Schwab Charles Corp	+5,125	18,739	$1,466,888
MDT	Medtronic plc	+4,082	11,024	$990,615
PPL	PPL Corp	+3,803	21,567	$778,782
HMC	Honda Motor Co Ltd	+3,796	34,551	$937,368
QCOM	Qualcomm Inc/De	+3,579	11,402	$1,751,459
BOOT	Boot Barn Holdings, Inc.	+3,490	14,114	$1,516,267
INTC	Intel Corp	+2,635	22,779	$517,309
OKE	Oneok Inc /New/	+2,528	11,132	$1,104,516
JNJ	Johnson & Johnson	+2,128	12,987	$2,153,762
AON	Aon plc	+2,117	8,907	$3,554,693
VZ	Verizon Communications Inc	+2,107	14,879	$674,911
NRG	Nrg Energy, Inc.	+1,896	17,812	$1,700,332
TTD	Trade Desk, Inc.	+1,813	6,748	$369,249
ERIC	Ericsson Lm Telephone Co	+1,609	18,476	$143,372
DELL	Dell Technologies Inc.	+1,258	5,157	$470,060
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ANSC	Agriculture & Natural Solutions Acquisition Corp	−110,454	2,737,130	$29,199,702
HYAC	Haymaker Acquisition Corp. 4	−103,994	1,420,254	$15,608,591
CUB	Lionheart Holdings	−66,900	1,010,590	$10,378,759
WIT	Wipro Ltd	−60,998	143,270	$438,406
ALF	Centurion Acquisition Corp.	−55,774	1,332,323	$13,722,926
BCS	Barclays PLC	−51,105	12,748	$195,808
GPAT	GP-Act III Acquisition Corp.	−46,292	893,299	$9,200,979
GRAF	Graf Global Corp.	−42,350	645,970	$6,621,192
LPAA	Launch One Acquisition Corp.	−39,050	635,680	$6,490,292
ABEV	Ambev S.A.	−36,622	434,671	$1,012,782
RFAI	RF Acquisition Corp II	−34,700	686,738	$7,124,906
SIMA	SIM Acquisition Corp. I	−31,294	402,236	$4,110,851
LEGT	Legato Merger Corp. III	−29,225	1,407,134	$14,760,835
SPKL	Spark I Acquisition Corp	−28,935	583,214	$6,298,711
MUFG	Mitsubishi Ufj Financial Group Inc	−24,779	80,105	$1,091,830
NVDA	Nvidia Corp	−23,328	177,279	$19,213,497
AAPL	Apple Inc.	−22,791	116,127	$25,795,289
IBAC	IB Acquisition Corp.	−21,795	283,579	$2,918,027
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−20,955	47,321	$644,511
FTW	PRESIDIO PRODUCTION Co	−20,772	335,178	$3,392,001
VACH	Voyager Acquisition Corp./Cayman Islands	−18,160	689,180	$7,015,852
LPL	LG Display Co., Ltd.	−16,293	19,769	$61,480
GOOGL	Alphabet Inc.	−14,764	40,113	$6,203,072
TAK	Takeda Pharmaceutical Co Ltd	−14,694	104,974	$1,560,962
MSFT	Microsoft Corp	−13,469	50,796	$19,068,309
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ALDF	Aldel Financial II Inc.	761,474	$7,698,502
TAVI	Tavia Acquisition Corp.	635,294	$6,384,704
ACI	Albertsons Companies, Inc.	280,316	$6,164,147
DYNC	Dynamix Corp	606,560	$6,033,452
FACT	FACT II Acquisition Corp.	575,960	$5,771,119
RANG	Range Capital Acquisition Corp.	529,375	$5,320,218
NTWO	Newbury Street II Acquisition Corp	526,884	$5,300,453
WLAC	Willow Lane Acquisition Corp.	422,754	$4,235,995
JACS	Jackson Acquisition Co II	412,343	$4,152,294
GAUZ	Gauzy Ltd.	347,792	$2,782,336
DIA	Spdr Dow Jones Industrial Average ETF Trust	2,626	$1,102,604
MOD	Modine Manufacturing Co	10,676	$819,383
ALL	Allstate Corp	3,239	$670,699
APO	Apollo Global Management, Inc.	4,122	$564,466
AMX	America Movil Sab De Cv/	37,449	$532,524
DGX	Quest Diagnostics Inc	2,899	$490,509
PLTR	Palantir Technologies Inc.	5,075	$428,329
PLNT	Planet Fitness, Inc.	4,097	$395,810
SPOT	Spotify Technology S.A.	701	$385,570
TEL	TE Connectivity plc	2,349	$331,959
NTR	Nutrien Ltd.	6,613	$328,466
CHRW	C. H. Robinson Worldwide, Inc.	3,042	$311,500
OTIS	Otis Worldwide Corp	2,560	$264,191
DASH	DoorDash, Inc.	1,353	$247,287
TDY	Teledyne Technologies Inc	494	$245,868
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
QETA	Quetta Acquisition Corp	455,507	$4,805,598
IBIT	iShares Bitcoin Trust ETF	18,243	$967,791
DOCN	DigitalOcean Holdings, Inc.	19,863	$676,732
PII	Polaris Inc.	10,612	$611,463
EMO	ClearBridge Energy Midstream Opportunity Fund Inc.	8,901	$414,252
RHI	Robert Half Inc.	5,765	$406,200
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	31,583	$401,419
NICE	NICE Ltd.	2,341	$397,595
HOLX	HOLOGIC INC	5,494	$396,062
MAS	Masco Corp /De/	4,866	$353,124
HPE	Hewlett Packard Enterprise Co	15,889	$339,230
ICLR	Icon PLC	1,593	$334,066
LW	Lamb Weston Holdings, Inc.	4,558	$304,609
SKM	Sk Telecom Co Ltd	14,427	$303,544
IRM	Iron Mountain Inc	2,846	$299,141
CLS	Celestica Inc	3,192	$294,621
KKR	KKR & Co. Inc.	1,966	$290,791
SRE	Sempra	3,302	$289,651
PKG	Packaging Corp Of America	1,284	$289,066
BLDR	Builders FirstSource, Inc.	1,976	$282,429
TCOM	Trip.com Group Ltd	4,002	$274,777
CM	Canadian Imperial Bank Of Commerce /Can/	4,170	$263,668
NEA	Nuveen AMT-Free Quality Municipal Income Fund	23,236	$262,102
CDW	CDW Corp	1,476	$256,882
BURL	Burlington Stores, Inc.	898	$255,983
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

470 positions · $796,564,514 total · as of Mar 31, 2025

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

Showing 1–50 of 470 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	52,288	-4,328	$29,249,384	−11.9%	3.67%
ANSC	Agriculture & Natural Solutions Acquisition Corp Financial Services	Reduced	2,737,130	-110,454	$29,199,702	−2.2%	3.67%
MRK	Merck & Co., Inc. Healthcare	Reduced	291,300	-852	$26,147,086	−10.0%	3.28%
AAPL	Apple Inc. Technology	Reduced	116,127	-22,791	$25,795,289	−25.8%	3.24%
NVDA	Nvidia Corp Technology	Reduced	177,279	-23,328	$19,213,497	−28.7%	2.41%
MSFT	Microsoft Corp Technology	Reduced	50,796	-13,469	$19,068,309	−29.6%	2.39%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	87,733	-13,094	$16,692,079	−24.5%	2.10%
HYAC	Haymaker Acquisition Corp. 4 Financial Services	Reduced	1,420,254	-103,994	$15,608,591	−4.9%	1.96%
LEGT	Legato Merger Corp. III Financial Services	Reduced	1,407,134	-29,225	$14,760,835	−0.1%	1.85%
ALF	Centurion Acquisition Corp. Financial Services	Reduced	1,332,323	-55,774	$13,722,926	−2.1%	1.72%
META	Meta Platforms, Inc. Communication Services	Reduced	21,692	-2,824	$12,502,399	−12.9%	1.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	19,558	-1,992	$10,416,198	+6.6%	1.31%
CUB	Lionheart Holdings Financial Services	Reduced	1,010,590	-66,900	$10,378,759	−4.6%	1.30%
GPAT	GP-Act III Acquisition Corp. Financial Services	Reduced	893,299	-46,292	$9,200,979	−3.4%	1.16%
CME	Cme Group Inc. Financial Services	Reduced	34,524	-10,575	$9,158,871	−12.6%	1.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	36,181	-6,171	$8,875,198	−12.6%	1.11%
ALDF	Aldel Financial II Inc. Financial Services	NEW	761,474	NEW	$7,698,502	NEW	0.97%
ABBV	AbbVie Inc. Healthcare	Reduced	34,908	-3,313	$7,313,923	+7.7%	0.92%
RFAI	RF Acquisition Corp II Financial Services	Reduced	686,738	-34,700	$7,124,906	−3.4%	0.89%
VACH	Voyager Acquisition Corp./Cayman Islands Financial Services	Reduced	689,180	-18,160	$7,015,852	−1.0%	0.88%
V	Visa Inc. Financial Services	Reduced	19,466	-3,478	$6,822,053	−5.9%	0.86%
UNH	Unitedhealth Group Inc Healthcare	Reduced	12,676	-1,527	$6,639,054	−7.6%	0.83%
GRAF	Graf Global Corp. Financial Services	Reduced	645,970	-42,350	$6,621,192	−4.7%	0.83%
LPAA	Launch One Acquisition Corp. Financial Services	Reduced	635,680	-39,050	$6,490,292	−4.3%	0.81%
TAVI	Tavia Acquisition Corp. Financial Services	NEW	635,294	NEW	$6,384,704	NEW	0.80%
SPKL	Spark I Acquisition Corp Financial Services	Reduced	583,214	-28,935	$6,298,711	−3.3%	0.79%
GOOGL	Alphabet Inc. Communication Services	Reduced	40,113	-14,764	$6,203,072	−40.3%	0.78%
ACI	Albertsons Companies, Inc. Consumer Defensive	NEW	280,316	NEW	$6,164,147	NEW	0.77%
LLY	ELI LILLY & Co Healthcare	Reduced	7,433	-290	$6,138,987	+3.0%	0.77%
DYNC	Dynamix Corp Financial Services	NEW	606,560	NEW	$6,033,452	NEW	0.76%
ABT	Abbott Laboratories Healthcare	Reduced	43,690	-10,686	$5,795,477	−5.8%	0.73%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,122	-1,720	$5,790,064	−19.4%	0.73%
FACT	FACT II Acquisition Corp.	NEW	575,960	NEW	$5,771,119	NEW	0.72%
RANG	Range Capital Acquisition Corp. Financial Services	NEW	529,375	NEW	$5,320,218	NEW	0.67%
NTWO	Newbury Street II Acquisition Corp Financial Services	NEW	526,884	NEW	$5,300,453	NEW	0.67%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	Added	325,337	+100,000	$4,925,602	+44.2%	0.62%
RC	Ready Capital Corp Real Estate	Reduced	936,193	-2,772	$4,765,222	−25.6%	0.60%
MA	Mastercard Inc Financial Services	Reduced	8,085	-1,968	$4,431,549	−16.3%	0.56%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	27,123	-1,681	$4,305,231	+24.2%	0.54%
AVGO	Broadcom Inc. Technology	Reduced	25,661	-7,554	$4,296,419	−44.2%	0.54%
WLAC	Willow Lane Acquisition Corp. Financial Services	NEW	422,754	NEW	$4,235,995	NEW	0.53%
JACS	Jackson Acquisition Co II Financial Services	NEW	412,343	NEW	$4,152,294	NEW	0.52%
ORCL	Oracle Corp Technology	Reduced	29,672	-2,932	$4,148,441	−23.6%	0.52%
SIMA	SIM Acquisition Corp. I Financial Services	Reduced	402,236	-31,294	$4,110,851	−5.6%	0.52%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	30,821	-1,843	$3,753,996	−4.9%	0.47%
POLE	Andretti Acquisition Corp. II Financial Services	Reduced	364,550	-11,150	$3,692,891	−1.7%	0.46%
AON	Aon plc Financial Services	Added	8,907	+2,117	$3,554,693	+45.8%	0.45%
ADBE	Adobe Inc. Technology	Reduced	9,029	-635	$3,462,891	−19.4%	0.43%
MCK	Mckesson Corp Healthcare	Reduced	5,124	-405	$3,448,399	+9.4%	0.43%
FTW	PRESIDIO PRODUCTION Co Energy	Reduced	335,178	-20,772	$3,392,001	−4.5%	0.43%