Schechter Investment Advisors, LLC
Filing Date
Global Rank
#1,835
/ 7,977
▼ 39
Top Industry
Shell Companies
24.4%
3Y Alpha vs SPY
-6.7%
Period ended 1 year ago
Filed May 1, 2025 · 1y
14 quarters · since Dec 2021
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
+49.7%
SPY
+78.1%
Annualised alpha
-6.8%
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
471 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024Top Position
3.7%
−0.4 pts
Top 5
16.2%
−1.9 pts
Top 10
26.1%
−3.0 pts
HHI
107
Diversified−16
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 35.5% | $284,617,206 |
| Technology | 17.4% | $139,362,253 |
| Healthcare | 11.7% | $93,408,773 |
| Consumer Cyclical | 7.2% | $57,319,098 |
| Industrials | 6.6% | $53,159,200 |
| Unclassified | 5.6% | $44,833,660 |
| Consumer Defensive | 4.8% | $38,285,967 |
| Communication Services | 3.8% | $30,779,350 |
| Energy | 2.9% | $23,110,765 |
| Utilities | 1.6% | $12,774,449 |
| Basic Materials | 1.5% | $11,853,781 |
| Real Estate | 1.5% | $11,720,624 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
48 positions ·
$93,408,773 total
· Healthcare only
· as of Mar 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 291,300 | $26,147,086 | 27.99% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 34,908 | $7,313,923 | 7.83% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 12,676 | $6,639,054 | 7.11% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 7,433 | $6,138,987 | 6.57% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 43,690 | $5,795,477 | 6.20% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 5,124 | $3,448,399 | 3.69% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Reduced | 22,857 | $2,305,812 | 2.47% | |
| GSK |
GSK plc
Healthcare
|
Reduced | 57,025 | $2,209,148 | 2.37% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 4,428 | $2,203,372 | 2.36% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 12,987 | $2,153,762 | 2.31% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Reduced | 10,896 | $1,794,024 | 1.92% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Reduced | 3,590 | $1,778,017 | 1.90% | |
| SNY |
Sanofi
Healthcare
|
Reduced | 30,088 | $1,668,679 | 1.79% | |
| TAK |
Takeda Pharmaceutical Co Ltd
Healthcare
|
Reduced | 104,974 | $1,560,962 | 1.67% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 21,440 | $1,488,793 | 1.59% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 13,071 | $1,457,154 | 1.56% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 4,555 | $1,419,109 | 1.52% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 2,578 | $1,249,864 | 1.34% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 3,271 | $1,217,629 | 1.30% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 4,330 | $1,204,129 | 1.29% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 11,024 | $990,615 | 1.06% | |
| USPH |
U S Physical Therapy Inc /Nv
Healthcare
|
Reduced | 13,358 | $966,584 | 1.03% | |
| SNN |
Smith & Nephew PLC
Healthcare
|
Reduced | 32,196 | $913,400 | 0.98% | |
| PHG |
Koninklijke Philips NV
Healthcare
|
Reduced | 32,637 | $828,979 | 0.89% | |
| GRFS |
Grifols SA
Healthcare
|
Added | 108,110 | $768,661 | 0.82% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 5,903 | $661,429 | 0.71% | |
| CHE |
Chemed Corp
Healthcare
|
Reduced | 1,067 | $656,546 | 0.70% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 1,455 | $632,865 | 0.68% | |
| HLN |
Haleon plc
Healthcare
|
Reduced | 60,817 | $625,806 | 0.67% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 1,702 | $559,958 | 0.60% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 2,638 | $540,790 | 0.58% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 6,529 | $526,954 | 0.56% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 8,547 | $521,280 | 0.56% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
NEW | 2,899 | $490,509 | 0.53% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Reduced | 719 | $456,010 | 0.49% | |
| EXEL |
Exelixis, Inc.
Healthcare
|
Reduced | 12,186 | $449,906 | 0.48% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Reduced | 1,288 | $445,066 | 0.48% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 17,456 | $442,333 | 0.47% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 5,945 | $402,772 | 0.43% | |
| OGN |
Organon & Co.
Healthcare
|
Added | 25,791 | $384,026 | 0.41% | |
| ALC |
Alcon Inc
Healthcare
|
Added | 3,805 | $361,208 | 0.39% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Reduced | 1,926 | $265,343 | 0.28% | |
| RDY |
Dr Reddys Laboratories Ltd
Healthcare
|
Reduced | 19,710 | $259,974 | 0.28% | |
| ZBH |
Zimmer Biomet Holdings, Inc.
Healthcare
|
Reduced | 2,021 | $228,736 | 0.24% | |
| BAX |
Baxter International Inc
Healthcare
|
NEW | 6,587 | $225,471 | 0.24% | |
| CNC |
Centene Corp
Healthcare
|
NEW | 3,371 | $204,653 | 0.22% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Reduced | 483 | $202,834 | 0.22% | |
| ATR |
Aptargroup, Inc.
Healthcare
|
Reduced | 1,366 | $202,685 | 0.22% |