Schechter Investment Advisors, LLC
Filing Date
Global Rank
#1,809
/ 7,982
▼ 12
Top Industry
Shell Companies
24.4%
3Y Alpha vs SPY
-6.8%
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. | ||||
73 positions ·
$139,362,253 total
· Technology 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
Showing 1–50
of 73 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 116,127 | $25,795,289 | 18.51% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 177,279 | $19,213,497 | 13.79% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 50,796 | $19,068,309 | 13.68% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 25,661 | $4,296,419 | 3.08% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 29,672 | $4,148,441 | 2.98% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 9,029 | $3,462,891 | 2.48% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 19,078 | $3,166,948 | 2.27% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 46,421 | $2,864,637 | 2.06% | |
| GAUZ |
Gauzy Ltd.
Technology
|
NEW | 347,792 | $2,782,336 | 2.00% | |
| ASML |
Asml Holding NV
Technology
|
Added | 4,123 | $2,732,022 | 1.96% | |
| ACN |
Accenture plc
Technology
|
Reduced | 8,680 | $2,708,506 | 1.94% | |
| SAP |
Sap SE
Technology
|
Reduced | 10,062 | $2,701,042 | 1.94% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Reduced | 9,852 | $2,388,715 | 1.71% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 21,273 | $2,031,144 | 1.46% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 7,453 | $2,000,086 | 1.44% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 2,916 | $1,790,392 | 1.28% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 7,148 | $1,777,420 | 1.28% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 11,402 | $1,751,459 | 1.26% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 8,548 | $1,723,874 | 1.24% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 16,242 | $1,668,702 | 1.20% | |
| BDC |
Belden Inc.
Technology
|
Reduced | 16,589 | $1,663,047 | 1.19% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 11,210 | $1,626,793 | 1.17% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 19,577 | $1,426,379 | 1.02% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 7,315 | $1,314,504 | 0.94% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 12,885 | $1,119,576 | 0.80% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 3,541 | $1,081,880 | 0.78% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 4,239 | $1,078,104 | 0.77% | |
| SONY |
Sony Group Corp
Technology
|
Reduced | 40,306 | $1,023,369 | 0.73% | |
| WDAY |
Workday, Inc.
Technology
|
Reduced | 4,294 | $1,002,776 | 0.72% | |
| STM |
STMicroelectronics N.V.
Technology
|
Added | 43,428 | $953,678 | 0.68% | |
| SNPS |
Synopsys Inc
Technology
|
Reduced | 2,042 | $875,710 | 0.63% | |
| KLAC |
Kla Corp
Technology
|
Added | 1,120 | $761,374 | 0.55% | |
| FTNT |
Fortinet, Inc.
Technology
|
Reduced | 7,761 | $747,073 | 0.54% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 10,930 | $716,897 | 0.51% | |
| CPAY |
Corpay, Inc.
Technology
|
Reduced | 1,995 | $695,695 | 0.50% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 9,444 | $686,577 | 0.49% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 4,302 | $663,712 | 0.48% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
Reduced | 8,478 | $633,135 | 0.45% | |
| SSNC |
SS&C Technologies Holdings Inc
Technology
|
Reduced | 7,327 | $612,023 | 0.44% | |
| PAYC |
Paycom Software, Inc.
Technology
|
Reduced | 2,743 | $599,290 | 0.43% | |
| IT |
Gartner Inc
Technology
|
Reduced | 1,417 | $594,771 | 0.43% | |
| TRMB |
Trimble Inc.
Technology
|
Reduced | 9,049 | $594,066 | 0.43% | |
| CACI |
Caci International Inc /De/
Technology
|
Reduced | 1,530 | $561,386 | 0.40% | |
| ADSK |
Autodesk, Inc.
Technology
|
Reduced | 2,078 | $544,020 | 0.39% | |
| INTC |
Intel Corp
Technology
|
Added | 22,779 | $517,309 | 0.37% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 1,181 | $517,052 | 0.37% | |
| ROP |
Roper Technologies Inc
Technology
|
Added | 873 | $514,702 | 0.37% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 3,135 | $499,177 | 0.36% | |
| FLEX |
Flex Ltd.
Technology
|
Reduced | 14,600 | $482,968 | 0.35% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Reduced | 3,202 | $479,563 | 0.34% |