EnRich Financial Partners LLC
Filing Date
Global Rank
#8,312
/ 8,588
▲ 74
Top Industry
Consumer Electronics
35.0%
3Y Alpha vs SPY
-7.9%
Period ended 3 months ago
Filed May 5, 2026 · 43d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+31.9%
SPY
+54.6%
Annualised alpha
-7.9%
Max drawdown
−18.8%
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
12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
29.3%
−1.0 pts
Top 5
65.5%
−5.7 pts
Top 10
92.2%
−3.9 pts
HHI
1,389
Diversified−116
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 43.6% | $2,414,379 |
| Unclassified | 16.3% | $903,402 |
| Financial Services | 12.9% | $712,091 |
| Healthcare | 7.0% | $388,308 |
| Communication Services | 6.1% | $336,157 |
| Energy | 5.8% | $321,166 |
| Consumer Defensive | 4.6% | $257,078 |
| Consumer Cyclical | 3.7% | $206,395 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KLAC | Kla Corp | 152 | $223,806 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$257,078 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 258 | $257,078 | 100.00% |