Rochester Wealth Strategies, LLC
CIK
1958456
Location
ROCHESTER, MI
Portfolio Value
Micro
$1,081,602
Diversification
Highly concentrated
Filing Date
Global Rank
#7,630
/ 8,232
▲ 194
Top Industry
Oil & Gas Integrated
55.8%
3Y Alpha vs SPY
+1.3%
Period ended 2 months ago
Filed Apr 27, 2026 · 48d
5 quarters · since Mar 2025
Clone Performance
May 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+28.5%
SPY
+27.1%
Annualised alpha
+1.3%
Max drawdown
−16.8%
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
10 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
57.6%
−4.5 pts
Top 5
86.9%
+1.8 pts
Top 10
100.0%
0.0 pts
HHI
3,620
Highly concentrated−424
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 62.1% | $7,976,646 |
| Energy | 21.1% | $2,709,772 |
| Technology | 8.4% | $1,081,602 |
| Financial Services | 8.3% | $1,066,888 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$1,081,602 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 1,685 | $427,636 | 39.54% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 1,574 | $381,521 | 35.27% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 736 | $272,445 | 25.19% |