Team Hewins, LLC

CIK

1964760

Location

FOSTER CITY, CA

Portfolio Value

Micro $3,344,011

Diversification

Highly concentrated

Filing Date

Global Rank

#8,424 / 8,603 ▲ 75 · as of Mar 2026

Top Industry

Semiconductors 100.0%

3Y Alpha vs SPY

+0.9%

Period ended 3 months ago

Filed Apr 30, 2026 · 2mo

14 quarters · since Dec 2022

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

+83.8%

SPY

+76.5%

Annualised alpha

+1.6%

Max drawdown

−16.6%

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

4 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

81.1%

−6.7 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

6,700

Highly concentrated−1,081

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.7%	$3,200,782	3
Technology	4.3%	$143,229	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	−21	603	$259,464
SPY	Spdr S&P 500 ETF Trust	−16	4,169	$2,711,267
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
MDY	Spdr S&P Midcap 400 ETF Trust	373	$230,051
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $3,344,011 total · as of Mar 31, 2026

All sectors Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	4,169	-16	$2,711,267	−5.0%	81.08%
GLD	Spdr Gold Trust	Reduced	603	-21	$259,464	+4.9%	7.76%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	373	NEW	$230,051	NEW	6.88%
GCTS	GCT Semiconductor Holding, Inc. Technology	Held	125,640	0	$143,229	−5.0%	4.28%