McGlone Suttner Wealth Management, Inc.
Filing Date
Global Rank
#1,587
/ 3,203
▲ 3715
Top Industry
Semiconductors
10.8%
3Y Alpha vs SPY
-0.8%
Period ended 30 days ago
Filed Jul 21, 2026 · 9d
15 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+62.3%
SPY
+65.3%
Annualised alpha
-0.7%
Max drawdown
−17.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
122 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.0%
+0.4 pts
Top 5
23.8%
+1.2 pts
Top 10
35.3%
+1.0 pts
HHI
203
Diversified+6
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.8% | $44,809,858 |
| Financial Services | 15.5% | $21,839,363 |
| Industrials | 11.1% | $15,630,491 |
| Healthcare | 9.6% | $13,519,745 |
| Communication Services | 9.0% | $12,717,264 |
| Consumer Defensive | 7.6% | $10,678,370 |
| Consumer Cyclical | 6.6% | $9,346,495 |
| Energy | 3.6% | $5,092,491 |
| Utilities | 2.9% | $4,083,344 |
| Real Estate | 1.9% | $2,692,381 |
| Unclassified | 0.5% | $676,573 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | +3,028 | 31,421 | $1,004,529 | |
| AAPL | Apple Inc. | +2,362 | 29,112 | $8,423,848 | |
| CSX | Csx Corp | +2,232 | 29,593 | $1,406,555 | |
| WMT | Walmart Inc. | +1,735 | 24,877 | $2,817,569 | |
| PFE | Pfizer Inc | +1,630 | 18,823 | $453,257 | |
| T | At&T Inc. | +1,348 | 32,506 | $672,874 | |
| USB | US Bancorp De | +929 | 18,618 | $1,124,527 | |
| MU | Micron Technology Inc | +910 | 1,659 | $1,914,967 | |
| INTC | Intel Corp | +855 | 5,872 | $819,907 | |
| AVGO | Broadcom Inc. | +830 | 8,183 | $3,091,128 | |
| CMCSA | Comcast Corp | +796 | 11,470 | $281,588 | |
| MET | Metlife Inc | +749 | 22,267 | $1,884,010 | |
| WPC | W. P. Carey Inc. | +698 | 12,910 | $923,065 | |
| BAC | Bank Of America Corp /De/ | +644 | 31,740 | $1,808,545 | |
| VZ | Verizon Communications Inc | +626 | 20,391 | $863,354 | |
| PRU | Prudential Financial Inc | +610 | 10,813 | $1,167,047 | |
| ORCL | Oracle Corp | +569 | 2,943 | $431,296 | |
| NVDA | Nvidia Corp | +568 | 32,076 | $6,418,086 | |
| BNY | Bank of New York Mellon Corp | +534 | 9,994 | $1,445,232 | |
| XOM | ExxonMobil Holdings Corp | +530 | 18,114 | $2,476,546 | |
| KO | Coca Cola Co | +493 | 18,959 | $1,540,797 | |
| PEG | Public Service Enterprise Group Inc | +491 | 8,189 | $664,619 | |
| WFC | Wells Fargo & Company/Mn | +458 | 15,052 | $1,243,897 | |
| COP | Conocophillips | +416 | 9,443 | $981,694 | |
| SO | Southern Co | +370 | 9,850 | $942,743 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VSTS | Vestis Corp | −3,219 | 11,396 | $165,469 | |
| CSCO | Cisco Systems, Inc. | −2,058 | 23,525 | $2,763,246 | |
| NFLX | Netflix Inc | −1,207 | 4,878 | $348,289 | |
| VRT | Vertiv Holdings Co | −1,104 | 904 | $302,677 | |
| CAT | Caterpillar Inc | −576 | 3,495 | $3,721,825 | |
| GLW | Corning Inc /Ny | −568 | 1,227 | $313,412 | |
| BRK-B | Berkshire Hathaway Inc | −388 | 2,819 | $1,410,599 | |
| NIC | Nicolet Bankshares Inc | −339 | 4,120 | $681,406 | |
| KMB | Kimberly Clark Corp | −324 | 3,731 | $409,551 | |
| ASB | Associated Banc-Corp | −276 | 8,192 | $252,067 | |
| NEE | Nextera Energy Inc | −158 | 3,069 | $269,366 | |
| ZM | Zoom Communications, Inc. | −20 | 2,919 | $251,938 | |
| AJG | Arthur J. Gallagher & Co. | −14 | 1,757 | $403,354 | |
| META | Meta Platforms, Inc. | −9 | 4,590 | $2,585,501 | |
| DAL | Delta Air Lines, Inc. | −2 | 4,768 | $446,570 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DELL | Dell Technologies Inc. | 2,577 | $1,111,872 | |
| TXN | Texas Instruments Inc | 1,258 | $374,972 | |
| KLIC | Kulicke & Soffa Industries Inc | 2,006 | $268,322 | |
| NVT | nVent Electric plc | 1,525 | $258,655 | |
| PLXS | Plexus Corp | 760 | $228,509 | |
| MS | Morgan Stanley | 1,093 | $228,480 | |
| MAR | Marriott International Inc /Md/ | 601 | $222,724 | |
| BALL | BALL Corp | 3,344 | $208,665 | |
| SPCX | Space Exploration Technologies Corp | 1,220 | $208,449 | |
| PHM | Pultegroup Inc/Mi/ | 1,496 | $205,266 | |
| OSG | Octave Specialty Group Inc | 10,911 | $68,084 | |
| No positions match the current search. | ||||
122 tracked positions ·
$141,086,375 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 122 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 29,112 | $8,423,848 | 5.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 21,343 | $7,627,347 | 5.41% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 32,076 | $6,418,086 | 4.55% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 16,315 | $6,085,821 | 4.31% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 6,951 | $5,025,573 | 3.56% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 3,495 | $3,721,825 | 2.64% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,505 | $3,438,601 | 2.44% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 8,183 | $3,091,128 | 2.19% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 12,160 | $3,059,942 | 2.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 12,032 | $2,867,706 | 2.03% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 11,206 | $2,845,987 | 2.02% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 24,877 | $2,817,569 | 2.00% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 23,525 | $2,763,246 | 1.96% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 4,590 | $2,585,501 | 1.83% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 18,114 | $2,476,546 | 1.76% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,923 | $2,070,613 | 1.47% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 13,583 | $1,991,811 | 1.41% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,659 | $1,914,967 | 1.36% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 1,939 | $1,896,574 | 1.34% | |
| MET |
Metlife Inc
Financial Services
|
Added | 22,267 | $1,884,010 | 1.34% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 31,740 | $1,808,545 | 1.28% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 13,593 | $1,746,700 | 1.24% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,690 | $1,654,069 | 1.17% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,724 | $1,582,398 | 1.12% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 18,959 | $1,540,797 | 1.09% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 4,106 | $1,454,509 | 1.03% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 9,994 | $1,445,232 | 1.02% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 7,807 | $1,412,364 | 1.00% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,819 | $1,410,599 | 1.00% | |
| CSX |
Csx Corp
Industrials
|
Added | 29,593 | $1,406,555 | 1.00% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,150 | $1,379,344 | 0.98% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 11,653 | $1,360,720 | 0.96% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 15,052 | $1,243,897 | 0.88% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Added | 1,492 | $1,238,180 | 0.88% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 4,541 | $1,227,477 | 0.87% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 4,341 | $1,220,732 | 0.87% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Added | 10,813 | $1,167,047 | 0.83% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 1,195 | $1,149,064 | 0.81% | |
| USB |
US Bancorp De
Financial Services
|
Added | 18,618 | $1,124,527 | 0.80% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 2,577 | $1,111,872 | 0.79% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 7,901 | $1,069,795 | 0.76% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 5,503 | $1,016,899 | 0.72% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 31,421 | $1,004,529 | 0.71% | |
| COP |
Conocophillips
Energy
|
Added | 9,443 | $981,694 | 0.70% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 7,209 | $976,603 | 0.69% | |
| SO |
Southern Co
Utilities
|
Added | 9,850 | $942,743 | 0.67% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Added | 12,910 | $923,065 | 0.65% | |
| AXP |
American Express Co
Financial Services
|
Added | 2,673 | $904,142 | 0.64% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 20,391 | $863,354 | 0.61% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 6,183 | $845,896 | 0.60% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.