McGlone Suttner Wealth Management, Inc.
Filing Date
Global Rank
#5,294
/ 8,605
▲ 194
· as of Mar 2026
Top Industry
Semiconductors
8.0%
3Y Alpha vs SPY
-2.3%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+66.9%
SPY
+76.5%
Annualised alpha
-2.3%
Max drawdown
−17.1%
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
115 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.8%
−0.5 pts
Top 5
23.2%
−2.2 pts
Top 10
34.8%
−2.0 pts
HHI
201
Diversified−17
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.7% | $31,506,211 |
| Financial Services | 16.2% | $19,049,935 |
| Industrials | 12.0% | $14,110,468 |
| Healthcare | 10.4% | $12,266,322 |
| Communication Services | 10.4% | $12,210,585 |
| Consumer Defensive | 8.9% | $10,460,822 |
| Consumer Cyclical | 7.1% | $8,367,620 |
| Utilities | 3.4% | $3,967,146 |
| Energy | 2.5% | $2,927,732 |
| Real Estate | 2.1% | $2,466,367 |
| Unclassified | 0.5% | $584,005 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | +4,938 | 28,393 | $952,017 | |
| CSX | Csx Corp | +4,201 | 27,361 | $1,123,169 | |
| T | At&T Inc. | +3,858 | 31,158 | $903,270 | |
| PFE | Pfizer Inc | +1,730 | 17,193 | $482,779 | |
| MO | Altria Group, Inc. | +1,689 | 8,253 | $544,615 | |
| VZ | Verizon Communications Inc | +1,622 | 19,765 | $992,203 | |
| AAPL | Apple Inc. | +1,617 | 26,750 | $6,788,882 | |
| COP | Conocophillips | +1,031 | 9,027 | $1,191,564 | |
| USB | US Bancorp De | +985 | 17,689 | $920,004 | |
| CMCSA | Comcast Corp | +888 | 10,674 | $306,450 | |
| MSFT | Microsoft Corp | +788 | 16,139 | $5,974,173 | |
| BAC | Bank Of America Corp /De/ | +746 | 31,096 | $1,515,930 | |
| NVDA | Nvidia Corp | +741 | 31,508 | $5,494,995 | |
| PRU | Prudential Financial Inc | +698 | 10,203 | $996,731 | |
| MET | Metlife Inc | +671 | 21,518 | $1,521,752 | |
| CFG | Citizens Financial Group Inc/Ri | +667 | 4,142 | $248,395 | |
| WMT | Walmart Inc. | +656 | 23,142 | $2,876,087 | |
| CSCO | Cisco Systems, Inc. | +646 | 25,583 | $1,984,984 | |
| IBM | International Business Machines Corp | +597 | 4,303 | $1,043,004 | |
| WFC | Wells Fargo & Company/Mn | +535 | 14,594 | $1,161,828 | |
| WPC | W. P. Carey Inc. | +520 | 12,212 | $829,927 | |
| BNY | Bank of New York Mellon Corp | +500 | 9,460 | $1,122,239 | |
| AMZN | Amazon Com Inc | +481 | 11,968 | $2,492,575 | |
| KO | Coca Cola Co | +477 | 18,466 | $1,404,339 | |
| PEG | Public Service Enterprise Group Inc | +456 | 7,698 | $623,153 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GILD | Gilead Sciences, Inc. | −1,378 | 4,419 | $615,876 | |
| ABT | Abbott Laboratories | −715 | 8,194 | $841,277 | |
| HIG | Hartford Insurance Group, Inc. | −509 | 4,902 | $662,897 | |
| JPM | Jpmorgan Chase & Co | −284 | 10,255 | $3,016,610 | |
| CDNS | Cadence Design Systems Inc | −280 | 1,195 | $332,054 | |
| CAT | Caterpillar Inc | −248 | 4,071 | $2,884,140 | |
| META | Meta Platforms, Inc. | −154 | 4,599 | $2,631,225 | |
| TJX | Tjx Companies Inc /De/ | −120 | 3,396 | $542,341 | |
| CAH | Cardinal Health Inc | −55 | 3,153 | $666,260 | |
| EME | EMCOR Group, Inc. | −42 | 1,482 | $1,094,175 | |
| GOOGL | Alphabet Inc. | −39 | 21,083 | $6,062,627 | |
| LLY | ELI LILLY & Co | −30 | 1,116 | $1,026,463 | |
| FN | Fabrinet | −24 | 868 | $452,679 | |
| RCL | Royal Caribbean Cruises Ltd | −15 | 1,140 | $313,705 | |
| APH | Amphenol Corp /De/ | −13 | 3,864 | $488,216 | |
| VRT | Vertiv Holdings Co | −2 | 2,008 | $503,164 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DAL | Delta Air Lines, Inc. | 4,770 | $317,109 | |
| HSY | Hershey Co | 1,443 | $299,985 | |
| LRCX | Lam Research Corp | 1,344 | $287,159 | |
| GLW | Corning Inc /Ny | 1,795 | $244,066 | |
| CI | Cigna Group | 889 | $237,140 | |
| HWM | Howmet Aerospace Inc. | 1,009 | $232,534 | |
| INTC | Intel Corp | 5,017 | $221,400 | |
| VSTS | Vestis Corp | 14,615 | $114,873 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NSC | Norfolk Southern Corp | 1,945 | $561,560 | |
| PNR | PENTAIR plc | 2,788 | $290,342 | |
| ANET | Arista Networks, Inc. | 1,993 | $261,142 | |
| SHOP | Shopify Inc. | 1,485 | $239,040 | |
| MDB | MongoDB, Inc. | 538 | $225,793 | |
| LEU | Centrus Energy Corp | 928 | $225,281 | |
| HOOD | Robinhood Markets, Inc. | 1,959 | $221,562 | |
| UBER | Uber Technologies, Inc | 2,661 | $217,430 | |
| FIS | Fidelity National Information Services, Inc. | 3,195 | $212,339 | |
| ACN | Accenture plc | 761 | $204,176 | |
| No positions match the current search. | ||||
115 positions ·
$117,917,213 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 115 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 26,750 | $6,788,882 | 5.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 21,083 | $6,062,627 | 5.14% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 16,139 | $5,974,173 | 5.07% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 31,508 | $5,494,995 | 4.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 10,255 | $3,016,610 | 2.56% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 4,071 | $2,884,140 | 2.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 23,142 | $2,876,087 | 2.44% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 11,071 | $2,706,195 | 2.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 4,599 | $2,631,225 | 2.23% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 11,987 | $2,607,052 | 2.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,968 | $2,492,575 | 2.11% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 6,871 | $2,348,439 | 1.99% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,353 | $2,275,827 | 1.93% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 25,583 | $1,984,984 | 1.68% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 13,222 | $1,909,785 | 1.62% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,816 | $1,790,348 | 1.52% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 1,850 | $1,656,194 | 1.40% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 13,283 | $1,597,812 | 1.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 3,207 | $1,536,794 | 1.30% | |
| MET |
Metlife Inc
Financial Services
|
Added | 21,518 | $1,521,752 | 1.29% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 31,096 | $1,515,930 | 1.29% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,580 | $1,506,316 | 1.28% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 18,466 | $1,404,339 | 1.19% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 4,420 | $1,373,691 | 1.16% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 3,892 | $1,335,812 | 1.13% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 11,430 | $1,323,251 | 1.12% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 7,479 | $1,236,577 | 1.05% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 7,730 | $1,200,391 | 1.02% | |
| COP |
Conocophillips
Energy
|
Added | 9,027 | $1,191,564 | 1.01% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 14,594 | $1,161,828 | 0.99% | |
| CSX |
Csx Corp
Industrials
|
Added | 27,361 | $1,123,169 | 0.95% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 9,460 | $1,122,239 | 0.95% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 1,150 | $1,105,966 | 0.94% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Reduced | 1,482 | $1,094,175 | 0.93% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 4,303 | $1,043,004 | 0.88% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 1,116 | $1,026,463 | 0.87% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Added | 10,203 | $996,731 | 0.85% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 19,765 | $992,203 | 0.84% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 28,393 | $952,017 | 0.81% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 6,966 | $920,765 | 0.78% | |
| USB |
US Bancorp De
Financial Services
|
Added | 17,689 | $920,004 | 0.78% | |
| SO |
Southern Co
Utilities
|
Added | 9,480 | $915,009 | 0.78% | |
| T |
At&T Inc.
Communication Services
|
Added | 31,158 | $903,270 | 0.77% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 8,194 | $841,277 | 0.71% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
Added | 12,212 | $829,927 | 0.70% | |
| AXP |
American Express Co
Financial Services
|
Added | 2,670 | $807,621 | 0.68% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 6,149 | $806,010 | 0.68% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,790 | $784,151 | 0.67% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 5,079 | $742,956 | 0.63% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 5,190 | $668,368 | 0.57% |