McGlone Suttner Wealth Management, Inc.

CIK

1964819

Location

APPLETON, WI

Portfolio Value

Micro $10,460,822

Diversification

Diversified

Filing Date

Global Rank

#5,289 / 8,588 ▲ 198

Top Industry

Semiconductors 7.8%

3Y Alpha vs SPY

-3.1%

Period ended 3 months ago

Filed Apr 21, 2026 · 58d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.7%

SPY

+76.8%

Annualised alpha

-3.1%

Max drawdown

−17.0%

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

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

Top Position

5.6%

−0.6 pts

Top 5

22.6%

−2.3 pts

Top 10

34.3%

−1.9 pts

HHI

198

Diversified−16

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.1%	$31,506,211	21
Financial Services	15.8%	$19,049,935	23
Industrials	11.7%	$14,110,468	20
Healthcare	10.1%	$12,266,322	14
Communication Services	10.1%	$12,210,585	8
Consumer Defensive	8.7%	$10,460,822	9
Consumer Cyclical	6.9%	$8,367,620	7
Energy	4.9%	$5,911,033	4
Utilities	3.3%	$3,967,146	5
Real Estate	2.0%	$2,466,367	4
Unclassified	0.5%	$584,005	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
XOM	Exxon Mobil Corp	+554	17,584	$2,983,301
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
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $10,460,822 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Added	23,142	+656	$2,876,087	+14.8%	27.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	13,222	+379	$1,909,785	+3.8%	18.26%
KO	Coca Cola Co Consumer Defensive	Added	18,466	+477	$1,404,339	+11.7%	13.42%
PM	Philip Morris International Inc. Consumer Defensive	Added	7,479	+320	$1,236,577	+7.7%	11.82%
PEP	Pepsico Inc Consumer Defensive	Added	7,730	+287	$1,200,391	+12.4%	11.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	600	+15	$597,858	+18.5%	5.72%
MO	Altria Group, Inc. Consumer Defensive	Added	8,253	+1,689	$544,615	+43.9%	5.21%
KMB	Kimberly Clark Corp Consumer Defensive	Added	4,055	+6	$391,185	−4.2%	3.74%
HSY	Hershey Co Consumer Defensive	NEW	1,443	NEW	$299,985	NEW	2.87%