McGlone Suttner Wealth Management, Inc.
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 · 57d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 26.1% | $31,506,211 |
| Financial Services | 15.8% | $19,049,935 |
| Industrials | 11.7% | $14,110,468 |
| Healthcare | 10.1% | $12,266,322 |
| Communication Services | 10.1% | $12,210,585 |
| Consumer Defensive | 8.7% | $10,460,822 |
| Consumer Cyclical | 6.9% | $8,367,620 |
| Energy | 4.9% | $5,911,033 |
| Utilities | 3.3% | $3,967,146 |
| Real Estate | 2.0% | $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 | |
| 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 | 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. | ||||
21 positions ·
$31,506,211 total
· Technology 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 26,750 | $6,788,882 | 21.55% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 16,139 | $5,974,173 | 18.96% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 31,508 | $5,494,995 | 17.44% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 6,871 | $2,348,439 | 7.45% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 7,353 | $2,275,827 | 7.22% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 25,583 | $1,984,984 | 6.30% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 4,303 | $1,043,004 | 3.31% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 5,079 | $742,956 | 2.36% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 5,190 | $668,368 | 2.12% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,506 | $509,795 | 1.62% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 2,644 | $493,555 | 1.57% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 3,864 | $488,216 | 1.55% | |
| FN |
Fabrinet
Technology
|
Reduced | 868 | $452,679 | 1.44% | |
| ORCL |
Oracle Corp
Technology
|
Added | 2,374 | $349,239 | 1.11% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 1,195 | $332,054 | 1.05% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Held | 1,978 | $317,112 | 1.01% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 1,344 | $287,159 | 0.91% | |
| MU |
Micron Technology Inc
Technology
|
Held | 749 | $253,042 | 0.80% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,795 | $244,066 | 0.77% | |
| ZM |
Zoom Communications, Inc.
Technology
|
Held | 2,939 | $236,266 | 0.75% | |
| INTC |
Intel Corp
Technology
|
NEW | 5,017 | $221,400 | 0.70% |