Marmo Financial Group, LLC
CIK
1964829
Location
Johnson City, TN
Portfolio Value
Micro
$215,874
Diversification
Highly concentrated
Filing Date
Global Rank
#7,066
/ 8,586
▲ 57
Top Industry
Semiconductors
20.8%
3Y Alpha vs SPY
0.0%
Period ended 3 months ago
Filed Apr 23, 2026 · 54d
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
+78.1%
SPY
+78.1%
Annualised alpha
+0.0%
Max drawdown
−18.9%
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
13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
78.9%
−0.7 pts
Top 5
93.4%
−0.3 pts
Top 10
98.2%
−0.3 pts
HHI
6,319
Highly concentrated−108
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 91.8% | $37,732,926 |
| Technology | 4.0% | $1,644,975 |
| Financial Services | 2.3% | $937,690 |
| Industrials | 0.8% | $315,419 |
| Consumer Cyclical | 0.6% | $240,551 |
| Consumer Defensive | 0.5% | $215,874 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
1 positions ·
$215,874 total
· Consumer Defensive only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 1,737 | $215,874 | 100.00% |