Massachusetts Wealth Management

CIK

1966011

Location

NORTH ANDOVER, MA

Portfolio Value

Small $169,603,789

Diversification

Diversified

Filing Date

Global Rank

#4,232 / 8,232 ▲ 507

Top Industry

Banks - Diversified 11.6%

3Y Alpha vs SPY

-0.9%

Period ended 2 months ago

Filed Apr 15, 2026 · 2mo

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

+73.1%

SPY

+76.3%

Annualised alpha

-0.7%

Max drawdown

−17.9%

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

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

Top Position

4.5%

+0.2 pts

Top 5

18.3%

+0.1 pts

Top 10

32.5%

+1.2 pts

HHI

203

Diversified+3

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	24.2%	$40,993,610	19
Energy	16.0%	$27,158,104	6
Financial Services	15.0%	$25,398,913	11
Technology	12.4%	$20,946,455	10
Healthcare	11.5%	$19,451,883	10
Consumer Defensive	9.5%	$16,098,850	8
Consumer Cyclical	3.8%	$6,475,439	4
Basic Materials	3.5%	$5,972,656	4
Unclassified	2.6%	$4,457,250	3
Communication Services	0.9%	$1,493,831	1
Utilities	0.7%	$1,156,798	2

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
FCX	Freeport-Mcmoran Inc	+47,125	53,175	$3,125,626
SLB	Slb Limited/Nv	+41,311	89,936	$4,621,811
COP	Conocophillips	+14,327	43,305	$5,716,260
XOM	Exxon Mobil Corp	+8,505	44,599	$7,566,666
CVX	Chevron Corp	+8,285	28,479	$5,892,305
PFE	Pfizer Inc	+2,350	110,015	$3,089,221
HAL	Halliburton Co	+2,000	41,500	$1,618,085
BKR	Baker Hughes Co	+1,525	28,550	$1,742,977
CSX	Csx Corp	+850	39,010	$1,601,360
GIS	General Mills Inc	+850	20,725	$771,384
MRK	Merck & Co., Inc.	+600	23,607	$2,839,686
JPM	Jpmorgan Chase & Co	+505	20,445	$6,014,101
BAC	Bank Of America Corp /De/	+385	75,615	$3,686,231
CL	Colgate Palmolive Co	+325	13,203	$1,125,291
MS	Morgan Stanley	+325	2,050	$337,368
KTB	Kontoor Brands, Inc.	+300	28,810	$2,025,054
WMT	Walmart Inc.	+300	30,728	$3,818,875
C	Citigroup Inc	+260	51,475	$5,837,779
PEP	Pepsico Inc	+229	14,030	$2,178,718
CARR	CARRIER GLOBAL Corp	+225	22,735	$1,280,207
PG	PROCTER & GAMBLE Co	+210	10,960	$1,583,062
GLW	Corning Inc /Ny	+200	23,465	$3,190,536
PEG	Public Service Enterprise Group Inc	+200	5,450	$441,177
BA	Boeing Co	+195	6,465	$1,286,728
BIIB	Biogen Inc.	+181	3,180	$582,989
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−790	19,097	$3,330,516
MU	Micron Technology Inc	−470	8,228	$2,779,747
QQQ	Invesco Qqq Trust, Series 1	−299	4,499	$2,596,732
RTX	RTX Corp	−250	7,965	$1,536,448
CAT	Caterpillar Inc	−210	6,146	$4,354,195
ABBV	AbbVie Inc.	−115	9,350	$2,033,531
EMR	Emerson Electric Co	−97	19,700	$2,581,094
VMC	Vulcan Materials CO	−90	5,280	$1,437,744
VRTX	Vertex Pharmaceuticals Inc / Ma	−88	634	$283,106
AAPL	Apple Inc.	−77	21,573	$5,475,011
CMI	Cummins Inc	−75	4,855	$2,612,087
GE	General Electric Co	−50	14,720	$4,177,094
ITW	Illinois Tool Works Inc	−30	7,938	$2,066,182
TT	Trane Technologies plc	−25	6,040	$2,517,109
DE	Deere & Co	−15	5,066	$2,853,677
SPY	Spdr S&P 500 ETF Trust	−12	2,056	$1,337,099
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	8,867	$523,419
AZN	Astrazeneca PLC	1,400	$276,108
DOW	Dow Inc.	5,745	$239,279
INTC	Intel Corp	4,976	$219,590
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

78 positions · $169,603,789 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XOM	Exxon Mobil Corp Energy	Added	44,599	+8,505	$7,566,666	+74.2%	4.46%
JPM	Jpmorgan Chase & Co Financial Services	Added	20,445	+505	$6,014,101	−6.4%	3.55%
CVX	Chevron Corp Energy	Added	28,479	+8,285	$5,892,305	+91.4%	3.47%
C	Citigroup Inc Financial Services	Added	51,475	+260	$5,837,779	−2.3%	3.44%
COP	Conocophillips Energy	Added	43,305	+14,327	$5,716,260	+110.7%	3.37%
AAPL	Apple Inc. Technology	Reduced	21,573	-77	$5,475,011	−7.0%	3.23%
GEV	GE Vernova Inc. Industrials	Added	6,080	+24	$5,307,232	+34.1%	3.13%
SLB	Slb Limited/Nv Energy	Added	89,936	+41,311	$4,621,811	+147.7%	2.73%
CAT	Caterpillar Inc Industrials	Reduced	6,146	-210	$4,354,195	+19.6%	2.57%
JNJ	Johnson & Johnson Healthcare	Added	17,775	+170	$4,344,921	+19.3%	2.56%
GE	General Electric Co Industrials	Reduced	14,720	-50	$4,177,094	−8.2%	2.46%
WMT	Walmart Inc. Consumer Defensive	Added	30,728	+300	$3,818,875	+12.7%	2.25%
BAC	Bank Of America Corp /De/ Financial Services	Added	75,615	+385	$3,686,231	−10.9%	2.17%
MSFT	Microsoft Corp Technology	Added	9,739	+115	$3,605,085	−22.5%	2.13%
NVDA	Nvidia Corp Technology	Reduced	19,097	-790	$3,330,516	−10.2%	1.96%
GLW	Corning Inc /Ny Technology	Added	23,465	+200	$3,190,536	+56.6%	1.88%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	53,175	+47,125	$3,125,626	+917.2%	1.84%
PFE	Pfizer Inc Healthcare	Added	110,015	+2,350	$3,089,221	+15.2%	1.82%
DE	Deere & Co Industrials	Reduced	5,066	-15	$2,853,677	+20.6%	1.68%
MRK	Merck & Co., Inc. Healthcare	Added	23,607	+600	$2,839,686	+17.3%	1.67%
MU	Micron Technology Inc Technology	Reduced	8,228	-470	$2,779,747	+12.0%	1.64%
LLY	ELI LILLY & Co Healthcare	Added	3,000	+50	$2,759,310	−13.0%	1.63%
STT	State Street Corp Financial Services	Added	21,700	+75	$2,746,352	−1.6%	1.62%
KO	Coca Cola Co Consumer Defensive	Added	35,663	+125	$2,712,171	+9.2%	1.60%
WFC	Wells Fargo & Company/Mn Financial Services	Held	33,050	0	$2,631,110	−14.6%	1.55%
CMI	Cummins Inc Industrials	Reduced	4,855	-75	$2,612,087	+3.8%	1.54%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,610	+35	$2,600,682	+17.1%	1.53%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,499	-299	$2,596,732	−11.9%	1.53%
EMR	Emerson Electric Co Industrials	Reduced	19,700	-97	$2,581,094	−1.8%	1.52%
TT	Trane Technologies plc Industrials	Reduced	6,040	-25	$2,517,109	+6.6%	1.48%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,192	+40	$2,488,006	−3.9%	1.47%
MMM	3M Co Industrials	Added	15,403	+156	$2,236,977	−8.4%	1.32%
AMGN	Amgen Inc Healthcare	Added	6,297	+55	$2,215,599	+8.4%	1.31%
IR	Ingersoll Rand Inc. Industrials	Added	27,526	+56	$2,205,383	+1.3%	1.30%
PEP	Pepsico Inc Consumer Defensive	Added	14,030	+229	$2,178,718	+10.0%	1.28%
ITW	Illinois Tool Works Inc Industrials	Reduced	7,938	-30	$2,066,182	+5.3%	1.22%
ABBV	AbbVie Inc. Healthcare	Reduced	9,350	-115	$2,033,531	−6.0%	1.20%
KTB	Kontoor Brands, Inc. Consumer Cyclical	Added	28,810	+300	$2,025,054	+16.3%	1.19%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,300	+165	$1,936,911	−8.1%	1.14%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,480	+35	$1,802,317	−3.8%	1.06%
BKR	Baker Hughes Co Energy	Added	28,550	+1,525	$1,742,977	+41.6%	1.03%
NSC	Norfolk Southern Corp Industrials	Added	6,055	+65	$1,737,785	+0.5%	1.02%
HAL	Halliburton Co Energy	Added	41,500	+2,000	$1,618,085	+45.0%	0.95%
CSX	Csx Corp Industrials	Added	39,010	+850	$1,601,360	+15.8%	0.94%
UNP	Union Pacific Corp Industrials	Added	6,548	+143	$1,588,675	+7.2%	0.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	10,960	+210	$1,583,062	+2.8%	0.93%
RTX	RTX Corp Industrials	Reduced	7,965	-250	$1,536,448	+2.0%	0.91%
META	Meta Platforms, Inc. Communication Services	Added	2,611	+15	$1,493,831	−12.8%	0.88%
VMC	Vulcan Materials CO Basic Materials	Reduced	5,280	-90	$1,437,744	−6.1%	0.85%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,056	-12	$1,337,099	−5.2%	0.79%