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Financial Alternatives, Inc

Location
LA JOLLA, CA
Portfolio Value
Micro $29,831,002
Diversification
Diversified
Filing Date
Global Rank
#7,490 / 8,517 ▲ 396
Top Industry
Consumer Electronics 17.8%
3Y Alpha vs SPY
-2.2%
Period ended 46 days ago
Filed Aug 11, 2026 · 4d
15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+64.9%
SPY
+75.3%
Annualised alpha
-2.4%
Max drawdown
−15.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
17.4%
−3.5 pts
Top 5
51.5%
−2.2 pts
Top 10
73.6%
−3.3 pts
HHI
759
Sep 2023 → Jun 2026 · range 608 – 865
Diversified−106

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 35.9% $10,719,118
Financial Services 21.7% $6,475,167
Technology 16.1% $4,802,815
Consumer Cyclical 12.3% $3,680,866
Utilities 6.1% $1,830,188
Energy 4.3% $1,292,140
Communication Services 1.8% $524,619
Consumer Defensive 1.7% $506,089

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
10 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
6 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
3 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
30 tracked positions · $29,831,002 total · filing declares 84 positions · $202,940,129 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.