Socha Financial Group, LLC
CIK
1967966
Location
CORNING, NY
Portfolio Value
Micro
$95,284,576
Diversification
Highly concentrated
Filing Date
Global Rank
#5,814
/ 8,605
▲ 118
· as of Mar 2026
Top Industry
Electronic Components
100.0%
3Y Alpha vs SPY
+6.1%
Period ended 3 months ago
Filed Apr 30, 2026 · 2mo
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+103.6%
SPY
+76.5%
Annualised alpha
+5.9%
Max drawdown
−21.9%
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
3 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
48.8%
−1.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,498
Highly concentrated−18
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 94.5% | $90,020,226 |
| Technology | 5.5% | $5,264,350 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLW | Corning Inc /Ny | −5,266 | 38,717 | $5,264,350 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BPRE | Bluerock Private Real Estate Fund | 89,667 | $1,345,005 | |
| No positions match the current search. | ||||
3 positions ·
$95,284,576 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 80,508 | $46,467,607 | 48.77% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 66,969 | $43,552,619 | 45.71% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 38,717 | $5,264,350 | 5.52% |