Yoder Wealth Management, Inc.
Filing Date
Global Rank
#6,874
/ 8,232
▲ 161
Top Industry
Consumer Electronics
32.1%
3Y Alpha vs SPY
-8.1%
Period ended 2 months ago
Filed Apr 22, 2026 · 53d
13 quarters · since Mar 2023
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
+43.3%
SPY
+76.3%
Annualised alpha
-8.1%
Max drawdown
−27.6%
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
42 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
31.9%
−1.3 pts
Top 5
57.9%
−2.1 pts
Top 10
73.3%
−3.0 pts
HHI
1,264
Diversified−107
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 57.1% | $20,385,627 |
| Consumer Cyclical | 16.1% | $5,741,674 |
| Financial Services | 7.2% | $2,570,888 |
| Communication Services | 6.4% | $2,288,377 |
| Real Estate | 4.2% | $1,505,786 |
| Healthcare | 3.4% | $1,207,574 |
| Consumer Defensive | 2.3% | $832,214 |
| Energy | 2.1% | $752,765 |
| Unclassified | 0.6% | $218,751 |
| Industrials | 0.6% | $217,651 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +841 | 12,017 | $2,095,764 | |
| O | Realty Income Corp | +429 | 5,780 | $353,620 | |
| AMZN | Amazon Com Inc | +352 | 10,795 | $2,248,274 | |
| MSFT | Microsoft Corp | +233 | 4,573 | $1,692,787 | |
| VZ | Verizon Communications Inc | +192 | 6,383 | $320,426 | |
| WMT | Walmart Inc. | +188 | 2,749 | $341,645 | |
| PLD | Prologis, Inc. | +152 | 2,448 | $323,576 | |
| AMT | American Tower Corp /Ma/ | +146 | 1,636 | $282,340 | |
| AVGO | Broadcom Inc. | +139 | 3,002 | $929,149 | |
| CSCO | Cisco Systems, Inc. | +139 | 4,171 | $323,627 | |
| XYZ | Block, Inc. | +135 | 34,485 | $2,075,307 | |
| PLTR | Palantir Technologies Inc. | +107 | 6,216 | $909,276 | |
| TSLA | Tesla, Inc. | +107 | 1,622 | $602,978 | |
| PG | PROCTER & GAMBLE Co | +104 | 1,896 | $273,858 | |
| XOM | Exxon Mobil Corp | +100 | 1,810 | $307,084 | |
| JPM | Jpmorgan Chase & Co | +89 | 1,718 | $505,366 | |
| PSA | Public Storage | +81 | 1,054 | $285,507 | |
| BRK-B | Berkshire Hathaway Inc | +64 | 1,837 | $880,290 | |
| MRK | Merck & Co., Inc. | +58 | 1,990 | $239,377 | |
| META | Meta Platforms, Inc. | +55 | 1,882 | $1,076,748 | |
| AMD | Advanced Micro Devices Inc | +41 | 1,158 | $235,571 | |
| MA | Mastercard Inc | +30 | 671 | $335,271 | |
| C | Citigroup Inc | +25 | 3,052 | $346,127 | |
| CRM | Salesforce, Inc. | +23 | 1,391 | $259,657 | |
| DIS | Walt Disney Co | +23 | 2,310 | $222,637 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EQIX | Equinix Inc | 266 | $260,743 | |
| TER | Teradyne, Inc | 845 | $250,508 | |
| COP | Conocophillips | 1,803 | $237,996 | |
| LRCX | Lam Research Corp | 1,093 | $233,530 | |
| MO | Altria Group, Inc. | 3,284 | $216,711 | |
| NFLX | Netflix Inc | 2,228 | $214,222 | |
| PSX | Phillips 66 | 1,140 | $207,685 | |
| AMGN | Amgen Inc | 574 | $201,961 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
5 positions
11 positions ·
$20,385,627 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 44,842 | $11,380,451 | 55.83% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,017 | $2,095,764 | 10.28% | |
| XYZ |
Block, Inc.
Technology
|
Added | 34,485 | $2,075,307 | 10.18% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,573 | $1,692,787 | 8.30% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,002 | $929,149 | 4.56% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 6,216 | $909,276 | 4.46% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,171 | $323,627 | 1.59% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 1,391 | $259,657 | 1.27% | |
| TER |
Teradyne, Inc
Technology
|
NEW | 845 | $250,508 | 1.23% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,158 | $235,571 | 1.16% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 1,093 | $233,530 | 1.15% |