North Ridge Wealth Advisors, Inc.
Filing Date
Global Rank
#8,031
/ 8,578
▼ 4
Top Industry
Software - Infrastructure
37.6%
3Y Alpha vs SPY
-11.2%
Period ended 3 months ago
Filed May 14, 2026 · 32d
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
+30.1%
SPY
+74.2%
Annualised alpha
-11.1%
Max drawdown
−19.1%
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
110 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
35.2%
−8.8 pts
Top 5
54.4%
−6.6 pts
Top 10
68.9%
−4.4 pts
HHI
1,401
Diversified−657
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.8% | $4,770,558 |
| Financial Services | 17.6% | $2,057,934 |
| Industrials | 16.4% | $1,916,651 |
| Healthcare | 6.3% | $737,051 |
| Consumer Cyclical | 5.1% | $600,188 |
| Energy | 3.2% | $370,352 |
| Utilities | 3.1% | $365,603 |
| Unclassified | 3.0% | $345,133 |
| Basic Materials | 1.8% | $214,051 |
| Consumer Defensive | 0.9% | $110,357 |
| Communication Services | 0.9% | $108,814 |
| Real Estate | 0.8% | $97,864 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | +1,012 | 1,472 | $705,382 | |
| XOM | Exxon Mobil Corp | +301 | 451 | $76,516 | |
| NEE | Nextera Energy Inc | +152 | 172 | $15,975 | |
| QQQ | Invesco Qqq Trust, Series 1 | +64 | 253 | $146,026 | |
| DELL | Dell Technologies Inc. | +44 | 49 | $8,042 | |
| WMT | Walmart Inc. | +41 | 86 | $10,688 | |
| HPQ | Hp Inc | +4 | 654 | $12,563 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
12 positions ·
$2,057,934 total
· Financial Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,472 | $705,382 | 34.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,710 | $503,013 | 24.44% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 800 | $399,728 | 19.42% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 1,000 | $208,090 | 10.11% | |
| ALLY |
Ally Financial Inc.
Financial Services
|
Held | 2,000 | $78,460 | 3.81% | |
| AXP |
American Express Co
Financial Services
|
Held | 200 | $60,496 | 2.94% | |
| STT |
State Street Corp
Financial Services
|
Held | 400 | $50,624 | 2.46% | |
| COLB |
Columbia Banking System, Inc.
Financial Services
|
Held | 1,191 | $32,669 | 1.59% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Held | 160 | $14,422 | 0.70% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 30 | $2,388 | 0.12% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 6 | $1,955 | 0.09% | |
| MET |
Metlife Inc
Financial Services
|
Held | 10 | $707 | 0.03% |